Graphene Investment and Pricing Report 2017

Graphene Investment and Pricing Report 2017

Future Markets, Date of Publication: Sep 12, 2017, 212 Pages
US$675.00
FM1455

 

Graphene is the most widely studied and developed 2D nanomaterial its discovery can be considered as a defining point in the research and development of stable, truly 2D material systems.

Graphene exhibits a unique combination of mechanical, thermal, electronic and optical properties that provide opportunities for new innovation in flexible displays, transistors, photosensors, RFID tags, solar cells, secondary batteries, fuel cells, supercapacitors, conductive inks, EMI shielding, heat insulation, anti-oxidation and LEDs across multiple industries including consumer electronics, automotive, aerospace, medicine, energy, 3D printing, polymer composites, wireless technology, filtration and coatings.

The global market for graphene continues to grow with weekly product, technology and production developments,  public and private investments and start-ups. There are now over 200 companies either producing graphene or developing applications, with as many multi-nationals conducting R&D on these materials.

Graphene Investment

However, relatively few graphene products have reached the market yet, and until recently those that have mainly incorporate graphene additives to enhance toughness, conductivity and flexibility. This report seeks to identify investment opportunities for graphene and looks at current commercial and planned activity, most promising applications by market and pricing for graphene materials. This paints a complete picture of the current graphene landscape, from producer capacities & pricing to end products, now and in the future.

This 212 page report examines:

  • Advantages and shortcomings of graphene as a technology component.
  • Pricing landscape for graphene, by types and producers.
  • Production capacity by graphene producer.
  • Provides a map of the current competitive landscape by market.
  • Investments in graphene over the past 12 months.
  • Market impediments for graphene by target market.
  • Profiles all the major players in graphene production.
  • Profiles all the major application developers including current and intended products.

