Graphene and 2D Materials Investment and Pricing Report 2018

Graphene and 2D Materials Investment and Pricing Report 2018, 2nd edition

Future Markets, Date of Publication: Apr 24, 2018, 266 Pages
US$700.00
FM2018

Graphene is the most widely studied and developed 2D nanomaterial and 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.

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.

Researchers have also looked beyond graphene in recent years to other layered 2D materials, such as molybdenum disulfide (MoS2), hexagonal boron nitride (h-BN) and phosphorene. These materials possess the intrinsic properties of graphene, such as high electrical conductivity, insulating and semiconducting properties, high thermal conductivity, high mechanical strength, gas diffusion barriers, high chemical stability and radiation shielding, but crucially also possess a semiconductor band gap. Theoretical and experimental works on these materials have rapidly increased in the past couple of years and they are now commercially available from several advanced materials producers.

This 266 page report examines:

  • Advantages and shortcomings of graphene as a technology component
  • Pricing landscape for graphene, by types and producers
  • Production volumes 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
  • Market analysis of 2D Materials beyond graphene.

Graphene and 2D Materials Investment and Pricing Report 2018, 2nd edition
TABLE OF CONTENTS

1 RESEARCH METHODOLOGY

1.1 Investment analysis 22

1.2 Market impediment analysis 24

2 EXECUTIVE SUMMARY

2.1 Products 27

2.2 Production in 2017 29

2.3 Graphene investments 2016-2018 30

2.4 Market outlook 31

3 TYPES OF COMMERCIALLY AVAILABLE GRAPHENE

3.1 Properties 38

4 COMMERCIAL GRAPHENE PRODUCTION

4.1 Large area graphene films production 40

4.2 Graphene oxide flakes and graphene nanoplatelets production 41

4.3 Production methods . 42

4.3.1 Production directly from natural graphite ore 44

4.3.2 Alternative starting materials 44

4.3.3 Quality 44

4.4 Synthesis and production by types of graphene 45

4.4.1 Graphene nanoplatelets (GNPs) 46

4.4.2 Graphene nanoribbons 46

4.4.3 Large-area graphene films 47

4.4.4 Graphene oxide (GO) 48

4.5 Pros and cons of graphene production methods 49

4.6 Production methods by producer and products offered 51

5 GRAPHENE MARKET STRUCTURE AND ROUTES TO COMMERCIALIZATION

6 PRODUCTION VOLUMES IN METRIC TONS 2010-2027

6.1 Global demand 2010-2027 57

7 GRAPHENE PRICING

7.1 Pristine Graphene Flakes pricing 60

7.2 Few-Layer Graphene pricing 61

7.3 Graphene Nanoplatelets pricing 61

7.4 Reduced Graphene Oxide pricing 62

7.5 Graphene Quantum Dots pricing 63

7.6 Graphene Oxide Nanosheets pricing 64

7.7 Multilayer Graphene (MLG) pricing 65

7.8 Mass production of lower grade graphene materials 65

7.9 High grade graphene difficult to mass produce 66

7.10 Bulk supply 66

7.11 Commoditisation 67

8 GLOBAL GRAPHENE PRODUCERS AND PRODUCTION CAPACITIES, CURRENT AND PLANNED

9 COMMERCIAL OPPORTUNITIES IN GRAPHENE

9.1 Short-term growth 69

9.2 Medium-term growth 70

9.3 Adhesives 73

9.3.1 Applications 73

9.3.2 Current and planned commercial activity 73

9.3.3 Graphene investment potential 74

9.3.4 Market impediments 77

9.4 Aerospace 78

9.4.1 Applications 78

