碳纤维增强塑胶（CFRP）：市场份额分析、行业趋势、统计数据和成长预测（2025-2030 年）

预计到 2025 年，碳纤维增强塑胶 (CFRP) 市场规模将达到 211.8 亿美元，到 2030 年将达到 301.8 亿美元，预测期（2025-2030 年）复合年增长率为 7.34%。

这种成长反映了碳纤维增强塑胶从航太领域的利基应用走向主流工业应用的历程，设计师们在追求减轻重量的同时，也力求保持结构强度。永续性法规、交通运输领域的电气化浪潮，以及可再生能源基础设施对耐用轻量零件的需求，共同推动碳纤维增强塑胶市场的发展。领先的供应商正将投资从纯纤维生产转向下游加工、回收和循环经济解决方案，以深化与客户的整合。同时，中国的产能扩张和美国对替代前驱材料的研究，正在塑造一条日益重视供应安全而非产量的供应链。

全球碳纤维增强塑胶（CFRP）市场趋势与洞察

民航机订单积压迅速增加

民航机产业前所未有的超过15,000架飞机的订单，持续推高了对碳纤维复合材料的需求。飞机製造商转向热塑性二次结构旨在提高生产速度，同时又不牺牲性能。供应商则透过认证多种纤维来源来分散风险，确保持续交付。

随着电气化进程的加速，碳纤维增强复合材料（CFRP）电池外壳的应用日益广泛。

电动车製造商目前正指定使用碳纤维电池机壳，与铝製外壳相比，碳纤维机壳的重量可减轻高达 91%。每减轻一公斤重量，就能增加电池容量，从而在不增加车辆尺寸的情况下延长续航里程。阻燃热塑性塑胶和整合式温度控管有助于复合材料满足严格的安全标准，推动碳纤维增强塑胶市场更深入地融入汽车量产。

航太级PAN前驱体高成本

航太级聚丙烯腈（PAN）售价为每公斤33至66美元，这限制了其在对成本敏感的细分市场的普及。能够满足严格的清洁度和一致性标准的供应商寥寥无几，这造成了供应拥堵的风险。水溶性前驱物的研究可望降低成本，但在较保守的航太供应链中进行商业性检验仍需时日。

细分市场分析

到2024年，热固性材料将占据碳纤维增强塑胶市场72.78%的份额，这主要得益于航太业长期以来对环氧树脂预浸料的依赖。然而，热塑性材料到2030年将以8.13%的复合年增长率成长，反映出市场对高速加工和可回收性的需求日益增长。空中巴士的热塑性机身面板缩短了生产週期，从而支援每月生产超过70架飞机，而汽车零件製造商则将冲压週期缩短至几秒钟。

热塑性复合材料在组装中可焊接和重熔的特性，也拓展了碳纤维增强塑胶在移动出行、电动垂直起降飞行器（eVTOL）和氢气储存领域的市场。碳纤维增强聚醚醚酮（CF-PEEK）零件的抗拉强度为425 MPa，而碳纤维增强环氧树脂零件的抗拉强度为311 MPa，且CF-PEEK零件还具有更高的连续使用温度。虽然这种转变远远不能取代飞机机翼中的热固性材料，但它开闢了更广泛的应用领域，包括二级结构和汽车零件，在这些领域，零件成本是材料选择的关键因素。

区域分析

至2024年，亚太地区将占碳纤维增强塑胶市场42.30%的份额，并在2030年之前保持8.54%的最高复合年增长率。在风能、电动车和氢能基础设施计划的推动下，光是中国在2023年就将消耗约6.9万吨复合材料。然而，由于T1000级纤维的长期短缺以及出口限制的不利影响，航太领域的成长动能可能会减弱。

北美地区充分利用航太计画和氢能出行试点计画。波音公司的积压订单和新兴的电动垂直起降飞行器（eVTOL）公司旨在维持强劲的需求基础，同时对回收工厂和替代前驱材料的投资旨在增强国内供应。儘管物流挑战，Hexcel公司报告称，2024年第一季其商业航太收入仍成长了5.2%。

