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1、Driving toward the future of materialsConsiderations for Europe and the chemical industry2Driving toward the future of materialsCompanies in the materials industryincluding those in chemicalshave long played an important role in the daily lives of people around the globe.But as a changing world brin

2、gs new challengesfrom global competition to disruption and the growing need for sustainabilitythe industry is often seen as mature and largely static,with limited involvement in meeting those challenges.In reality,however,it is on the verge of a new era.The future of materials will play a vital role

3、 in reshaping our“material world”for the betterment of people and the planet.Today,the industry is seeing the creation of a range of new materials in a revolution that is driven by technology-enabled innovation,coupled with increasingly sophisticated end uses and products that require materials with

4、 new properties.Many of these materials would have sounded like science fiction just a few years ago.They include self-healing materials that can recover from scratches and cracks;metal foams that are lighter than traditional metals while providing the same strength;and willow glass that is strong,l

5、ightweight and conformable,and can be used in ultra-thin displays and flexible solar cells.This growing range of new products is likely to drive the next wave of growth for the materials industry,according to an Accenture analysis.For European chemical companies in particular,it will bring opportuni

6、ties to adopt new business models and compete more effectively in global markets.To succeed,however,they will need to rethink their value chains,find ways to expand manufacturing capabilities and capacity in the region,and take advantage of digitally powered approaches to faster,more focused innovat

7、ion.There are certainly challenges ahead,but the opportunity is tremendous.Ultimately,the revolution in materials has the potential to transform the industry,and in turn empower it to help address some of the worlds most fundamental issues,from providing affordable green energy to the elimination of

8、 hunger and making clean water available to all.The creation of a range of new materials marks a revolution that is driven by technology-enabled innovation,coupled with increasingly sophisticated end uses and products that require materials with new properties.3Driving toward the future of materials

9、The flow of new materials coming to market promises to create new possibilities for companies across sectors,and it will ultimately reshape many end markets.For example,the use of stronger and self-healing coatings on vehicles will have a significant impact on local auto repair markets across Europe

10、 and the globe.Or the use of carbon-fiber enforced concrete,which is lighter and has greater load-bearing capacity than traditional concrete,is already bringing more flexibility to the design of building projects.New materials,new opportunities4Driving toward the future of materialsSource:Accenture

11、Research,BCC Research,Grand View Research,MarketsandMarkets,ICIS.Steel market calculated based on an assumed average steel price of US$1,000/metric ton.Figure 1:Projected growth of established and new materials305403525151002045250010015050300200400350GrapheneMetamaterialsBioplasticsSmart materialsC

12、ompositesAluminumFlat glassCopperPlasticsLithiumCobaltNickelCarbon nanotubesSelf-healing materialsCementEstablished material$5B$20BNew material Bubble size:Absolute growth(US$B)Global market size 2020($B)CAGR 20202025(%)These and other new materials will open the door to new sources of growth for ch

13、emicals and other materials manufacturers.New materials will also reshape existing consumption patterns.Globally,the world uses an estimated 542 kilograms(kg)of cement,245kg of steel,36kg of plastic and 31kg of cardboard on a per-capita basis.1 However,innovative advanced materials will enable new u

14、ses and create new markets,and will thus provide new drivers of growth.Growth rates are expected to be higher than those of traditional materials in the coming years (Figure 1)creating an estimated US$150 billion growth opportunity by 2025.A number of fundamental trends are driving this growth,such

15、as the increasing focus on affordable and clean energy,good health and well-being,and other United Nations Sustainable Development Goals(SDGs).2 Overall,the innovative advanced materials now in place or being developed support and directly contribute to meeting many of the SDGs.One of those goals,fo

16、r example,is“clean water and sanitation.”Here,metal-organic frameworks can be used to extract water from desert air;graphite-oxide sieves can help with desalination of salt water;and nanosilver paper can provide affordable water filtration.Efforts to meet another goal,“life below water,”could draw o