Graphene Investment and Pricing Report 2017
TABLE OF CONTENTS

1 RESEARCH METHODOLOGY

1.1 Investment analysis 16

1.2 Market impediment analysis 18

2 EXECUTIVE SUMMARY

2.1.1 Products. 21

2.1.2 Production in 2017. 22

2.1.3 Graphene investments 2016-2017. 24

2.1.4 Market outlook.. 24

3 TYPES OF COMMERCIALLY AVAILABLE GRAPHENE

3.1 Properties. 31

4 COMMERCIAL GRAPHENE PRODUCTION

4.1 Large area graphene films production. 33

4.2 Graphene oxide flakes and graphene nanoplatelets production.. 34

4.3 Production methods.. 35

4.3.1 Production directly from natural graphite ore.. 37

4.3.2 Alternative starting materials.. 37

4.3.3 Quality. 38

4.4 Synthesis and production by types of graphene. 39

4.4.1 Graphene nanoplatelets (GNPs). 39

4.4.2 Graphene nanoribbons 40

4.4.3 Large-area graphene films 41

4.4.4 Graphene oxide (GO).. 42

4.5 Pros and cons of graphene production methods. 42

4.6 Production methods by producer and products offered.. 45

5 GRAPHENE MARKET STRUCTURE AND ROUTES TO COMMERCIALIZATION

6 CURRENT PRODUCTION VOLUMES IN METRIC TONS

6.1 Global demand 2010-2017.. 51

7 GRAPHENE PRICING

7.1 Pristine Graphene Flakes pricing. 54

7.2 Few-Layer Graphene pricing.. 55

7.3 Graphene Nanoplatelets pricing.. 55

7.4 Reduced Graphene Oxide pricing.. 56

7.5 Graphene Quantum Dots pricing. 57

7.6 Graphene Oxide Nanosheets pricing 58

7.7 Multilayer Graphene (MLG) pricing 59

7.8 Mass production of lower grade graphene materials 59

7.9 High grade graphene difficult to mass produce. 60

7.10 Bulk supply. 60

7.11 Commoditisation 61

8 GLOBAL GRAPHENE PRODUCERS AND PRODUCTION CAPACITIES, CURRENT AND PLANNED

9 COMMERCIAL OPPORTUNITIES IN GRAPHENE

9.1 Short-term growth 63

9.2 Medium-term growth. 64

9.3 Adhesives. 67

9.3.1 Applications. 67

9.3.2 Current and planned commercial activity.. 67

9.3.3 Graphene investment potential. 68

9.3.4 Market impediments.. 71

9.4 Aerospace. 72

9.4.1 Applications. 72

9.4.2 Current and planned commercial activity.. 73

9.4.3 Graphene investment potential. 74

9.4.4 Market impediments.. 77

9.5 Automotive 78

9.5.1 Applications. 78

9.5.2 Current and planned commercial activity.. 79

9.5.3 Graphene investment potential. 81

9.5.4 Market impediments.. 83

9.6 Coatings. 84

9.6.1 Applications. 84

9.6.2 Current and planned commercial activity.. 86

9.6.3 Graphene investment potential. 88

9.6.4 Market impediments.. 90

9.7 Composites.. 91

9.7.1 Applications. 91

9.7.2 Current and planned commercial activity.. 93

9.7.3 Graphene investment potential. 95

9.7.4 Market impediments.. 98

9.8 Conductive inks. 99

9.8.1 Applications. 99

9.8.2 Current and planned commercial activity 101

9.8.3 Graphene investment potential.. 102

9.8.4 Market impediments.. 107

9.9 Electronics. 108

9.9.1 Applications.. 108

9.9.2 Current and planned commercial activity 112

9.9.3 Graphene investment potential.. 115

9.9.4 Market impediments.. 122

9.10 Energy 125

9.10.1 Applications 125

9.10.2 Current and planned commercial activity. 128

9.10.3 Graphene investment potential 133

9.10.4 Market impediments. 138

9.11 Filtration. 139

9.11.1 Applications 139

9.11.2 Current and planned commercial activity. 140

9.11.3 Graphene investment potential 141

9.11.4 Market impediments. 143

9.12 Life science and healthcare 144

9.12.1 Applications 144

9.12.2 Current and planned commercial activity. 147

9.12.3 Graphene investment potential 148

9.12.4 Market impediments. 151

9.13 Lighting.. 154

9.13.1 Applications 154

9.13.2 Current and planned commercial activity. 154

9.13.3 Graphene investment potential 155

9.13.4 Market impediments. 156

9.14 Lubricants 157

9.14.1 Applications 157

9.14.2 Current and planned commercial activity. 157

9.14.3 Graphene investment potential 158

9.14.4 Market impediments. 159

9.15 Oil and gas.. 160

9.15.1 Applications 160

9.15.2 Current and planned commercial activity. 161

9.15.3 Graphene investment potential 161

9.15.4 Market impediments. 162

9.16 Rubber and tires. 163

9.16.1 Applications 163

9.16.2 Current and planned commercial activity. 164

9.16.3 Graphene investment potential 165

9.16.4 Market impediments. 167

9.17 Sensors. 167

9.17.1 Applications 167

9.17.2 Current and planned commercial activity. 169

9.17.3 Graphene investment potential 171

9.17.4 Market impediments. 174

9.18 Textiles.. 175

9.18.1 Applications 175

9.18.2 Current and planned commercial activity. 176

9.18.3 Graphene investment potential 177

9.18.4 Market impediments. 179

9.19 3D printing.. 180

9.19.1 Applications 180

9.19.2 Current and planned commercial activity. 180

9.19.3 Graphene investment potential 181

9.19.4 Market impediments. 182

10 GRAPHENE PRODUCERS

10.1 Types of graphene produced, by producer. 184

10.2 Key players. 188

10.2.1 Asia-Pacific. 188

10.2.1.1 Australia. 191

10.2.2 North America. 191

10.2.3 Europe 192

10.3 Markets targeted, by producer. 192

11 GRAPHENE PRODUCT DEVELOPERS AND END USERS. 196

11.1 Industrial collaborations and licensing 196

11.2 Markets targeted, by product developers and end users.. 199

12 REFERENCES. 204


TABLES

Table 1: Consumer products incorporating graphene. 21

Table 2: Graphene investments and financial agreements 2017 24

Table 3: Market opportunity assessment matrix for graphene applications 26

Table 4: Properties of graphene and competing materials.. 32

Table 5: Large area graphene films-Markets, applications and current global market 33

Table 6: Graphene oxide flakes/graphene nanoplatelets-Markets, applications and current global market 34

Table 7: Main production methods for graphene 35

Table 8: Pros and cons of graphene synthesis/production methods 42

Table 9: Graphene production methods, by producer. 45

Table 10: Graphene market structure. 47

Table 11: Global demand for graphene, 2010-2017 in tons/year. Base year for projections is 2016. 51

Table 12: Types of graphene and prices.. 53

Table 13: Pristine graphene flakes pricing by producer. 54

Table 14: Few-layer graphene pricing by producer.. 55

Table 15: Graphene nanoplatelets pricing by producer. 56

Table 16: Reduced graphene oxide pricing, by producer. 56

Table 17: Graphene quantum dots pricing by producer 58

Table 18: Graphene oxide nanosheets pricing by producer.. 58

Table 19: Multi-layer graphene pricing by producer. 59

Table 20: Production capacities of graphene producers, current and planned, metric tons 62