欧洲在永续性领域处于领先地位。空中巴士在热塑性塑胶领域的努力以及欧盟的回收法规正在推动循环经济的发展。该地区也正在投资碳纤维密集型氢气罐製造和离岸风力发电。索尔维与波音的长期供应协议凸显了跨大西洋合作，同时，欧洲生产商也在加强本地价值保留。

其他福利：

• Excel格式的市场预测（ME）表
• 3个月的分析师支持

目录

第一章 引言

• 研究假设和市场定义
• 调查范围

第二章调查方法

第三章执行摘要

第四章 市场情势

• 市场概览
• 市场驱动因素
  • 商用飞机订单激增
  • 碳纤维增强塑胶（CFRP）电池机壳正在加速电气化进程。
  • 采用碳纤维增强塑胶（CFRP）製成的翼梁帽的巨型叶片风力发电机（小于100公尺）
  • 氢气运输压力容器建造
  • 热塑性碳纤维增强复合材料在电动垂直起降飞行器和城市空中交通平台的优势
  • 闭合迴路回收可实现低成本再生碳纤维（rCF）的生产。
• 市场限制
  • 航太级聚丙烯腈（PAN）前驱高成本
  • 工业纤维产能瓶颈
  • 高模量纤维的出口限制
  • 消费后回收基础设施尚未成熟
• 价值链分析
• 波特五力模型
  • 供应商的议价能力
  • 买方的议价能力
  • 新进入者的威胁
  • 替代品的威胁
  • 竞争程度

第五章 市场规模与成长预测

• 依树脂类型
  • 热固性碳纤维增强塑胶（CFRP）
  • 热塑性碳纤维增强塑胶（CFRP）
• 透过原料前驱体
  • 聚丙烯腈（PAN）
  • 沥青
  • 人造丝
  • 其他（木质素基、再生碳纤维）
• 按最终用户行业划分
  • 航太
  • 车
  • 风电产业
  • 运动与休閒
  • 建筑/施工
  • 其他终端用户产业
• 按地区
  • 北美洲
    • 美国
    • 加拿大
    • 墨西哥
  • 南美洲
    • 巴西
    • 阿根廷
    • 其他南美洲
  • 欧洲
    • 德国
    • 英国
    • 法国
    • 义大利
    • 西班牙
    • 俄罗斯
    • 其他欧洲地区
  • 亚太地区
    • 中国
    • 日本
    • 韩国
    • 印度
    • 亚太其他地区
  • 中东和非洲
    • 沙乌地阿拉伯
    • 阿拉伯聯合大公国
    • 南非
    • 其他中东和非洲地区

第六章 竞争情势

• 市场集中度
• 策略趋势
• 市占率（%）/排名分析
• 公司简介
  • Toray Industries Inc.
  • Hexcel Corporation
  • SGL Carbon
  • Mitsubishi Chemical Corporation
  • Teijin Limited
  • Solvay
  • DowAksa
  • Formosa Plastics Corporation, USA
  • Gurit Services AG
  • TPI Composites
  • HS HYOSUNG ADVANCED MATERIALS
  • Nippon Graphite Fiber Co., Ltd.
  • Rochling

第七章 市场机会与未来展望

The Carbon Fiber Reinforced Plastic Market size is estimated at USD 21.18 billion in 2025, and is expected to reach USD 30.18 billion by 2030, at a CAGR of 7.34% during the forecast period (2025-2030).

The growth mirrors the material's journey from niche aerospace uses to mainstream industrial adoption as designers try to trim weight while safeguarding structural strength. Tighter sustainability rules, the electrification wave in transport, and the need for durable lightweight parts across renewable-energy infrastructure jointly advance the carbon fiber reinforced plastic market. Leading suppliers have shifted investment from pure fiber capacity to downstream processing, recycling, and circular-economy solutions that deepen customer integration. Meanwhile, capacity expansions in China and alternative precursor research in the United States shape a supply chain increasingly defined by security of supply rather than headline tonnage.