17、n nanocarbon springs to decompose microplastics,or UV-reactive nanocoatings to break down microplastics.New opportunities and growth are also linked to fundamental changes in the materials markets across three key dimensions:the convergence of material classes;the convergence of material and digital

18、 properties;and a shift to smarter,more sustainable materials.5Driving toward the future of materialsConvergence of material classesAccenture analysis of patent filings over the last four decades shows that innovation in materials has involved the increased convergence of material classesthat is,pat

19、ents for materials have tended to cite more than one material.In 1980,70%of materials patents cited just one material,and 6%cited three or more;by 2020,just 46%cited one material,and 24%cited three or more.(Figure 2)Typically,patented solutions that combine material classes have been regarded as mor

20、e difficult to recycle and less sustainable.And yet the share of multi-material patents citing enhanced sustainability properties has actually risen from 2.4%to 8.7%during this same 1980 to 2020 periodan indication of the growing connection between sustainability and innovative materials.Figure 2:In

21、creasing multi-material patentsSource:Accenture Research analysis of global patent landscape,including 160,000+priority filings for selected 10 material groups;based on DerwentInnovation,Clarivate 2022,company and institute filings only,excluding utility model.Search for sustainability focus include

22、d terms such as:recycle,circular economy,renewable,biodegradable,biomaterials,green materials,CO2 footprint,decarbonization and sustainable.70%24%6%60%26%3%2%9%46%30%14%6%4%Share of patents per number of combined materials100%0%19802000202080%60%40%20%2.4%6.1%8.7%More than 5 materials4 materials3 ma

23、terials2 materials1 materialsShare of patents referencing a sustainability focus6Driving toward the future of materials4%10%24%Share of patents with two or more materials and referencing a digital and smart focus30%0%19802000202020%10%Convergence of material and digital propertiesTraditionally,innov

24、ation in materials focused on optimizing properties such as heat resistance,tensile strength,elasticity or resistance to corrosion.However,Accentures patent analysis shows a new patternan increase in patents for materials that have digital and smart properties.In 2020,for example,24%of patents refer

25、 to the digital and smart characteristics of a material versus 4%in 1980,indicating increased convergence of material and digital properties.(Figure 3)This increasing convergence means that chemical and other materials companies need to build new capabilities to handle,deploy and use digital and sma

26、rt materials.Some of these capabilities can be built in-house,while others will require the development of new partnerships and new ways of going to market.Figure 3:Increasing multi-material patents with digital properties Source:Accenture Research analysis of global patent landscape,including 160,0

27、00+priority filings for selected 10 material groups;based on DerwentInnovation,Clarivate 2022,company and institute filings only,excluding utility model.Search for digital and smart focus included terms such as:nano,memory,quantum,self-,metamaterial,piezo,dielectric,sensitive and 4D printing.7Drivin

28、g toward the future of materialsShift to smarter,more sustainable materialsInnovative materials offer a range of new properties,with a growing focus on smarter and more sustainable qualities,according to Accentures patent analysis.(Figure 4)Smart materials include those that can change properties wh

29、en prompted by an external stimulus.For example,shape-memory polymers can be deformed and then returned to their original shape in a controlled fashion using light,electricity or other stimuliand one,vanadium oxide,“remembers”its exposure to such stimuli,allowing it to respond more quickly to later

30、exposures.Sustainability is also a key aspect of many new materials,and a driver of growth in its own right.For example,flexible solar panels and perovskite solar cells that are twice as efficient as traditional solar cells could lead to the increased use of renewable energy,with the potential to br

31、ing a significant amount of additional solar energy to Europe.And wooden“mass timber”skyscrapers represent a new approach that is based on green building materials,providing structural stability and reducing buildings need for cement,a material with relatively Figure 4:Increasing focus on smart,sust

32、ainable characteristicsSource:Accenture Research analysis of global patent landscape,including 160,000+priority filings for selected 10 material groups;based on DerwentInnovation,Clarivate 2022,company and institute filings only,excluding utility model.Quid text analysis executed on abstracts of new