Table 21: Graphene target markets-Applications and potential addressable market size 65

Table 22: Applications of adhesives, by market.. 67

Table 23: Companies developing graphene-based products in adhesives. 68

Table 24: Market summary and revenues for graphene in the adhesives market. 68

Table 25: Investment opportunity assessment for graphene in adhesives.. 69

Table 26: Market impediments for graphene in the adhesives market.. 71

Table 27: Applications of graphene in the aerospace market 72

Table 28: Companies developing graphene-based products in aerospace 73

Table 29: Market summary and revenues for graphene in the aerospace market. 74

Table 30: Investment opportunity assessment for graphene in aerospace. 76

Table 31: Market impediments for graphene in aerospace. 78

Table 32: Applications of graphene in the automotive market.. 78

Table 33: Companies developing graphene-based products in the automotive industry. 79

Table 34: Market summary and revenues for graphene in the automotive market 81

Table 35: Investment opportunity assessment for graphene in the automotive industry.. 81

Table 36: Market impediments for graphene in automotive 84

Table 37: Applications of graphene in coatings.. 85

Table 38: Companies developing graphene-based products in the coatings industry 86

Table 39: Market summary and revenues for graphene in the coatings market. 88

Table 40: Investment opportunity assessment for graphene in the coatings market 88

Table 41: Market impediments for graphene in coatings.. 91

Table 42: Applications of graphene in composites 91

Table 43: Companies developing graphene-based products in composites.. 93

Table 44: Market summary and revenues for graphene in the composites market.. 95

Table 45: Potential addressable market for graphene in composites. 95

Table 46: Investment opportunity assessment for graphene in the composites market 97

Table 47: Market impediments for graphene in composites.. 99

Table 48: Companies developing graphene-based products in conductive inks. 101

Table 49: Opportunities for graphene in printed electronics 103

Table 50: Potential addressable market for graphene in conductive inks. 104

Table 51: Market opportunity assessment for graphene in conductive inks 107

Table 52: Market impediments for graphene in conductive inks.. 107

Table 53: Applications of graphene in electronics.. 109

Table 54: Companies developing graphene-based products in electronics. 112

Table 55: Market summary and revenues for graphene in electronics 115

Table 56: Investment opportunity assessment for graphene in electronics. 121

Table 57: Market impediments for graphene in electronics. 122

Table 58: Applications of graphene in energy storage and generation.. 126

Table 59: Companies developing graphene-based products in energy. 129

Table 60: Market summary and revenues for graphene in energy. 133

Table 61: Potential addressable market for thin film, flexible and printed batteries 135

Table 62: Potential addressable market for photovoltaics 136

Table 63: Investment opportunity assessment for graphene in the energy market 137

Table 64: Market impediments for graphene in energy.. 138

Table 65: Applications of graphene in filtration. 139

Table 66: Companies developing graphene-based products in filtration 140

Table 67: Market summary and revenues for graphene in filtration.. 141

Table 68: Investment opportunity assessment for graphene in the filtration market. 142

Table 69: Market impediments for graphene in filtration 144

Table 70: Applications of graphene in life sciences and healthcare.. 145

Table 71: Companies developing graphene-based products in life sciences and healthcare 147

Table 72: Market summary and revenues for graphene in life sciences and healthcare 148

Table 73: Potential addressable market for graphene in biomedical & healthcare markets 149

Table 74: Market opportunity assessment for graphene in biomedical & healthcare markets 150

Table 75: Market impediments for graphene in the biomedical and healthcare market. 152

Table 76: Applications of graphene in lighting.. 154

Table 77: Companies developing graphene-based products in lighting. 154

Table 78: Market summary and revenues for graphene in lighting 155

Table 79: Investment opportunity assessment for graphene in the lighting market 155

Table 80: Market impediments for graphene in lighting.. 156

Table 81: Applications of graphene in the lubricants market.. 157

Table 82: Companies developing graphene-based products in lubricants 157

Table 83: Market summary and revenues for graphene in the lubricants market 158

Table 84: Investment opportunity assessment for graphene in the lubricants market. 158

Table 85: Market impediments for graphene in lubricants 159

Table 86: Applications of graphene in the oil and gas market 160

Table 87: Companies developing graphene-based products in oil and gas 161

Table 88: Market summary and revenues for graphene in the oil and gas market. 161

Table 89: Investment opportunity assessment for graphene in the oil and gas market.. 162

