Delivering Value Through Graphene Innovation

What makes graphene wonder material?

Background

• First isolated in 2004 by Geim and Novoselov at theUniversity of Manchester in the UK.

• One-atomic-layer-thick honeycomb sheet of carbonatoms

• Chemically identical to graphite and similar tounrolled carbon nanotubes

• Production of sheets, flakes and fibers currentlypossible at scale

Properties

▪ A 2 dimensional structure, almost 1 million timesthinner than a human hair

▪ Visible to the naked eye despite being the thinnestmaterial ever made

Forms and Quality

• Graphene is available in flakes, sheets andfibers but most commonly found in theformer 2 forms.

• Flakes (platelets) used primarily as anadditive while sheets are for applicationssuch as flexible displays.

• Quality is determined by chemical purity,physical structure, and electricalproperties.

Manufacturing Techniques

• Two main production methods for Graphene: Chemicalexfoliation (CE) and chemical vapour deposition(CVD).

• The varieties in quality and economics of production aretied to the demands of specific applications.

• The lower cost of CE can produce various type of low-to-medium quality flakes whereas the CVD can produce flakesand sheets of medium-high quality.

Sheets Flakes Fibers

Various forms of graphene and its manufacturing techniques

Graphene publications – Rapid overall growth of graphene research and scientific publications resulted from its discovery over the last decade

• Rapid overall growth of graphene research and resulting scientific publications over the last decade.• Fewer than 40 papers worldwide between 2001 and 2004.• In 2007, there are more than 420 papers.• Increasing to over 4000 in 2011 – the year following the Nobel Prize Award.• Now, with nearly 10,500 graphene papers published worldwide.• China (44%), US (18%), South Korea (10%) and Malaysia (1.2%).

Numbers of graphene patents by top 10 assignees – Samsung leads global graphene patent activity

Xerox (US)

Sony (Japan)

SanDisk (US)

Samsung Techwin (South Korea)

Samsung Electronics (South Korea)

Ocean’s King Lighting (China)

IBM (US)

Hon Hai Precision (China)

Bayer Material Science (Germany)

BASF (Germany)

165

115

208

124

638

271

434

258

142

137

SOURCE: Lux Research, Thomson Innovation Query: CTB =(graphene) from 2000 to May 2014

• Electrodes for batteries,ultracaps, and fuel cellsdominate patent activity.

• SanDisk and SamsungElectronics runawayleaders in memory deviceand display/touch screenpatents, respectively.

Graphene Market Update 2016 – Total graphene market will reach $349 million in 2025

SOURCE: Lux Research, Graphene Market Research Update 2016

2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 20250

50

100

150

200

250

300

350

400

Gr

ap

he

ne

De

ma

nd

($

mil

lio

n)

Research

High performance electronics

Energy storage devices

Conductive inks and coatings

Composite materials• Graphene market will grow

from $12 mil in 2013 to $349 mil in 2025, a 31% CAGR.

• Total demand: 13 tons (2013) to 9,300 tons (2025)

Year

Launch of National Graphene Action Plan 2020

Background of the National Graphene Action Plan 2020(NGAP2020) from feasibility study to execution of the Action Plan

Feasibility study on Graphene downstream applications relevant to Malaysia

Based on technical feasibility,economic viability, time to adoption,relevance and impact to Malaysia(2020 timeframe), five (5) applicationareas were prioritized

• Lithium ion battery• Rubber additives• Plastic additives• Conductive Ink• Nanofluids

2

April 2014 July 2014

NanoMalaysia appointedas the Lead agency toexecute the NGAP2020

Role includes:▪ Awareness building▪ Project execution▪ Scale support▪ Coordination &

Monitoring

3

1

The 5 shortlisted application areas align well with multiple NKEAs

SOURCE: PEMANDU

Oil, Gas, and Energy

Palm Oil & Rubber

Applications EPP

EPP 9.3: Increase WorldMarket Share of LatexGloves to 65% by 2020

EPP 13: IncreasePetrochemical Outputs

EPP 1: RejuvenatingExisting Fields throughEnhanced Oil Recovery(EOR)

