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市場調查報告書

碳納米管市場,技術和公司分析:2021-2031

Carbon Nanotubes 2021-2031: Market, Technology, Players

出版商 IDTechEx Ltd. 商品編碼 960594
出版日期 內容資訊 英文 168 Slides
商品交期: 最快1-2個工作天內
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碳納米管市場,技術和公司分析:2021-2031 Carbon Nanotubes 2021-2031: Market, Technology, Players
出版日期: 2020年09月16日內容資訊: 英文 168 Slides
簡介

未來十年,全球碳納米管(CNT)市場預計將增長到7.5億美元以上。

多層碳納米管(MWCNT)有許多用途,從熱界面材料(TIM)到屏蔽電纜和塗層,尤其著重於能量存儲和聚合物添加劑領域。單層碳納米管(SWCNT)也與MWCNT競爭,作為儲能和彈性應用的添加劑,但是它們的獨特性能已在諸如存儲器,傳感器和其他電子組件等新領域引起關注。

本報告調查了全球多層,單層和雙層碳納米管(CNT)市場,並定義和概述了市場,10年增長預測,按用途細分,各種CNT製造工藝以及主要它總結了各種應用程序,技術發展和公司計劃中的趨勢。

第1章執行摘要/概述

第2章市場預測

  • 假設調查方法
  • MWCNT十年預測:按應用
  • SWCNT/DWCNT十年預測:按應用

第3章主要公司

第4章CNT的製造

  • 各種CNT製造過程的基準測試
  • 製造過程:激光燒蝕電弧放電
  • 製造工藝:化學氣相沉積
  • 製造過程:垂直排列的納米管
  • 製造過程:HiPCO/CoMoCat
  • 製造過程:eDIPS
  • 製造過程:燃燒合成
  • 製造過程:等離子強化等

第5章石墨烯和CNT材料的形式

第6章宏CNT:薄紗

  • CNT的趨勢□主要企業
  • 納米碳添加劑的類型:CNT紗線
  • CNT紗線:電導率問題
  • CNT紗線:影響性能的材料特性參數
  • CNT紗線:非常規性能指標(比容量)超過Cu
  • CNT紗線的非常規性能指標優於Cu:電流容量
  • 非常規性能指標中超過CNT的Cu紗線:降低的溫度依賴性
  • CNT紗線的早期使用
  • 二次CNT紗線的使用

第7章儲能:電池

  • 蓬勃發展的儲能市場
  • 鋰離子電池CNT:概述
  • 鋰離子電池:技術路線圖
  • 分佈式技術的進步
  • 混合導電碳材料
  • 混合導電碳材料
  • 矽陽極電池
  • 矽陽極電池技術概述
  • 矽陽極電池和重要問題
  • CNT兼容矽陽極等的新創新。

第8章儲能:超級電容器

  • 電池vs超級電容器
  • 超級電容器技術
  • CNT超級電容器的性能
  • 超級膠囊中CNT的潛在優勢
  • 納米碳超級電容器的Ragon圖
  • CNT超級膠囊領先企業:NAWA Technologies
  • CNT超級膠囊的主要公司:Nanoramic Laboratories
  • CNT超級膠囊的主要公司:其他
  • 無粘結劑的CNT薄膜作為超級電容器電極
  • 與CNT使用有關的問題

第9章導電聚合物

  • CNT在導電複合材料中的作用
  • MWCNT作為導電添加劑
  • CNT作為聚合物複合導電添加劑:概述
  • CNT在導電複合材料中的成功應用
  • 使用CNT導電塑料的產品示例
  • 拉伸強度:無規CNT分散體和取向CNT分散體的比較
  • 彈性:隨機CNT分散和對齊CNT分散的比較
  • 導熱係數:使用CNT添加劑
  • 3D打印材料

