탄소나노튜브 시장(2027-2037년)

The global carbon nanotube (CNT) market has moved decisively from speculative promise to commercial reality. After an early period of over-optimistic projections, premature capacity expansion and subsequent industry consolidation, the market now rests on genuine applications with clear value propositions, matured supply chains and dramatically lower production costs. This expansion is driven overwhelmingly by one application: conductive additives for lithium-ion batteries. As electric-vehicle production and grid-scale energy storage scale up, CNTs - which deliver higher conductivity than carbon black while allowing less additive to be used - have become standard in EV and energy-storage cells, anchoring durable, recurring demand.

Multi-walled carbon nanotubes (MWCNTs) dominate both value and volume. Their economics have been transformed by fluidized-bed catalytic CVD and aggressive Chinese scale-up, and China now produces the overwhelming majority of global CNT powder. Competition among players, combined with continuous process improvement, has pushed MWCNTs firmly into cost-sensitive, high-volume applications. Single-walled carbon nanotubes (SWCNTs) represent the fastest-growing and highest-value segment. OCSiAl remains the dominant producer, scaling its European capacity toward silicon-anode, solid-state and high-power battery chemistries. As costs have fallen, SWCNTs have opened applications in transparent conductors, elastomers, electronics and premium energy storage that were previously uneconomical.

Geographically, Asia-Pacific consumes the majority of global volume, reflecting its concentration of battery manufacturing, while North America and Europe focus on higher-value and specialty grades, often competing on technical support and application development rather than tonnage. Beyond batteries, polymer composites form the second-largest sector, with electronics, thermal-interface materials, construction, coatings, automotive and aerospace providing durable secondary demand.

Challenges persist: homogeneous dispersion, batch-to-batch consistency, chirality control for SWCNT electronics, residual safety perceptions linked to fibre morphology, and intense competition from carbon black, silicon, graphene and other materials. Nevertheless, with validated applications, maturing supply chains, falling costs and emerging sustainable synthesis routes - including CO₂-derived and waste-upcycled production - carbon nanotubes are transitioning from specialty nanomaterials to essential industrial components. Their transformative potential, recognised since their discovery, is finally being realised across electrification, advanced manufacturing and next-generation electronics worldwide.

The Global Carbon Nanotubes Market 2027–2037 provides an indepth assessment of this market. Carbon nanotubes have followed an uneven path to commercialisation. Early expectations of rapid, broad adoption were not met, and the sector passed through a period of consolidation in which several producers reduced or closed capacity. The current position is more soundly based. A limited number of applications now have clear, validated value propositions, production processes have matured, and unit costs have fallen substantially from their early levels. The report assesses this landscape without assuming that recent momentum will necessarily be sustained at the same pace across all segments.

Demand is concentrated. Conductive additives for lithium-ion batteries account for the majority of consumption, and the report gives particular attention to this dependency and the risks it carries, including exposure to a single downstream industry and to shifts in battery chemistry. Multi-walled carbon nanotubes remain the dominant product by volume and value, while single-walled carbon nanotubes occupy a smaller, higher-value position where cost and consistency continue to constrain uptake. Double-walled, few-walled, thin-walled and vertically aligned variants, together with carbon nanohorns, carbon onions and boron nitride nanotubes, are treated as specialised categories at earlier stages of development. The report reviews the main production routes and their relative maturity, the principal producers and their stated capacity plans, the regulatory and safety context, the patent landscape and pricing trends. Adoption is examined across a broad range of end-use markets. Persistent barriers are addressed directly, including dispersion, batch-to-batch consistency, chirality control for electronic applications, safety perception, and competition from established materials such as carbon black, silicon, carbon fibre and graphene.

Forecasts are presented with stated assumptions and should be read as indicative rather than definitive, particularly for the less mature segments and the later years of the period. The report's purpose is to provide a realistic basis for assessment: carbon nanotubes are transitioning from specialty materials toward wider industrial use, but the rate and breadth of that transition remain subject to technical, commercial and regulatory uncertainty.

