Graphene industry depth report: Graphene market is huge, industrialization still takes time to find graphene: Graphene is a carbon molecule formed by carbon atoms arranged in a hexagon and connected to each other, and its structure is very stable. Graphene has high conductivity, high toughness, high strength, large specific surface area, etc. It is widely used in electronics, aerospace military, new energy, new materials and other fields. There are four main areas of research and development of graphene in the application of the electronics industry, including: 1. Graphene can replace the application of crystalline silicon in the field of chips, and increase the speed of the chip to the THZ level. The global demand for semiconductor crystalline silicon is about 2,500 tons per year. If graphene replaces one tenth of crystalline silicon to make high-end integrated circuits, the market capacity is at least 500 billion yuan. 2. The lithium ion battery anode material made of graphene can greatly improve the battery performance. The global demand for anode materials is more than 25,000 tons per year, and it has maintained a growth rate of more than 20%. Graphene is used as a negative electrode material in one-tenth of lithium-ion batteries, and its demand is also more than 250 tons. 3. Supercapacitors made of graphene, charging time is only 1 millisecond. In 2010, the global supercapacitor market was 5 billion US dollars, and maintained a growth rate of 20%. With the future of supercapacitor, the application space of graphene is huge. 4. Graphene can be used as a display device instead of ITO as a conductive material. It is estimated that the demand for ITO conductive glass in the world will be between 85 and 95 million pieces in 2011, and the replacement space for graphene is huge. The large-scale supply and demand of graphene have not been formed, and industrialization cannot be formed within 8-10 years. 1. International research hotspots are the conductivity, thermal conductivity, preparation methods and research of nanomaterials of graphene; China's research mainly focuses on nanomaterials, materials application research and other fields. The international patents on graphene are mainly in the fields of graphene preparation, energy application, display technology, graphene nanomaterials and graphene composites. Our patents are more concentrated in the preparation of graphene and graphene composites. Application area. 2. The industry is still in the stage of mass production exploration. At present, the main preparation methods include micro-mechanical stripping method, epitaxial growth method, graphite oxide reduction method and vapor deposition method. Among them, the graphite oxide reduction method is mainly prepared due to relatively low preparation cost. method. 3, graphene does not form downstream applications and needs, the largest application is still used for experimental research in major research institutions; downstream demand has not yet formed, large-scale industrial applications still take a long time. 4. The domestic research institutes for graphene are mainly for major research institutes and some graphite product manufacturers. They can only produce graphene samples in small quantities and have no capacity for large-scale production.
The Enlightenment of Graphene: New Materials Become Hot Spots The Royal Swedish Academy of Sciences announced on October 5, 2010 that the 2010 Nobel Prize in Physics was awarded to the University of Manchester scientists Andre Heim and Konstantin Novoselov. In recognition of their outstanding research in graphene materials. The graphene in 2010 will undoubtedly bring people unlimited imagination. The FirstNano division of the American CVD Equipment Company provides a series of starting materials for graphene to produce graphene-based products, and CVD graphene has been mass-produced. EPS(TTM)$0.06. On October 4, 2010, CVD Equipment's closing price was $6.17, and it rose to $12.43 on February 18, 2011, with the closing price on February 14 being $8.00, and the February 14-18 increase. Up to 55.38%, showing the market's expectations for graphene. We believe that the Nobel Prize has increased the global attention of graphene, and it is expected that the R&D investment in related production and applications will increase significantly. The spread of the graphene concept and the rise of concepts such as molybdenite indicate that the market is still paying more attention to new materials and has a better market prospect.
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