탄소섬유 강화 열가소성(CFRTP) 복합재료 : 시장 점유율 분석, 산업 동향, 통계, 성장 예측(2025-2030년)

The Carbon Fiber Reinforced Thermoplastic Composite Market size is estimated at 231.14 kilotons in 2025, and is expected to reach 348.03 kilotons by 2030, at a CAGR of 8.53% during the forecast period (2025-2030).

Robust growth reflects the material's ability to pair aerospace-grade strength-to-weight ratios with full recyclability, aligning with decarbonization targets across transportation, energy, and construction. Rising electric-vehicle production, a rebound in commercial aircraft build rates, and fast-moving hydrogen storage programs form the core demand pillars. At the same time, breakthroughs in energy-efficient fiber production and additive manufacturing lower entry barriers, while regional recycling mandates open fresh revenue pools for suppliers. Competitive intensity is building as integrated incumbents defend share against regional capacity buildouts and specialist recyclers.

Global Carbon Fiber Reinforced Thermoplastic (CFRTP) Composite Market Trends and Insights

Surging Demand for Lightweight EV Structures

Automakers increase carbon fiber thermoplastic use in battery enclosures, body panels, and chassis members to extend driving range and cut charging time. The material's reversible melt behavior supports end-of-life recycling, satisfying circular-economy rules now unfolding in China and the European Union. Fleet operators benefit from easier repair because damaged parts can be reheated and reshaped instead of replaced. Tesla's application of carbon fiber composites in its humanoid robot underscores versatility beyond vehicles, suggesting spillover into multiple mobility platforms. China consumed 69,000 metric tons of carbon fiber in 2024, evidence of a deepening Asian demand base.

Accelerating Commercial Aircraft Production Ramp-ups

Airframe OEMs are rebuilding supply chains to meet higher 737 MAX and 787 Dreamliner output targets, sustaining composite demand for secondary structures that cut fuel burn. Hexcel reaffirmed investment in lightweight thermoplastic solutions in its Q1 2025 earnings report, despite lower top-line sales. The shift to more-electric aircraft fosters thermoplastic adoption because the matrix insulates wiring and integrates anti-icing heaters. European initiatives under the ThermoPlastic Composites Research Center (TPRC) accelerate certification of large-volume parts, shortening design-to-flight timelines. Superior fatigue resistance over metals lengthens service intervals, an advantage keenly valued by airlines after COVID-19 disruptions.

High Initial Investment and Manufacturing Cost

Autoclaves, compression presses, and automated fiber placement cells can top USD 30 million per line, curbing entry and slowing adoption in price-sensitive segments. SGL Carbon reported a 35.2% sales drop in its Carbon Fibers unit in 2024, citing demand swings that leave high fixed-cost assets under-utilized. Plasma + microwave heating demonstrated at the University of Limerick cuts energy up to 70%, yet commercial readiness remains several years out. Raw fiber remains costlier than aluminum or steel, keeping composites out of economy-class vehicles. Economics improve only when volumes amortize tooling, thus OEMs hesitate until downstream demand is locked.

Other drivers and restraints analyzed in the detailed report include:

1. Stringent Global Emission and Recyclability Mandates
2. Rapid Scale-up of Hydrogen Pressure-Vessel Programs
3. Limited Large-scale Thermoforming Press Capacity

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

PAN-based grades delivered 78.12% of 2024 volume, underlining their entrenched production lines and aerospace heritage. High tensile modulus lets designers trim structural weight while meeting safety margins. The carbon fiber reinforced thermoplastic composite market size for PAN-based grades is projected to expand at a stable 7.9% CAGR as incumbents retrofit continuous lines for higher throughput. Cost-effective reheat cycles improve scrap rates, enhancing plant economics.

Other Raw Materials, including recycled fiber, register a 9.71% CAGR-the highest within raw materials-as end-users adopt circular procurement goals. Recycled fiber now retains 93.6% of virgin tensile strength, widening suitability for secondary load paths. Bio-sourced acrylonitrile under study by Syensqo and Trillium signals a longer-term pivot to greener feedstocks. Niche pitch-based grades serve thermal management in battery packs because of metal-like conductivity. Though volume small, premium pricing balances supply constraint, keeping margins attractive.

PEEK secured 34.51% 2024 share and leads growth at 9.82% CAGR thanks to 250 °C continuous-use temperature and chemical inertness. The carbon fiber reinforced thermoplastic composite market share advantage strengthens where flammability and smoke toxicity rules are strict, notably in jet engines and offshore platforms. Medical device usage diversifies revenue, spreading risk across sectors.

Cost-focused segments rely on PU, PES, or PEI which trade peak temperature for price. These resins feed interior panels and consumer electronics where operating loads are moderate. Bio-based PEI under exploration could add a sustainability differentiator without forfeiting mechanical properties. Resin formulators also blend nano-fillers to enhance conductivity, fostering integrated de-icing layers in aerospace systems.

The Carbon Fiber Reinforced Thermoplastic Composite Market Report is Segmented by Raw Material (PAN-Based, Pitch-Based, and More), Resin (PEEK, PU, and More), Manufacturing Process (Compression Molding, AFP/Tape Laying, and More), End-User Industry (Aerospace and Defense, Automotive, and More), and Geography (Asia-Pacific, North America, and More). The Market Forecasts are Provided in Terms of Volume (Kilotons).

Geography Analysis

North America held 36.19% share in 2024, anchored by the United States' aerospace and defence complex and supported by Canada's MRO hubs. Local presence of Toray, Hexcel, and Solvay shortens lead times, safeguarding programs against geopolitical risk. Government grants under the Inflation Reduction Act encourage domestic hydrogen tank production, widening downstream pull.

