DATASET · MARKET
Seven-vertical TAM projections · 2025 / 2028 / 2030
Synthesis of public reports from IEA, IRENA, Wood Mackenzie, SEMI, Lloyd's Register, reconciled by GTX. CC-BY-4.0.
| Vertical | 2025 (USD B) | 2028 (USD B) | 2030 (USD B) | CAGR |
|---|---|---|---|---|
| EMI shielding | 5.8 | 7.9 | 9.8 | 11.0 % |
| Aerospace & defence | 4.4 | 6.0 | 7.4 | 10.7 % |
| Green hydrogen | 3.2 | 7.4 | 12.6 | 31.5 % |
| Marine & desalination | 3.1 | 4.2 | 5.1 | 10.6 % |
| Thermal power | 3.4 | 4.2 | 4.8 | 7.2 % |
| Semiconductors | 3.6 | 5.2 | 6.7 | 13.2 % |
| Rare-earth recovery | 1.6 | 2.6 | 3.6 | 17.6 % |
| Total | 25.1 | 37.5 | 50.0 | 14.8 % |