Summary

• 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

China’s World Dominance in Rare Earths, Trend Analysis, and Next Steps August 2025

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

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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