9.4.2 Current and planned commercial activity 79

9.4.3 Graphene investment potential 80

9.4.4 Market impediments 83

9.5 Automotive 84

9.5.1 Applications 84

9.5.2 Current and planned commercial activity 85

9.5.3 Graphene investment potential 86

9.5.4 Market impediments 89

9.6 Coatings 90

9.6.1 Applications 90

9.6.2 Current and planned commercial activity 92

9.6.3 Graphene investment potential 94

9.6.4 Market impediments 96

9.7 Composites 97

9.7.1 Applications 97

9.7.2 Current and planned commercial activity 99

9.7.3 Graphene investment potential 100

9.7.4 Market impediments 103

9.8 Conductive inks 104

9.8.1 Applications . 104

9.8.2 Current and planned commercial activity 106

9.8.3 Graphene investment potential 107

9.8.4 Market impediments 111

9.9 Electronics 112

9.9.1 Applications . 112

9.9.2 Current and planned commercial activity 116

9.9.3 Graphene investment potential 119

9.9.4 Market impediments 126

9.10 Energy 129

9.10.1 Applications 129

9.10.2 Current and planned commercial activity 132

9.10.3 Graphene investment potential 137

9.10.4 Market impediments 142

9.11 Filtration 143

9.11.1 Applications 143

9.11.2 Current and planned commercial activity 144

9.11.3 Graphene investment potential 145

9.11.4 Market impediments 147

9.12 Life sciences and healthcare 148

9.12.1 Applications 148

9.12.2 Current and planned commercial activity 151

9.12.3 Graphene investment potential 152

9.12.4 Market impediments 155

9.13 Lighting 158

9.13.1 Applications 158

9.13.2 Current and planned commercial activity 158

9.13.3 Graphene investment potential 159

9.13.4 Market impediments 160

9.14 Lubricants 161

9.14.1 Applications 161

9.14.2 Current and planned commercial activity 161

9.14.3 Graphene investment potential 162

9.14.4 Market impediments 163

9.15 Oil and gas 164

9.15.1 Applications 164

9.15.2 Current and planned commercial activity 165

9.15.3 Graphene investment potential 165

9.15.4 Market impediments 166

9.16 Rubber and tires 167

9.16.1 Applications 167

9.16.2 Current and planned commercial activity 168

9.16.3 Graphene investment potential 169

9.16.4 Market impediments 170

9.17 Sensors 171

9.17.1 Applications 171

9.17.2 Current and planned commercial activity 173

9.17.3 Graphene investment potential 175

9.17.4 Market impediments 178

9.18 Textiles 178

9.18.1 Applications 178

9.18.2 Current and planned commercial activity 179

9.18.3 Graphene investment potential 180

9.18.4 Market impediments 182

9.19 3D Printing 183

9.19.1 Applications 183

9.19.2 Current and planned commercial activity 184

9.19.3 Graphene investment potential 185

9.19.4 Market impediments 186

10 OTHER 2D MATERIALS

10.1 Beyond Moore's law 189

10.2 Batteries 190

10.3 PHOSPHORENE 190

10.3.1 Properties 191

10.3.1.1 Fabrication methods 192

10.3.1.2 Challenges for the use of phosphorene in devices 193

10.3.2 Applications 193

10.3.2.1 Electronics 193

10.3.2.2 Field effect transistors 193

10.3.2.3 Thermoelectrics 194

10.3.2.4 Batteries 194

10.3.2.5 Supercapacitors 195

10.3.2.6 Photodetectors 195

10.3.2.7 Sensors . 195

10.3.3 Market opportunity assessment 196

10.4 GRAPHITIC CARBON NITRIDE (g-C3N4) 197

10.4.1 Properties 197

10.4.2 Synthesis 197

10.4.3 C2N 197

10.4.4 Applications 198

10.4.4.1 Electronics 198

