첨단 복합재료 : 세계 시장(2027-2037년)

The advanced composites market is in transition from an aerospace-anchored past to a diversified, mobility- and energy-led future. Once driven largely by a single cyclical sector, demand is broadening across many industries at very different stages of adoption, which is making the market more resilient and less hostage to any one sector's cycle. The outcome of the decade hinges chiefly on the pace of the hydrogen build-out, the speed of the thermoplastic transition, the balance of carbon-fiber capacity against demand, and the health of the automotive and construction cycles.

Advanced Composites: Global Market 2027-2037 provides a comprehensive analysis of the global advanced composites industry over the forecast period. It covers the full value chain - reinforcement materials, matrix systems, composite architectures, manufacturing processes, digital and enabling technologies, sustainability and recycling, end-use demand, value chain and pricing, regional markets, and the competitive landscape. The report quantifies the market by value and volume and segments the forecast by reinforcement type, matrix type, material form, manufacturing process, end-use sector and region. Forecasts are presented under conservative, base and accelerated scenarios. Reinforcement coverage spans carbon, glass, natural and bio-based, basalt, aramid, ceramic, specialty and nanoscale fibres, with analysis of capacity, utilisation, pricing and recycled fibre. Matrix coverage spans thermosets, thermoplastics, bio-based and recyclable resins, vitrimers, and ceramic- and metal-matrix systems.

Manufacturing and processing coverage includes liquid moulding, autoclave and out-of-autoclave routes, compression moulding, pultrusion, filament winding, automated fibre placement, thermoplastic forming and additive manufacturing, together with joining, curing, automation and emerging process technologies. The digital chapter covers materials informatics, simulation and digital twins, generative design, non-destructive testing and structural-health monitoring. The sustainability chapter covers mechanical, thermal and chemical recycling, regeneration, bio-based pathways, wind-blade and aerospace end-of-life programmes, life-cycle assessment and extended-producer-responsibility regulation.

End-use analysis covers aerospace and defence, automotive and mobility, wind, marine, construction, sports, medical, oil and gas, hydrogen, electronics, ballistic and armour, and rail and industrial applications. The report also addresses the value chain, supply-chain resilience and reshoring, capacity build-out, pricing and cost-down trajectories, the patent landscape, and trade and critical-materials policy. Regional analysis covers North America, Europe, Asia-Pacific, the Middle East and Africa, and Latin America.

The macro context section reviews the principal demand drivers - lightweighting, decarbonisation, electrification, defence procurement and supply-chain security - and the relevant policy and standards environment, including CORSIA, automotive CO₂ and end-of-life-vehicle rules, REACH, and dual-use export controls.

The report profiles 101 companies across the value chain, from fibre and resin producers to intermediate, recycling, additive-manufacturing and materials-technology firms. Supporting material includes detailed forecast data tables, a research-methodology appendix, a company directory, a standards and specifications reference, and a glossary.

The report is intended for material suppliers, manufacturers, OEMs, investors and policymakers requiring a data-grounded reference on the advanced composites market through 2037.

Contents include:

