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市場調查報告書

高科技産業中的稀土元素:市場分析・預測

Rare Earths Elements In High-Tech Industries: Market Analysis And Forecasts Amid China's Trade Embargo

出版商 The Information Network
出版日期 2011年07月 商品編碼 136854
內容資訊 英文  
價格
US $ 2495 PDF by E-mail
US $ 2595 PDF by E-mail and Hard Copy


高科技産業中的稀土元素:市場分析・預測 是由出版商The Information Network在2011年07月所出版的。 這份英文市場調查報告書價格從美金2495起跳。

簡介

本報告書為高科技產業中的稀土元素之利用動向相關調査分析,包含世界以及中國的稀土資源與產業構造、中國禁輸措施之影響、應用各部門影響技術・市場規模預測(∼2013年)、美國的相關政策・採購戰略等,概述如下。

第1章 導論

  • 稀土元素之特徵
  • 稀土元素埋藏量
  • 稀土元素之應用:概要

第2章 稀土產業

  • 中國的稀土產業
    • 生產
    • 製造構造
    • 消費構造
    • 稀土輸出
    • 中國的稀土產業:最近動向
  • 其他地區的稀土產業
    • 美國
    • 加拿大
    • 南非
    • 澳洲
    • 格陵蘭
    • 阿根廷
    • 印度
    • 俄羅斯
  • 礦業公司簡介

第3章 稀土市場分析

  • 概要
  • 稀土市場
  • 全球稀土市場分析

第4章 對高科技領域之利用的影響

  • 半導體
    • 受到影響的技術
    • 所利用的稀土材料
    • 市場預測:2008-2013年
  • HDD
    • 受到影響的技術
    • 所利用的稀土材料
    • 市場預測:2008-2013年
  • 顯示器:FPD/CRT
    • 受到影響的技術
    • 所利用的稀土材料
    • 市場預測:2008-2013年
  • 攜帶電話・行動網路裝置
    • 受到影響的技術
    • 所利用的稀土材料
    • 市場預測:2008-2013年
  • 固態照明:LED/CFL
    • 受到影響的技術
    • 所利用的稀土材料
    • 市場預測:2008-2013年
  • 環保技術
    • 受到影響的技術
    • 所利用的稀土材料
    • 市場預測:2008-2013年

第5章 美國對金屬的戰略展望

  • 國防領域的稀土金屬之利用
  • 稀土資源與產出的可能性
  • 供應鏈上的課題
  • 第111回議會之稀土相關法
  • 政策選項

第6章 歐洲對金屬的戰略展望

  • 重大性的分析
  • 重要原料

第7章 美國的供應鏈之再構築

  • 中國以外的新的稀土採購方法
  • 價格高騰的影響:依應用

圖表

目錄

Abstract

Introduction

Much has been written recently about the impact of China' s rare earth element (REE) embargo. In a nutshell, China, the world' s largest rare- earths producer, cut export quotas for the minerals needed to make hybrid cars and televisions by 72 percent for the second half, raising the possibility of a trade dispute with the U.S.

Shipments will be capped at 7,976 metric tons, down from 28,417 tons for the same period a year ago, according to data from the Ministry of Commerce.

The unique chemical, magnetic, electrical, and optical properties of the REE have led to an ever increasing variety of applications. These uses range from automobile exhaust catalysts to consumer products that include phosphors in color television and flat panel displays (cell phones, portable DVDs, and laptops), to rechargeable batteries for hybrid and electric vehicles, and numerous medical devices. There are important defense applications such as jet fighter engines, missile guidance systems, antimissile defense, and space-based satellites and communication systems. Permanent magnets containing neodymium, are used in hard disk drives and wind turbines.

During the past twenty years there has been an explosion in demand for many items that require rare earth metals. Rare earth metals and alloys that contain them are used in many devices that people use every day such as: computer memory, DVD' s, rechargeable batteries, cell phones, car catalytic converters, magnets, fluorescent lighting and much morel

Other substances can be substituted for rare earth elements in their most important uses, however, these substitutes are usually much less effective and have a higher cost.