第10章纖維增強聚合物複合材料

  • 納米碳作為FRP添加劑的作用
  • 如何將納米碳材料結合到複合材料中
  • 轉嚮導電複合材料
  • 採用複合材料靜電放電技術
  • 防雷
  • 增強的導熱性
  • 電熱除冰:納米碳專利
  • 夾層強度

第11章金屬複合材料

  • 銅納米複合材料的比較
  • 銅納米複合材料的生產
  • CNT銅納米複合材料
  • 具有CNT芯的多相銅納米複合材料
  • 銅芯多相複合材料等

第12章輪胎

  • 碳納米管在輪胎中的使用
  • 米其林
  • 輪胎SWCNT:基準標記
  • 兼容CNT的輪胎傳感器

第13章CNT透明導電膜

  • 透明導電膜(TCF)
  • 各種透明導電膜(TCF)
  • ITO膜評估:性能,製造,市場趨勢
  • ITO膜的缺點:柔韌性
  • ITO膜的缺點:薄板電導率限制
  • ITO膜:關於價格的考慮
  • 銦的單一供應風險
  • CNT透明導電膜:性能
  • CNT透明導電膜:商業膜的性能
  • CNT透明導電膜:匹配指數
  • CNT透明導電膜:機械柔韌性
  • CNT透明導電膜:彈性是模內電子設備的重要差異因素
  • 使用CNT的3D觸摸感應表面的示例
  • 使用CNT的可穿戴設備的示例
  • CNT雜化TCF材料
  • 主要公司
  • 各種TCF技術的定量基準測試

第14章導熱材料

  • 熱界面材料(TIM):簡介
  • 使用高級碳材料的TIM:概述
  • VACNT作為TIM的挑戰
  • 轉移VACNT陣列
  • 主要CNT TIM的示例

第15章傳感器

  • 氣體傳感器中的CNT:概述
  • Alpha Szenszor Inc.
  • CNT氣體傳感器:C2Sense

第16章其他用途

  • 塗層:耐腐蝕
  • 塗層:屏蔽
  • Nantero/Fujitsu:CNT內存
  • Lintec NTSC碳納米管片
目錄

Title:
Carbon Nanotubes 2021-2031: Market, Technology, Players
MWCNTs, FWCNTs & SWCNTs benchmarking study and critical appraisal; VACNTs, sheets, yarns, composites, slurries, and more; granular market forecasts; key manufacturer profiles and analysis; interview-based company profiles.

The market for CNTs will exceed $750m within the next decade.

Carbon nanotubes (CNTs) have been known for many decades, but the moment of significant commercial growth is just approaching. Through expansions, partnerships, acquisitions, and greater market adoption there are clear indicators that now is the time for true market success to be realised.

This report gives granular 10-year market forecasts, player analysis, technology benchmarking, and a deep-dive in core application areas. This detailed technical analysis is built on a long history in the field of nanocarbons and is based on primary-interviews with key and emerging players.

Technology

The potential for CNTs needs no introduction. If the exciting nanoscale properties, from mechanical to thermal & electrical conductivity and beyond, can be realised then the global impact will be profound. However, as is well known the reality is much further from the theoretical ideals.

There is a wide range of technology and manufacturing readiness for the different types of nanotubes. Making the nanotubes is just the first step, a large amount of consideration needs to go into understanding how they can be functionalised, purified and/or separated, and integrated. This report goes into extensive detail benchmarking the physical and economic properties of MWCNTs, FWCNTs, and SWCNTs, it extends to key advancements in this post-processing and dispersion technology, which is an essential part for any market success.

There is also the trend to making "macro-CNT" products most commonly in the form of sheets/veils or yarns. There are numerous technical challenges in translating the core beneficial properties from the nanoscale but some promising results and emerging applications are being observed; within this vertically aligned CNTs (VACNTs) are one of the most exciting areas taking advantage of the inherent anisotropy of the nanotubes.

