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

According to Mordor Intelligence, the recycled carbon fiber market size was valued at USD 197.53 million in 2025 and is estimated to grow from USD 224.62 million in 2026 to reach USD 427 million by 2031, at a CAGR of 13.71% during the forecast period (2026-2031).

This report is Segmented by Product Type (Chopped and Milled), Source (Aerospace, and More), Recycling Process (Pyrolysis and More), Matrix Compatibility (Thermoset and Thermoplastic), End-User Industry (Automotive, Aerospace and Defense, and More), and Geography (Asia, North America, Europe, South America, and Middle-East and Africa). The Market Forecasts are Provided in Terms of Value (USD).

Global Recycled Carbon Fiber Market Trends and Insights

Circular-Economy Mandates in Europe and America

Extended Producer Responsibility directives are forcing composite producers to finance take-back schemes. The EU Waste Framework Directive, revised in 2024, requires a 30% recycling rate for carbon-fiber composites by 2030, and Germany's VerpackG collects a EUR 120 per-ton levy on non-compliant products. In the United States, California Senate Bill 54 compels manufacturers to close the loop on 25% of carbon-fiber content by 2028. These measures raise landfill tipping fees to EUR 95 per ton in Western Europe, tilting the cost equation in favor of certified recyclers. As a result, processors report a 40% jump in long-term scrap-supply contracts since Q4 2025.

OEM Net-Zero Targets Boosting rCF Content in EVs

Automakers are embedding recycled carbon fiber into battery enclosures and body-in-white parts to hit Scope 3 goals. BMW's iX uses 15% recycled carbon fiber, trimming embodied carbon by 2.3 kg CO2-eq per vehicle, while Mercedes-Benz plans 40% recycled composite across EQ models by 2030. Tesla's Berlin plant started underbody shield trials with chopped recycled carbon fiber sourced from a local pyrolysis operator that processes aerospace scrap. Recycled grades command USD 18 per kilogram, a 35% discount to virgin tow, making them cost-competitive with aluminum extrusions when tooling consolidation is factored in.

Availability of Substitute Lightweight Materials

Aluminum, magnesium, and glass fiber still undercut recycled carbon fiber on price in cost-sensitive automotive programs. Aluminum 6000-series extrusions stood at USD 4.20 per kilogram in 2025, roughly one-fifth of recycled carbon fiber. Magnesium die-castings grew 18% in North America last year, filling EV battery-enclosure orders once earmarked for composites. Glass-fiber sheet-molding compounds at USD 2.80 per kilogram satisfy crash-energy needs in non-structural panels, limiting recycled carbon fiber market penetration to parts where its 40% density advantage offsets the premium. The substitution threat is magnified in Asia, where lifecycle-carbon metrics carry less weight in sourcing decisions.

Other drivers and restraints analyzed in the detailed report include:

1. End-of-Life Wind-Turbine Blades Creating High-Grade Scrap
2. Accelerating Aircraft Retirements in Asia-Pacific Unlocking Aerospace Scrap
3. Fragmented Scrap-Collection Logistics

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

Segment Analysis

Chopped fiber commanded 61.65% of the recycled carbon fiber market share in 2025 and is projected to climb at a 13.91% CAGR, reinforcing its status as the go-to reinforcement for injection and compression molding. Most pyrolysis lines naturally produce 3-12 mm fibers that flow easily in thermoplastic compounds, allowing automotive tier-ones such as Magna to cut 15-20% weight versus glass-fiber parts without retooling.

Milled fiber remains a niche, feeding coatings, adhesives, and 3D-printing filaments that value uniform dispersion over tensile performance. Growth depends on additive-manufacturing demand and on solvolysis breakthroughs that can deliver longer fibers suitable for semi-structural parts. If 15-25 mm retention scales, chopped fiber may face stiffer competition, particularly in battery-enclosure ribs where designers seek higher modulus without continuous-fiber lay-up.

Aerospace scrap delivered 45.82% of feedstock and will grow at a 14.44% CAGR through 2031, buoyed by Asia-Pacific fleet retirements and steady trimming waste from Boeing's 787 and Airbus A350 lines. Aerospace prepregs carry resin contents below 35%, which raises fiber yield above 92% after pyrolysis and justifies a 25-30% price premium.

Automotive and wind-energy scrap offer higher tonnage but lower purity, saddling recyclers with pre-processing to strip contaminants. Blade waste will rise sharply as European turbines reach end-of-life, creating volume but challenging small operators that lack high-temperature pyrolysis or solvolysis lines. Sporting goods scrap is dispersed and small-batch, though brand take-back programs initiated in 2025 could improve aggregation over the forecast period.

Complete Report Scope:

• By Product Type
  • Chopped Recycled Carbon Fiber
  • Milled Recycled Carbon Fiber
• By Source
  • Aerospace Scrap
  • Automotive Scrap
  • Other Sources
• By Recycling Process
  • Pyrolysis
  • Solvolysis / Chemical Recycling
  • Mechanical Shredding and Milling
• By Matrix Compatibility
  • Thermoset Composites
  • Thermoplastic Composites
• By End-user Industry
  • Automotive
  • Aerospace and Defense
  • Wind Energy
  • Sporting Goods
  • Others
• By Geography
  • Asia
    • China
    • Japan
    • India
    • South Korea
    • Southeast Asia
    • Rest of Asia
  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Spain
    • Nordic Countries
    • Rest of Europe
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Middle-East and Africa
    • Saudi Arabia
    • United Arab Emirates
    • South Africa
    • Rest of Middle-East and Africa

Geography Analysis

North America led with 38.15% revenue in 2025, underpinned by aerospace hubs that feed high-grade scrap and federal tax credits that subsidize new recycling capacity. Boeing diverted 68% of its composite waste to recyclers, and the US Department of Energy granted USD 85 million to co-fund pyrolysis and solvolysis projects, accelerating the transition away from mechanical shredding. Canada's tier-one suppliers started molding recycled carbon fiber battery trays, while Mexico's aerospace cluster funnels production off-cuts into US furnaces.

