뉴클레오티드 : 시장 점유율 분석, 업계 동향과 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the nucleotides market size is expected to grow from USD 0.86 billion in 2025 to USD 0.92 billion in 2026 and is forecast to reach USD 1.32 billion by 2031 at 7.49% CAGR over 2026-2031.

This report is Segmented by Nitrogenous Base Class (Pyrimidine and Purine), Nucleotide Type (Mononucleotides, Dinucleotides, and More), Product Grade (Food Grade, Lab/Diagnostic Grade, and Industrial/Bulk Grade), Application (Food and Animal Feed Additives, Pharmaceutical, and Drug Discovery), and Geography (Asia-Pacific, North America, and More). The Market Forecasts are Provided in Terms of Value (USD).

Global Nucleotides Market Trends and Insights

Growing Demand from Pharmaceutical and Biopharma Sectors

Oligonucleotide therapeutics shifted from niche to mainstream after the FDA cleared Casgevy, Itvisma, RIVFLOZA, and TRYNGOLZA in 2024, prompting originators to lock in multi-year supply contracts for high-purity nucleotides. Thermo Fisher expanded a Singapore facility in 2025, injecting 500 kg of annual capacity and offering 2-week turnaround times for antisense and siRNA programs. The American Society of Gene and Cell Therapy counted 1,261 RNA-based therapies in active pipelines, a 22% rise year-over-year, underscoring pervasive demand for cytosine, adenine, guanine, and uracil monomers. Messenger-RNA vaccine plants consumed 12,000 t of nucleotides in 2024 and are switching to continuous processing, which heightens near-term raw-material tightness. Convergence of CRISPR, RNAi, and self-amplifying RNA platforms therefore cements structural pull for GMP-grade inputs that food-grade suppliers cannot match.

Rising Adoption in Functional Infant and Medical Nutrition

Regulators continue to endorse nucleotide fortification in formula. The European Food Safety Authority reaffirmed safe use up to 5 mg/100 kcal in 2024. China's National Health Commission mandated nucleotides in follow-on formula for 6- to 12-month infants in 2025, instantly lifting demand by 2,400 t per year. Clean-label brands now insist on fermentation-derived grades; lead times stretched to 20 weeks in early 2026, double 2024 norms, as capacity struggled to certify organic standards. Medical-nutrition firms add nucleotide blends at concentrations two-to-three times infant-formula norms, capturing premium pricing. As regulatory mandates intersect with consumer preference for natural inputs, procurement teams reevaluate supplier rosters in favor of dedicated clean-room fermenters.

High CAPEX and GMP-Compliance Costs for New Plants

Building a GMP nucleotide plant demands USD 50-200 million in upfront spending plus stringent validation regimes that raise operating overhead 15-20% versus food-grade lines. BioSpring's Hamburg expansion took 18 months of inspections before revenue flow, illustrating cash-flow drag. Average utilization hovers near 70% because changeovers and batch-release testing idle equipment, below the 85% threshold needed for robust returns. As a result, smaller CDMOs favor partnerships over greenfield builds, concentrating pharmaceutical-grade supply among a dozen qualified players.

Other drivers and restraints analyzed in the detailed report include:

1. Inclusion in Livestock and Aquaculture Feed to Replace Antibiotics
2. Rapid Growth of Oligonucleotide-Based Gene and Cell-Therapy Pipelines
3. Volatile Sugar/Corn-Based Raw-Material Prices

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

Segment Analysis

Pyrimidines accounted for 54.87% of 2025 demand, reflecting the central role of cytidine and uridine in in-vitro transcription for mRNA vaccines and therapeutics. Each conventional mRNA dose uses roughly 1 g of pyrimidines, so vaccine ramp-ups from 2020-2024 locked in multi-year contracts for GMP lots. Self-amplifying RNA formats lower per-dose nucleotide requirements but pipeline growth in gene therapies offsets volume moderation. Purines make up the remaining 45.13% and are especially important in antisense oligos where phosphorothioate-modified adenosine and guanosine enhance stability. Balanced 55:45 pyrimidine-to-purine ratios in infant formula maintain a stable floor for both classes.

In pharmaceutical supply chains, pyrimidines enjoy pricing premiums because GMP lines must mitigate cytidine deamination and uridine oxidation. Thermo Fisher's 2025 upgrade added dedicated reactors for cytidine triphosphate to address this constraint. Chinese fermentation groups are adding uridine crystallization capacity to capture higher margins, but Western buyers still prefer suppliers with robust impurity profiles validated by EMA norms. As mRNA vaccines diversify into oncology and autoimmune indications, pyrimidine momentum is unlikely to relent.

Oligonucleotides are set to expand at 8.22% CAGR through 2031 as 87 late-stage drug candidates advance toward approval. Mononucleotides held 33.40% of the nucleotides market size in 2025, buoyed by infant-formula mandates and growing livestock applications. Dinucleotides remain a flavor-modulating niche tied to savory snacks, while polynucleotides benefit from record NIH RNA-biology funding of USD 3.2 billion for fiscal 2025.

Custom oligo houses such as BioSpring can deliver modified strands in 2 weeks, outpacing legacy four-to-six-week cycles and commanding 25% price premiums. CDMO shortages continue, evidenced by 12-month reservation queues at several U.S. providers, nudging biotech firms to dual-source supply. Process-scale phosphoramidite synthesis still dominates, but enzymatic alternatives could reduce solvent waste, a shift investors track closely.