10.4.4.2 Filtration membranes 198

10.4.4.3 Photocatalysts 198

10.4.4.4 Batteries (LIBs) 199

10.4.4.5 Sensors . 199

10.4.5 Market opportunity assessment 199

10.5 GERMANENE . 200

10.5.1 Properties 200

10.5.2 Applications 201

10.5.2.1 Electronics 201

10.5.2.2 Batteries 201

10.5.3 Market opportunity assessment 201

10.6 GRAPHDIYNE 202

10.6.1 Properties 202

10.6.2 Applications 203

10.6.2.1 Electronics 203

10.6.2.2 Batteries 203

10.6.2.3 Sodium ion batteries 203

10.6.2.4 Separation membranes 203

10.6.2.5 Water filtration 204

10.6.2.6 Photocatalysts 204

10.6.2.7 Photovoltaics 204

10.6.3 Market opportunity assessment 204

10.7 GRAPHANE 205

10.7.1 Properties 206

10.7.2 Applications 206

10.7.2.1 Electronics 206

10.7.2.2 Hydrogen storage 206

10.7.3 Market opportunity assessment 207

10.8 HEXAGONAL BORON-NITRIDE 207

10.8.1 Properties 208

10.8.2 Applications 209

10.8.2.1 Electronics 209

10.8.2.2 Fuel cells 209

10.8.2.3 Adsorbents 209

10.8.2.4 Photodetectors 209

10.8.2.5 Textiles 209

10.8.2.6 Biomedical 210

10.8.3 Market opportunity assessment 210

10.9 MOLYBDENUM DISULFIDE (MoS2) 211

10.9.1 Properties 212

10.9.2 Applications 213

10.9.2.1 Electronics 213

10.9.2.2 Photovoltaics 214

10.9.2.3 Piezoelectrics 214

10.9.2.4 Sensors . 214

10.9.2.5 Filtration . 215

10.9.2.6 Batteries 215

10.9.2.7 Fiber lasers 215

10.9.3 Market opportunity assessment 216

10.10 RHENIUM DISULFIDE (ReS2) AND DISELENIDE (ReSe2) 216

10.10.1 Properties 217

10.10.2 Applications 217

10.10.2.1 Electronics 217

10.10.3 Market opportunity assessment 218

10.11 SILICENE 218

10.11.1 Properties 219

10.11.2 Applications 220

10.11.2.1 Electronics 220

10.11.2.2 Photovoltaics 220

10.11.2.3 Thermoelectrics 220

10.11.2.4 Batteries 221

10.11.2.5 Sensors 221

10.11.3 Market opportunity assessment 221

10.12 STANENE/TINENE 222

10.12.1 Properties 222

10.12.2 Applications 223

10.12.2.1 Electronics 223

10.12.3 Market opportunity assessment 224

10.13 TUNGSTEN DISELENIDE 224

10.13.1 Properties 225

10.13.2 Applications 225

10.13.2.1 Electronics 225

10.13.3 Market opportunity assessment 226

10.14 ANTIMONENE 226

10.14.1 Properties 226

10.14.2 Applications 226

10.15 DIAMENE 227

10.15.1 Properties 227

10.15.2 Applications 227

10.16 INDIUM SELENIDE 227

10.16.1 Properties 227

10.16.2 Applications 228

10.16.2.1 Electronics 228

10.17 COMPARATIVE ANALYSIS OF GRAPHENE AND OTHER 2D MATERIALS 229

10.18 2D MATERIALS PRODUCERS 230

11 GRAPHENE PRODUCERS

11.1 Types of graphene produced, by producer 235

11.2 Key players 239

11.2.1 Asia-Pacific 239

11.2.1.1 Australia 241

11.2.2 North America 242

11.2.3 Europe 243

11.3 Markets targeted, by producer 243

12 GRAPHENE PRODUCT DEVELOPERS AND END USERS

12.1 Industrial collaborations and licensing 247

12.2 Markets targeted, by product developers and end users 250

13 REFERENCES

TABLES

Table 1: Consumer products incorporating graphene 27

Table 2: Graphene investments and financial agreements 2017 29

Table 3: Market opportunity assessment matrix for graphene applications 31

Table 4: Properties of graphene and competing materials 38

Table 5: Large area graphene films-Markets, applications and current global market 39

Table 6: Graphene oxide flakes/graphene nanoplatelets-Markets, applications and current global market 40