Report contents include:

• Executive summary - market overview by nanotube type (MWCNT, SWCNT, and double/few/thin-walled), applications, producers and capacities, demand by market, outlook, commercial products, market challenges, pricing, and leading players.
• Overview of carbon nanotubes - properties and comparative properties; material types (MWCNT, SWCNT, DWCNT, VACNT, FWCNT, carbon nanohorns, carbon onions, BNNT); dispersion technology and high-aspect-ratio CNTs; intermediate products (sheets, yarns, films, paper/mats, coatings/inks, array strips).
• Carbon nanotube synthesis and production - arc discharge; CVD (thermal, PECVD, emerging); HiPco and CoMoCAT; combustion and flame synthesis; controlled and hybrid growth; laser ablation; vertically aligned production; silane solution; carbon-capture by-products; comparative assessment of methods.
• Regulations.
• Patents.
• Pricing.
• Markets for carbon nanotubes - energy storage (batteries and supercapacitors), polymer additives and elastomers, 3D printing, adhesives, aerospace, electronics, quantum computing, rubber and tires, automotive, conductive inks, construction, filtration, fuel cells, life sciences and medicine, lubricants, oil and gas, paints and coatings, photovoltaics, sensors, smart and electronic textiles, thermal interface materials, and power cables - each with market overview, applications, forecasts and product developers.
• Company profiles - multi-walled, single-walled, and other nanotube types. Companies profiled (including companies no longer operating) include 3D Strong, Arkema France SA, BBCP Conductor, Betterial, Bioneer Corporation, Birla Carbon, Black Diamond Structures, BNNano, BNNT LLC, Brewer Science, C-Bond Systems, C12 Quantum Electronics, C2CNT LLC/Capital Power, Cabot Corporation, Canatu Oy, Carbice Corp, Carbon Corp, Carbon Fly, Carbon Nano-material Technology, Carbon Upcycling Technologies, Carbonics, CarbonMeta Research, CarbonX B.V., Carestream Health, CENS Materials, Chasm Advanced Materials, Chengdu Organic Chemicals (TimesNano), CNano Technology, Daejin Advanced Materials, Dainichiseika Color & Chemicals Manufacturing, Dazhan Nanomaterials, DexMat, Eden Innovations, Epic Advanced Materials, Evercloak, Fuji Pigment, Fujitsu Laboratories, Furukawa Electric, GSI Creos Corporation, H Quest Vanguard, Hamamatsu Carbonics Corporation, Himadri Speciality, Hitachi Zosen Corporation, Honjo Chemical Corporation, Huntsman Corporation (Miralon, formerly Nanocomp Technologies), Hycamite TCD Technologies, Hycarb, IBM Corporation, Inoplaztech, JEIO Co., Jikantechno Corporation, Kao Corporation, KH Chemicals, KJ Specialty Paper, Koatsu Gas Kogyo, Korbon Co., Korea Kumho Petrochemical, KS Advanced Materials, Kusumoto Chemicals, Lanxess Deutschland, LeaderNano Tech, LG Chemical, Li-S Energy, Lintec of America, Mattershift, MC Yamasan Polymers, MECHnano, Meijo Nano Carbon, Micro-X Limited, Murata Machinery, Nacalai Tesque, Naieel Technology, Nano Cube Japan, Nano RAY-T, Nano-C, Nanomatics, Nanoramic Laboratories, NanoRial Technologies, Nanosperse, Nanovis, Nawa Technologies, NEC Corporation, Nemo Nanomaterials, NEO Battery Materials, New Metals and Chemicals Corporation, Nippon Shizai, Nissin Electric, Nitta Corporation, NoPo Nanotechnologies, Novasolix, Novation Solutions (NovationSi), NTherma Corporation, OCSiAl Group and more....