Global Carbon Fiber Reinforced Plastic (CFRP) Market Trends and Insights

Surge in Commercial Aircraft Backlog

The commercial aviation sector's unprecedented order backlog exceeding 15,000 aircraft creates sustained demand for carbon fiber composites. Air-framer push for thermoplastic secondary structures aims at faster build rates without sacrificing performance. Suppliers respond by qualifying multiple fiber sources to diversify risk and assure uninterrupted deliveries.

Electrification Accelerating CFRP Battery Enclosures

Electric-vehicle makers now specify carbon-fiber battery housings that cut enclosure weight by up to 91% versus aluminum. Each kilogram saved can be redeployed as extra battery capacity, extending range without enlarging the vehicle footprint. Flame-retardant thermoplastics and integrated thermal-management layers help composites meet strict safety codes, moving the carbon fiber reinforced plastic market deeper into high-volume automotive production.

High Cost of Aerospace-grade PAN Precursor

Aerospace-qualified polyacrylonitrile (PAN) sells for USD 33-66 per kg, limiting crossover into cost-sensitive sectors. Few suppliers meet stringent cleanliness and consistency norms, creating supply concentration risk. Water-soluble precursor research promises cost cuts, yet commercial validation in conservative aerospace supply chains will take time.

Other drivers and restraints analyzed in the detailed report include:

1. Mega-blade Wind Turbines (>100 m) Adopting CFRP Spar Caps
2. Hydrogen Mobility Pressure-vessel Build-out
3. Industrial-grade Fibre Capacity Bottlenecks

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Thermoset systems commanded 72.78% of the carbon fiber reinforced plastic market share in 2024, cemented by aerospace's long reliance on epoxy prepregs. Yet thermoplastic solutions record an 8.13% CAGR through 2030, reflecting rising needs for fast processing and recyclability. Airbus's thermoplastic fuselage panels show cycle-time savings compatible with monthly production rates above 70 airframes, while automotive suppliers cut stamping cycles to seconds.

Thermoplastic composites also expand the carbon fiber reinforced plastic market size in mobility, eVTOL, and hydrogen storage because they can be welded or re-melted during assembly. CF-PEEK parts deliver tensile strength of 425 MPa versus 311 MPa for CF-epoxy, together with higher continuous-use temperatures. The shift is far from replacing thermosets in primary aircraft wings, but it unlocks a broad set of secondary structures and automotive parts where cost per component dictates material choice.

The Carbon Fiber Reinforced Plastics Market Report Segments the Industry by Resin Type (Thermoset CFRP and Thermoplastic CFRP), Raw-Material Precursor (PAN, Pitch, Rayon, and Others (Lignin-Based, Etc. ), End-User Industry (Aerospace, Automotive, Wind Power Industry, and More), and Geography (Asia-Pacific, North America, Europe, South America, and Middle East and Africa). The Market Forecasts are Provided in Terms of Value (USD).

Geography Analysis

Asia-Pacific captured 42.30% of the carbon fiber reinforced plastic market in 2024 and exhibits the highest 8.54% CAGR through 2030. China alone consumed about 69,000 t of composites in 2023, propelled by wind, EV, and hydrogen infrastructure projects. Yet lingering gaps in T1000-level fibers and export-control headwinds could temper its aerospace momentum.

North America leverages aerospace programs and hydrogen-mobility pilots. Boeing's backlog plus emerging eVTOL firms sustain a robust demand base, while investments in recycling plants and alternative precursors aim to fortify domestic supply. Hexcel reported 5.2% commercial-aerospace revenue growth in Q1 2024 despite logistics challenges.

Europe anchors sustainability leadership. Airbus's thermoplastic initiatives and EU recycling regulations spur circular-economy advances. The region also channels investment into hydrogen tank manufacturing and offshore wind, both heavy carbon-fiber users. Solvay's long-term supply deal with Boeing underlines transatlantic collaboration even as European producers tighten local value retention.