Europe is on track for a 14.99% CAGR as Extended Producer Responsibility rules bite and blade decommissioning accelerates. Germany expanded pyrolysis capacity to 18,000 t per year, France forged closed-loop supply chains for EV parts, and the UK demonstrated solvolysis fiber suitable for Airbus cabin partitions. Nordic nations monetize blade waste by exporting chopped fiber to Italian and German compounders, while Spain scales sporting-goods recycling around bicycle hubs.

Asia-Pacific sits at the nexus of scrap generation and demand. China's draft standards for recycled carbon fiber in rail and auto parts, Japan's 35% capacity hike, and South Korea's qualification of recycled grades for the Ioniq 6 underpin regional momentum. However, fragmented collection and limited processing capacity in Southeast Asia and India delay full-scale deployment, creating white-space for new entrants that can aggregate scrap across borders.

1. Alpha Recyclage Composites
2. Carbon Conversions
3. Carbon Fiber Recycling
4. Carbon Fiber Remanufacturing
5. Carbon Nexus
6. ELG Carbon Fibre Ltd.
7. Gen 2 Carbon Limited
8. Hexcel Corporation
9. Mitsubishi Chemical Group Corporation
10. Procotex
11. RECARBON
12. ReFiber ApS
13. SGL Carbon
14. Shockercomposites
15. Sigmatex
16. TEIJIN LIMITED
17. TORAY INDUSTRIES, INC.
18. Vartega 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 & 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 Circular-economy mandates in the Europe and America
  • 4.2.2 OEM net-zero targets boosting rCF content in EVs
  • 4.2.3 End-of-life wind-turbine blades creating high-grade scrap
  • 4.2.4 Accelerating aircraft retirements in Asia-Pacific unlocking aerospace scrap
  • 4.2.5 Break-even cost parity as energy-positive pyrolysis plants scale
• 4.3 Market Restraints
  • 4.3.1 Availability of substitute light-weight materials (Al, Mg, GF)
  • 4.3.2 Fragmented scrap-collection logistics
  • 4.3.3 Variable fiber-length distribution impacting quality control
• 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 (Volume)

• 5.1 By Product Type
  • 5.1.1 Chopped Recycled Carbon Fiber
  • 5.1.2 Milled Recycled Carbon Fiber
• 5.2 By Source
  • 5.2.1 Aerospace Scrap
  • 5.2.2 Automotive Scrap
  • 5.2.3 Other Sources
• 5.3 By Recycling Process
  • 5.3.1 Pyrolysis
  • 5.3.2 Solvolysis / Chemical Recycling
  • 5.3.3 Mechanical Shredding and Milling
• 5.4 By Matrix Compatibility
  • 5.4.1 Thermoset Composites
  • 5.4.2 Thermoplastic Composites
• 5.5 By End-user Industry
  • 5.5.1 Automotive
  • 5.5.2 Aerospace and Defense
  • 5.5.3 Wind Energy
  • 5.5.4 Sporting Goods
  • 5.5.5 Others
• 5.6 By Geography
  • 5.6.1 Asia
    • 5.6.1.1 China
    • 5.6.1.2 Japan
    • 5.6.1.3 India
    • 5.6.1.4 South Korea
    • 5.6.1.5 Southeast Asia
    • 5.6.1.6 Rest of Asia
  • 5.6.2 North America
    • 5.6.2.1 United States
    • 5.6.2.2 Canada
    • 5.6.2.3 Mexico
  • 5.6.3 Europe
    • 5.6.3.1 Germany
    • 5.6.3.2 United Kingdom
    • 5.6.3.3 France
    • 5.6.3.4 Italy
    • 5.6.3.5 Spain
    • 5.6.3.6 Nordic Countries
    • 5.6.3.7 Rest of Europe
  • 5.6.4 South America
    • 5.6.4.1 Brazil
    • 5.6.4.2 Argentina
    • 5.6.4.3 Rest of South America
  • 5.6.5 Middle-East and Africa
    • 5.6.5.1 Saudi Arabia
    • 5.6.5.2 United Arab Emirates
    • 5.6.5.3 South Africa
    • 5.6.5.4 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 Alpha Recyclage Composites
  • 6.4.2 Carbon Conversions
  • 6.4.3 Carbon Fiber Recycling
  • 6.4.4 Carbon Fiber Remanufacturing
  • 6.4.5 Carbon Nexus
  • 6.4.6 ELG Carbon Fibre Ltd.
  • 6.4.7 Gen 2 Carbon Limited
  • 6.4.8 Hexcel Corporation
  • 6.4.9 Mitsubishi Chemical Group Corporation
  • 6.4.10 Procotex
  • 6.4.11 RECARBON
  • 6.4.12 ReFiber ApS
  • 6.4.13 SGL Carbon
  • 6.4.14 Shockercomposites
  • 6.4.15 Sigmatex
  • 6.4.16 TEIJIN LIMITED
  • 6.4.17 TORAY INDUSTRIES, INC.
  • 6.4.18 Vartega Inc.

7 Market Opportunities and Future Outlook

• 7.1 White-Space and Unmet-Need Assessment
• 7.2 Increasing Potential Demand from Additive Manufacturing and 3D Printing Sectors