It is also important to consider the incumbent and emerging competition. In most applications the CNTs are acting as an additive and competing against others from chopped carbon fiber to carbon black and graphene, the combination of properties are essential for adoption and looking beyond to non-tradition figures-of-merit can give indication of where the market potential lies.

Players

MWCNT production has been established for a long time with most employing a catalytic CVD process, but there remain technical and economic improvements to the MWCNT production and how they are post-processed. This report details the key manufacturers and those further up the supply chain, geographically China has taken a dominant position and leads the way in both installed and planned capacity

For MWCNTs there are 3 key news stories: the funding raised and planned expansion of Jiansgu Cnano Technology, the new LG Chem capacity, and the acquisition of SUSN by Cabot Corporation. Most of this movement is linked with the energy storage market and the role CNTs can play as conductive additives for either electrode in both current and next-generation lithium-ion batteries.

This is not the first-time this expansion has been planned, as seen in the figure below. In the build up to 2011, there were several expansions that ultimately proved premature; as a result some players left the field and a subsequent period of capacity stagnation was observed. However, during this period utilisation grew and end-users continued to experiment and find application areas where there is genuine added value. Beyond 2020, we are entering into a new age of expansions, the demand from LiBs and other applications suggests there is good reasons in expecting the timing to be right this time.

SWCNTs are at an earlier stage but there is still a high-level of commercial activity. There is more diversity in the manufacturing from using CO feedstocks to plasma processes and combustion synthesis, this report goes through each of these processes with key profiles and player analysis. With key partnerships being established, some expansion and crucially some market activity these materials are at their start of their commercial journey.

Markets

This report provides granular 10-year forecasts for MWCNTs and DWCNTs & SWCNTs segmented by end-use application.

MWCNTs have numerous application areas from thermal interface materials to shielding cables and coatings but the key sectors are as an additive in energy storage and polymers.

  • Energy storage: Driven by the demand for electrification this market is booming and CNTs are well positioned. The nanotubes act as a conductive additive for either electrode in both current and next-generation lithium-ion battery designs, incorporation of a relatively small weight % can have a significant boost to energy density. The enhanced conductivity is obvious, but the mechanical properties are also very important in providing anchorage that enables thicker electrodes, wider temperature range, or materials that give a higher capacity. How they are dispersed, used with or without a binder, and combined with other additives are all examined in extensive detail within the report. Although lacking the same addressable market, there are also key developments in the role of CNTs for ultracapacitors that are explored in a dedicated chapter.
  • Polymer additives: either in a standalone polymer matrix or within a fiber reinforced polymer composite, CNTs can play a significant role through their blend of properties. This can range from improving interlaminar strength in composite layups to improving the electrostatic discharge capabilities. There are a range of more conductive polymers that have been explored, from epoxies to natural rubber, with players looking to find the sectors that require this value-add.

SWCNTs will compete with MWCNTs, particularly as additives for energy storage and elastomer applications, but given their unique properties they are also gaining traction in novel areas for such as memory, sensors, and other electronic applications.

“Carbon Nanotubes 2021-2031: Market, Technology, Players” provides a definitive assessment of this market. IDTechEx has an extensive history in the field of nanocarbons and their technical analysts and interview-led approach brings the reader unbiased outlooks, benchmarking studies, and player assessments on this diverse and expanding industry.

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TABLE OF CONTENTS

1. EXECUTIVE SUMMARY AND CONCLUSIONS

  • 1.1. The hype curve of the nanotubes and 2D materials
  • 1.2. Introduction to Carbon Nanotubes (CNT)
  • 1.3. CNTs: ideal vs reality
  • 1.4. Key news stories and market progressions
  • 1.5. Not all CNTs are equal
  • 1.6. Price position of CNTs (from SWCNT to FWCNT to MWCNT)
  • 1.7. Production capacity of CNTs globally
  • 1.8. Progression and outlook for capacity
  • 1.9. CNTs: value proposition as an additive material
  • 1.10. CNT: snapshot of market readiness levels of CNT applications
  • 1.11. CNT-polymer composite: performance levels in different polymers
  • 1.12. CNTs vs. Graphene: general observations

