The core data of this paper: the global carbon fiber production capacity and the proportion of carbon fiber production capacity in various regions.
1, definition and classification of carbon fiber
Carbon fiber is an inorganic high-performance fiber transformed from organic fiber through a series of heat treatments, and its carbon content is higher than 90%. It is a new material with excellent mechanical properties, which has both the inherent characteristics of carbon materials and the softness and machinability of textile fibers, and is a new generation of reinforced fibers. At the same time, due to its unique excellent properties of high strength and high modulus, it can be widely used in military industry, aerospace, transportation, new energy, automobile lightweight, sporting goods and other fields after being compounded with resins, metals, ceramics and other substrates to prepare structural materials.
According to the classification of mechanical properties, carbon fibers can be divided into large tow carbon fibers and small tow carbon fibers. The former is mainly used in industry, while the latter is mainly used in national defense, aerospace, sports and other fields.
2. Regional distribution of carbon fiber production capacity-the United States, China and Japan have three pillars.
In 2020, the theoretical carbon fiber production capacity of the United States, Japan and China will account for 59.8% of the global theoretical carbon fiber production capacity. Among them, the theoretical capacity of carbon fiber in the United States is the largest, with 37,300 tons; Ranked second is China, whose theoretical carbon fiber production capacity is 36,200 tons; Japan ranks third, with a theoretical carbon fiber production capacity of 29,200 tons.
3. The world's major carbon fiber producer: Toray+Zaltek is far ahead, and the production capacity of many China enterprises exceeds 5,000 tons.
In terms of production capacity, in 2020, the world's leading carbon fiber enterprises will be concentrated in Japan and the United States. After the merger of Toray and Zaltertek, the total production capacity stands out in the industry, reaching about 53,700 tons. Sigrid Group and Mitsubishi Liyang ranked second and third respectively, with production capacity of 1.48 million tons and 1.4 1.00 million tons respectively. In recent years, with the development of carbon fiber technology in China, the production capacity of national enterprises in China is also constantly improving. In 2020, the production capacity of Zhongfu Shen Ying will exceed 8,000 tons, that of Jiangsu Shen Heng will exceed 5,000 tons, and that of Guangwei composite materials will exceed 5,000 tons.
4. Competition pattern of small tow carbon fiber market: Japanese enterprises have obvious advantages.
In the global competition of small tow carbon fiber market, Japanese enterprises occupy a dominant position. In 2020, Toray, Dong Bang and Mitsubishi will occupy 49% of the global market share of small tow carbon fiber. Among them, Toray's capacity accounts for 26% of the global small-scale towing capacity, Dong Bang's small-scale towing capacity accounts for 13% of the global small-scale towing capacity, and Mitsubishi ranks third with 10%.
5. Competition pattern of large tow carbon fiber market: Hershey in the United States is the best.
Large tow carbon fiber is mainly used in industrial fields, including textile, medicine, health, electromechanical, civil construction, transportation and energy. In 2020, in the field of large tow carbon fiber, Hershey of the United States is the main supplier of large tow in the world, accounting for 58% of the global market share, followed by SGL of Germany, accounting for 3 1%, Mitsubishi of Japan, accounting for 9%, and other enterprises only account for the remaining 2%.
For more industry-related data, please refer to Prospective Industry Research Institute's In-depth Investigation and Investment Strategic Planning Analysis Report of China Carbon Fiber Industry.