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市場調查報告書
商品編碼
1905018
全球航空航太材料市場:按類型、飛機類型、應用和地區劃分的分析 - 市場規模、產業趨勢、機會分析和預測(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 |
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航空航太材料市場目前正經歷強勁且持續的成長,反映出先進材料在航空業中日益增長的重要性。預計到 2025 年,該市場規模將達到 442.8 億美元,凸顯了航空航太材料在滿足飛機製造商和營運商不斷變化的需求方面發揮著越來越重要的作用。展望未來,預計這一成長動能將顯著加快,到 2035 年市場規模將幾乎翻一番,達到 912.6 億美元。這意味著在 2026 年至 2035 年的預測期內,複合年增長率約為 7.5%,表明該行業預計將持續穩健增長。
這一令人矚目的成長是由對輕質高強度材料(例如複合材料和先進合金)日益增長的需求所驅動的,這些材料對於提高現代飛機的燃油效率至關重要。隨著航空公司和航空航太製造商努力降低營運成本並遵守日益嚴格的環境法規,性能卓越且重量輕的材料至關重要。複合材料,包括碳纖維增強聚合物和特殊金屬合金,具有更高的強度重量比、耐久性和抗環境應力能力,使其成為下一代飛機設計的理想選擇。
航空航太材料市場高度集中,由擁有擴大產能和創新所需智慧財產權和財力的大型企業集團主導。在這些領導企業中,東麗株式會社憑藉其豐富的專業知識和先進的製造能力,在碳纖維領域佔主導地位,成為業界翹楚。在金屬領域,大阪鈦科技憑藉其專業知識和生產能力,在供應滿足航空航天應用嚴苛要求的關鍵材料方面發揮關鍵作用。
2025年1月,LG電子宣布將在其計劃於2026年發布的 "LG gram" 筆記型電腦中使用航空級材料並整合EXAONE技術,以提升其性能。這項措施凸顯了航空級材料在消費性電子產品領域的重要性,因為強度、輕量化和耐用性在消費性電子產品中同樣至關重要,同時也顯示了航空級材料的應用範圍正在傳統領域之外不斷擴展。同時,在航空航太製造領域,世亞百斯特控股旗下子公司世亞航空航太材料與全球最大的飛機製造商波音公司簽署了長期合約。從2026年開始,世亞將為波音公司供應用於關鍵飛機機身和機翼的高強度鋁合金材料。
為了進一步凸顯該產業的成長和戰略重要性,2025年10月,國防部長在北方邦勒克瑙的PTC工業戰略材料技術中心為該國首批鈦和高溫合金材料工廠之一揭幕。該工廠代表對關鍵航空航天材料國內產能的一項重大投資,增強了供應鏈的韌性,並支持了未來航空航太製造的需求。
核心成長驅動因子
目前,航太材料市場正經歷強勁的需求成長,這得益於民用、國防和航太領域同步的 "超級週期" 。多個細分市場前所未有的成長匯聚在一起,正在形成強大的力量,重塑產業格局。這快速成長的核心在於一個迫切且共同的挑戰:提高燃油效率。利害關係人普遍認識到,提高燃油經濟性不僅對於降低營運成本至關重要,而且對於滿足日益嚴格的環境法規和永續發展目標也至關重要。
新機遇
航太材料產業一個值得關注的新興趨勢是,人們越來越關注循環經濟,尤其是在複合材料領域。隨著碳纖維增強塑膠 (CFRP) 在飛機製造中的應用日益廣泛,人們對這些材料產生的環境影響和廢棄物的擔憂也日益凸顯。據預測,到 2050 年,光是航空航太業每年就可能產生多達 50 萬噸的 CFRP 廢棄物。如此驚人的廢棄物數量,主要來自廢棄的機身和製造邊角料,既給產業帶來了挑戰,也為永續發展創新提供了獨特的機會。
優化障礙
價格波動正嚴重影響航空航太售後市場,為營運商和供應商都帶來了挑戰。造成這種波動的關鍵因素是預計引擎維護活動的激增。預計到 2025 年,全球窄體飛機引擎的維修次數將激增至約 3,500 次。這種維護需求的增加直接影響備件成本,導致價格上漲。由於航空公司和維修服務商爭相獲取維持引擎運轉所需的零件,售後市場面臨供應鏈緊張和關鍵材料競爭帶來的壓力。
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