Tech, ExplainedIndustrial tech and mobility
Product

Advanced materials

Rarely swapped once designed in.

BEFORE ITAFTER ITAdvanced materialsCorning Inc.W. L. Gore & AssociatesCoherent Corp.MomentiveCOVERSGlassMembranesSiliconesCompoundsemiconductorsAI materials discoverysuggests newcompositionssuppliesglassOptical fibre cable↗ TELECOM NETWORKSsuppliescablematerialsConnectors andcable assemblies↗ INDUSTRIAL AUTOMATIONsuppliesbatterymaterialsSodium-ion batteries↗ POWER GENERATION AND STORAGECONCEPTS IT USESDesign winBEFORE ITAFTER ITAdvanced materialsCorning Inc.W. L. Gore & AssociatesCoherent Corp.MomentiveCOVERSGlassMembranesSiliconesCompoundsemiconductorsAI materialsdiscoverysuggests newcompositionssuppliesglassOpticalfibre cable↗ TELECOM NETWORKSsuppliescablematerialsConnectors andcable assemblies↗ INDUSTRIALAUTOMATIONsuppliesbatterymaterialsSodium-ionbatteries↗ POWER GENERATIONAND STORAGECONCEPTS IT USESDesign winBEFORE ITAI materials discovery↓ suggests new compositionsAdvanced materialsCorning Inc.W. L. Gore & AssociatesCoherent Corp.MomentiveGlassMembranesSiliconesCompoundsemiconductorsAFTER IT↓ supplies glassOptical fibre cable↗ TELECOM NETWORKS↓ supplies cable materialsConnectors and cable assemblies↗ INDUSTRIAL AUTOMATION↓ supplies battery materialsSodium-ion batteries↗ POWER GENERATION AND STORAGECONCEPTS IT USESDesign win
Advanced materials companies receive new compositions from AI materials discovery and supply glass, membranes and cable materials to the makers of optical fibre and connectors.
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Advanced materials are glass, membranes, silicones and compound semiconductors that are made in small amounts for one job, protected by patents, and rarely swapped once they are designed into a product. A membrane is a very thin sheet that lets some things pass and stops others. A compound semiconductor is made of two or more elements, and suits lasers and high-power electronics, while most chips are made of silicon.

The maker develops the material for years, patents it, and sells it to manufacturers. A patent stops other companies from making the same material for around twenty years, which is how the maker earns back the cost of research. The manufacturer tests the material inside its own product before launch. If the material passes, the manufacturer chooses it for that product. This choice is called a design win. After a design win, changing the supplier means testing the whole product again. So the material stays, and the supplier earns from it for years. This is why such products form an installed base that is rarely replaced.

Take, for example, the glass on a phone screen. A phone maker plans a new model two years ahead. It drops many phones on a hard floor to test several glasses, and picks the one that survives best. From then on, every unit of that model uses that glass, including the units assembled in India. A second case is a membrane, the thin sheet inside a water purifier that holds back salt and dirt. A purifier maker tests a membrane for how long it lasts in hard water, then buys the same one for years. The same idea applies to fabrics that keep rain out but let sweat escape, and to the glass used for optical fibre.

Most of these materials are made abroad, and Indian manufacturers import them. India's plans to make chips and cells at home will need more of them, and the Indian centres of these companies write software for design and testing as well as running laboratories.

The same materials appear in connectors and cables and in newer fields such as sodium-ion batteries. New compositions are now suggested by AI materials discovery. Companies in this business employ scientists more than software engineers. See also materials science.

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