Asia-Pacific posts the fastest 9.21% CAGR to 2030. China scales electric-vehicle output and now hosts multiple kiloton-scale carbon fiber lines, reducing earlier import dependence. Japanese pioneers Toray and Teijin double capacity to serve regional wind and marine projects. South Korea leverages electronics know-how to integrate EMI-shielding composites into 5G infrastructure.

Europe mixes strong demand with new regulatory headwinds. Germany's auto base remains the largest segment consumer, but looming recyclability rules fast-track thermoplastic substitution. The ThermoPlastic Composites Research Center in the Netherlands anchors R&D alliances across OEMs and suppliers. Nordic wind investments and French aerospace clusters offset softness in general industrial demand.

1. Arkema
2. ARRIS Composites, Inc.
3. Avient Corporation
4. BASF
5. Celanese Corporation
6. DuPont
7. Gurit Services AG, Zurich
8. Hexcel Corporation
9. Markforged
10. Mitsubishi Chemical Corporation
11. Quickstep
12. SABIC
13. SGL Carbon
14. Syensqo
15. Teijin Limited
16. Toray Industries Inc.
17. Victrex plc

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Surging demand for lightweight EV structures
  • 4.2.2 Accelerating commercial aircraft production ramp-ups
  • 4.2.3 Stringent global emission and recyclability mandates
  • 4.2.4 Incresaing usage in the construction sector
  • 4.2.5 Rapid scale-up of hydrogen pressure-vessel programs
• 4.3 Market Restraints
  • 4.3.1 High initial investment and manufacturing cost
  • 4.3.2 Limited large-scale thermoforming press capacity
  • 4.3.3 Supply-chain weaponisation risk in aerospace
• 4.4 Value Chain Analysis
• 4.5 Porter's Five Forces
  • 4.5.1 Bargaining Power of Suppliers
  • 4.5.2 Bargaining Power of Buyers
  • 4.5.3 Threat of New Entrants
  • 4.5.4 Threat of Substitutes
  • 4.5.5 Competitive Rivalry

5 Market Size and Growth Forecasts (Volume)

• 5.1 By Raw Material
  • 5.1.1 Polyacrylonitrile (PAN)-based Carbon Fiber Reinforced Composites (CFRTP)
  • 5.1.2 Pitch-based Carbon Fiber Reinforced Composites (CFRTP)
  • 5.1.3 Other Raw Materials (Recycled Carbon Fibers, etc.)
• 5.2 By Resin
  • 5.2.1 Polyether Ether Ketone (PEEK)
  • 5.2.2 Polyurethane (PU)
  • 5.2.3 PolyetherSulfone (PES)
  • 5.2.4 Polyetherimide (PEI)
  • 5.2.5 Others (Polyamide, Polycarbonate, etc.)
• 5.3 By Manufacturing Process
  • 5.3.1 Compression and Stamp Moulding
  • 5.3.2 Automated Fibre Placement / Tape Laying
  • 5.3.3 Injection and Over-Moulding
  • 5.3.4 Additive Manufacturing (Carbon Fiber-filled filaments)
• 5.4 By End-user Industry
  • 5.4.1 Aerospace and Defence
  • 5.4.2 Automotive
  • 5.4.3 Construction
  • 5.4.4 Electrical and Electronics
  • 5.4.5 Wind Turbines
  • 5.4.6 Marine
  • 5.4.7 Sporting Equipments
  • 5.4.8 Other End-user Industries (Healthcare, etc.)
• 5.5 By Geography
  • 5.5.1 Asia-Pacific
    • 5.5.1.1 China
    • 5.5.1.2 Japan
    • 5.5.1.3 India
    • 5.5.1.4 South Korea
    • 5.5.1.5 ASEAN Countries
    • 5.5.1.6 Rest of Asia-Pacific
  • 5.5.2 North America
    • 5.5.2.1 United States
    • 5.5.2.2 Canada
    • 5.5.2.3 Mexico
  • 5.5.3 Europe
    • 5.5.3.1 Germany
    • 5.5.3.2 United Kingdom
    • 5.5.3.3 France
    • 5.5.3.4 Italy
    • 5.5.3.5 Spain
    • 5.5.3.6 Russia
    • 5.5.3.7 NORDIC Countries
    • 5.5.3.8 Rest of Europe
  • 5.5.4 South America
    • 5.5.4.1 Brazil
    • 5.5.4.2 Argentina
    • 5.5.4.3 Rest of South America
  • 5.5.5 Middle-East and Africa
    • 5.5.5.1 Saudi Arabia
    • 5.5.5.2 South Africa
    • 5.5.5.3 Rest of Middle-East and Africa

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share (%)/Ranking Analysis
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)
  • 6.4.1 Arkema
  • 6.4.2 ARRIS Composites, Inc.
  • 6.4.3 Avient Corporation
  • 6.4.4 BASF
  • 6.4.5 Celanese Corporation
  • 6.4.6 DuPont
  • 6.4.7 Gurit Services AG, Zurich
  • 6.4.8 Hexcel Corporation
  • 6.4.9 Markforged
  • 6.4.10 Mitsubishi Chemical Corporation
  • 6.4.11 Quickstep
  • 6.4.12 SABIC
  • 6.4.13 SGL Carbon
  • 6.4.14 Syensqo
  • 6.4.15 Teijin Limited
  • 6.4.16 Toray Industries Inc.
  • 6.4.17 Victrex plc

7 Market Opportunities and Future Outlook

• 7.1 White-space and Unmet-need Assessment