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市場調查報告書
商品編碼
1817962
2032 年2D過渡晶粒二硫屬化物 (TMD) 市場預測:按類型、形態、等級、合成、應用和地區進行的全球分析2D Transition Metal Dichalcogenides (TMDs) Market Forecasts to 2032 - Global Analysis By Type (Molybdenum Disulfide (MoS2), Tungsten Disulfide (WS2) and Other Types), Form, Grade, Synthesis, Application, and By Geography |
根據 Stratistics MRC 的數據,全球2D過渡晶粒二硫屬化物 (TMD) 市場預計在 2025 年達到 18 億美元,到 2032 年將達到 41 億美元,預測期內的複合年成長率為 12%。
2D過渡晶粒二硫屬化物 (TMD) 是一類層狀材料,由過渡金屬(例如 Mo、W)與硫屬元素原子(S、Se、Te)以2D結構鍵結而成。當 TMD 被薄化為單層時,其表現出獨特的電子、光學和機械特性,包括直接能隙和高載子遷移率。這些特性使其在半導體、光電子學、儲能和軟性裝置等領域具有廣泛的應用前景。其可調特性使其成為未來奈米技術和電子技術的關鍵材料。
根據麻省理工學院 (MIT) 的研究,二硫化鉬等 2DTMD 可以實現厚度僅為三個原子的電晶體的開發,為後矽電子技術鋪平道路。
優異的電子和光學性能
2D過渡晶粒二硫屬化物 (TMD) 市場主要由其卓越的電子和光學特性驅動,使其在半導體、檢測器和光電子裝置中實現高性能應用。二硫化鉬 (MoS2) 和二硒化鎢 (WSe2) 等材料具有可調能隙、高載子遷移率和強光物質相互作用,使其成為下一代電子元件的理想選擇。這些固有特性使其能夠實現微型化、軟性化並整合到先進設備中,從而在全球範圍內廣泛應用於電子、儲能和軟性顯示器領域。
規模化生產方式有限
由於缺乏工業可行的方法,2D過渡金屬二硫化物(TMD)的量產受到限制。製備高純度、可重複且均勻的單層薄膜在技術上極具挑戰性。批次間差異、缺陷和污染會影響裝置效能,並限制其在商業電子和儲能領域的應用。在開發出經濟高效、可擴展的合成技術之前,市場成長可能會受到限制,其應用主要集中在研究實驗室、高階半導體製造和專業的光電應用領域。
應用於下一代半導體
2DTMD為下一代半導體技術提供了巨大的潛力。其可調的電子特性和原子級薄結構使超低功耗電晶體、高速邏輯裝置和量子運算元件成為可能。各公司正在探索將TMD與其他2D材料結合的異質結構,以實現卓越的性能。隨著半導體產業面臨矽材料規模化極限,TMD提供了一條替代途徑,釋放在未來五年內釋放消費性電子、人工智慧硬體和高效能運算市場的成長潛力。
與石墨烯和2D材料的競爭
TMD 面臨來自石墨烯、黑磷和其他具有獨特性能的新興2D材料的競爭壓力。石墨烯的高導電性和機械強度使其非常適合某些電子和能源應用。除非材料性能、成本和整合策略得到改進,否則這種競爭可能會限制 TMD 在大眾市場的採用。企業必須透過性能最佳化、混合材料開發和針對特定應用的解決方案來實現差異化,才能在越來越多的替代材料中保持競爭力並獲得市場佔有率。
新冠疫情暫時擾亂了2DTMD供應鏈,影響了前驅體可得性、製造營運和研發活動。這導致電子和半導體產業的生產和商業化延遲,從而影響了TMD的採用。然而,疫情後的復甦加速了軟性電子產品、光電子和儲能領域對先進材料的需求,凸顯了TMD的戰略重要性。疫情不僅凸顯了供應鏈的脆弱性,也凸顯了TMD等高性能材料對彈性生產流程和在地採購策略的需求。
預測期內,二硫化鉬(MoS2)市場規模預計最大
二硫化鉬 (MoS2) 因其優異的電子特性、熱穩定性以及易於整合到軟性電子產品中,預計將在預測期內佔據最大的市場佔有率。 MoS2 的層狀結構和可調能隙使其成為電晶體、檢測器和能源設備的理想選擇。尤其是在北美和亞太地區,其在研發和商業應用領域的高需求將使其成為未來五年基於 TMD 的電子和光電子領域的主導材料領域。
預計粉末細分市場在預測期內的複合年成長率最高
預計粉末材料領域將在預測期內實現最高成長率,這得益於其多樣化的加工選項以及與積層製造和複合材料的兼容性。粉末TMD有助於實現可擴展的塗層、油墨配方和溶液加工技術,從而支援軟性電子產品、感測器和儲能應用。市場對混合裝置、奈米複合材料和功能性油墨的吸引力正吸引這些材料實現工業規模應用,從而推動研究、商業電子和先進材料市場的高複合年成長率。
由於電子製造業、半導體製造業的蓬勃發展以及政府大力推動先進材料研究,預計亞太地區將在預測期內佔據最大的市場佔有率。中國、日本和韓國等國家在軟性電子產品、光電子和奈米技術的應用方面處於領先地位,這些國家正在擴大TMD的使用。主要原料供應商的存在、不斷成長的研發基礎設施以及家用電子電器的強勁需求,進一步鞏固了亞太地區在全球TMD市場擴張中的主導地位。
預計北美地區在預測期內將實現最高的複合年成長率,這得益於半導體研究、國防電子和高科技製造領域投資的不斷增加。美國和加拿大正專注於下一代電子、量子裝置和光電子領域的創新,從而推動TMD的普及。先進的研究機構、政府對關鍵材料的支持以及與全球材料製造商日益密切的合作,共同推動了TMD的快速成長,使北美在未來五年內成為2DTMD應用的高成長市場。