Table of Contents

1 EXECUTIVE SUMMARY

• 1.1 The global market for carbon nanotubes
  • 1.1.1 Multi-walled carbon nanotubes (MWCNTs)
    • 1.1.1.1 Applications
    • 1.1.1.2 Main market players
    • 1.1.1.3 MWCNT production capacities, current and planned
    • 1.1.1.4 Target market for producers
    • 1.1.1.5 Market demand for carbon nanotubes by market
  • 1.1.2 Single-walled carbon nanotubes (SWCNTs)
    • 1.1.2.1 Applications
    • 1.1.2.2 Production capacities current and planned
    • 1.1.2.3 Global SWCNT market consumption
  • 1.1.3 Double, Few and Thin-Walled CNTs
• 1.2 Market Outlook 2026 and beyond
• 1.3 Commercial CNT-based products
• 1.4 Market Challenges
• 1.5 CNTs Market Analysis
  • 1.5.1 Manufacturing Landscape: From Laboratory to Industrial Scale
  • 1.5.2 Market Dynamics: Supply, Demand, and Competitive Forces
  • 1.5.3 Energy Storage: The Catalyst for Market Transformation
  • 1.5.4 Polymer Enhancement: Multifunctional Material Solutions
  • 1.5.5 Emerging Applications
  • 1.5.6 Competitive Dynamics
  • 1.5.7 Technology Roadmap and Future Developments
  • 1.5.8 Challenges and Limitations: Addressing Market Barriers
  • 1.5.9 Market Evolution and Growth Projections
  • 1.5.10 Leading Industry Players
• 1.6 CNT Pricing

2 OVERVIEW OF CARBON NANOTUBES

• 2.1 Properties
• 2.2 Comparative properties of CNTs
• 2.3 Carbon nanotube materials
  • 2.3.1 Variations within CNTs
  • 2.3.2 High Aspect Ratio CNTs
  • 2.3.3 Dispersion technology
  • 2.3.4 Multi-walled nanotubes (MWCNT)
    • 2.3.4.1 Properties
    • 2.3.4.2 Applications
  • 2.3.5 Single-wall carbon nanotubes (SWCNT)
    • 2.3.5.1 Properties
    • 2.3.5.2 Applications
    • 2.3.5.3 Comparison between MWCNTs and SWCNTs
  • 2.3.6 Double-walled carbon nanotubes (DWNTs)
    • 2.3.6.1 Properties
    • 2.3.6.2 Applications
  • 2.3.7 Vertically aligned CNTs (VACNTs)
    • 2.3.7.1 Properties
    • 2.3.7.2 Synthesis of VACNTs
    • 2.3.7.3 Applications
    • 2.3.7.4 VA-CNT Companies
  • 2.3.8 Few-walled carbon nanotubes (FWNTs)
    • 2.3.8.1 Properties
    • 2.3.8.2 Applications
  • 2.3.9 Carbon Nanohorns (CNHs)
    • 2.3.9.1 Properties
    • 2.3.9.2 Applications
  • 2.3.10 Carbon Onions
    • 2.3.10.1 Properties
    • 2.3.10.2 Applications
  • 2.3.11 Boron Nitride nanotubes (BNNTs)
    • 2.3.11.1 Properties
    • 2.3.11.2 Manufacturing
    • 2.3.11.3 Pricing
    • 2.3.11.4 Applications
    • 2.3.11.5 Companies
• 2.4 Intermediate products
  • 2.4.1 Definitions
  • 2.4.2 CNT Sheets
    • 2.4.2.1 Overview
    • 2.4.2.2 Applications
    • 2.4.2.3 Market players
  • 2.4.3 CNT Yarns
    • 2.4.3.1 Overview
    • 2.4.3.2 Properties
    • 2.4.3.3 Applications
    • 2.4.3.4 Manufacturing Methods
  • 2.4.4 CNT Films
  • 2.4.5 CNT Paper/Mats
  • 2.4.6 CNT Coatings/Inks
  • 2.4.7 CNT Array Strips