2. MARKET PROJECTIONS

  • 2.1. Methodology and assumptions
  • 2.2. Ten-year market forecast for MWCNTs segmented by applications in value
  • 2.3. Ten-year market forecast for MWCNTs segmented by applications in tonnes
  • 2.4. Ten-year market forecast for SWCNTs/DWCNTs segmented by application in value
  • 2.5. Ten-year market forecast for SWCNTs/DWCNTs segmented by application in tonnes

3. MARKET PLAYERS

  • 3.1. Production capacity of CNTs globally
  • 3.2. Progression and outlook for capacity
  • 3.3. Deep analysis of MWCNT market leaders
  • 3.4. China taking a dominant position

4. CNT PRODUCTION

  • 4.1. Benchmarking of different CNT production processes
  • 4.2. Production processes: laser ablation and arc discharge
  • 4.3. Production processes: chemical vapour deposition overview
  • 4.4. Production processes: vertically aligned nanotubes
  • 4.5. Varieties of vertically-aligned pure CNTs
  • 4.6. Production processes: HiPCO and CoMoCat
  • 4.7. Production processes: eDIPS
  • 4.8. Production processes: Combustion synthesis
  • 4.9. Production processes: Plasma enhanced

5. MORPHOLOGY OF GRAPHENE AND CNT MATERIALS

  • 5.1. Variations within CNTs - images
  • 5.2. Variations within CNTs - key properties
  • 5.3. Significance of dispersions

6. MACRO-CNT: SHEETS AND YARNS

  • 6.1. Trends and players for CNT sheets
  • 6.2. Types of nanocarbon additives: CNT yarns
  • 6.3. CNT yarns: can they ever be conductive enough?
  • 6.4. Post yarn modification and challenges for integrators
  • 6.5. CNT yarns: what material properties parameters impact performance
  • 6.6. CNT yarns: outperforming Cu in non-traditional figures-of-merit (specific capacity)
  • 6.7. CNT yarns outperforming Cu in non-traditional figures-of-merit: ampacity
  • 6.8. CNT yarns outperforming Cu in non-traditional figures-of-merit: lower temperature dependency
  • 6.9. Early CNT Yarn Applications
  • 6.10. Secondary CNT Yarn Applications

7. ENERGY STORAGE - BATTERIES

  • 7.1. The energy storage market is booming
  • 7.2. CNTs in lithium-ion batteries: overview
  • 7.3. Lithium-ion battery technology roadmap
  • 7.4. How high can energy density go?
  • 7.5. Why nanocarbons in Li batteries?
  • 7.6. Results showing CNT improves the performance of commercial Li ion batteries
  • 7.7. Results showing SWCNT improving in LFP batteries
  • 7.8. Improved performance at higher C-rate
  • 7.9. Thicker electrodes enabled by CNT mechanical performance
  • 7.10. Advances in dispersion technology
  • 7.11. Hybrid conductive carbon materials
  • 7.12. Hybrid conductive carbon materials
  • 7.13. Why Silicon anode batteries?
  • 7.14. Overview of Si anode battery technology
  • 7.15. Why silicon anode battery and key challenges?
  • 7.16. New innovations for CNT enabled silicon anodes

8. ENERGY STORAGE - SUPERCAPACITORS

  • 8.1. Batteries vs Supercapacitors
  • 8.2. Supercapacitor technologies
  • 8.3. Performance of carbon nanotube supercapacitors
  • 8.4. Potential benefits of carbon nanotubes in supercapacitors
  • 8.5. Nanocarbon supercapacitor Ragone plots
  • 8.6. Supercapacitor players utilising CNTs - NAWA Technologies
  • 8.7. Supercapacitor players utilising CNTs - Nanoramic Laboratories
  • 8.8. Supercapacitor players utilising CNTs - other companies
  • 8.9. Binder-free CNT film as supercapacitor electrode
  • 8.10. Challenges with the use of carbon nanotubes