EPP 7: Increasing SolarModule Producers

EPP 18: Enabling ElectricVehicle ComponentManufacturing

NKEA EPP Objectives

Boost the natural rubber gloveindustry’s global market share from62% in 2011 to 65% by 2020

Help PETRONAS expand itspetrochemical business throughRAPID project in Johor and SAMURproject in Sabah

Encourage the use of Enhanced OilRecovery (EOR) –to improve oilrecovery from industry norms

Secure multinational moduleproducers and facilitate theestablishment of another five jointventures

Electronics & Electrical

Fast-track the implementation of theElectric Vehicles (EV) policy; includesestablishing a Lithium-Ion (Li-Ion)battery manufacturer in Malaysia

Graphene’s role

Graphene inks helpscompanies reduceproduction costs

Graphene enables thenext generation of fast-charging, high capacitybatteries

Graphene can enablehigher performing orcheaper plastics

Graphene-enablednanofluids increase theefficiency of oilextraction operations

Graphene can be usedto make high-qualitygloves that are thinnerand tougher

EPP 20: Enabling Industriesthrough Nanotechnology

Focuses on the application ofnanotechnology, which has thepotential to impact all 12 NKEAs invarying degrees

Graphene is one of themost promisingnanotechnologymaterials

Conductive Inks

Li-ion Battery /Ultracap

All

Plastics

Nanofluids

Rubber

There is significant value in catalysing downstreamdifferentiation through adoption of graphene

1 Estimated global sales of the applications which would be Graphene enabled, and estimated global sales of the Graphene integrated into these applications

3 5

428

101

251

31

Addressable market size

Total downstream market size

Li-ion battery anode / ultra-capacitors

Hybrid Li-ion batteries + ultracaps can enable fast charging and high energy storage

Conductive inksRFIDs are projected to take off, and Graphene can capture a large portion of the market

Rubber additivesTires, gloves, and industrial applications can be enabled by Graphene

Plastics additivesPlastics industry is large and Graphene can enable high performance plastics

NanofluidsOverall market size is big but Graphene will take a longer time to commercialize

Graphene and application market size for 20201

USD Billions Application Description

Through systematic analysis, we narrowed down to 5technologically and economically feasible applications

The five applications areas for further consideration are:

▪ Li-ion battery anode / ultra-capacitors

▪ Conductive inks

▪ Rubber additives

▪ Plastic additives

▪ Nano fluids including drilling fluids, lubricants and coolants

Low High

Applicability to Malaysia2

Large

Small

Ma

rk

et

Siz

e1

▪ Rubber additives

Medium

▪ Li-ion battery anode/Ultra-capacitors

▪ Conductive ink

▪ Nanofluids

▪ Transparent electrodes

▪ Plastics additives

▪ EM radiation shielding

▪ Composite filler

▪ Protective coatings

▪ Heat spreader/ thermal interface material

▪ Water filtration

▪ Composite matrix

▪ Catalyst supports

Market size and applicability to Malaysia

1 Market size is high if addressed Graphene market size is ~$1B or higher2 Applicability to MY is based on current downstream players, upcoming policies, and focus of neighboring countries

High LowMedium

Likelihood of successful Graphene commercialization

NanoMalaysia appointed as the lead agency to execute

NGAP2020

Awareness building & facilitating “projects”

1

Awareness building

1-on-1 discussions, workshops and sharing sessions

Identification of champions

Facilitating “projects”

1-on-1 engagement

Business case development

Assist champions in coordinating with key stakeholders

Access to R&D funding and prototyping

2

Access to IP advice

5

Information on Graphene supply

3

4 Access to technical experts

MIDA can can advise companies on funds/incentives support options for scaling up Graphene-related manufacturing

