The future development trend of carbon/carbon composite material industry
release time:
2021-09-26
In the photovoltaic industry and semiconductor industry, due to the development of technology and the rapid iteration of products, the development of silicon wafers to high purity and large size is the basic trend. Therefore, in the application of high temperature thermal field systems, the development of carbon/carbon composite products in the direction of high purity and large size is also a trend.
1. Carbon/carbon composite products are developing towards high purity and large size
In the photovoltaic industry and semiconductor industry, due to the development of technology and the rapid iteration of products, the development of silicon wafers to high purity and large size is the basic trend. Therefore, in the application of high temperature thermal field systems, the development of carbon/carbon composite products in the direction of high purity and large size is also a trend.
2. The cyclicality of the photovoltaic industry has weakened, and the policy drive has gradually turned to economic drive
Facing the energy development goals of "carbon peaking in 2030" and "carbon neutrality in 2060", accelerating the development of zero-carbon energy such as photovoltaics and replacing fossil energy such as coal power is the only way to carbon neutrality. Therefore, photovoltaics will usher in a stage of accelerated development during the "14th Five-Year Plan" period. The installed capacity of photovoltaics in the "14th Five-Year Plan" energy plan is significantly higher than that of the "13th Five-Year Plan". The total installed capacity in the next five years is expected to be 350G Between ~450GW.
With the full development of grid parity, the photovoltaic industry has gotten rid of the dependence on policy subsidies, the periodicity has weakened, and the policy drive has gradually turned to economic drive. With the gradual release of demand in the photovoltaic industry, carbon/carbon composite products face a broad market space.
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