世界と中国の炭素繊維・CFRP (炭素繊維強化プラスチック) 産業の分析 (2019～2025年)
Global and China Carbon Fiber and CFRP Industry Report, 2019-2025
|世界と中国の炭素繊維・CFRP (炭素繊維強化プラスチック) 産業の分析 (2019～2025年)|
ページ情報: 英文 176 Pages
世界の炭素繊維 (カーボンファイバー) およびCFRP (炭素繊維強化プラスチック) は、その強度や軽さなどが評価されて、様々な産業分野に大々的に普及しています。他方、その製造工程は難しく、日本や欧米の企業による独占状態となっています。中国系メーカーの生産規模はまだ小さく、技術水準もまだ立ち遅れた状態にあります。
当レポートでは、世界と中国の炭素繊維・CFRP産業について調査分析し、製品の概要や業界の背景事情、全体的な市場動向の見通し (生産量・需要量、対外貿易動向、価格水準など)、産業連関構造 (上流／下流工程産業との関係性)、主要企業プロファイルなど、体系的な情報を提供しています。
Among the world's three major high performance fibers, carbon fiber features the highest strength and the highest specific modulus. It is widely used in such fields as aerospace, sports and leisure.
Global carbon fiber demand approximated 90kt in 2018, and will expectedly double to 180kt in 2025 with the growing demand from new energy vehicle and aerospace markets.
In 2018, global carbon fiber market was worth USD2.6 billion, a figure projected to hit USD5 billion in 2025. Carbon fiber is often launched on market in the form of carbon fiber composite, a product synthesized with carbon fiber and adhesives. Carbon fiber market has a one-tenth size of the carbon fiber composites market which was valued at virtually USD28 billion worldwide in 2018 with a year-on-year increase of 11.6% and will exceed USD50 billion as estimated in 2025. The carbon fiber composites for aerospace as a structural material of aircrafts, currently occupying more than 60% of the global market, will sustain growth rates of above 10% from 2019 to 2025.
In recent years, global carbon fiber capacity kept growing at a steady pace, up to around 150kt/a in 2018, about 90% of which was the dominant polyacrylonitrile (PAN)-based carbon fiber.
The complicated, difficult carbon fiber process poses quite high technical barriers. In current stage, carbon fiber technologies are largely grasped by Japanese companies like Toray, Toho and Mitsubishi Rayon, together holding 50% or so of the global acrylonitrile-based carbon fiber (small tow) market.
Apart from Japanese firms, those who have won a place in global carbon fiber market include Hexcel, SGL and Formosa Plastic Group. Toray however still boasts the biggest market share of some 29%.
In the Chinese carbon fiber industry, the 30 local companies are making strategic arrangements, with a combined capacity of 28kt/a, but most of them are so small and so left-behind in technology that they are incapable of stable sizable production and without doubt fail to meet huge demand from the high-end industries. Chinese carbon fiber producers are mainly players in low-end markets like sports and leisure. Yet companies including Zhongfu Shenying Carbon Fiber Co., Ltd., Jiangsu Hengshen Co., Ltd., Weihai Guangwei Composites Co., Ltd., and Sinofibers Technology Co., Ltd. are working to deploy high-end markets such as aerospace, by continuous investment in technology. Examples include Sinofibers Technology whose T700 carbon fiber has been commercialized, and Weihai Guangwei and Jiangsu Hengshen both having turned their T300 carbon fiber into commercial products. China's carbon fiber industry may be shuffled in the forthcoming years and downsized to five to ten players, as it has done in 2019 when Anhui Truchum Advanced Materials and Technology Co., Ltd. announced acquisition of Jiangsu Tianniao High Technology Co., Ltd. for a foray into the high-end military carbon fiber market.
Carbon fiber (classification, technology, industry chain, etc.);
Global carbon fiber market (status quo, supply & demand, competitive pattern, patent, price, development trend, etc.);
China carbon fiber market (policy, development status, supply & demand, industrial structure, import & export, competitive pattern, price, development trend, etc.);
Carbon fiber composites market (size, structure, cost structure, patent, competitive pattern, etc.);
Upstream market (precursor) and downstream markets (aerospace, automotive, wind power, sports & leisure, etc.) (size, application, etc.);
11 foreign and 20 Chinese carbon fiber & composites producers (operation, carbon fiber business, etc.).