![]() |
市场调查报告书
商品编码
1905018
全球航空航太材料市场:按类型、飞机类型、应用和地区划分的分析 - 市场规模、产业趋势、机会分析和预测(2026-2035 年)Global Aerospace Materials Market: Analysis By Type, Aircraft Type, Application, Region - Market Size, Industry Dynamics, Opportunity Analysis and Forecast for 2026-2035 |
||||||
航空航太材料市场目前正经历强劲且持续的成长,反映出先进材料在航空业中日益增长的重要性。预计到 2025 年,该市场规模将达到 442.8 亿美元,凸显了航空航太材料在满足飞机製造商和营运商不断变化的需求方面发挥着越来越重要的作用。展望未来,预计这一成长动能将显着加快,到 2035 年市场规模将几乎翻一番,达到 912.6 亿美元。这意味着在 2026 年至 2035 年的预测期内,复合年增长率约为 7.5%,表明该行业预计将持续稳健增长。
这一令人瞩目的成长是由对轻质高强度材料(例如复合材料和先进合金)日益增长的需求所驱动的,这些材料对于提高现代飞机的燃油效率至关重要。随着航空公司和航空航太製造商努力降低营运成本并遵守日益严格的环境法规,性能卓越且重量轻的材料至关重要。复合材料,包括碳纤维增强聚合物和特殊金属合金,具有更高的强度重量比、耐久性和抗环境应力能力,使其成为下一代飞机设计的理想选择。
航空航太材料市场高度集中,由拥有扩大产能和创新所需智慧财产权和财力的大型企业集团主导。在这些领导企业中,东丽株式会社凭藉其丰富的专业知识和先进的製造能力,在碳纤维领域占主导地位,成为业界翘楚。在金属领域,大阪钛科技凭藉其专业知识和生产能力,在供应满足航空航天应用严苛要求的关键材料方面发挥关键作用。
2025年1月,LG电子宣布将在其计划于2026年发布的 "LG gram" 笔记型电脑中使用航空级材料并整合EXAONE技术,以提升其性能。这项措施凸显了航空级材料在消费性电子产品领域的重要性,因为强度、轻量化和耐用性在消费性电子产品中同样至关重要,同时也显示了航空级材料的应用范围正在传统领域之外不断扩展。同时,在航空航太製造领域,世亚百斯特控股旗下子公司世亚航空航太材料与全球最大的飞机製造商波音公司签署了长期合约。从2026年开始,世亚将为波音公司供应用于关键飞机机身和机翼的高强度铝合金材料。
为了进一步凸显该产业的成长和战略重要性,2025年10月,国防部长在北方邦勒克瑙的PTC工业战略材料技术中心为该国首批钛和高温合金材料工厂之一揭幕。该工厂代表对关键航空航天材料国内产能的一项重大投资,增强了供应链的韧性,并支持了未来航空航太製造的需求。
核心成长驱动因子
目前,航太材料市场正经历强劲的需求成长,这得益于民用、国防和航太领域同步的 "超级週期" 。多个细分市场前所未有的成长汇聚在一起,正在形成强大的力量,重塑产业格局。这快速成长的核心在于一个迫切且共同的挑战:提高燃油效率。利害关係人普遍认识到,提高燃油经济性不仅对于降低营运成本至关重要,而且对于满足日益严格的环境法规和永续发展目标也至关重要。
新机遇
航太材料产业一个值得关注的新兴趋势是,人们越来越关注循环经济,尤其是在复合材料领域。随着碳纤维增强塑胶 (CFRP) 在飞机製造中的应用日益广泛,人们对这些材料产生的环境影响和废弃物的担忧也日益凸显。据预测,到 2050 年,光是航空航太业每年就可能产生多达 50 万吨的 CFRP 废弃物。如此惊人的废弃物数量,主要来自废弃的机身和製造边角料,既给产业带来了挑战,也为永续发展创新提供了独特的机会。
优化障碍
价格波动正严重影响航空航太售后市场,为营运商和供应商都带来了挑战。造成这种波动的关键因素是预计引擎维护活动的激增。预计到 2025 年,全球窄体飞机引擎的维修次数将激增至约 3,500 次。这种维护需求的增加直接影响备件成本,导致价格上涨。由于航空公司和维修服务商争相获取维持引擎运转所需的零件,售后市场面临供应链紧张和关键材料竞争带来的压力。
The aerospace materials market is currently experiencing strong and sustained growth, reflecting the increasing importance of advanced materials in the aviation industry. In 2025, the market was valued at USD 44.28 billion, a figure that underscores the expanding role of aerospace materials in meeting the evolving demands of aircraft manufacturers and operators. Looking ahead, this growth trajectory is expected to accelerate significantly, with projections indicating that the market will nearly double in size, reaching a valuation of USD 91.26 billion by 2035. This corresponds to a compound annual growth rate (CAGR) of approximately 7.5% over the forecast period from 2026 to 2035, highlighting the steady and robust expansion anticipated in this sector.