1. Toray Industries Inc.
2. Hexcel Corporation
3. SGL Carbon
4. Mitsubishi Chemical Corporation
5. Teijin Limited
6. Solvay
7. DowAksa
8. Formosa Plastics Corporation, U.S.A.
9. Gurit Services AG
10. TPI Composites
11. HS HYOSUNG ADVANCED MATERIALS
12. Nippon Graphite Fiber Co., Ltd.
13. Rochling

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions & Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Surge in commercial aircraft backlog
  • 4.2.2 Electrification accelerating Carbon Fiber Reinforced Plastics (CFRP) battery enclosures
  • 4.2.3 Mega-blade wind turbines (less than 100 m) adopting Carbon Fiber Reinforced Plastics (CFRP) spar caps
  • 4.2.4 Hydrogen mobility pressure-vessel build-out
  • 4.2.5 eVTOL & urban-air-mobility platforms favouring thermoplastic CFRP
  • 4.2.6 Closed-loop recycling unlocking low-cost recycled Carbon Fiber (rCF)
• 4.3 Market Restraints
  • 4.3.1 High cost of aerospace-grade Polyacrylonitrile (PAN) precursor
  • 4.3.2 Industrial-grade fibre capacity bottlenecks
  • 4.3.3 Export controls on high-modulus fibre
  • 4.3.4 Immature end-of-life recycling infrastructure
• 4.4 Value Chain Analysis
• 4.5 Porter's Five Forces
  • 4.5.1 Bargaining Power of Suppliers
  • 4.5.2 Bargaining Power of Buyers
  • 4.5.3 Threat of New Entrants
  • 4.5.4 Threat of Substitutes
  • 4.5.5 Degree of Competition

5 Market Size & Growth Forecasts (Value)

• 5.1 By Resin Type
  • 5.1.1 Thermoset Carbon Fiber Reinforced Plastics (CFRP)
  • 5.1.2 Thermoplastic Carbon Fiber Reinforced Plastics (CFRP)
• 5.2 By Raw-Material Precursor
  • 5.2.1 Polyacrylonitrile (PAN)
  • 5.2.2 Pitch
  • 5.2.3 Rayon
  • 5.2.4 Others (Lignin-based, Recycled CF (Carbon Fiber))
• 5.3 By End-user Industry
  • 5.3.1 Aerospace
  • 5.3.2 Automotive
  • 5.3.3 Wind Power Industry
  • 5.3.4 Sports and Leisure
  • 5.3.5 Building and Construction
  • 5.3.6 Other End-user Industry
• 5.4 By Geography
  • 5.4.1 North America
    • 5.4.1.1 United States
    • 5.4.1.2 Canada
    • 5.4.1.3 Mexico
  • 5.4.2 South America
    • 5.4.2.1 Brazil
    • 5.4.2.2 Argentina
    • 5.4.2.3 Rest of South America
  • 5.4.3 Europe
    • 5.4.3.1 Germany
    • 5.4.3.2 United Kingdom
    • 5.4.3.3 France
    • 5.4.3.4 Italy
    • 5.4.3.5 Spain
    • 5.4.3.6 Russia
    • 5.4.3.7 Rest of Europe
  • 5.4.4 Asia-Pacific
    • 5.4.4.1 China
    • 5.4.4.2 Japan
    • 5.4.4.3 South Korea
    • 5.4.4.4 India
    • 5.4.4.5 Rest of Asia-Pacific
  • 5.4.5 Middle East and Africa
    • 5.4.5.1 Saudi Arabia
    • 5.4.5.2 United Arab Emirates
    • 5.4.5.3 South Africa
    • 5.4.5.4 Rest of Middle East and Africa

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share (%)/ Ranking Analysis
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products & Services, and Recent Developments)
  • 6.4.1 Toray Industries Inc.
  • 6.4.2 Hexcel Corporation
  • 6.4.3 SGL Carbon
  • 6.4.4 Mitsubishi Chemical Corporation
  • 6.4.5 Teijin Limited
  • 6.4.6 Solvay
  • 6.4.7 DowAksa
  • 6.4.8 Formosa Plastics Corporation, U.S.A.
  • 6.4.9 Gurit Services AG
  • 6.4.10 TPI Composites
  • 6.4.11 HS HYOSUNG ADVANCED MATERIALS
  • 6.4.12 Nippon Graphite Fiber Co., Ltd.
  • 6.4.13 Rochling

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-need Assessment
• 7.2 Introduction of Carbon Nanomaterials in Carbon Fiber Reinforced Plastics (CFRP)