For the first time since early 2022, Composites Germany's biannual market survey has recorded a positive turn in sentiment within the fibre-reinforced plastics (FRP) industry. The 25th edition of the survey, conducted among member companies of AVK, Composites United, and partner VDMA, highlights an improving outlook for Germany and Europe, even as global assessments remain cautious.
While the sector continues to face challenges, such as a 2024 decline in European market volume, intensified competition from Asia, and sluggish performance in key application sectors like transport and construction, the majority of surveyed companies report having consolidated their market positions domestically and within Europe.
Regional Confidence Gap: Respondents expressed greater optimism for the business climate in Germany and Europe compared to the global market. Almost one-third expect their European operations to improve in the near term, versus only 20% anticipating global growth. This divergence is linked to geopolitical instability, export pressures from U.S. policies, and persistent weakness in Asia's transport sector.
Investment and Employment Outlook: The improved sentiment is reflected in a brighter investment climate. The share of companies considering machinery investments rose from 42% in early 2025 to 50%, although fewer are making immediate commitments. Personnel planning remains cautious, with 15% expecting workforce expansion and 27% foreseeing reductions.
Sectoral Growth Prospects: Survey results point to growth opportunities in aviation and construction/infrastructure, although German construction remains constrained until at least 2026. Mobility, still the largest composites application area, is undergoing significant disruption and remains a concern. Material trends show slight gains for carbon fibre-reinforced plastics (CFRP) and a modest decline for glass fibre-reinforced plastics (GFRP).
Composites Index Turns Upward: The Composites Index, an aggregate measure of current conditions and future expectations, has turned largely positive, driven by optimism for domestic and European markets. Industry leaders believe innovation, new application fields, and coordinated market development efforts will be critical to sustaining momentum.
Source: www.composites-germany.org
