Graphene, 2D Materials, and Carbon Nanotubes

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Norah Snow
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1 IDTechEx Research Graphene, 2D Materials, and Carbon Nanotubes This report provides the most comprehensive and authoritative view of the topic, giving detailed ten-year market forecasts segmented by application and material type. The market forecasts are given in tonnage and value at the material level. Furthermore, this report includes comprehensive interview-based profiles of all the key players the industry, providing intelligence on the investment levels, expected future revenues, and the production capacity across the industry and by supplier. In addition, this report critically reviews all existing and emerging production process. IDTechEx.com/gra For full details and list of available reports visit

2 Outline Diversity of graphene Price disparity Global production capacity Graphene application pipeline Investment, revenue and valuation trends Market forecasts Comparison with CNTs o o o Price and production trends Diversity of forms Application pipeline 2

3 Helping you profit from emerging technologies

cited analysts are mostly PhD-educated subject matter

Research Methodology We conduct primary research through

Commercialization We focus on assessing the needs of end

4 Why choose to work with us? Deep Technical and Market Understanding Our globally cited analysts are mostly PhD-educated subject matter experts. Research Methodology We conduct primary research through interviews, site visits and events Focus on Commercialization We focus on assessing the needs of end users to identify problems where new technologies can add value. Reality Check We provide a clear view of the real situation in complex subject maters. Well Connected We host the World's largest events on the topics we cover. Connected with over 250,000 contacts.

6 $/Kg Graphene becoming increasingly affordable?

7 Graphene applications going commercial? Source: IDTechEx 7

Graphene products and prototypes Source: Graphene products and

Source: Vorbeck, The Sixth Element, Zappocharger, Vittoria,

Advanced Materials, BAC, Haydale, Dongxu Optoelectronic TLiaoning

3DLab, Wuxi Graphene, Skeleton Technologies, Catlike, Shandong

8 Graphene products and prototypes Source: Graphene products and prototypes launched since Source: Vorbeck, The Sixth Element, Zappocharger, Vittoria, Directa Plus, Graphenano, Medical Diagnostics, ACM, Perpetuus Advanced Materials, BAC, Haydale, Dongxu Optoelectronic TLiaoning Mote Graphene Technologyechnology, Dassi, Haydale, HEAD, Graphene 3DLab, Wuxi Graphene, Skeleton Technologies, Catlike, Shandong Yuhuang Chemical, Chaowei, Chinese Beijing Carbon Century Technology, iit, Tungshu, 2D Carbon (Changzhou)Ltd, and others. 8

Graphene becoming increasingly available?

Vorbeck Cambridge Nanosystem Knano Xiamen Incubation Imagine Intelligent

Directa Plus XG Sciences Perpetuus Sixth Element SFCNano Angstron Materials

9 Graphene becoming increasingly available? IIT Graphenea Gnext Applied Graphene Materials Standard Graphene Tunghsu XFNano Vorbeck Cambridge Nanosystem Knano Xiamen Incubation Imagine Intelligent Materials 2D Carbon Graphene Hongsong Technology Thomas Swan NanoXplore Liaoning Directa Plus XG Sciences Perpetuus Sixth Element SFCNano Angstron Materials SuperC Technologies Ningbo Morsh Chinese RoW Exfoliation Other Tonnes per year (tpa) Source left: Infineon 9

10 % change in stock value vs initial launch value m Will revenue growth turn to industry-wide profits? Profit/Loss /08/201522/12/201520/04/201618/08/201616/12/201615/04/201713/08/201711/12/201710/04/2018 AGM Haydale Directa Plus Graphene 3D Labs Graphene nanochem -4 Income( m) Profil/Loss ( m) 10

11 $m $m 2020/2021 will be the inflection year? Aggregate Demand SuperC Technologies Graphene Platform Cabot Corp Advanced Graphene Products Deyang Carbonene Tech 3D Graphene Lab Applied Graphene Materials Knano Xiamen JCNano XFNano Thomas Swan Grafentek Charmton Graphene Technologies Ningbo Morsh Graphenest Cambridge Nanosystem AzTrong Gnext Perpetuus gnanomat Incubation Haydale Directa Plus NanoXplore Nanomedical Sixth Element Graphenea XG Sciences BGT Angstron Materials Vorbeck Other Thermal interface materials Tires Water filtration Anti corrosion coatings Transistors RFID antenna Permeation protection composites Thermal composites Other conductive plastics EMI sheilding plastics Conductive 3D printing filaments Sensors Research/Equipment Li ion batteries Silicon anode batteries Li sulphur batteries Supercapacitors Conductive inks and adhesives Mechanically enhanced composites Transparent conducting films 11

12 MWCNT: volume growth phase Source: IDTechEx 12

13 CNTs: ideal vs reality Ideal Commercial Single wall Multi wall Commercial production 13

14 Not all CNTs are equal 14

15 Accumulative tpa MWCNT: Evolution of production capacity Past Future

16 Strong pipeline of applications Simplified pipeline 16

17 Accumulative tpa MWCNT: Evolution of production capacity Past Future The industry corrected some excess capacity as it went through hype curve Capacity utilisation around 55% 17

18 Conclusion Graphene and MWCNTs are part of a continuum of nanocarbon additives Graphene o o o Revenue growth but still loss making Production shifts to China? Market inflection from 2021/2022 onwards CNTs o o o Been there done that Diversity of forms Prices have fallen and production volume increased 18

19 Supporting your strategic business decisions on emerging technologies Dr Richard Collins Senior Technology Analyst +44 (0) Offices: USA: Germany: Korea: USA: Germany: UK: (0) Japan: UK: +44 (0) Japan:

Introduction to Graphene and XG Sciences

Introduction to Graphene and XG Sciences 1 Forward-looking Statements This presentation contains statements which constitute forward-looking statements within the meaning of Section 27A of the Securities