Table 7: Main production methods for graphene 41

Table 8: Pros and cons of graphene synthesis/production methods 48

Table 9: Graphene production methods, by producer 51

Table 10: Graphene market structure 53

Table 11: Global demand for graphene, 2010-2017 in tons/year Base year for projections is 2016 57

Table 12: Types of graphene and prices 59

Table 13: Pristine graphene flakes pricing by producer 60

Table 14: Few-layer graphene pricing by producer 61

Table 15: Graphene nanoplatelets pricing by producer 62

Table 16: Reduced graphene oxide pricing, by producer 62

Table 17: Graphene quantum dots pricing by producer 64

Table 18: Graphene oxide nanosheets pricing by producer 64

Table 19: Multi-layer graphene pricing by producer 65

Table 20: Production capacities of graphene producers, current and planned, metric tons 68

Table 21: Graphene target markets-Applications and potential addressable market size 71

Table 22: Applications of adhesives, by market 73

Table 23: Companies developing graphene-based products in adhesives 74

Table 24: Market summary and revenues for graphene in the adhesives market 75

Table 25: Investment opportunity assessment for graphene in adhesives 75

Table 26: Market impediments for graphene in the adhesives market 77

Table 27: Applications of graphene in the aerospace market 78

Table 28: Companies developing graphene-based products in aerospace 79

Table 29: Market summary and revenues for graphene in the aerospace market 80

Table 30: Investment opportunity assessment for graphene in aerospace 81

Table 31: Market impediments for graphene in aerospace 84

Table 32: Applications of graphene in the automotive market 84

Table 33: Companies developing graphene-based products in the automotive industry 85

Table 34: Market summary and revenues for graphene in the automotive market 86

Table 35: Investment opportunity assessment for graphene in the automotive industry 87

Table 36: Market impediments for graphene in automotive 90

Table 37: Applications of graphene in coatings 90

Table 38: Companies developing graphene-based products in the coatings industry 92

Table 39: Market summary and revenues for graphene in the coatings market 94

Table 40: Investment opportunity assessment for graphene in the coatings market 94

Table 41: Market impediments for graphene in coatings 97

Table 42: Applications of graphene in composites 97

Table 43: Companies developing graphene-based products in composites 99

Table 44: Market summary and revenues for graphene in the composites market 100

Table 45: Potential addressable market for graphene in composites 101

Table 46: Investment opportunity assessment for graphene in the composites market 102

Table 47: Market impediments for graphene in composites 104

Table 48: Companies developing graphene-based products in conductive inks 106

Table 49: Opportunities for graphene in printed electronics 108

Table 50: Potential addressable market for graphene in conductive inks 109

Table 51: Market opportunity assessment for graphene in conductive inks 111

Table 52: Market impediments for graphene in conductive inks 111

Table 53: Applications of graphene in electronics 113

Table 54: Companies developing graphene-based products in electronics 116

Table 55: Market summary and revenues for graphene in electronics 119

Table 56: Investment opportunity assessment for graphene in electronics 125

Table 57: Market impediments for graphene in electronics 126

Table 58: Applications of graphene in energy storage and generation 130

Table 59: Companies developing graphene-based products in energy 133

Table 60: Market summary and revenues for graphene in energy 137

Table 61: Potential addressable market for thin film, flexible and printed batteries 140

Table 62: Potential addressable market for photovoltaics 141

Table 63: Investment opportunity assessment for graphene in the energy market 141

Table 64: Market impediments for graphene in energy 142

Table 65: Applications of graphene in filtration 143

Table 66: Companies developing graphene-based products in filtration 144

Table 67: Market summary and revenues for graphene in filtration 145

Table 68: Investment opportunity assessment for graphene in the filtration market 147

Table 69: Market impediments for graphene in filtration 148

Table 70: Applications of graphene in life sciences and healthcare 149

Table 71: Companies developing graphene-based products in life sciences and healthcare 151