9. CONDUCTIVE POLYMERS

  • 9.1. How do CNTs do in conductive composites
  • 9.2. MWCNTs as conductive additives
  • 9.3. Summary of CNT as polymer composite conductive additive
  • 9.4. CNT success in conductive composites
  • 9.5. Examples of products that use CNTs in conductive plastics
  • 9.6. Tensile strength: Comparing random vs aligned CNT dispersions in polymers
  • 9.7. Elastic modulus: Comparing random vs aligned CNT dispersions in polymers
  • 9.8. Thermal conductivity: using CNT additives
  • 9.9. 3D printing material

10. FIBER REINFORCED POLYMER COMPOSITES

  • 10.1. Role of nanocarbon as additives to FRPs
  • 10.2. Routes to incorporating nanocarbon material into composites
  • 10.3. Routes to electrically conductive composites
  • 10.4. Technology adoption for electrostatic discharge of composites
  • 10.5. Lightning Strike Protection
  • 10.6. Enhanced thermal conductivity - application overview
  • 10.7. Electrothermal de-icing - Nanocarbon patents
  • 10.8. Interlaminar strength

11. METAL COMPOSITES

  • 11.1. Comparison of copper nanocomposites
  • 11.2. Production on copper nanocomposites
  • 11.3. CNT copper nanocomposites
  • 11.4. Multiphase copper nanocomposite with CNT core
  • 11.5. Multiphase composite with a Cu Core
  • 11.6. Homogeneous nanocomposite with high %vol CNT
  • 11.7. Homogeneous low volume percentage

12. TIRES

  • 12.1. CNT applications in tires
  • 12.2. Michelin quantifying nanoparticle release
  • 12.3. SWCNT in tires - benchmarking
  • 12.4. CNT enabled tire sensors

13. CNT TRANSPARENT CONDUCTIVE FILMS

  • 13.1. Transparent conducting films (TCFs)
  • 13.2. Different Transparent Conductive Films (TCFs)
  • 13.3. ITO film assessment: performance, manufacture and market trends
  • 13.4. ITO film shortcomings: flexibility
  • 13.5. ITO film shortcomings: limited sheet conductivity
  • 13.6. ITO films: price considerations
  • 13.7. Indium's single supply risk: real or exaggerated?
  • 13.8. Carbon nanotube transparent conductive films: performance
  • 13.9. Carbon nanotube transparent conductive films: performance of commercial films on the market
  • 13.10. Carbon nanotube transparent conductive films: matched index
  • 13.11. Carbon nanotube transparent conductive films: mechanical flexibility
  • 13.12. Carbon nanotube transparent conductive films: stretchability as a key differentiator for in-mould electronics
  • 13.13. Example of 3D touch-sensing surface with CNTs
  • 13.14. Example of wearable device using CNT
  • 13.15. CNT Hybrid TCF Materials
  • 13.16. Key players
  • 13.17. Quantitative benchmarking of different TCF technologies

14. THERMAL INTERFACE MATERIALS

  • 14.1. Introduction to Thermal Interface Materials (TIM)
  • 14.2. Summary of TIM utilising advanced carbon materials
  • 14.3. Challenges with VACNT as TIM
  • 14.4. Transferring VACNT arrays
  • 14.5. Notable CNT TIM examples from commercial players

15. SENSORS

  • 15.1. CNTs in gas sensors: Overview
  • 15.2. Alpha Szenszor Inc.
  • 15.3. CNT based gas sensor - C2Sense

16. OTHER APPLICATIONS

  • 16.1. Coatings: Corrosion resistance
  • 16.2. Coatings: Shielding
  • 16.3. Nantero/Fujitsu CNT memory
  • 16.4. Lintec NTSC CNT sheets