희토류 시장 보고서 2025-2026년

Rare Earths Market Report 2025-2026

TECHCET 보고서는 성장하는 공급망을 뒷받침하는 특정 희토류 채굴 기업 ​​및 지역, 그리고 특수 정제업체와 투자를 파악합니다. 현재 진행 중인 동향에 대한 심층 분석과 미국과 유럽이 산업적 이익을 보호하고 중국에 대한 의존도를 완화하는 데 도움이 되는 실행 가능한 전략을 담고 있습니다.

　　　　주문/문의　　　　조사회사/라이센스/납기안내

TECHCET「희토류 시장 보고서 2025-2026년 – Rare Earths Market Report 2025-2026」는 중국이 우세한 레어 어스(희토류)에 대해서 수요와 공급의 밸런스 조정과 기업과 정부의 전략 입안에 있어서 유익이 될 수 있는 상세한 분석과 중요한 성공 요인에 대한 분석을 실시하고 있습니다.

이 보고서의 특징

• TECHCET의 데이터베이스와 수석 애널리스트의 경험, 심지어 1차 조사와 2차 조사 결과를 바탕으로 한 반도체 관련 희토류 시장 데이터와 분석을 게재.
• 공급 사슬 관리자, 프로세스 통합 및 R&D 중역, 비즈니스 개발 및 재무 분석가를 위한 희토류 정보 제공
• 전자재료 공급망에서 희토류 주요 공급업체, 과제/동향, 공급업체 시장 점유율 전망, 전자재료 세그먼트 예측 게재

주요 게재 내용

• 이그제큐티브 요약
• 조사 범위, 목적, 방법론
• 희토류 구성요소
• 희토류의 용도와 수요
  • 자동차
  • 솔라/풍력
  • 가전
  • 반도체
• 희토류에서 중국의 위치 지정
  • 희토류에 대한 중국 정책
  • 광물 생산의 중국 독점
  • 중국 외국인 중국의 투자 상태
• 중국 이외의 희토류 공급원
  • 북미 지역의 희토류 원소(REE) 개발
  • 유럽에서 희토류 원소(REE) 개발
  • 동남아시아의 희토류 원소(REE) 개발
  • 호주에서 희토류 원소(REE) 개발
• 의존도를 낮추기 위한 노력
  • 정책
  • 대체 및 재활용
• 주요 희토류 관련 기업
• 애널리스트 평가 및 다음 필수 단계
• 참고 자료

Report Overview

• Contains data and analysis on the semiconductor related rare earths market from TECHCET’s database and Sr. Analyst experience, as well as that developed from primary and secondary market research
• Provides focused information for supply-chain managers, process integration and R&D directors, as well as business development and financial analysts
• Covers information about rare earths key suppliers, issues/trends in the electronics material supply chain, estimates on supplier market share, and forecast for the electronics material segments

Why This Report Matters

Rare Earth Elements (REEs) are vital to national security, economic competitiveness, and the clean energy transition. From advanced weapons systems and electric vehicles to semiconductors and wind turbines, rare earths underpin critical technologies. Today, over 85% of global rare earth processing occurs in China—a geopolitical risk the United States can no longer afford to ignore.

Inside the Report

TECHCET’s report identifies the specific rare earth mining companies and locations and the specialty refiners and investments that support this growing supply chain. Included is an indepth analysis on trends taking place right now and actionable strategies to help the US and Europe protect their industrial interests and mitigate their dependencies on China.

✔ Executive Summary:

Key findings on market growth, global risks, and technology trajectories.

