Hunan CeraFiber thinks we could see 50/50 share between Sic Fiber and Carbon Fiber. the potential of Sic Fiber in its heat tolerance is greater. It built a 20t production line in 2023. Before that, China only had 500kg of production. Aims to lower price to $1000/kg from the $15000/kg that American companies charge right now.
It must be tough for US Inc to see China commoditize everything.