흑린 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the black phosphorus market, valued at USD 15.44 million in 2025, is projected to grow to USD 21.72 million in 2026 and is expected to reach USD 119.58 million by 2031, with a CAGR of 40.66% from 2026 to 2031.

This report is Segmented by Form (Powder, Crystal, Exfoliated Nanosheets, Thin Films), Application (Electronics and Semiconductors, Energy Storage, Photonics and Optoelectronics, Biomedical and Biosensors, Environmental Catalysis and Water Treatment, Others), and Geography (Asia-Pacific, North America, Europe, South America, Middle-East and Africa). The Market Forecasts are Provided in Terms of Value (USD).

Global Black Phosphorus Market Trends and Insights

Surging Demand for 2D Semiconductors in Flexible and High-Frequency Electronics

In 2024, nanoribbon transistors fabricated from sonochemically exfoliated black phosphorus demonstrated on/off ratios of 1.7 X 106 and mobilities of 1,506 cm2 V-1 s-1, meeting the sub-5 nm roadmap thresholds. One of the key drivers for their adoption is the width-dependent bandgaps, which range from 0.29 eV to 0.64 eV. This feature allows designers to modify logic levels without relying on alloying processes, providing flexibility in design. Another significant driver is the material's in-plane anisotropy, which enables directional charge control. This characteristic is particularly important for applications such as bendable displays, where precise charge control is essential. The use of smooth-edge channels addresses short-channel effects, ensuring that transconductance levels remain above 200 µS µm-1 at gate lengths smaller than 20 nm, a size where silicon typically encounters increased leakage issues. Additionally, the ability to operate at transfer temperatures below 150 °C is a critical factor for manufacturers, as it aligns with the requirements of polyimide substrates commonly used in wearable technology. Furthermore, surface-coordination chemistry supported by the NSF and introduced in 2026 provides ambient stability lasting up to a month. This stability is expected to play a significant role in accelerating the commercialization of these transistors.he upstream revenue stream of the black phosphorus market.

Rapid Uptake of BP-Based Photonic Integrated Circuits

Using NanoBLACK(TM), Iris Light Technologies achieved an impressive 11.2 A W-1 responsivity at 1,550 nm on standard CMOS wafers. By employing twist-stacked devices, they expanded detection capabilities to 2,700 nm and incorporated bipolar circular-polarization discrimination, a crucial feature for encrypted free-space optics. Through out-of-plane strain engineering, they successfully red-shifted cavity modes by over 100 nm under -3% compression, even without thermal loading, paving the way for dense photonic routing. This material not only surpasses molybdenum disulfide in quantum efficiency within the near-infrared spectrum but also boasts a bandgap, unlike graphene, facilitating efficient modulation. The 2025 contract from AFRL underscores the end-user's confidence in translating these advancements to defense-grade mid-IR systems.

Ambient-Air Instability and Encapsulation Cost Premium

Unprotected nanosheets experience a significant reduction of 60% in UV-visible absorption within 72 hours. This degradation necessitates the use of glovebox handling and multi-layer barriers, which can increase landed costs by up to 50%. Coordination bonding with oxaliplatin improves absorption retention to 62%. Cell-membrane coatings further enhance retention to 78%, although each additional layer contributes to increased material and labor costs. Polydopamine films are capable of extending the lifespan of these nanosheets to several weeks, but this improvement comes with a 30% rise in raw material expenses. Embedding in PLGA offers a slow-release mechanism but results in a cost increase of 35-45%. Electrochemical exfoliation in phytic acid produces edge-passivated flakes that require minimal post-encapsulation processing. However, the throughput remains limited to less than 10 grams per batch, which restricts its industrial relevance. Battery manufacturers encounter challenges as they must maintain anode prices below USD 5 per gram to remain competitive with graphite. In comparison, buyers in the photonics sector are more accommodating, with a willingness to pay between USD 500 and 1,000 per gram, making it easier for them to manage overhead costs.

Other drivers and restraints analyzed in the detailed report include:

1. Mainstream R&D Funding for BP Anodes in Next-Gen Li/Na-Ion Batteries
2. Defense Investment in BP-Enabled Mid-IR Stealth and Secure-Comms Coatings
3. Regulatory Uncertainty Around Nanomaterial Toxicology

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

Segment Analysis

In 2025, powder accounted for 36.67% of the Black phosphorus market share, supported by its application in battery slurries and catalysts that accommodate irregular morphologies. Exfoliated nanosheets, priced at USD 800-1,200 per gram, are expected to grow at a rate of 41.23%. This growth is attributed to the increasing demand from device engineers for thicknesses under 10 nm and atomically smooth edges. The market size for Black phosphorus nanosheets is projected to increase from USD 5.7 million in 2026 to USD 36 million by 2031. Crystals, with a purity level exceeding 99.999%, continue to attract interest for research purposes. However, their market share may decline due to competition from wafer-scale chemical-vapor growth. Thin-film methods, such as molecular beam epitaxy, currently achieve less than 8% device-grade coverage. The Chips-Act pilot lines are anticipated to improve output and reduce defectivity by 50%, potentially lowering costs.

Equipment manufacturers report that sonochemical exfoliation achieves 95% yield for nanoribbons, which helps reduce post-sorting waste. By reducing edge roughness, nanosheets demonstrate better performance than powder-derived sintered layers in both transistor mobility and photodetector responsivity. On the other hand, powder remains a key material for anode prototypes targeting a cost ceiling of USD 0.20 Wh-1, as its downstream milling aligns well with existing slurry lines. With the scaling of CO2 exfoliation, the Black phosphorus market may experience a reduction in nanosheet pricing to approximately USD 150 per gram. This price adjustment could eliminate the historical premium and strengthen their position in terms of compound annual growth rate.