• Market definition, boundaries, segmentation logic, strategic themes, capital flows and key risks
• Industry and macro context - historical evolution, adoption S-curves, demand drivers, and the policy and standards environment (CORSIA, automotive CO₂, REACH, export controls, critical-materials designations)
• Reinforcement materials - carbon, glass, natural and bio-based, basalt, aramid, ceramic, specialty and nanoscale fibres, including capacity, pricing, recycled fibre and a cost-per-property selection matrix
• Matrix systems - thermosets, thermoplastics, bio-based and recyclable resins, vitrimers, ceramic- and metal-matrix systems, and interface chemistry
• Composite architectures and material forms - continuous vs discontinuous, prepreg vs dry-fibre, textile preforms, moulding compounds, sandwich cores and multifunctional composites
• Manufacturing and processing technologies - liquid moulding, autoclave/out-of-autoclave, compression, pultrusion, winding, AFP, thermoplastic forming, additive manufacturing, joining, curing and emerging methods
• Digital and enabling technologies - materials informatics, simulation and digital twins, generative design, non-destructive testing, structural-health monitoring and data infrastructure
• Sustainability, recycling and the circular economy - mechanical, thermal and chemical recycling, regeneration, bio-based pathways, end-of-life programmes, life-cycle assessment and EPR regulation
• End-use market analysis - aerospace and defence, automotive and mobility, wind, marine, construction, sports, medical, oil and gas, hydrogen, electronics, armour and rail/industrial
• Value chain, supply chain and pricing - value-chain mapping, resilience and reshoring, capacity build-out, cost-down trajectories, the patent landscape and trade policy
• Regional market analysis - North America, Europe, Asia-Pacific, the Middle East and Africa, and Latin America, with a capacity and policy comparison
• Market forecasts, 2027-2037 - totals by value and volume and breakdowns by reinforcement, matrix, form, process, end-use, region and sustainable-content penetration, under conservative, base and accelerated scenarios
• Competitive landscape and innovation ecosystem - market structure and tiering, incumbents vs disruptors, funding and M&A, defence capital, and innovation hubs
• Company profiles - 124 companies across the value chain, from fibre and resin producers to recycling, additive-manufacturing and materials-technology companies including 3P.COM, Advance Composite Co. Ltd., ADN Group, Addyx, Aksa Carbon, Arkema, Arris Composites, Asahi Kasei, Bambooder Biobased Fibers B.V., Bcomp, Beijing Carbontech Industrial Co., BIOFIBIX, Biofibre GmbH, Biwi, Blencel, BNNT LLC, Borregaard, BPREG Composites, Cabot Corporation, CAEROSTRIS, Cambium, Carbon, CarboMat, CarboScreen, Catack-H, CEAD, CelluComp, Circular11, CGREEN, CNano Technology, Cobratex, CompPair Technologies, Componous, Continuous Composites, CreaFill Fibers, DaikyoNishikawa, Daio Paper, DENSO, DIC Products, EcoTechnilin, Evergreen Additive, Evonik, 4M Carbon Fiber, FiberJoints, fiberior, fibionic, First Graphene, FluidSolids AG, Formosa Plastics, FOX Composites, FP Chemical, Fuji Pigment, Furukawa Electric, Gen 2 Carbon, Global Graphene Group (G3), Graphmatech, Graphene Composites, GS Alliance, Gurit, Haydale, High Temperature Material Systems, Hengshen Fibre Materials, Hexcel, Holy Technologies, Huntsman Advanced Materials, Hybron, HYCCO and more......

Table of Contents

1 EXECUTIVE SUMMARY

• 1.1 Definition and boundaries of "advanced composites"
• 1.2 Top-line market size, 2027 base year and 2037 outlook
• 1.3 Compound growth by material, process, end-use and region
• 1.4 Compound growth by material, process, end-use and region
• 1.5 Strategic themes: lightweighting, decarbonization, electrification, defense rearmament, supply-chain reshoring, materials AI, circularity
• 1.6 Capital flows: venture funding, corporate VC, M&A and government/defense investment
• 1.7 Key risks and disruption scenarios

2 INTRODUCTION AND SCOPE

• 2.1 Taxonomy of composite materials
• 2.2 What separates "advanced" from conventional composites
• 2.3 Segmentation logic (material × matrix × architecture × process × end-use × region)

3 INDUSTRY AND MACRO CONTEXT

• 3.1 Historical evolution of advanced composites
• 3.2 Technology readiness and adoption S-curves by sector
• 3.3 Macroeconomic drivers (energy transition, defense budgets, mobility electrification)
• 3.4 Policy and regulation
  • 3.4.1 Aviation emissions and CORSIA
  • 3.4.2 Automotive CO₂ and end-of-life vehicle rules
  • 3.4.3 REACH, chemical and worker-safety regulation
  • 3.4.4 Defense procurement and dual-use export controls
  • 3.4.5 Trade policy, tariffs and critical-materials designations
• 3.5 Standards and certification ecosystem (aerospace, automotive, marine, civil)

