Krischna Venketarmani, Frost & Sullivan

1. Impact Assessment of Graphene
in Key Sectors
For JIC
June 2016
Graphene as a next generation material for industrial and
commercial applications
@TechVision_FS
www.frost.com/techvision

2. 2
TechVision Overview
TechnologyClusters
• ‘T’ of Frost & Sullivan’s T.E.A.M. offering
• Global technology & innovation research
and consulting business unit with
horizontal focus
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the form of detailed technology reports (100+ reports
published /year), accompanied by more than 3000
technology alerts across 21 TOE’s (alert) type in a
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• TechVision is arranged according to 9 technology
clusters, where each cluster cuts across many verticals,
as we believe technology plays a horizontal role and will
ultimately be utilized across many sectors.
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Instrumentation
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Sustainability
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Wellness
Medical Devices
& Imaging
Advanced
Manufacturing
and Automation
Mapped to
Industry Verticals
M&I/IPC
Mobility Aerospace
& Defence
Digital
Transformation
Transformational
Health
Visionary
Science
Energy &
Environment

3. 3
Innovation Engine Kaleidoscope
Innovation
Ecosystem
Drivers
Technology
Clusters
Industries
Mega
Trends
DISRUPTIVE
INNOVATION

4. 4
Technology Overview

5. 5
Graphene: Comparison with Nanomaterials
Why Graphene?
Carbon
Black
Carbon
Fillers
Carbon
Nanotubes
Conductive
Nanomaterials
Other
fillers
Glass
Fibers
Nano-
Clays
Non-Conductive
Nanomaterials
Graphene
Graphene
Performance vs CostLow High
Performance vs Cost
High
Low
0
1000
2000
3000
4000
5000
6000
7000
8000
9000
2011 2012 2013 2014 2015
Patents
Year
CNT Graphene
Patent Filings

6. 6
Structural
Mechanical
Thermal
Chemical
Optical
Graphene
Excitonic
Electronics
Technology Snapshot
Graphene: Types & Market Impact
Ligand
Functional group
creation to ligand
with metal ions
Bilayer
Quantum Hall effect is
created along with
tunable band gap.
Forms of Graphene
Oxides
Monolayer flakes of
graphene create
strong bonds
Nanostrips
Carbon
zigzag
orientation
Three-
Dimensional (3D)
Honeycomb of
helically arranged
carbons
Reinforced
Graphene reinforced
with other elements
such as CNT.
Forms Market Impact
(2014-2020)
Nanostrips
Oxides
3D
Ligands
Bilayers
Reinforced

7. 7
Demand Side Analysis
Ease of dispersion
Extent to
which
requirements
are
addressed
High
Low
Extent of Demand
Low High
Low Sheet
Resistance
Low
Thickness
Functionalization
Tunability of electron
mobility
High Specific Capacitance
Defect-free surface
Low
Density
Ease of
application
Exceeds Expectation
Not-satisfied
Satisfied
Low Cost
High Thermal Conductivity
High Loading
Rate
Reduction of VOC
High Barrier
Property
A graphical summary of the extent to which graphene technologies have addressed the end-user demands is presented. It is
observed that graphene technologies satisfy and address most end-user demands, especially in composites, to very high levels.

8. 8
Application Landscape

9. 9
Application Potential
Applications
Electronics
Biomedical
Automotive
& Aerospace
Photonics
Coatings
Ultra-
filtration
Packaging
Energy
Composites
 Graphene has applications in a number of sectors. These
include electronics, energy, packaging, ultra-filtration, coatings,
photonics, composites, biomedical, and automotive and
aerospace sectors.
 Graphene is being studied for other sectors such as optics,
where the material has been used for lens and photochemical
optical devices owing to its transparency.
76 87
494
845
682
238
397
460
226
Patent Analysis, By Sectors
Aerospace & Automotive Biomedical Composites
Electronics Energy Packaging
Filtration Coatings Photonics

10. 10
Potential of Graphene across key sectors
Energy
Technology Maturity
0
1
2 3
4
5
4.1
Market Opportunity
0
1
2 3
4
5
4.5
Technology Maturity
0
1
2 3
4
5
4.3
Market Opportunity
0
1
2 3
4
5
4.5
Electronics
Technology Maturity
0
1
2 3
4
5
3.5
Market Opportunity
0
1
2 3
4
5
3.5
Composites

11. 11
Technology Readiness Level
By Applications
Graphene Films
Graphene Flakes
and
Nanocomposites
Research Applied R&D Demonstration Commercialization
DNA sequencing
Optoelectronics
Water membranes
Semiconductor growth
LED lighting
Sensors
Photo detectors
Transparent conductors
Electron microscopy
Filtration systems
Metal alloys
Printed electronics
Ceramic composites
Li-on Batteries
Super capacitors
Polymer composites
Thermal interfaces
1 Basic Principle 2 3 4Proof of ConceptTechnology Concept Validation Lab
5 Validation Field 6 Prototype Creation 7 Qualified and Tested 8 Operation
1
2
2
3
6
5
7
8
8
7
6
5
7
6
1
3
4
Key

12. 12
Industry Outlook

13. 13
Industry Value Chain
Equipment
Supplier
Raw Material
Suppliers
Graphene
Manufacturers
Application
Developers
End Users
Intermediates/
Other Suppliers
Equipment Suppliers Raw Material Suppliers
Intermediates/ Other
suppliers
Graphene Manufacturers Application Developers Research LabsSamsung, South
Korea
Focus Graphite
Inc., Canada
BASF Corp,
USA
Graphenea,
Spain
CVD
Corporation,
USA
Key
stakeholders
Research Labs
Cambridge
Graphene Center
Examples of Stakeholders

14. 14
Technology
Regions
North America Europe Asia Pacific
Energy Storage
Electronics
Composites and Hybrids
Domestic Partnerships/Collaborations International Partnerships/Collaborations
Commercialization Strategies
Technology TransferMarket OrientationR&D ProgramsProcess Integration
ElectronicsEnergy Composites

15. 15
Developed technology fills the gap between
graphene and the customer desired host matrix
material. –Technology Provider for Graphene
Composite Manufacturers United States
Cost of graphene is main concern. Collaboration
with large industries will drive down the cost. –
Graphene Nanoplatelets Manufacturer from
United States
Graphene and its filler can be used as an alternative to
carbon nanotubes for conductive polymers and have
potential to replace ITO in future. –Supplier of
Nanomaterials from Spain
Graphene properties are affected by the region. Holding of
graphite reservoirs will define future developments in magic
material–Graphite explorer Ontario, Canada
Manufacturing of graphene nanoplatelets is simple
and easy as compared to graphene layer which will
also boost performance in electronics. –Graphene
Nanoplatelet Manufacturer from Turkey
Graphene proved its properties at lab scale however
non-availability of roll-to-roll process limits its
commercialization. – Leading OEM Mobile
Manufacturer (Research Centre), United Kingdom
Graphene has potential to revolutionize multiple
industries whether its flexible transparent
electronics, computing or spintronics. –University
Researcher from United Kingdom
CVD process has the capability to produce graphene
films at large quantities and satisfy current demand in
displays and touch screens. –Graphene thin film
manufacturer from United States
Quotes from Industry Players
Sustainable alternative source of graphene production such as carbon dioxide will address the
raw material price issues associated with graphene – Graphene Manufacturer from United
States

16. 16
Let’s Talk Innovation…
Ankit A. Shukla
Practice Director &
Global Head of Growth
Consulting, Techvision
M: +44-75342-82380
ashukla@frost.com
@TechVision_FS
www.frost.com/techvision