Dr. Richard Collins, IDTechEx Principal Analyst07.05.21
Since its discovery, graphene has endured an extensive period of hype. There was not a problem on earth (or beyond!) for which graphene was not proposed as a solution. That narrative has, thankfully, shifted to targeting more appropriate value-add applications that are beginning to gain commercial success.
However, practically no graphene manufacturer is making significant revenue, let alone a profit, so continued funding will still be essential - but is there still enough cash being injected?
IDTechEx forecasts the market for graphene material to be at a tipping point with notable orders beginning to arrive. However, those orders are not arriving for everyone, and a period of consolidation is expected over the next five to 10 years as clear market leaders emerge; looking at equivalent mature industries, there will not be space for more than a handful.
In fact, it is more sensible to see graphene powders and nanoplatelets as options within a broad family of advanced carbons that inc
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