Table 90: Market impediments for graphene in oil and gas. 163

Table 91: Applications of graphene in rubber and tires.. 163

Table 92: Companies developing graphene-based products in rubber and tires. 164

Table 93: Market summary and revenues for graphene in the rubber and tires market. 165

Table 94: Investment opportunity assessment for graphene in the rubber and tires market.. 166

Table 95: Market impediments for graphene in rubber and tires. 167

Table 96: Applications of graphene in sensors. 168

Table 97: Companies developing graphene-based products in sensors 169

Table 98: Market size for graphene in sensors. 171

Table 99: Market opportunity assessment for graphene in the filtration market 172

Table 100: Market impediments for graphene in sensors. 174

Table 101: Applications of graphene in textiles 175

Table 102: Companies developing graphene-based products in textiles.. 176

Table 103: Market summary and revenues for graphene in the textiles market.. 177

Table 104: Global market for smart clothing and apparel, 2014-2021, units and revenues (US$). 177

Table 105: Market opportunity assessment for graphene in textiles. 178

Table 106: Market impediments for graphene in textiles 179

Table 107: Applications of graphene in 3D printing 180

Table 108: Companies developing graphene-based products in the 3D printing industry 180

Table 109: Market summary and revenues for graphene in the 3D printing market. 181

Table 110: Investment opportunity assessment for graphene in the 3D printing market 182

Table 111: Market impediments for graphene in 3D printing.. 182

Table 112: Graphene producers and types produced matrix. 184

Table 113: Graphene producers target market matrix. 192

Table 114: Graphene industrial collaborations, licence agreements and target markets.. 196

Table 115: Graphene product developers and end users target market matrix 199


FIGURES

Figure 1: Global market for graphene 2010-2027 in tons/year. 23

Figure 2: Graphene production capacity, current and planned 24

Figure 3: Graphene and its descendants: top right: graphene; top left: graphite = stacked graphene; bottom right: nanotube=rolled graphene; bottom left: fullerene=wrapped graphene. 32

Figure 4: Graphene synthesis methods. 37

Figure 5: TEM micrographs of: A) HR-CNFs; B) GANF® HR-CNF, it can be observed its high graphitic structure; C) Unravelled ribbon from the HR-CNF; D) Detail of the ribbon; E) Scheme of the structure of the HR-CNFs; F) Large single graphene oxide sheets derived from GANF. 38

Figure 6: Graphene nanoribbons grown on germanium 41

Figure 7: Schematic of typical commercialization route for graphene producer.. 47

Figure 8: Global demand for graphene 2010-2017 in tons/year.. 52

Figure 9: Demand for graphene, by market, 2015. 64

Figure 10: Demand for graphene, by market, 2027.. 65

Figure 11: Graphene epoxy adhesive. 68

Figure 12: Investment opportunity for graphene in adhesives.. 71

Figure 13: Investment opportunity assessment for graphene in aerospace 77

Figure 14: Investment opportunity assessment for graphene in the automotive sector. 83

Figure 15: Investment opportunity for graphene in the coatings market 90

Figure 16: Investment opportunity for graphene in the composites market 98

Figure 17: Graphene printed antenna. 100

Figure 18: BGT Materials graphene ink product.. 101

Figure 19: Vorbeck Materials Vor-inkTM conductive electronics printed through flexographic techniques.. 103

Figure 20: Potential addressable market for graphene in the conductive ink market 106

Figure 21: Moxi flexible film developed for smartphone application.. 108

Figure 22: Galapad Settler smartphone. 109

Figure 23:Flexible graphene touchscreen. 112

Figure 24: Potential addressable market for graphene in electronics.. 118

Figure 25: Potential addressable market for graphene in the flexible electronics, wearables, conductive films and displays market. 119

Figure 26: Potential addressable market for graphene in the transistors and integrated circuits market. 120

Figure 27: The SkelStart Engine Start Module 2.0 based on the graphene-based SkelCap ultracapacitors.. 126

Figure 28: H600 concept car.. 129

Figure 29: Anion concept car. 129

Figure 30: Graphene anti-smog mask. 140

Figure 31: Graphene-based E-skin patch. 146

Figure 32: Potential addressable market for graphene-enabled applications in the biomedical and healthcare market.. 151

Figure 33: Directa-Plus Grafysorber. 161

Figure 34: Antistatic graphene tire. 165

Figure 35: Potential addressable market for graphene in the sensors market.. 174

Figure 36: 15-inch single-layer graphene sheet being prepared in the Chongqing Institute of Green and Intelligent Technology, Chinese Academy of Sciences.. 189

Date of Publication:
Sep 12, 2017
File Format:
PDF via E-mail
Number of Pages:
212 Pages