33、 material filings to identify property characteristics that offer an“advantage.”Annual compound change in%,mentions between 2000-2020Share of mentions in 2020(%)-15-10-5051015200.010.0Glass transitionSelf-assemble/repairElectric conductivityWeather resistantCatalytic activitiesCharging propertiesThe

34、rmal sensitiveShape memorySurface-poreStructural characteristicConversion efficiencyDielectricMechanicalpropertiesAntimicrobialDurabilityElasticityThermal conductivityCorrosionresistantEtchresistantHigh refractiveSensitiveMolecular weightMolding propertiesPhotosensitiveSustainableResist pattern2.04.

35、08.0Material characteristicsPhysical and chemicalDigital and smartSustainablehigh greenhouse gas(GHG)emissions,by roughly 30%.Such buildings could also create opportunities for the chemical industry to provide new protective coatings and wood-bonding solutions.Driving toward the future of materials8

36、The effective creation,production and delivery of new materials will require change,not only in the materials sector itself,but across industriesand it will call for the reshaping and reinvention of value chains.New business models9Driving toward the future of materialsA significant amount of develo

37、pment and marketing will need to move closer to end customers to drive and accelerate innovation,reshaping and disrupting existing value chains,such as the traditional structure of an original equipment manufacturer(OEM)and sequential Tier 1,2 and 3 suppliers.(Figure 5)And the growing emphasis on ci

38、rcularity will create opportunities for companies to adopt new business models that use new materials to enable more reuse,mechanical and chemical recycling,and energy recovery and carbon utilization.Altogether,the reshaping of value chains will provide another avenue for competition and growth.Figu

39、re 5:Reshaping value chains for new materialsSource:Accenture analysis and project experience.ReuseRaw material supplierDigitalConvergence of material classes1Convergence of material and digital properties2Migration closer to customers3Design for circularity/reuse models 4Circular business models ba

40、sed on advanced materials 52145Tier 3Tier 2Tier 1OEMUserRaw material supplierMaterial producerMaterial producerDigitale.g.,Product reuse e.g.,Mechanical recyclinge.g.,Chemical recyclinge.g.,Energy recovery and carbon utilization310Driving toward the future of materialsHow change will happenThe mater

41、ials revolution offers a bright future.However,innovation is often based on additional developments of existing materials,which means it relies largely on existing production capabilitiesand for European chemical and other materials companies,that presents a challenge.11Driving toward the future of

42、materialsFigure 6:European share of global materials marketsSource:Accenture Research,United States Geological Survey(USGS),CEMBUREAU,ICIS,Statista,GEA,Fastmarkets RISI,World Mining Data,Oxford Economics Real GDP(2015 prices in US$billions).Europe is referred to as EU-28;minerals such as nickel and

43、copper are based on mined production numbers.%change in global market share of EU material producers,2020 vs.2000(2000 share index=100)-80%-60%-40%-20%0%20%-26%-7%-18%-31%-48%-60%-65%-67%-70%10%GDPNickelWoodCardboardCopperPlasticsFlat glassAluminumCementSteelOver the last two decades across almost a

44、ll material classes,Europes share of global markets has declined (Figure 6)much of this being lost to China.This is not just a result of having a reduced share of global GDP:In many materials categories,reductions in market share have significantly outpaced the loss of GDP share.For example,the Euro

45、pean share of steel and cement has declined 70%and 67%,respectively,compared to a 26%drop of GDP share.This indicates that Europe could find itself with relatively less manufacturing capacity to draw on in the race to take advantage of innovative materials.12Driving toward the future of materialsOn

46、the other hand,the industry in Europe can benefit from some positive factors.Globally,the new materials landscape is still emerging and in flux,with startups playing a significant role in its development.(Figure 7)Europe has a sizable base of such startups,which have brought investments in fields su

