Material Substitution
Material substitution is when an industry shifts from one input material to another — for example, copper interconnects giving way to optical.
Industries periodically replace one input material or technology with another as costs, performance, or supply constraints change. Examples include a move from copper toward optical interconnects in high-speed computing, or shifts between battery chemistries.
How NEUTAUR observes it
NEUTAUR looks for substitution using two public sources: patent filings (which company is filing in which technology area, via USPTO assignee and CPC classification) and trade flows. When enough companies in an industry move the same way, NEUTAUR shows the fading input and the gaining input as a neutral fact — it names the sides ("fading" and "gaining"), not winners or losers.
Data source
USPTO PatentsView (assignee + CPC) · UN Comtrade trade flows
Related
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Data sources & latency. All data is sourced from public U.S. federal feeds (EIA, EPA, SEC EDGAR, CBP, BLS, Census) and multilateral feeds (IMF PortWatch). Latency varies by tier (real-time / 1-day / 30-day) and source SLA. NEUTAUR makes no warranty as to completeness or accuracy of third-party data.