Optical Film Industry Analysis

Benefiting from the continuous promotion of technological innovation and emphasis on R&D by domestic optical film manufacturers, they have gradually broken foreign monopoly in the segmented field.The added value of my country's optical film products has achieved a substantial increase, ushering in an accelerating inflection point, thereby promoting the overall high-quality growth of the industry.

 

 

Optical film is an optical medium material obtained after the optical base film is processed and compounded by different processes.When light waves pass through these medium films, reactions such as reflection, transmission, scattering, absorption, and polarization will occur, thus changing the carrier's properties.Optical properties belong to polymer composite functional film materials, which are widely used in liquid crystal display, precision optical Equipment, optical communication, highway and high-speed rail fields.

 

According to different application objects, optical film can be divided into LCD backlight module and LCD liquid crystal panel; according to different characteristics, optical film can be divided into brightness enhancement film, reflective film, diffuser film, polarizer, filter, composite film Wait.

 

 

The upstream of the film industry chain is mainly composed of PET base film, PVA film, TAC film and coating Machine etc.Raw materials and Equipment, composition, the midstream link is mainly the manufacture of liquid crystal modules and backlight modules, the products mainly include polarizers, brightness enhancement films, diffuser films, reflective films, photovoltaic backplane films and composite films and other optical film products, and the downstream mainly includes liquid crystal products.Optical display products such as TVs, notebook computers, mobile phones, etc.

 

Upstream raw materials According to different core raw materials, optical films can be divided into optical films for polarizer production and optical films for backlight modules.The core raw materials of polarizer optical film mainly include PVA film and TAC film.my country relies heavily on imports of such raw materials, and Japanese-funded companies Fujifilm and Kuraray account for 80% of the market share; the raw materials of optical film for backlight modules include PET base film, glue, particles and solvents, etc., mainly use PET base film as the core raw material.The technical threshold of PET base film is relatively high, and only a few domestic enterprises can meet the needs of the low-end market.Import dependence is very high.

 

At present, China is the world's largest producer and consumer of consumer electronic products.With the gradual improvement of national living standards, consumers' requirements for consumer electronic products such as mobile phones, TVs, and computers continue to increase, and the frequency of replacement is accelerated.Stimulating the purchase demand of consumers, the downstream demand for optical films has grown rapidly.

 

Domestic optical film manufacturers continue to promote scientific and technological innovation, attach importance to technology research and development, and gradually break the foreign monopoly, greatly enhance the added value of my country's optical film products, and promote the overall high-quality growth of the industry.

 

With the gradual eastward shift of the flat panel display industry, the domestic market share has gradually increased, which has driven the gradual transfer of the optical film industry to China.