47、ch as composites,bio-based materials and sensors.These startups represent a growing pool of talent,knowledge and capabilities,and the industry has an opportunity to collaborate with and tap into that pool to advance innovation.That means that companies and governments should work to provide environm

48、ents that foster startups in order to strengthen the regions new materials business.At the same time,European companies can draw on todays increasingly powerful“science technology”(science tech)to improve innovation efforts.Science tech builds on and combines cloud,data,analytics,artificial intellig

49、ence and automation to allow virtual rather than physical experimentation with new materials,bringing greater speed and better targeting to innovation.An Accenture analysis of priority patents shows that filings based on“traditional”approaches in fields such as steel,cement,glass and so forth declin

50、ed or grew only slightly in the past few years.At the same time,those involving disruptive innovations derived through computational chemistry a type of science techhad a notable increase.Figure 7:Startups and innovative materialsSource:Accenture Research analysis based on S&P Capital IQ Pro.More th

51、an 2000 material companies incorporated since 2000 with status of:operating,operating subsidiary,acquired,completed investment as listed.Total sum of investments for 2000-2021 was US$103 billion;investment coverage includes:equity capital markets,debt capital markets;rounds of funding.$2BShare of no

52、n-European startupsShare of European startupsInvestment CAGR(%)2010-2020Share of startups(%)2000-2021Commodity chemicalsAgrochemicals and fertilizersPaints and coatingsPackagingPersonal careSteel and ironBatteriesEco-farmingMembranesPhotosensitive materialSensors,analytics3D printingRecycled,bio-bas

53、edCompositesGHG,hydrogen17%66%20%9%3%15%3%2%24%6%1%5%48%100904030102030405060708090100Bubble size:Total investment 20002021(US$B)No startup-related investments20Exploration010-1013Driving toward the future of materialsTaking the next stepsTo make the shift to the next generation of materials,the ind

54、ustry,companies and governments all need to make innovation in materials a priority,and pursue several key actions:Expand funding for corporate innovation and startups in materials.Provide funds for the large-scale transformation of industrial assets and plants to support both GHG reductions and inn

55、ovation in materials.Set up frameworks,structures and ecosystems that support collaboration and capabilities focused on the convergence of material classes and of material and digital worlds.Invest in building new skills,talent,innovators and entrepreneurs with a focus on new materials.The opportuni

56、ty is simply too big to ignore.The materials revolution will not only provide new products to bring to market,it will also change the competitive landscape by allowing European chemical and other materials companies to compete on innovation,rather than just costs.It will enable the sector to play a

57、vital role in increasing sustainability and building the circular economy.And it will allow companies in Europe to keep uncovering new ways to win in global markets.AuthorContributorsDr.Bernd Elser Senior Managing Director,Global Chemicals Lead and Global Natural Resources LeadAccentureDr.Paul Bhm S

58、trategy Senior Manager,Chemicals and Natural ResourcesAccentureSean Keenan Senior Principal,Natural Resources Research LeadAccentureCopyright 2023 Accenture.All rights reserved.Accenture and its logo are registered trademarks of Accenture.220318Disclaimer This content is provided for general informa

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64、s.Visit us at References1 Accenture Research analysis of consumption-based global production volumes estimated for 2020.Data sources include:Wood Mackenzie,Fastmarkets RISI,CemNet,International Commission on Glass,United States Geological Survey(USGS),Oxford Economics,Statista and World Bank.For lit

65、hium,nickel,cobalt and copper only,mine-based/virgin material is assumed.Glass includes flat glass,containers and domestic glass.Some of the numbers were precise;others were rounded.2 United Nations,The 17 Sustainable Development Goals,https:/sdgs.un.org/goals.Learn moreVisit Accenture Chemicals at thanks to Accentures Dr.Ruben De Pauw,Ashish Kumar Gulgulia,Ganesh Patro,Dr.Karin Walczyk and Sari Wempe for their help with this research study.