Manufacturers of a broad spectrum of high-tech products are feeling the impact of price hikes in rare earth element-based processing materials because of the Chinese embargo, according to our report “ Rare Earths Elements In High-Tech Industries: Market Analysis And Forecasts Amid China' s Trade Embargo. ”

Table of Contents

Chapter 1 - Introduction

  • 1.1. Rare Earth Element Characteristics
  • 1.2. Rare Earth Element Resources
  • 1.3. Overview of Rare Earth Element Applications

Chapter 2 - Rare Earth Industry

  • 2.1. China' Rare Earth Industry
    • 2.1.1. China' s Production
    • 2.1.2. China Rare Earth Production Structure
    • 2.1.3. China Rare Earth Consumption Structure
    • 2.1.4. China Export of Rare Earths
    • 2.1.5. Recent Activities Of China' s Rare Earth Industry
      • 2.1.5.1. Consolidation Of China' s Rare Earth Industry
  • 2.2. Rest Of World' s Rare Earth Industry
    • 2.2.1. UNITED STATES
      • 2.2.1.1. Mountain Pass
      • 2.2.1.2. Utah Rare Earth Project
      • 2.2.1.3. Bear Lodge Rare-Earth Project
      • 2.2.1.4. Elk Creek
      • 2.2.1.5. Bokan-Dotson Ridge
      • 2.2.1.6. Diamond Creek
      • 2.2.1.7. Lemhi Pass
    • 2.2.2. CANADA
      • 2.2.2.1. MacLeod Lake Project
      • 2.2.2.2. Hoidas Lake
      • 2.2.2.3. Benjamin River Project
      • 2.2.2.4. Douglas River Project
      • 2.2.2.5. Nechalacho Rare Earth Element Project
      • 2.2.2.6. Archie Lake
      • 2.2.2.7. Bulstrode Rare Earth Property
      • 2.2.2.8. Mount Copeland
      • 2.2.2.9. Cross Hills Newfoundland
      • 2.2.2.10. Kipawa
      • 2.2.2.11. Strange Lake
      • 2.2.2.12. Ytterby
      • 2.2.2.13. Grevet REE
      • 2.2.2.14. Turner Falls
    • 2.2.3. SOUTH AFRICA
      • 2.2.3.1. Steenkampskraal Mine South Africa
    • 2.2.4. AUSTRALIA
      • 2.2.4.1. Nolans Bore
      • 2.2.4.2. Mount Weld
      • 2.2.4.3. Jungle Well/ Laverton
    • 2.2.5. GREENLAND
      • 2.2.5.1. Kvanefjeld Project
    • 2.2.6. ARGENTINA
      • 2.2.6.1. Cueva del Chacho
      • 2.2.6.2. Susques Property - Jujuy Province
      • 2.2.6.3. John Galt Project
    • 2.2.7. INDIA
      • 2.2.7.1. Indian Rare Earth
    • 2.2.8. RUSSIA
      • 2.2.8.1. Kutessay II
  • 2.3. Profiles of Mining Corporations

Chapter 3 - Rare Earth Market Analysis

  • 3.1. Overview
  • 3.2. Rare Earth Market
    • 3.2.1. Domestic Production and Consumption
    • 3.2.2. China Production and Consumption
  • 3.3. Global Rare Earth Market Analysis

Chapter 4 - Impact on Hi-Tech Applications

  • 4.1. Semiconductors
    • 4.1.1. Technology Impacted
      • 4.1.1.1. High-k Dielectrics
      • 4.1.1.2. Polishing Powders
    • 4.1.2. Rare Earth Material Used
    • 4.1.3. Market Forecast of Impacted Semiconductor Devices/Materials - 2008 - 2013
  • 4.2. Hard Disk Drives (HDDs)
    • 4.2.1. Technology Impacted
      • 4.2.1.1. Neo Magnets for HDDs
      • 4.2.1.2. High Strength Glass Substrates
      • 4.2.1.3. Polishing Materials
    • 4.2.2. Rare Earth Material Used
    • 4.2.3. Market Forecast of Impacted HDD Devices/Materials - 2008 - 2013
  • 4.3. Displays - FPD/CRT
    • 4.3.1. Technology Impacted
      • 4.3.1.1. Polishing Materials
      • 4.3.1.2. Phosphors
    • 4.3.2. Rare Earth Material Used
    • 4.3.3. Market Forecast of Impacted CRT/FPD Devices/Materials - 2008 - 2013
  • 4.4. Mobile and Mobile Internet Devices
    • 4.4.1. Technology Impacted
    • 4.4.2. Rare Earth Material Used
    • 4.4.3. Market Forecast of Impacted Mobile Devices/Materials - 2008 - 2013
  • 4.5. Solid State Lighting - LED/CFL 4-4
    • 4.5.1. Technology Impacted
      • 4.5.1.1. Phosphors for Light Emitting Diodes (LEDs)
      • 4.5.1.2. Phosphors for Compact Fluorescent Lamps (CFL)
    • 4.5.2. Rare Earth Material Used
    • 4.5.3. Market Forecast of Impacted LED Devices/Materials - 2008 - 2013
  • 4.6. Green Technology
    • 4.6.1. Technology Impacted
      • 4.6.1.1. Rare Earths for Hybrid Vehicle Batteries (NiMH)
      • 4.6.1.2. Neo Magnets for Hybrid Vehicle Electric Motors and Brakes
      • 4.6.1.3. Neo Magnets for Wind Turbines
      • 4.6.1.4. Catalytic Converter for Automobiles
    • 4.6.2. Rare Earth Material Used
    • 4.6.3. Market Forecast of Impacted Green Devices/Materials - 2008 - 2013
    • 4.6.4. Other Green Technologies