According to Stratistics MRC, the Global 2D Transition Metal Dichalcogenides (TMDs) Market is accounted for $1.8 billion in 2025 and is expected to reach $4.1 billion by 2032 growing at a CAGR of 12% during the forecast period. 2D transition metal dichalcogenides (TMDs) are a class of layered materials composed of transition metals (such as Mo, W) bonded with chalcogen atoms (S, Se, Te) in a two-dimensional structure. When thinned to a monolayer, TMDs exhibit unique electronic, optical, and mechanical properties, including direct bandgaps and high carrier mobility. These characteristics make them promising for applications in semiconductors, optoelectronics, energy storage, and flexible devices. Their tunable properties position TMDs as key materials for future nanotechnology and electronics.
According to research at MIT, 2D TMDs like molybdenum disulfide are enabling the development of transistors that are just three atoms thick, paving the way for post-silicon electronics.
High electronic and optical properties
The 2D Transition Metal Dichalcogenides (TMDs) market is primarily driven by their exceptional electronic and optical properties, which enable high-performance applications in semiconductors, photodetectors, and optoelectronic devices. Materials such as molybdenum disulfide (MoS2) and tungsten diselenide (WSe2) exhibit tunable bandgaps, high carrier mobility, and strong light-matter interactions, making them ideal for next-generation electronic components. These intrinsic properties allow miniaturization, flexibility, and integration into advanced devices, thereby fueling adoption across electronics, energy storage, and flexible display sectors globally.
Limited large-scale production methods
Large-scale production of 2D TMDs is constrained by the lack of industrially viable methods. Achieving uniform monolayer films with high purity and reproducibility is technologically challenging. Batch-to-batch variations, defects, and contamination can impact device performance, restricting adoption in commercial electronics and energy storage. Until cost-effective, scalable synthesis techniques are developed, market growth may be restricted, with adoption primarily concentrated in research labs, high-end semiconductor fabrication, and specialized optoelectronic applications.
Applications in next-gen semiconductors
2D TMDs present significant opportunities in next-generation semiconductor technologies. Their tunable electronic properties and atomically thin structure enable ultra-low-power transistors, high-speed logic devices, and quantum computing components. Companies are exploring heterostructures combining TMDs with other 2D materials to achieve superior performance. As the semiconductor industry faces scaling limitations with silicon, TMDs offer an alternative path, unlocking growth potential across consumer electronics, AI hardware, and high-performance computing markets over the next five years.