3 CARBON NANOTUBE SYNTHESIS AND PRODUCTION

• 3.1 Arc discharge synthesis
• 3.2 Chemical Vapor Deposition (CVD)
  • 3.2.1 Thermal CVD
  • 3.2.2 Plasma enhanced chemical vapor deposition (PECVD)
  • 3.2.3 Emerging processes
• 3.3 High-pressure carbon monoxide synthesis
  • 3.3.1 High Pressure CO (HiPco)
  • 3.3.2 CoMoCAT
• 3.4 Combustion synthesis
• 3.5 Fluidized-bed CVD (FBCVD)
• 3.6 Floating-catalyst CVD / aerosol CVD (FCCVD)
• 3.7 Controlled growth of SWCNTs
• 3.8 Hybrid CNTs
• 3.9 Flame synthesis
• 3.10 Laser ablation synthesis
• 3.11 Vertically aligned nanotubes production
• 3.12 Silane solution method
• 3.13 Water-assisted "super-growth" CVD and eDIPS
• 3.14 Molten-salt CO₂ electrolysis (electrochemical synthesis)
• 3.15 Thermal-plasma / plasma-torch synthesis
• 3.16 Catalytic methane pyrolysis (CNT and hydrogen co-production)
• 3.17 Catalytic pyrolysis and feedstock upcycling
• 3.18 By-products from carbon capture
  • 3.18.1 CO2 derived products via electrochemical conversion
  • 3.18.2 CNTs from green or waste feedstock
  • 3.18.3 Advanced carbons from green or waste feedstocks
  • 3.18.4 Captured CO₂as a CNT feedstock
  • 3.18.5 Electrolysis in molten salts
  • 3.18.6 Methane pyrolysis
  • 3.18.7 Carbon separation technologies
    • 3.18.7.1 Absorption capture
    • 3.18.7.2 Adsorption capture
    • 3.18.7.3 Membranes
  • 3.18.8 Producers
• 3.19 Advantages and disadvantages of CNT synthesis methods

4 REGULATIONS

• 4.1 Regulation and safety of CNTs
• 4.2 Global regulations
• 4.3 Global Regulatory Bodies for Nanomaterials
• 4.4 Harmonized Classification of MWCNTs
• 4.5 Gaps in the Current Regulations
• 4.6 CNT Safety and Exposure