4 REINFORCEMENT MATERIALS

• 4.1 Carbon fiber
  • 4.1.1 PAN-based fiber (standard, intermediate and high modulus)
  • 4.1.2 Pitch-based fiber
  • 4.1.3 Small-tow vs. large-/heavy-tow economics
  • 4.1.4 Precursor supply (textile PAN, lignin-based, polyolefin and bio-based precursors)
  • 4.1.5 Global capacity, utilization and pricing
  • 4.1.6 Recycled carbon fiber (rCF)
• 4.2 Glass fiber
  • 4.2.1 E-glass
  • 4.2.2 S-glass and high-strength glass
  • 4.2.3 R-glass
  • 4.2.4 ECR-glass (corrosion-resistant)
  • 4.2.5 AR-glass (alkali-resistant)
  • 4.2.6 Low-dielectric and specialty glass
• 4.3 Natural and bio-based fibers
  • 4.3.1 Flax
  • 4.3.2 Hemp
  • 4.3.3 Jute
  • 4.3.4 Kenaf
  • 4.3.5 Other bast and leaf fibers (sisal, abaca, ramie)
  • 4.3.6 Wood biocomposites
    • 4.3.6.1 Temperature restrictions and the suitable materials window
    • 4.3.6.2 Market size and growth
      • 4.3.6.2.1 By matrix
      • 4.3.6.2.2 By technology
      • 4.3.6.2.3 By application
      • 4.3.6.2.4 By region
  • 4.3.7 Cellulose nanofibers and nanocellulose
    • 4.3.7.1 The dispersion and processing constraint
    • 4.3.7.2 Market size and growth
      • 4.3.7.2.1 By matrix
      • 4.3.7.2.2 By technology
      • 4.3.7.2.3 By application
      • 4.3.7.2.4 By region
    • 4.3.7.3 Producers
  • 4.3.8 Regenerated and bio-derived fibers
    • 4.3.8.1 The governing constraint
    • 4.3.8.2 Market size and growth
      • 4.3.8.2.1 By matrix
      • 4.3.8.2.2 By technology
      • 4.3.8.2.3 By application
      • 4.3.8.2.4 By region
  • 4.3.9 Companies
• 4.4 Basalt fiber
  • 4.4.1 Continuous basalt filament
  • 4.4.2 Chopped and milled basalt
  • 4.4.3 Basalt vs. glass cost-performance positioning
• 4.5 Aramid and high-performance polymer fibers
  • 4.5.1 Para-aramid
  • 4.5.2 Meta-aramid
  • 4.5.3 Ultra-high-molecular-weight polyethylene (UHMWPE)
  • 4.5.4 Copolymer and next-generation aramids
• 4.6 Ceramic fibers
  • 4.6.1 Silicon carbide (SiC)
  • 4.6.2 Oxide fibers (alumina, alumina-silica)
  • 4.6.3 Mullite and other oxide systems
• 4.7 Specialty fibers
  • 4.7.1 Boron
  • 4.7.2 Quartz and silica
  • 4.7.3 PBO
  • 4.7.4 Other high-temperature and niche fibers
• 4.8 Nanoscale reinforcements
  • 4.8.1 The dispersion and cost constraint
  • 4.8.2 Market size and growth
    • 4.8.2.1 By nanomaterial type
    • 4.8.2.2 By matrix
    • 4.8.2.3 By technology
    • 4.8.2.4 By application
    • 4.8.2.5 By region
  • 4.8.3 Carbon nanotubes (single- and multi-wall)
  • 4.8.4 Graphene and graphene nanoplatelets
  • 4.8.5 Carbon and polymer nanofibers
  • 4.8.6 Nanoclays, whiskers and nanoparticles
  • 4.8.7 Companies
• 4.9 Hybrid and commingled reinforcements
• 4.10 Comparative cost-per-property and selection matrix

5 MATRIX SYSTEMS

• 5.1 Thermoset resins
  • 5.1.1 Epoxy
  • 5.1.2 Polyester
  • 5.1.3 Vinyl ester
  • 5.1.4 Phenolic
  • 5.1.5 Bismaleimide (BMI)
  • 5.1.6 Polyimide
  • 5.1.7 Cyanate ester
  • 5.1.8 Benzoxazine
  • 5.1.9 Polyurethane and hybrid systems
• 5.2 Thermoplastic matrices
  • 5.2.1 PEEK
  • 5.2.2 PEKK
  • 5.2.3 PAEK
  • 5.2.4 PPS
  • 5.2.5 PEI
  • 5.2.6 Polyamides (PA6, PA66, PA12 and high-temperature grades)
  • 5.2.7 Polypropylene (PP)
  • 5.2.8 Polycarbonate (PC)
  • 5.2.9 PET and other engineering thermoplastics
  • 5.2.10 In-situ polymerizable and reactive thermoplastics
• 5.3 Bio-based and recyclable resin chemistries
• 5.4 Recyclable thermosets, vitrimers and covalent adaptable networks
• 5.5 Self-healing and stimuli-responsive matrices
• 5.6 Ceramic matrix composites
  • 5.6.1 Oxide/oxide CMC
  • 5.6.2 SiC/SiC CMC
  • 5.6.3 Carbon/carbon (C/C)
  • 5.6.4 Carbon/silicon carbide (C/SiC)
  • 5.6.5 Ultra-high-temperature ceramic composites
• 5.7 Metal matrix composites
  • 5.7.1 Aluminum matrix
  • 5.7.2 Titanium matrix
  • 5.7.3 Magnesium matrix
  • 5.7.4 Copper and other metal matrices
• 5.8 Functional fillers, additives, sizings and interface chemistry