Geography Analysis

In 2025, the Asia-Pacific region contributed 47.78% of global revenue and is projected to grow at a compound annual growth rate (CAGR) of 41.56%. Within the region, China has implemented Ruifeng's CO2 route, which reduces batch cycles from 15 days to 3 days. This process significantly lowers variable costs by 98% and supports local cell factories located in Jiangsu and Guangdong. Additionally, Japan and South Korea are concentrating on advancements in photonic and logic benchmarks. These countries have published notable data on spin-transport and chiral-detection, which are expected to influence fab evaluations planned for 2028.

In North America, funding from AFRL and NSF programs is directed toward secure-communication photonics and oxidative-stability chemistry. However, the region continues to rely on imports, as domestic producers have not yet achieved kilogram-scale throughput. This dependency exposes buyers to risks associated with freight and lead times from the Asia-Pacific region. Canada is actively collaborating on spin transport research, while Mexico is conducting tests on environmental catalysts. Despite these efforts, commercial production volumes in the region remain limited.

Europe is encountering challenges due to ambiguities in REACH regulations, which can extend product-qualification cycles by up to a year. Although Chips-Act grants are intended to enhance the region's competitiveness, pilot production lines still depend on seed crystals imported from China. This reliance keeps per-gram spot prices above USD 500. Italy and Spain are leading efforts in biomedical trials, focusing on controlled degradation techniques to accelerate the development of bone-regrowth scaffolds. In other regions, emerging clusters in Brazil and South Africa are exploring the use of water-purification catalysts. However, these efforts are hindered by import tariffs ranging from 15% to 25%, which delay the implementation of these initiatives.

1. 2D Semiconductor
2. ACS Material
3. American Elements
4. Aritech Chemazone Pvt. Ltd.
5. ATT Advanced elemental materials Co., Ltd.
6. Borophene LLC
7. HQ Graphene
8. Merch KgGA
9. Nanjing XFNANO Materials Tech Co.,Ltd
10. NANOCHEMAZONE
11. Nanografi Advanced Materials.
12. Ossila Ltd
13. RASA Industries, LTD.
14. Shandong Ruifeng Chemical Co Ltd
15. SixCarbon Technology (Shenzhen)
16. Smart-Elements GmbH

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 2D semiconductors in flexible and high-frequency electronics
  • 4.2.2 Rapid uptake of BP-based photonic integrated circuits
  • 4.2.3 Mainstream R&D funding for BP anodes in next-gen Li/Na-ion batteries
  • 4.2.4 Defense investment in BP-enabled mid-IR stealth and secure-comms coatings
  • 4.2.5 European Union Chips-Act pilot-line grants catalysing wafer-scale BP synthesis
• 4.3 Market Restraints
  • 4.3.1 Ambient-air instability and encapsulation cost premium
  • 4.3.2 Regulatory uncertainty around nanomaterial toxicology
  • 4.3.3 IP thicket on BP exfoliation routes drives licensing costs
• 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 (Value)

• 5.1 By Form
  • 5.1.1 Powder
  • 5.1.2 Crystal
  • 5.1.3 Exfoliated Nanosheets
  • 5.1.4 Thin Films
• 5.2 By Application
  • 5.2.1 Electronics and Semiconductors
  • 5.2.2 Energy Storage (Batteries and Super-capacitors)
  • 5.2.3 Photonics and Optoelectronics
  • 5.2.4 Biomedical and Biosensors
  • 5.2.5 Environmental Catalysis and Water Treatment
  • 5.2.6 Others (Additives, Research-grade, etc.)
• 5.3 By Geography
  • 5.3.1 Asia-Pacific
    • 5.3.1.1 China
    • 5.3.1.2 Japan
    • 5.3.1.3 India
    • 5.3.1.4 South Korea
    • 5.3.1.5 ASEAN Countries
    • 5.3.1.6 Rest of Asia-Pacific
  • 5.3.2 North America
    • 5.3.2.1 United States
    • 5.3.2.2 Canada
    • 5.3.2.3 Mexico
  • 5.3.3 Europe
    • 5.3.3.1 Germany
    • 5.3.3.2 United Kingdom
    • 5.3.3.3 France
    • 5.3.3.4 Italy
    • 5.3.3.5 Spain
    • 5.3.3.6 Russia
    • 5.3.3.7 Rest of Europe
  • 5.3.4 South America
    • 5.3.4.1 Brazil
    • 5.3.4.2 Argentina
    • 5.3.4.3 Rest of South America
  • 5.3.5 Middle-East and Africa
    • 5.3.5.1 Saudi Arabia
    • 5.3.5.2 South Africa
    • 5.3.5.3 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 Overview, Market Overview, Core Segments, Financials, Strategic Information, Products and Services, and Recent Developments)
  • 6.4.1 2D Semiconductor
  • 6.4.2 ACS Material
  • 6.4.3 American Elements
  • 6.4.4 Aritech Chemazone Pvt. Ltd.
  • 6.4.5 ATT Advanced elemental materials Co., Ltd.
  • 6.4.6 Borophene LLC
  • 6.4.7 HQ Graphene
  • 6.4.8 Merch KgGA
  • 6.4.9 Nanjing XFNANO Materials Tech Co.,Ltd
  • 6.4.10 NANOCHEMAZONE
  • 6.4.11 Nanografi Advanced Materials.
  • 6.4.12 Ossila Ltd
  • 6.4.13 RASA Industries, LTD.
  • 6.4.14 Shandong Ruifeng Chemical Co Ltd
  • 6.4.15 SixCarbon Technology (Shenzhen)
  • 6.4.16 Smart-Elements GmbH

7 Market Opportunities and Future Outlook

• 7.1 White-space and Unmet-need Assessment