Complete Report Scope:

• By Nitrogenous Base Class
  • Pyrimidine
  • Purine
• By Nucleotide Type
  • Mononucleotides (NMPs)
  • Dinucleotides
  • Oligonucleotides
  • Polynucleotides
• By Product Grade
  • Food Grade
  • Lab/Diagnostic Grade
  • Industrial/Bulk Grade
• By Application
  • Food and Animal Feed Additives
  • Pharmaceutical
  • Drug Discovery
• By Geography
  • Asia-Pacific
    • China
    • Japan
    • India
    • South Korea
    • ASEAN Countries
    • Rest of Asia-Pacific
  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Rest of Europe
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Middle-East and Africa
    • Saudi Arabia
    • South Africa
    • Rest of Middle-East and Africa

Geography Analysis

Asia-Pacific owned 44.71% of global demand in 2025 and is projected to expand at 7.91% CAGR to 2031. China alone houses the majority of worldwide fermentation capacity, propelled by oligo therapy trials aligned with the country's precision-medicine roadmap. South Korea's CJ CheilJedang leverages continuous fermenters to serve both formula and biotech buyers. India focuses on diagnostic reagents yet domestic infant-formula demand is climbing as urban breastfeeding rates fall.

North America is led by the largest oligonucleotide drug pipeline and premium organic-formula segments. Thermo Fisher's Singapore plant was built to shorten lead times for U.S. clients and safeguard supply chains against trans-Atlantic disruptions. Canada's formula regulations specify nucleotide levels 20% above Codex minima, resulting in high per-capita consumption. Mexico's poultry sector is piloting nucleotide feed blends to secure antibiotic-free certifications for exports.

Europe's demand is characterized by strict clean-label rules that elongate lead times. EMA traceability guidance favors regional suppliers able to document every step, benefitting BioSpring and French CDMOs. Germany, France, and the U.K. host 38 companies developing oligonucleotide drugs, concentrating GMP raw-material usage. The organic-formula boom lifted nucleotide shortages, driving spot premiums. South America and Middle-East and Africa represent lower demand, yet Brazil's USD 3 billion annual shrimp disease losses spur nucleotide adoption, and Saudi Arabia's Vision 2030 includes pharma-input localization that could open new capacity bids.

1. AFINE CHEMICALS LIMITED
2. Ajinomoto Co., Inc.
3. Beijing Ruibo Biotechnology Co., Ltd.
4. BioSpring Gesellschaft fur Biotechnologie mbH
5. CJ CheilJedang Corp.
6. DAESANG
7. F. Hoffmann-La Roche Ltd
8. Fineton Industrial Minerals Limited
9. Fufeng Group
10. Jena Bioscience GmbH
11. LGC Biosearch Technologies
12. Meihua Holdings Group Co., Ltd.
13. Merck
14. Meridian Bioscience, Inc.
15. Promega Corporation
16. STAR LAKE BIOSCIENCE
17. SynCrest Inc.
18. Thermo Fisher Scientific Inc.

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 Growing Demand from Pharmaceutical and Biopharma Sectors
  • 4.2.2 Rising Adoption in Functional Infant and Medical Nutrition
  • 4.2.3 Inclusion In Livestock and Aquaculture Feed to Replace Antibiotics
  • 4.2.4 Rapid Growth of Oligonucleotide-Based Gene and Cell-Therapy Pipelines
  • 4.2.5 Precision Fermentation Platforms Lowering Production Cost
• 4.3 Market Restraints
  • 4.3.1 High CAPEX and GMP-Compliance Costs for New Plants
  • 4.3.2 Volatile Sugar/Corn Based Raw Material Prices
  • 4.3.3 Fermentation-Capacity Bottlenecks for Clean-Label Infant-Formula Grade
• 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 Degree of Competition

5 Market Size and Growth Forecasts (Value)

• 5.1 By Nitrogenous Base Class
  • 5.1.1 Pyrimidine
  • 5.1.2 Purine
• 5.2 By Nucleotide Type
  • 5.2.1 Mononucleotides (NMPs)
  • 5.2.2 Dinucleotides
  • 5.2.3 Oligonucleotides
  • 5.2.4 Polynucleotides
• 5.3 By Product Grade
  • 5.3.1 Food Grade
  • 5.3.2 Lab/Diagnostic Grade
  • 5.3.3 Industrial/Bulk Grade
• 5.4 By Application
  • 5.4.1 Food and Animal Feed Additives
  • 5.4.2 Pharmaceutical
  • 5.4.3 Drug Discovery
• 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 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, Products and Services, and Recent Developments)
  • 6.4.1 AFINE CHEMICALS LIMITED
  • 6.4.2 Ajinomoto Co., Inc.
  • 6.4.3 Beijing Ruibo Biotechnology Co., Ltd.
  • 6.4.4 BioSpring Gesellschaft fur Biotechnologie mbH
  • 6.4.5 CJ CheilJedang Corp.
  • 6.4.6 DAESANG
  • 6.4.7 F. Hoffmann-La Roche Ltd
  • 6.4.8 Fineton Industrial Minerals Limited
  • 6.4.9 Fufeng Group
  • 6.4.10 Jena Bioscience GmbH
  • 6.4.11 LGC Biosearch Technologies
  • 6.4.12 Meihua Holdings Group Co., Ltd.
  • 6.4.13 Merck
  • 6.4.14 Meridian Bioscience, Inc.
  • 6.4.15 Promega Corporation
  • 6.4.16 STAR LAKE BIOSCIENCE
  • 6.4.17 SynCrest Inc.
  • 6.4.18 Thermo Fisher Scientific Inc.

7 Market Opportunities and Future Outlook

• 7.1 White-space and Unmet-need Assessment