Table 72: Market summary and revenues for graphene in life sciences and healthcare 152

Table 73: Potential addressable market for graphene in biomedical & healthcare markets 153

Table 74: Market opportunity assessment for graphene in biomedical & healthcare markets 154

Table 75: Market impediments for graphene in the biomedical and healthcare market 156

Table 76: Market impediments for graphene in life sciences and healthcare 157

Table 77: Applications of graphene in lighting 158

Table 78: Companies developing graphene-based products in lighting 158

Table 79: Market summary and revenues for graphene in lighting 159

Table 80: Investment opportunity assessment for graphene in the lighting market 160

Table 81: Market impediments for graphene in lighting 160

Table 82: Applications of graphene in the lubricants market 161

Table 83: Companies developing graphene-based products in lubricants 161

Table 84: Market summary and revenues for graphene in the lubricants market 162

Table 85: Investment opportunity assessment for graphene in the lubricants market 162

Table 86: Market impediments for graphene in lubricants 163

Table 87: Applications of graphene in the oil and gas market 164

Table 88: Companies developing graphene-based products in oil and gas 165

Table 89: Market summary and revenues for graphene in the oil and gas market 165

Table 90: Investment opportunity assessment for graphene in the oil and gas market 166

Table 91: Market impediments for graphene in oil and gas 167

Table 92: Applications of graphene in rubber and tires 167

Table 93: Companies developing graphene-based products in rubber and tires 168

Table 94: Market summary and revenues for graphene in the rubber and tires market 169

Table 95: Investment opportunity assessment for graphene in the rubber and tires market . 170

Table 96: Market impediments for graphene in rubber and tires 170

Table 97: Applications of graphene in sensors 172

Table 98: Companies developing graphene-based products in sensors 173

Table 99: Market size for graphene in sensors 175

Table 100: Market opportunity assessment for graphene in the filtration market 176

Table 101: Market impediments for graphene in sensors 178

Table 102: Applications of graphene in textiles 179

Table 103: Companies developing graphene-based products in textiles 179

Table 104: Market summary and revenues for graphene in the textiles market 180

Table 105: Global market for smart clothing and apparel, 2014-2021, units and revenues (US$) 181

Table 106: Market opportunity assessment for graphene in textiles 181

Table 107: Market impediments for graphene in textiles 182

Table 108: Applications of graphene in 3D printing 183

Table 109: Companies developing graphene-based products in the 3D printing industry 184

Table 110: Market summary and revenues for graphene in the 3D printing market 185

Table 111: Investment opportunity assessment for graphene in the 3D printing market 185

Table 112: Market impediments for graphene in 3D printing 186

Table 113: 2D materials types 187

Table 114: Electronic and mechanical properties of monolayer phosphorene, graphene and MoS2 192

Table 115: Market opportunity assessment for phosphorene applications 196

Table 116: Market opportunity assessment for graphitic carbon nitride applications 199

Table 117: Market opportunity assessment for germanene applications 201

Table 118: Market opportunity assessment for graphdiyne applications 204

Table 119: Market opportunity assessment for graphane applications 207

Table 120: Market opportunity assessment for hexagonal boron nitride applications 210

Table 121: Market opportunity assessment for molybdenum disulfide applications 216

Table 122: Market opportunity assessment for Rhenium disulfide (ReS2) and diselenide (ReSe2) applications 218

Table 123: Market opportunity assessment for silicene applications 221

Table 124: Market opportunity assessment for stanine/tinene applications 224

Table 125: Market opportunity assessment for tungsten diselenide applications 226

Table 126: Comparative analysis of graphene and other 2-D nanomaterials 229

Table 127: Graphene producers and types produced matrix 235

Table 128: Graphene producers target market matrix 243

Table 129: Graphene industrial collaborations, licence agreements and target markets 247