5 CARBON NANOTUBES PATENTS

6 CARBON NANOTUBES PRICING

• 6.1 MWCNTs
• 6.2 SWCNTs and FWCNTs
• 6.3 Pricing outlook

7 MARKETS FOR CARBON NANOTUBES

• 7.1 BATTERIES
  • 7.1.1 Market overview
  • 7.1.2 The global energy storage market
  • 7.1.3 Types of lithium battery
  • 7.1.4 Li-ion performance and technology timeline
  • 7.1.5 Cell energy
  • 7.1.6 Applications
    • 7.1.6.1 Carbon Nanotubes in Li-ion Batteries
    • 7.1.6.2 CNTs in Lithium–sulfur (Li–S) batteries
    • 7.1.6.3 CNTs in Nanomaterials in Sodium-ion batteries
    • 7.1.6.4 CNTs in Nanomaterials in Lithium-air batteries
    • 7.1.6.5 CNTs in Flexible and stretchable batteries
  • 7.1.7 Conductive Additive Mechanisms
  • 7.1.8 Electron transport enhancement
  • 7.1.9 Interface engineering
  • 7.1.10 Stability mechanisms
  • 7.1.11 Improved performance at higher C-rate
  • 7.1.12 Carbon nanotube mechanical properties
  • 7.1.13 Dispersion quality
  • 7.1.14 Hybrid Conductive Carbon Materials
  • 7.1.15 Silicon anode implementation
  • 7.1.16 SWCNTs
  • 7.1.17 Manufacturing Integration
    • 7.1.17.1 Process optimization
    • 7.1.17.2 Quality control
    • 7.1.17.3 Scale-up challenges
  • 7.1.18 Cost-Performance Analysis
    • 7.1.18.1 Cost comparison with alternatives
    • 7.1.18.2 Value proposition
  • 7.1.19 Performance benefits quantification
  • 7.1.20 Technology benchmarking
  • 7.1.21 Technology pathways
  • 7.1.22 Global market, historical and forecast to
    • 7.1.22.1 Revenues
    • 7.1.22.2 Tons
  • 7.1.23 Product developers
• 7.2 SUPERCAPACITORS
  • 7.2.1 Market overview
  • 7.2.2 Supercapacitors overview
  • 7.2.3 Supercapacitors vs batteries
  • 7.2.4 Supercapacitor technologies
  • 7.2.5 Benefits
  • 7.2.6 Challenges
  • 7.2.7 Applications
    • 7.2.7.1 CNTs in Supercapacitor electrodes
    • 7.2.7.2 CNTs in Flexible and stretchable supercapacitors
  • 7.2.8 Technology pathways
  • 7.2.9 Global market, historical and forecast to
  • 7.2.10 Product developers
• 7.3 POLYMER ADDITIVES AND ELASTOMERS
  • 7.3.1 Market overview
  • 7.3.2 Nanocarbons in polymer composites
  • 7.3.3 Incorporating CNTs in composites
  • 7.3.4 Conductive composites
    • 7.3.4.1 MWCNTs
    • 7.3.4.2 Applications
    • 7.3.4.3 Products
    • 7.3.4.4 Properties
    • 7.3.4.5 Conductive epoxy
  • 7.3.5 Fiber-based polymer composite parts
    • 7.3.5.1 Technology pathways
    • 7.3.5.2 Applications
  • 7.3.6 Metal-matrix composites
    • 7.3.6.1 CNT copper composites
  • 7.3.7 Elastomers
    • 7.3.7.1 Carbon nanotube integration
    • 7.3.7.2 Silicone elastomers
  • 7.3.8 Global market, historical and forecast to
  • 7.3.9 Product developers
• 7.4 3D PRINTING
  • 7.4.1 Market overview
  • 7.4.2 Applications
  • 7.4.3 Global market, historical and forecast to
  • 7.4.4 Product developers
• 7.5 ADHESIVES
  • 7.5.1 Market overview
  • 7.5.2 Applications
  • 7.5.3 Technology pathways
  • 7.5.4 Global market in tons, historical and forecast to
  • 7.5.5 Product developers
• 7.6 AEROSPACE
  • 7.6.1 Market overview
  • 7.6.2 Applications
  • 7.6.3 Technology pathways
  • 7.6.4 Global market in tons, historical and forecast to
  • 7.6.5 Product developers
• 7.7 ELECTRONICS
  • 7.7.1 WEARABLE & FLEXIBLE ELECTRONICS AND DISPLAYS
    • 7.7.1.1 Market overview
    • 7.7.1.2 Technology pathways
    • 7.7.1.3 Applications
    • 7.7.1.4 Global market, historical and forecast to
    • 7.7.1.5 Product developers
  • 7.7.2 TRANSISTORS AND INTEGRATED CIRCUITS
    • 7.7.2.1 Market overview
    • 7.7.2.2 Applications
    • 7.7.2.3 Technology pathways
    • 7.7.2.4 Global market, historical and forecast to
    • 7.7.2.5 Product developers
  • 7.7.3 MEMORY DEVICES
    • 7.7.3.1 Market overview
    • 7.7.3.2 Technology pathways
    • 7.7.3.3 Global market in tons, historical and forecast to
    • 7.7.3.4 Product developers