6 COMPOSITE ARCHITECTURES AND MATERIAL FORMS

• 6.1 Continuous vs. discontinuous fiber systems
• 6.2 Prepreg vs. dry-fiber/out-of-autoclave forms
• 6.3 Textile preforms (woven, braided, stitched, non-crimp fabric, 3D woven)
• 6.4 Molding compounds (SMC, BMC, GMT, LFT)
• 6.5 Sandwich structures and core materials (honeycomb, foam, balsa, lattice/printed cores)
• 6.6 Nanocomposites and multiscale reinforcement
• 6.7 Functionally graded and multifunctional composites
• 6.8 Smart/structural-health composites with embedded sensing

7 MANUFACTURING AND PROCESSING TECHNOLOGIES

• 7.1 Manual and open-mold processes (hand layup, spray-up)
• 7.2 Liquid composite molding (RTM, HP-RTM, light-RTM, infusion/VARTM)
• 7.3 Autoclave vs. out-of-autoclave processing
• 7.4 Compression and press molding
• 7.5 Pultrusion (including radius/curved pultrusion)
• 7.6 Filament winding and tape winding
• 7.7 Automated tape laying (ATL) and automated fiber placement (AFP)
• 7.8 Thermoplastic forming (stamp/press, thermoforming, overmolding)
• 7.9 Long-fiber and continuous-fiber injection molding
• 7.10 Additive manufacturing of composites
  • 7.10.1 Continuous-fiber 3D printing
  • 7.10.2 Large-format additive manufacturing (LFAM / BAAM)
  • 7.10.3 Hybrid additive–subtractive cells
  • 7.10.4 Tooling and mold additive manufacturing
  • 7.10.5 Distributed and point-of-need production
• 7.11 Joining and assembly (adhesive bonding, thermoplastic welding, fastening)
• 7.12 Curing and consolidation (oven, autoclave, microwave, UV, electron-beam, induction, in-situ)
• 7.13 Automation, robotics and Industry 4.0 integration
• 7.14 Cost models and cycle-time benchmarking by process
• 7.15 Emerging and next-generation manufacturing technologies
  • 7.15.1 Resistance, induction and ultrasonic welding for one-shot thermoplastic assembly
  • 7.15.2 Fast-cure, snap-cure and frontal-polymerization resin systems
  • 7.15.3 Electron-beam, UV and out-of-oven energy-efficient curing at scale
  • 7.15.4 Field-assisted and magnetically aligned fiber placement
  • 7.15.5 Tailored fiber placement and dry-fiber automated preforming
  • 7.15.6 Robotic and adaptive AFP/ATL with in-process inspection
  • 7.15.7 Multi-material and voxel-level additive deposition
  • 7.15.8 4D printing and shape-morphing composites
  • 7.15.9 Self-reinforced and in-situ consolidated composites
  • 7.15.10 Cold spray and solid-state routes for metal matrix composites
  • 7.15.11 Bio-inspired and biomimetic fabrication
  • 7.15.12 Roll-to-roll and high-throughput continuous thermoplastic processing
  • 7.15.13 Closed-loop, AI-driven adaptive process control
  • 7.15.14 Recyclable-thermoset and reversible-bond processing
  • 7.15.15 Process routes enabling recycled and reclaimed feedstock

8 DIGITAL AND ENABLING TECHNOLOGIES

• 8.1 Materials informatics and AI-accelerated discovery
• 8.2 Machine learning for formulation, process and microstructure optimization
• 8.3 Simulation, modeling and digital twins (process, structural, multiphysics)
• 8.4 Generative design and topology optimization
• 8.5 Non-destructive testing, inspection and quality assurance
• 8.6 Structural health monitoring and embedded sensing
• 8.7 Data infrastructure, MES and the composites "intelligence layer"

