Material Insights · Understanding the Material World

Germanium

A zinc and coal by-product used in fibre optics, infrared lenses and space solar cells, whose price doubled under Chinese export curbs.

Tech & minor metals · No. 39

  • EU strategic
  • EU critical 2023
  • US critical 2025
  • India critical 2023
  • HHI 8,726 · highly concentrated
Tech & minor metals · Foundation · Matter

The first transistor, built in 1947, used germanium; today China supplies 93% and its price roughly doubled in 2025.

Chart: Illustration: Germanium

Where it comes from

Chart: Map of where it comes from

Germanium is never mined for itself. Zinc smelters catch it in their residues and some producers recover it from coal ash; world output was about 150 t in 2024.

Three things to know
  1. Germanium lets infrared light through, so thermal-imaging cameras use germanium lenses, and its dioxide raises the refractive index of optical-fibre cores.
  2. World output rose from 96 t in 2020 to 163 t in 2023, then slipped to 150 t in 2024.
  3. It shows three warning signs at once: by-product supply, concentrated production and minimal end-of-life recycling, so the EU, US and India all list it.
The journey
  1. 1 Zinc ore, coalTrace germanium in sphalerite and lignite
  2. 2 Residue or ashCaught at zinc smelters or from ash
  3. 3 ConcentrateGermanium-rich residues upgraded
  4. 4 ChlorinationTurned into germanium tetrachloride
  5. 5 Dioxide and metalRefined to 5N metal and beyond
  6. 6 ProductsFibre preforms, infrared lenses, wafers
Covered in What makes something a commodityCommoditiesSupply, demand and the cost curveCommoditiesHow commodities moveCommoditiesCriticality and geopoliticsCommodities
Go deeper pick a tab to open it in full