• 7.8 QUANTUM COMPUTING
  • 7.8.1 CNTs in Quantum computers
  • 7.8.2 CNT qubits
• 7.9 RUBBER AND TIRES
  • 7.9.1 Market overview
  • 7.9.2 Applications
    • 7.9.2.1 Rubber additives
    • 7.9.2.2 Sensors
  • 7.9.3 Technology pathways
  • 7.9.4 Global market in tons, historical and forecast to
  • 7.9.5 Product developers
• 7.10 AUTOMOTIVE
  • 7.10.1 Market overview
  • 7.10.2 Applications
  • 7.10.3 Technology pathways
  • 7.10.4 Global market in tons, historical and forecast to
  • 7.10.5 Product developers
• 7.11 CONDUCTIVE INKS
  • 7.11.1 Market overview
  • 7.11.2 Applications
  • 7.11.3 Technology pathways
  • 7.11.4 Global market in tons, historical and forecast to
  • 7.11.5 Product developers
• 7.12 CONSTRUCTION
  • 7.12.1 Market overview
  • 7.12.2 Technology pathways
  • 7.12.3 Applications
    • 7.12.3.1 Cement
    • 7.12.3.2 Asphalt bitumen
    • 7.12.3.3 Green Construction
    • 7.12.3.4 Concrete Strengthening Mechanisms
  • 7.12.4 Global market in tons, historical and forecast to
  • 7.12.5 Product developers
• 7.13 FILTRATION
  • 7.13.1 Market overview
  • 7.13.2 Applications
  • 7.13.3 Technology pathways
  • 7.13.4 Global market in tons, historical and forecast to
  • 7.13.5 Product developers
• 7.14 FUEL CELLS
  • 7.14.1 Market overview
  • 7.14.2 Applications
  • 7.14.3 Technology pathways
  • 7.14.4 Global market in tons, historical and forecast to
  • 7.14.5 Product developers
• 7.15 LIFE SCIENCES AND MEDICINE
  • 7.15.1 Market overview
  • 7.15.2 Applications
  • 7.15.3 Technology pathways
    • 7.15.3.1 Drug delivery
    • 7.15.3.2 Imaging and diagnostics
    • 7.15.3.3 Implants
    • 7.15.3.4 Medical biosensors
    • 7.15.3.5 Woundcare
  • 7.15.4 Global market in tons, historical and forecast to
  • 7.15.5 Product developers
• 7.16 LUBRICANTS
  • 7.16.1 Market overview
  • 7.16.2 Applications
  • 7.16.3 Technology pathways
  • 7.16.4 Global market in tons, historical and forecast to
  • 7.16.5 Product developers
• 7.17 OIL AND GAS
  • 7.17.1 Market overview
  • 7.17.2 Applications
  • 7.17.3 Technology pathways
  • 7.17.4 Global market in tons, historical and forecast to
  • 7.17.5 Product developers
• 7.18 PAINTS AND COATINGS
  • 7.18.1 Market overview
  • 7.18.2 Applications
    • 7.18.2.1 Anti-corrosion coatings
    • 7.18.2.2 Conductive coatings
    • 7.18.2.3 EMI Shielding
  • 7.18.3 Technology pathways
  • 7.18.4 Global market in tons, historical and forecast to
  • 7.18.5 Product developers
• 7.19 PHOTOVOLTAICS
  • 7.19.1 Technology pathways
  • 7.19.2 Global market in tons, historical and forecast to
  • 7.19.3 Product developers
• 7.20 SENSORS
  • 7.20.1 Market overview
  • 7.20.2 Applications
    • 7.20.2.1 Gas sensors
    • 7.20.2.2 Printed humidity sensors
    • 7.20.2.3 LiDAR sensors
    • 7.20.2.4 Oxygen sensors
  • 7.20.3 Technology pathways
  • 7.20.4 Global market in tons, historical and forecast to
  • 7.20.5 Product developers
• 7.21 SMART AND ELECTRONIC TEXTILES
  • 7.21.1 Market overview
  • 7.21.2 Applications
  • 7.21.3 Technology pathways
  • 7.21.4 Global market in tons, historical and forecast to
  • 7.21.5 Product developers
• 7.22 THERMAL INTERFACE MATERIALS
  • 7.22.1 Market overview
  • 7.22.2 Carbon-based TIMs
    • 7.22.2.1 VACNT TIMs
    • 7.22.2.2 MWCNTs
    • 7.22.2.3 SWCNTS
    • 7.22.2.4 Boron Nitride nanotubes (BNNTs)
  • 7.22.3 Technology pathways
  • 7.22.4 Global market in tons, historical and forecast to
• 7.23 POWER CABLES
  • 7.23.1 Market overview
  • 7.23.2 Technology pathways

8 COMPANY PROFILES: MULTI-WALLED CARBON NANOTUBES (119 company profiles)

9 COMPANY PROFILES: SINGLE-WALLED CARBON NANOTUBES (15 company profiles)

10 COMPANY PROFILES: OTHER TYPES (Boron Nitride nanotubes, double-walled nanotubes etc.) (5 company profiles)

11 RESEARCH METHODOLOGY

12 REFERENCES