Chapter 5 - U.S Strategic Metal Perspective

  • 5.1. The Application of Rare Earth Metals in National Defense
  • 5.2. Rare Earth Resources and Production Potential
  • 5.3. Supply Chain Issues
  • 5.4. Rare Earth Legislation in the 111th Congress
    • 5.4.1. H.R. 6160, Rare Earths And Critical Materials Revitalization Act Of 2010
    • 5.4.2. H.R. 4866, the Rare Earths Transformation Act of 2010
    • 5.4.3. S. 3521, Rare Earths Supply Technology and Resources Transformation Act of 2010
    • 5.4.4. H.R. 5136, the Fiscal Year 2011 National Defense Authorization Act
    • 5.4.5. P.L. 111-84, the Fiscal Year 2010 National Defense Authorization Act
  • 5.5. Possible Policy Options
    • 5.5.1. Authorize And Appropriate Funding For A USGS Assessment
    • 5.5.2. Support And Encourage Greater Exploration For REE
    • 5.5.3. Challenge China On Its Export Policy
    • 5.5.4. Establish A Stockpile

Chapter 6 - European Strategic Metal Perspective

  • 6.1. Assessing Criticality
    • 6.1.1. Geological And Technical Availability
    • 6.1.2. Key Terms And Definitions
    • 6.1.3. Geological Availability
    • 6.1.4. Technological Development
    • 6.1.5. Geopolitical-Economic Availability
  • 6.2. Results And List Of Critical Raw Materials
    • 6.2.1. Economic Importance And Supply Risks
    • 6.2.2. Future Perspectives On Raw Material Demand Implications Of Technological Change.
    • 6.2.3. Emerging technologies and raw materials

Chapter 7 - Rebuilding a U.S. Supply Chain

  • 7.1. Non-Chinese Sources of New Rare Earths
  • 7.2. Impact of Price Hikes by Application

TABLES

  • 1.1. Selected Rare Earth Element Bearing Products
  • 1.2. Rare Earths Elements And Some Of Their End Uses
  • 2.1. Rare Earth Prices 2007-2010
  • 2.2. Global Capacity Of Rare Earth Oxides - 2010
  • 2.3. Global Capacity Of Rare Earth Oxides - 2014
  • 3.1. U.S. Rare Earth Statistics - 2006-2009
  • 3.2. Rare Earth Prices - 2007-2011
  • 3.3. Rare Earth Elements: World Production And Reserves - 2009
  • 3.4. Rare Earth Oxide Capacity - 2010
  • 3.5. Rare Earth Oxide Capacity - 2014
  • 3.6. Rare Earth Oxide Demand-Supply - 2010-2014
  • 3.7. Rare Earth Composition By End Use
  • 4.1. Properties Of Rare Earth Ln2O3 Oxides
  • 4.2. Forecast of CMP Slurry 2008-2013
  • 4.3. Demand of Rare Earths for Neo Magnets
  • 4.4. Market Forecast for Hard Disk Drives by Size 2008-2013
  • 4.5. Market Forecast For Ceria Slurry For Glass Disks
  • 4.6. Demand of Rare Earths for Polishing Compounts for FPD/CRT
  • 4.7. Demand of Rare Earths for Phosphors for FPD/CRT
  • 4.8. Market Forecast of FPD/CRT by Type 2008-2013
  • 4.9. Market Forecast of Mobile/MID by Type 2008-2013
  • 4.10. Demand of Rare Earths for Phosphors for CFLs
  • 4.11. Market forecast of Backlight LEDs by Application 2008-2013
  • 4.12. Demand of Rare Earths for NiMH Batteries
  • 4.13. Demand of Rare Earths for Neo Magnets
  • 4.14. Demand for Rare Earths for Automobile Catalysts
  • 5.1. Rare Earth Elements: World Production And Reserves - 2009
  • 6.1. Rare Earth Applications
  • 6.2. Global Metal Production 2009