✔ Applications by Sector:

Impact analysis across:

• Automotive
• Solar/Wind
• Consumer Electronics
• Semiconductors – concentrated focus area

✔ China’s Strategic Position:

• Domestic production and policy control
• Global investments outside China
• Export restrictions and market leverage

✔ Non-China Sourcing Opportunities:

Updates from:

• North America
• Europe
• Southeast Asia
• Australia

✔ Policy & Mitigation:

• U.S. and allied government initiatives
• Viable substitution and recycling strategies

✔ Top Global Suppliers & Risk Profiles

✔ TECHCET Analyst Insights

Expert assessments on next steps needed to increase supply chain resilience of these critical materials to support national security and strengthen US technology markets; from semiconductor and business industry experts each with over 25 years’ experience.

Who Should Read This

This report is indispensable for:

• Mining and Refiners of Rare Earths
• Suppliers of Rare Earth related Materials
• Government Organizations related to Defense, Energy, Commerce and Supply Chain Policymakers
• Rare Earths Supply Chain Stakeholders

A Strategic Tool for Action

Use this report to:

• Justify REE investment
• Shape trade and industrial policy
• Evaluate public-private partnerships
• Support grant making & research direction
• Identify high-risk supply chokepoints

TECHCET Methodology & Analyst Assigned to the Project:

• TECHCET utilizes 3 parallel approaches in conducting supply chain research:
  • An exhaustive review of public sources, including publications (technical and general audience), seminar and trade show proceedings, patent filings, construction, and operating permit filings.
  • Interviews to verify results with industry sources from material suppliers and major domestic semiconductor device manufacturers.
• All TECHCET analyst and project managers are semiconductor industry practitioners with hands-on experience fabricating devices or manufacturing, purifying, and packaging chemicals.
• All TECHCET analyst and project managers hold advanced technical degrees with a number also having an MBA.

Table of Contents

1. Executive Summary………………………………………………………………………………………………….. 4

1.1. Material Segment Business Growth Overview ………………………………………………………… 4
1.2. Material Segment Market Trends…………………………………………………………………………. 4
1.3. Material Segment Technology Trends …………………………………………………………………… 5
1.4. Competitive Landscape ……………………………………………………………………………………… 6
1.5. EHS Issues/Concerns …………………………………………………………………………………………. 8

2. Scope, Purpose, and Methodology………………………………………………………………………………. 8

2.1. Scope …………………………………………………………………………………………………………….. 9
2.2. Purpose………………………………………………………………………………………………………….. 9
2.3. Methodology …………………………………………………………………………………………………… 9

3. Rare Earth Components……………………………………………………………………………………………… 10

3.1. Descriptions of Rare Earths ……………………………………………………………………………………. 10
3.2. Classification of Rare Earths …………………………………………………………………………………… 13

4. Rare Earth Application and Demand ………………………………………………………………………….. 14

4.1. Automotive …………………………………………………………………………………………………… 18
4.2. Solar/Wind……………………………………………………………………………………………………. 20
4.3. Consumer Electronics………………………………………………………………………………………. 22
4.4. Semiconductors……………………………………………………………………………………………… 24

5. China’s Position on Rare Earths…………………………………………………………………………………. 25

5.1. China’s Rare Earth Policy ………………………………………………………………………………….. 25
5.2. Chinese Monopoly on Mine Production……………………………………………………………….. 27
5.3. Chinese Investment Positions Outside of China……………………………………………………… 31

6. Non-China Rare Earth Sourcing …………………………………………………………………………………. 34

6.1. Overview of Non-China Rare Earth Mines…………………………………………………………….. 35
6.2. North America REE Development……………………………………………………………………….. 40
6.3. Europe REE Development…………………………………………………………………………………. 41
6.4. Southeast Asia REE Development……………………………………………………………………….. 42
6.5. Australia REE Development ………………………………………………………………………………. 44

7. Efforts to Reduce Dependency………………………………………………………………………………….. 46

7.1. Governmental Policy ……………………………………………………………………………………….. 46
7.2. Substitution and Recycling………………………………………………………………………………… 48

8. Leading Rare Earth Companies………………………………………………………………………………….. 49
9. Analyst Assessment and Next Steps Needed………………………………………………………………… 59
10. References ……………………………………………………………………………………………………….. 62