9 SUSTAINABILITY, RECYCLING AND THE CIRCULAR ECONOMY

• 9.1 Composite waste landscape and end-of-life challenge
• 9.2 Mechanical recycling
• 9.3 Thermal recycling (pyrolysis, fluidized-bed)
• 9.4 Chemical recycling and solvolysis
• 9.5 Composite regeneration vs. downcycling
• 9.6 Recycled carbon and glass fiber markets and reintegration
• 9.7 Bio-based and low-carbon material pathways
• 9.8 Upcycling plastic and industrial waste into structural materials
• 9.9 Wind-blade and aerospace end-of-life programs
• 9.10 Life-cycle assessment, embodied carbon and design-for-circularity
• 9.11 Regulatory and extended-producer-responsibility drivers

10 END-USE MARKET ANALYSIS

• 10.1 Aerospace and defense
  • 10.1.1 Commercial aircraft (primary and secondary structures, interiors)
  • 10.1.2 Business and regional aviation
  • 10.1.3 Rotorcraft
  • 10.1.4 Military aircraft and missiles
  • 10.1.5 Space launch and satellites
  • 10.1.6 UAVs/drones and unmanned systems
  • 10.1.7 Advanced air mobility / eVTOL
  • 10.1.8 Engine and hot-section components (CMC)
• 10.2 Automotive and mobility
  • 10.2.1 Structural and body components
  • 10.2.2 EV battery enclosures and structural battery concepts
  • 10.2.3 Hydrogen and CNG pressure vessels (Type III/IV/V)
  • 10.2.4 Wheels, chassis and suspension
  • 10.2.5 Mobility decarbonization and lightweighting economics
• 10.3 Wind energy (blades, spars, recycling)
• 10.4 Marine and naval (hulls, naval defense, recreational, autonomous/uncrewed vessels)
• 10.5 Construction and infrastructure (FRP rebar, bridges, repair/retrofit, civil gates and water infrastructure, modular)
• 10.6 Sports, leisure and recreation
• 10.7 Medical and prosthetics (devices, imaging, orthotics, implants)
• 10.8 Oil, gas and energy (pipes, risers, downhole, tanks)
• 10.9 Hydrogen economy and pressure-vessel storage
• 10.10 Electrical, electronics and telecoms (device housings, EMI shielding, 5G/antenna, semiconductor equipment)
• 10.11 Ballistic and personal/vehicle armour
• 10.12 Rail, commercial vehicles and industrial/robotics

11 VALUE CHAIN, SUPPLY CHAIN AND PRICING

• 11.1 Value-chain mapping (precursor → fiber → intermediate → part → OEM)
• 11.2 Supply-chain resilience, reshoring and dual-sourcing
• 11.3 Capacity build-out and new plant investments
• 11.4 Pricing dynamics and cost-down trajectories by material
• 11.5 Trade flows, tariffs and critical-materials policy

12 REGIONAL MARKET ANALYSIS

• 12.1 North America
• 12.2 Europe
• 12.3 Asia-Pacific
• 12.4 Middle East and Africa
• 12.5 Latin America
• 12.6 Regional manufacturing-capacity and policy comparison

13 MARKET FORECASTS, 2027–2037

• 13.1 Total market by value and volume
• 13.2 Forecasts by reinforcement type
• 13.3 Forecasts by matrix type
• 13.4 Forecasts by material form/architecture
• 13.5 Forecasts by manufacturing process
• 13.6 Forecasts by end-use sector
• 13.7 Forecasts by region
• 13.8 Recycled-content and sustainable-material penetration forecasts
• 13.9 Scenario analysis (conservative / base / accelerated)

14 COMPANY PROFILES (124 company profiles)

15 APPENDICES

• 15.1 Research methodology
  • 15.1.1 Forecasting methodology and assumptions
  • 15.1.2 Primary and secondary research
  • 15.1.3 Market-sizing and segmentation model
  • 15.1.4 Pricing, currency and inflation assumptions
  • 15.1.5 Limitations and confidence intervals
• 15.2 Detailed forecast data tables
• 15.3 Glossary and definitions

16 REFERENCES