FIGURES

  • 1.1. Periodic Table Of Rare Earth Elements
  • 1.2. Abundance Of The Rare Earth Elements
  • 1.3. Rare Earth Production Since 1950
  • 1.4. China' s Rare Earth Dominance
  • 2.1. Rare Earth Proportion And Distribution In China
  • 2.2. Production Of Rare Earth Concentrates Since 1998
  • 2.3. Production Of Smelting Separation Products Since 1999
  • 2.4. Production Of Rare Earth Metals Since 1988
  • 2.5. Production Of Rare Earth Oxides Since 1998
  • 2.6. Consumption Of Rare Earths Since 1990
  • 2.7. Consumption Structure Of China From 1988
  • 2.8. Gross Volume Of Exports From 1979
  • 2.9. Gross Value Of Exports From 1979
  • 3.1. U.S. Distribution Of Refined Rare Earth Products - 2008
  • 3.2. Rare-Earth Price Index 2002-2010
  • 3.3. Comparison Of Rare Earth Consumption .Between China And The World
  • 3.4. Global Supply-Demand Forecast
  • 3.5. ROW Supply-Demand Forecast
  • 3.6. REO Distribution By Weight - 2010
  • 3.7. REO Distribution By Revenue - 2010
  • 3.8. REO Distribution By Weight - 2014
  • 3.9. REO Distribution By Revenue - 2014
  • 3.10. REE Composition By End Use
  • 3.11. Approximate Percentage Content Of Current And Prospective Ores
  • 4.1. Illustration of MOSFET and Gate Oxide
  • 4.2. STI CMP Using Ceria
  • 4.3. HDD Drive and Neo Magnets
  • 4.4. Glass Media Drive Forecast 2008-2013
  • 4.5. Market Forecast For Neo Magnets
  • 4.6. Illustration of Phosphors in PDPs
  • 4.7. Market Forecast For Neo Magnets
  • 4.8. Traditional Design of a 5-mm white LED
  • 4.9. Scattered Photon Extraction white LED
  • 4.10. Supply Chain for Fluorescent Lighting
  • 4.11. Rare Earths Used in Hybrid Vehicles
  • 4.12. Hybrid Vehicle Battery (NiMH)
  • 4.13. Hybrid Vehicle Electric Motor and Brakes
  • 4.14. Wind Turbine Motor
  • 4.15. Supply Chain for Permanent Magnets
  • 4.16. Catalytic Converter for Automobiles
  • 4.17. Forecast of Hybrid Vehicles 2008-2013
  • 4.18. Forecast of Wind Generators 2008-2013
  • 6.1. Supply Of Strategic Metals To The European Union

Press Release

中國短期間稀土元素禁輸措施:對今後全球市場的影響為何?

2010年12月01日

Global Information, Inc.已開始銷售美國市場調查公司The Information Network所發行的報告書「Rare Earths Elements In High-Tech Industries: Market Analysis And Forecasts Amid China's Trade Embargo (高科技産業中的稀土元素:市場分析・預測)」

中國發表對美國、歐洲、日本的稀土礦物禁輸措施時,中國政府突然於10月28日決定非正式解除。New York Times傳達,「帶來貿易上緊張氣氛的禁輸措施,與一開始情形一樣,都沒有來自北京的正式發表與中國港灣報關行的任何說明就無疾而終了。」。

中國僅在10日前的10月18日,禁止稀土礦物出貨到歐洲及美國。當然如預料的,這個突然的禁輸措施馬上引起當事國間的緊張。時間追溯到9月底,New York Times曾經報導,中國港灣有關人員向日本礦物貿易業者表示預定禁止重要物資的出口。然依據相關方面消息,禁輸措施解除後,對日本的出貨亦追加審查手續,多少會有點延遲。

禁輸措施後的影響

中國雖重開出貨大門,然海外買方依然為可能供給不足的情形而苦惱。因中國的禁輸措施,使得使用稀土元素的加工材料被轟抬價格,各種高技術產品的製造業者已經受到影響。因此,從禁輸解除前各家公司就擔憂此長期性的影響。價格急劇上升的原因不只是受到禁輸措施的影響。因此,高科技產業在中國國外開發稀土礦業,連機能都與高價格對峙。整體而言,全球市場都受到稀土金屬供給不足的影響。中國本身對稀土的產業需求亦大幅擴大,事實上,北京在過去5年反覆縮小出口分配。New York Times報導「因此,中國即使將分配量全部出貨,對海外的供給量亦使全球的需求大幅下降。」。

今後數年內,在中國以外的稀土礦業將重新開發與營運。據此,全球對中國礦床的依賴度將降低,預估能擴大產品的可用性及使價格穩定化。The Information Network敘述:「此次事件,中國以外各國的稀土開採事業及各國政府•企業們為脫離中國對全球的支配,可說是向前邁出一步、覺醒的機會。」。

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