Graphene Supply Outstrips Demand, Reports IDTechEx – QNT Press Release


BOSTON, Sept. 13, 2022 /PRNewswire/ — As of mid-2022, the global graphene and graphene oxide installed capacity easily exceeds 12,000 tonnes per year, but utilization is low as the orders lag significantly behind. Is this a natural part of the commercial journey, or has hype overcome reality? Is this a case of “build it, they will come”, or are there real market needs? What does the future hold for these graphene manufacturers? IDTechEx provides an independent perspective on these questions and more.

In the latest update to their leading market report, “Graphene Market & 2D Materials Assessment 2023-2033“, IDTechEx provides the most comprehensive view on the industry. This includes interview-based player profiles, granular 10-year forecasts, application deep-dives, and benchmarking studies.

For a long time, the graphene industry would cite a “chicken and egg” scenario: large demand for their material but limited scale and challenges investing in high volume production without orders or revenue. This has now been broken, IDTechEx has tracked this industry in detail for over a decade and can report that there is extensive capacity, but huge orders haven’t materialized.

Firstly, it should be acknowledged that graphene related materials are a very broad family, from graphene oxide (GO) and reduced graphene oxide (rGO) to Few-layer graphene (FLG), graphene nanoplatelets (GNP), CVD graphene films, and more . This article will just focus on rGO and GNPs, but even within that, there is a huge amount of variation from lateral size, number of layers, purity, surface area, and this is before we talk about functionalization, the inclusion in intermediates, and the commercial side, specifically cost and price. So, although there may be a large installed capacity it may not be in the type of graphene desired.

There is also the question of standardization and regulation. Regulation is a significant barrier in many regions, and for many applications, this …

Full story available on Benzinga.com



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