Competition from graphene and 2D materials
TMDs face competitive pressures from graphene, black phosphorus, and other emerging 2D materials with unique properties. Graphene offers higher conductivity and mechanical strength, making it preferable for certain electronic and energy applications. This competition may limit TMD adoption in high-volume markets unless material performance, cost, and integration strategies improve. Companies must differentiate through property optimization, hybrid material development, and application-specific solutions to maintain relevance and capture market share amidst growing alternatives.
The Covid-19 pandemic temporarily disrupted the 2D TMDs supply chain, impacting precursor availability, manufacturing operations, and R&D activities. Electronics and semiconductor industries experienced delays in production and commercialization, which affected TMD adoption. However, post-pandemic recovery has accelerated demand for advanced materials in flexible electronics, optoelectronics, and energy storage, highlighting TMDs' strategic importance. The pandemic underscored supply chain vulnerabilities while simultaneously emphasizing the need for resilient production processes and local sourcing strategies for high-performance materials like TMDs.
The molybdenum disulfide (MoS2) segment is expected to be the largest during the forecast period
The molybdenum disulfide (MoS2) segment is expected to account for the largest market share during the forecast period due to its superior electronic properties, thermal stability, and ease of integration in flexible electronics. MoS2's layered structure and tunable bandgap make it ideal for transistors, photodetectors, and energy devices. Its high demand in R&D and commercial applications, particularly in North America and Asia Pacific, positions it as the dominant material segment in TMD-based electronics and optoelectronics over the next five years.
The powder segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the powder segment is predicted to witness the highest growth rate, propelled by its versatile processing options and compatibility with additive manufacturing and composite materials. Powdered TMDs facilitate scalable coating, ink formulations, and solution-processing techniques, supporting flexible electronics, sensors, and energy storage applications. Their adaptability for hybrid devices, nanocomposites, and functional inks makes them attractive for industrial-scale adoption, driving high CAGR in research, commercial electronics, and advanced materials markets.
During the forecast period, the Asia Pacific region is expected to hold the largest market share, attributed to robust electronics manufacturing, semiconductor fabrication, and government initiatives promoting advanced materials research. Countries like China, Japan, and South Korea lead in flexible electronics, optoelectronics, and nanotechnology adoption, increasing TMD utilization. The presence of major raw material suppliers, growing R&D infrastructure, and strong consumer electronics demand further solidify Asia Pacific as the dominant region for TMD market expansion globally.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR associated with increasing investments in semiconductor research, defense electronics, and high-tech manufacturing. The U.S. and Canada are focusing on next-generation electronics, quantum devices, and optoelectronic innovations, driving TMD adoption. Presence of advanced research institutions, government support for critical materials, and rising collaborations with global material manufacturers contribute to rapid growth, positioning North America as a high-growth market for 2D TMD applications over the next five years.
Key players in the market
Some of the key players in 2D Transition Metal Dichalcogenides (TMDs) Market include 2D Semiconductors Inc., HQ Graphene, Graphene Supermarket, SixCarbon Technology, ACS Material LLC, Nanografi Nano Technology, American Elements, NanoIntegris Technologies, Strem Chemicals Inc., 2D Materials Pte Ltd., Graphene Laboratories Inc., Nanochemazone, Goodfellow Corporation, Cheaptubes Inc., Sigma-Aldrich, Sixonia Tech GmbH, Smart-elements GmbH, and NanoXplore Inc.
In Sep 2025, HQ Graphene announced the commercial launch of its large-scale, roll-to-roll (R2R) production process for monolayer molybdenum disulfide (MoS2) films, significantly reducing costs for next-generation flexible electronics manufacturers.
In Aug 2025, ACS Material LLC introduced a new high-purity, single-crystal tungsten diselenide (WSe2) product line, specifically engineered for advanced optoelectronic research and the development of high-efficiency photodetectors.
In July 2025, 2D Semiconductors Inc. launched its proprietary 'TMD-Alloy' series, a new class of alloyed TMDs (e.g., MoS2(1-x)Se2x) that allows for precise bandgap tuning, enabling customized performance for specific semiconductor applications.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.