PEMANDUccca can facilitate EPP-ready projects

Additionally, venture capitalists (private and public-backed) also offer funding for scale-up

Scale-up support6

Co-ordination and monitoring

▪ Coordinate implementation across 5 application areas▪ Convene and prepare Steering Committee for progress reviews▪ Monitoring project progress across project execution (e.g. R&D / pre comm efforts) and scale up (commercialization)

7

Governance structure for Execution of National Graphene Action Plan 2020 (NGAP2020)

Secretariat

Consultative Group

Joint Working Team

ExpertPanel

Steering Committee

Minister MITIMinister MOSTICEO

PEMANDU

Quarterly

Bi-monthly

Governing Council

Graphene Action Plan Team

5-Pager & Proposal submission from company on developmental activities related to graphene

Presentation to Execution Steering Committee NGAP2020

Project Execution & Delivery

Proposal Execution

Prototyping

• Graphene samples• Tech sourcing• Formulation &

Methodology statement• Pre-Manufacturing

development

Review Consideration

Review of proposal by Joint Working Team and Technical Committee

Formulation & Methodology

Scale-Up

• Linkage to Agencies via Joint Working Team

• Alignment of suitable facilitation structure (MIDA, AIM, MTDC etc.)

• Consideration for project endorsement by Co-Chairs of Execution SC

• Project forwarded to respective Agencies for fast-track approval.

• Disbursement/execution of facilitation

- Project monitoring and reporting

Process Flow of Projects Execution under NGAP 2020

NanoMalaysia Berhad have secured commitments from amixture of domestic SMEs and large companies as well as fromMNCs for all 5 application areas

Li-ion battery/ultracapacitor

24%

Conductive Inks9%

Rubber24%

Plastics24%

Nanofluids19%

Project Distributions for the 5 Application Areas

Progress Update on Li-ion Batteries and Ultracapacitors Application Area

3

8

Integration of graphene-based ultracapacitor – Li-ion Battery Module

Value PropositionProject Description Company

Eclimo Sdn. Bhd.

Energy Storage Devices Manufacturer1

Advanced Materials Developer for Energy Storage 1

Public Transportation Urban Transport Solutions Provider 1

The scale up production of ultracapacitorsand R&D on lithium capacitors for transportand energy application.

Development of silicone grapheneanodes for the next generation of lithiumion batteries.

Development of graphene-basedultracapacitor packaging for electricvehicle (EV) applications.

Absorb power surges,enabling EV to run closerto 100% capacity

Double the energy capacity,3 times power capacity,shorter recharge time

Exceptional anodecapacity, rapid charging,better thermal dissipation

Larger energy capacity,higher power capacity,higher current tolerance

1 Undisclosed company name due to non-disclosure agreement

MNA-R Sdn. Bhd.The scale up production of graphene-based quantum cell for automotiveapplication.

Withstand extremetemperature, environmentalfriendly, cost efficient

Progress Update on Conductive Inks Application Area

3Development of graphene-based conductive inks for printed circuit board

Value PropositionProject Description Company

PenchemTechnologies Sdn. Bhd.

Electronic Adhesive Solution Provider 1

Development of graphene-basedconductive adhesive for automotiveindustry

Exceptional electrical andthermal conductivity

Enhanced adhesivenessperformance featured withgreat electrical conductivity

1 Undisclosed company name due to non-disclosure agreement

Progress Update on Nanofluids Application Area

3

Development of graphene-basedlubricants for improved thermalconductivities properties.

Value PropositionProject Description Company

Specialty Lubricants Manufacturer 1

Formulator and manufacturer of specialty chemicals for oil and gas industry1

Lubricant manufacturer for automotive application 1

Development of graphene-based emulsionsolution for crude oil flow assurance

Development of graphene-basedlubricant additive for automotiveapplication.