The driving force behind this impressive growth is the escalating demand for lightweight, high-strength materials such as composites and advanced alloys, which are critical for improving fuel efficiency in modern aircraft. As airlines and aerospace manufacturers strive to reduce operating costs and meet increasingly stringent environmental regulations, materials that offer superior performance characteristics without adding excessive weight are becoming essential. Composites, including carbon fiber reinforced polymers and specialized metal alloys, provide enhanced strength-to-weight ratios, durability, and resistance to environmental stressors, making them ideal for next-generation aircraft designs.
The aerospace materials market is highly consolidated, dominated by a select group of key players who possess both the intellectual property and the financial resources necessary for capacity expansion and technological innovation. Among these leaders, Toray Industries stands out as the dominant force in the carbon fiber sector, holding a commanding position thanks to its extensive expertise and advanced manufacturing capabilities. In the metals domain, Osaka Titanium Technologies plays a pivotal role, leveraging its specialized knowledge and production capacity to supply critical materials that meet the demanding requirements of aerospace applications.
In a notable development from January 2025, LG Electronics announced the forthcoming launch of the 2026 LG gram laptop, which will be enhanced with aerospace-grade materials and integrate EXAONE technology to boost performance. This move highlights the broader application of aerospace materials beyond traditional sectors, showcasing their value in consumer electronics where strength, weight, and durability are equally important. Meanwhile, in the aerospace manufacturing sphere, SeAH Aerospace Materials-a subsidiary of SeAH Besteel Holdings-secured a long-term agreement with Boeing, the world's largest aircraft manufacturer. Starting in 2026, SeAH will supply Boeing with high-strength aluminum alloy materials that are critical components for aircraft fuselages and wings.
Further underscoring the sector's growth and strategic importance, in October 2025, the Defence Minister inaugurated one of the first Titanium and Superalloy Materials Plants at PTC Industries' Strategic Materials Technology Complex in Lucknow, Uttar Pradesh. This facility represents a significant investment in domestic production capabilities for critical aerospace materials, aimed at enhancing supply chain resilience and supporting future aerospace manufacturing needs.
Core Growth Drivers
The aerospace materials market is currently experiencing a robust demand trajectory fueled by a synchronized "super-cycle" that spans the commercial, defense, and space sectors. This unprecedented convergence of growth across multiple segments is creating a powerful momentum that is reshaping the industry landscape. At the heart of this surge lies an urgent and shared imperative: the need for greater fuel efficiency. Across the board, stakeholders recognize that improving fuel economy is critical not only for reducing operational costs but also for meeting increasingly stringent environmental regulations and sustainability goals.
Emerging Opportunity Trends
A significant emerging trend in the aerospace materials industry is the growing focus on the circular economy, particularly in the realm of composite materials. As the use of carbon fiber reinforced polymers (CFRP) continues to expand across aircraft manufacturing, concerns about the environmental impact and waste generated by these materials are coming to the forefront. Projections indicate that by 2050, the aerospace industry alone could be producing as much as 500,000 tons of CFRP waste each year. This alarming volume of waste, generated from scrapped fuselages and manufacturing off-cuts, presents both a challenge and a unique opportunity for the industry to innovate in sustainability.
Barriers to Optimization
Pricing volatility is increasingly impacting the aerospace aftermarket, creating challenges for operators and suppliers alike. One of the most significant factors contributing to this volatility is the anticipated surge in engine maintenance activity. In 2025, global engine shop visits for narrowbody engines are expected to rise sharply to approximately 3,500. This increase in maintenance demand directly influences the cost of spare parts, which in turn drives prices upward. As airlines and maintenance providers scramble to secure the necessary components to keep engines operational, the aftermarket is feeling the pressure of tighter supply chains and heightened competition for critical materials.
By Aircraft Type, the commercial segment holds a commanding 52% share of the aerospace materials market, serving as a financial reflection of the substantial ramp-up in widebody aircraft production observed over the past 18 months. This surge in activity has significantly influenced the market, as widebody aircraft, known for their large size and complex engineering, demand vast quantities of advanced materials to meet stringent performance and safety standards. The scale and pace of commercial aircraft manufacturing have driven a corresponding increase in revenue for suppliers of aerospace materials, underscoring the sector's dominant economic impact.
By Type, composites dominate with an impressive 70% share of the total revenue, underscoring their critical role in modern aircraft manufacturing. This significant revenue share highlights the increasing preference for composite materials due to their superior performance characteristics, even though aluminum continues to make up the bulk of the global aircraft fleet by weight. The discrepancy between revenue share and fleet tonnage reflects a shift in the industry's focus toward materials that offer greater efficiency, strength, and weight reduction, which composites are uniquely positioned to provide.
By Application, the Exterior segment's commanding 84% market share initially appears straightforward, as it might simply indicate that the airframe constitutes the largest physical portion of an aircraft. However, this figure is far more nuanced and reveals a deeper financial reality. The dominance of the Exterior segment is not just about size but also about the extraordinary costs associated with the materials used in this part of the aircraft. The exterior has evolved into what can be described as the most chemically expensive real estate in the history of engineering.
By Type
By Aircraft Type
By Application
By Region
Geography Breakdown