新技术前瞻专题系列（四）：超材料（Metamaterial）行业研究框架

Investment Rating - The report rates the metamaterial industry as "positive" with a strong growth outlook due to its wide application potential and increasing market demand [8][25]. Core Insights - Metamaterials are artificially designed materials that exhibit extraordinary physical properties not found in natural materials, enabling functionalities such as negative refraction and cloaking [7][10]. - The global metamaterial market has shown rapid growth, reaching a size of $1.54 billion by 2020, with projections indicating continued expansion driven by technological advancements and application diversification [7][25][26]. - Major global powers and industry leaders are heavily investing in metamaterial technology, recognizing its strategic importance in military and advanced technology applications [8][29]. Summary by Sections What are Metamaterials? - Metamaterials are composite materials with engineered structures that provide unique electromagnetic, acoustic, thermal, and mechanical properties [7][10]. - They can be designed to manipulate waves in ways that natural materials cannot, such as achieving negative refractive indices [10][15]. Advantages Over Natural Materials - Metamaterials offer design flexibility, allowing for the creation of properties that do not exist in natural materials, such as negative permittivity and permeability [12][13]. - Their unique characteristics enable applications in various fields, including optics, acoustics, and energy [12][15]. Application Areas and Market Outlook - Metamaterials have significant potential in stealth technology, communication, imaging, medical applications, and energy sectors [8][21][23]. - The Chinese metamaterial market is expected to grow rapidly, reaching approximately 31.6 billion yuan by 2029, with a compound annual growth rate (CAGR) of 24.18% from 2018 to 2022 [25][27]. Importance to Major Technology Powers - The U.S. Department of Defense has prioritized metamaterials as a key area of research, with significant investments from major tech companies like Intel and AMD [8][29]. - Countries like Japan and Russia also view metamaterials as critical for next-generation stealth technologies [8][29]. Beneficiaries of Metamaterial Technology - The supply chain for metamaterials includes raw materials like graphene and fiberglass, which are expected to see increased demand as metamaterial applications expand [31][32]. - The technology is anticipated to benefit various downstream industries, including military, telecommunications, and energy sectors [8][31]. Market Dynamics - The global metamaterial market is projected to grow from $2.09 billion in 2023 to $54.86 billion by 2030, with a CAGR of 60.3% from 2024 to 2030 [26]. - The competitive landscape is fragmented, with key players holding only 15% of the market share, indicating opportunities for new entrants [26].