Table 130: Graphene product developers and end users target market matrix 250

FIGURES

Figure 1: Global market for graphene 2010-2027 in tons/year 28

Figure 2: Graphene production capacity, current and planned 29

Figure 3: Graphene and its descendants: top right: graphene; top left: graphite = stacked graphene; bottom right: nanotube=rolled graphene; bottom left: fullerene=wrapped graphene 38

Figure 4: Graphene synthesis methods 43

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 44

Figure 6: Graphene nanoribbons grown on germanium 47

Figure 7: Schematic of typical commercialization route for graphene producer 53

Figure 8: Global demand for graphene 2010-2017 in tons/year 58

Figure 9: Demand for graphene, by market, 2017 70

Figure 10: Demand for graphene, by market, 2027 71

Figure 11: Graphene epoxy adhesive 74

Figure 12: Investment opportunity for graphene in adhesives 77

Figure 13: Investment opportunity assessment for graphene in aerospace 83

Figure 14: Investment opportunity assessment for graphene in the automotive sector 89

Figure 15: Investment opportunity for graphene in the coatings market 96

Figure 16: Investment opportunity for graphene in the composites market 103

Figure 17: Graphene printed antenna 105

Figure 18: BGT Materials graphene ink product 106

Figure 19: Vorbeck Materials Vor-inkTM conductive electronics printed through flexographic techniques 108

Figure 20: Potential addressable market for graphene in the conductive ink market 111

Figure 21: Moxi flexible film developed for smartphone application 112

Figure 22: Galapad Settler smartphone 113

Figure 23:Flexible graphene touchscreen 116

Figure 24: Potential addressable market for graphene in electronics 122

Figure 25: Potential addressable market for graphene in the flexible electronics, wearables, conductive films and displays market 123

Figure 26: Potential addressable market for graphene in the transistors and integrated circuits market 124

Figure 27: The SkelStart Engine Start Module 2.0 based on the graphene-based SkelCap ultracapacitors 130

Figure 28: H600 concept car . 132

Figure 29: Anion concept car 133

Figure 30: Graphene anti-smog mask 144

Figure 31: Graphene-based E-skin patch 150

Figure 32: Potential addressable market for graphene-enabled applications in the biomedical and healthcare market 155

Figure 33: Directa-Plus Grafysorber 164

Figure 34: Antistatic graphene tire 169

Figure 35: Potential addressable market for graphene in the sensors market 178

Figure 36: Schematic of 2-D materials 189

Figure 37: Black phosphorus structure 191

Figure 38: Black Phosphorus crystal 192

Figure 39: Bottom gated flexible few-layer phosphorene transistors with the hydrophobic dielectric encapsulation 194

Figure 40: Graphitic carbon nitride 197

Figure 41: Structural difference between graphene and C2N-h2D crystal: (a) graphene; (b) C2N-h2D crystal Credit: Ulsan National Institute of Science and Technology 198

Figure 42: Schematic of germanene 200

Figure 43: Graphdiyne structure 202

Figure 44: Schematic of Graphane crystal 206

Figure 45: Structure of hexagonal boron nitride 208

Figure 46: BN nanosheet textiles application 210

Figure 47: Structure of 2D molybdenum disulfide 212

Figure 48: SEM image of MoS2 213

Figure 49: Atomic force microscopy image of a representative MoS2 thin-film transistor 214

Figure 50: Schematic of the molybdenum disulfide (MoS2) thin-film sensor with the deposited molecules that create additional charge 215

Figure 51: Schematic of a monolayer of rhenium disulfide 217

Figure 52: Silicene structure 219

Figure 53: Monolayer silicene on a silver (111) substrate 219

Figure 54: Silicene transistor . 220

Figure 55: Crystal structure for stanene 222

Figure 56: Atomic structure model for the 2D stanene on Bi2Te3(111) 223

Figure 57: Schematic of tungsten diselenide 225

Figure 58: Schematic of Indium Selenide (InSe) 228

Figure 59: 15-inch single-layer graphene sheet being prepared in the Chongqing Institute of Green and Int

Date of Publication:
Apr 24, 2018
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266 Pages