Dynamic optimum stabilityand reduce wear and friction

Lower degree ofcrystallization to increasefluid flow

Greater thermal conductivityand heat stability. Optimumdynamic stability

1 Undisclosed company name due to non-disclosure agreement

Oilfield Specialty Chemicals and Additives Manufacturer 1

Development of graphene-basedchemical additives for drilling fluids.

Withstand extreme pressureand temperature andprevent crystallization –ensures great fluid flow

Progress Update on Plastics Application Area

3

8

Development of graphene-basedcomponent for thermoplasticengineering polymer

Value PropositionProject Description Company

SOL Polymer Sdn. Bhd.

Military Armored Vehicles Manufacturer 1

Automobile Manufacturer 1

Plastic Coating Manufacturer1

Concrete Manufacturer1

Development of graphene basedunmanned aerial vehicles (UAV)

Development of graphene-basedreinforced polymers nanocomposites forautomotive component

Development of graphene-based coatingfor heads-up display (HUD) application

Development of graphene-basedconcrete admixture for construction.

Cost efficient withimproved heat sinkproperties

Lighter bodyframe, equippedwith EMI shielding andlightning protection

Superior properties such asstrength, modulus, barrierand flammability

Improved hardness and abrasion resistance (to prevent crack)

Enhanced abrasionresistance and weatheringperformance of concrete

1 Undisclosed company name due to non-disclosure agreement

Progress Update on Rubber Application Area

3

8

Development of graphene-enabledmasterbatch for automotive application.

Value PropositionProject Description Company

Goodway Integrated Industries Berhad(GIIB)

Top Glove Berhad

GB Sekhar Sdn. Bhd.

Diptech Industries Sdn. Bhd.

Development of graphene-enabled latexgloves.

Development of graphene-basedtechnical compounds, rethreading andtire compounds.

Development of graphene-based latexcompound for medical deviceapplication.

Development of graphene-based condom

Superior rolling, abrasionand thermal resistancetires and rubber parts

Thin, tear-proof and highconductivity surgicalgloves

High performance tires

Thin and superior medicalairway device

Ultra thin and anti-tearcondom

1 Undisclosed company name due to non-disclosure agreement

Condom Manufacturer 1

Global Palm Oil Provider

40%PO

Plantation

Crude Palm Oil

(CPO)

Palm Fruit Bunch

Processing

Palm Oil mill Effluent (POME)

Bio-Methane

Graphene

via Plasma Technology

Create demand for Graphene

supply

Demand-to-Solution Model (Open Innovation Platform)

Commercial Potentials

• Market expansion to$200 mil by 2025.

• 25,000 patents for thepast decade.

(1 billion cm3)

Carbon Capture

Overview of NGAP2020 ecosystem

Bio-Methane can be used as part of the process feedstock of producing graphene using chemical vapor deposition (CVD).

Bio-Methane can be abstracted from the palm oil mill effluent (POME), a by-product from the large scale palm oil production.

The demand of graphene in the domestic and regional market can be created via the companies under facilitation of National Graphene Action Plan 2020.

Established joint-ventures through business matching and investment facilitation could create a new market segment and increase massive exports by 2025.

▪ Waste to wealth innovationPromotes green energy

▪ Wealth creation via Graphene EconomyHigh value job creation

GNI impact▪ Malaysia as Graphene Hub

NANOMALAYSIA BERHAD (955265-P)

(A CLG under the Ministry of Science, Technology and Innovation)A-2-2, Level 2, 157 Hampshire Place Office, No. 1, Jalan Mayang Sari, 50450 Kuala Lumpur.Tel : +603 2166 8849 Fax : +603 2181 8849Email : info@nanomalaysia.com.myWebsite : www.nanomalaysia.com.myFacebook : www.facebook.com/NanoMalaysiaBerhadTwitter : www.twitter.com/NanoMalaysiaInstagram : @nanomalaysia #nanomalaysia #nanoforall

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