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China Optical Thin Film Industry
- Release Time:2023-03-16 13:47
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China Optical Thin Film Industry
(Summary description)Optical thin film refers to the optical components or independent substrates
- Release Time:2023-03-16 13:47
- Page Views:
Industry Overview
1、Definition
Optical thin film refers to the optical components or independent substrates, the system plated or coated with one or more layers of dielectric or metal film or a combination of these two types of film, in order to change the transmission characteristics of light waves, including light transmission, reflection, absorption, scattering, polarization and phase change. Since optical films are usually used in combination and are mainly used in the display field, optical films can be narrowly categorized into two main types: optical films for liquid crystal panels and optical films for backlight modules. According to the different characteristics of optical film, optical film is mainly divided into reflective film, transmittance film (also known as anti-reflective film), beam-splitting film, light filtering film, brightening film, diffusion film, polarizing film (known as polarized light sheet) and so on.
2、Industry Chain Analysis: Optical Thin Film as the Key Link for Development
The upstream of the optical film industry chain includes materials and equipments such as OVA film, TAC film, PET film, etc., the midstream is the optical film preparation enterprises, and the downstream is the application scenarios of optical film products, including optical instruments, display terminals, lighting equipments, and agricultural production scenarios.
Industry development history: the industry is in a period of rapid development
From the beginning of the 19th century to the end of the 20th century, scientists from Germany and the U.S. continued to explore the basic scientific principles of optical films, the world's first batch of reflection-reducing films were born, and various characteristics of optical films were gradually discovered. at the beginning of the 20th century, the technology and preparation process of optical film preparation equipment and coating products were developed, and the oil diffusion pumps of the vacuum coating machine for the manufacturing of optical films appeared, and the optical film was developed into an optical component in the optical system as a practical class. Optical film as a practical type of optical components in the optical system to get a really wide range of applications.
The development of China's optical thin film industry started late and can be roughly divided into three development stages. In the starting stage, the first polarizer was successfully produced in China in 1994, and the first optical film production line was established in 2004. This stage of the market was monopolized by Japanese, American and other enterprises, and the Chinese market was heavily dependent on imports; in the initial development stage, as the LCD panel industry began to shift to China, China's optical film industry began to develop rapidly, and the number of production lines increased at this stage, and the production capacity was increased; in the fast In the rapid development stage, the government issued a number of policies to encourage and support the development of the optical film industry, this stage of the rapid increase in the number of new enterprises, the rapid expansion of production capacity, independent core intellectual property rights to speed up the formation of domestic substitution of imported product types gradually increased.
Industry Policy Background: Promoting High-end and Localization of Optical Thin Film Materials
Optical thin film is a strategic new material industry in China, and the high production and high-endization of optical thin film is an important foundation for the development of China's modern industries such as optical instruments and display devices. The state has introduced a series of policies focusing on the development of optical thin film and other new material products, and promoting the domestic substitution of optical thin film industry.
Industry Supply and Demand Status: Rapid Growth of Optical Thin Film Market Scale
1、Foreign and Domestic Enterprises Compete Together
From the perspective of the main types of Chinese optical thin film enterprises, the domestic optical thin film industry mainly consists of Chinese local enterprises and foreign/joint ventures. Local enterprises mainly include Shuangxing New Material, KIC Technology, Yuxing, etc.; foreign enterprises mainly include Mitsubishi Chemical, Eskaixi, etc.
2、Optical thin film scale continues to grow
Optical film is the main product of China's functional film materials market. Thanks to the steady growth in demand for downstream panels and consumer electronics products, the demand for optical thin film in China continues to expand. The scale of China's optical thin film industry is expected to increase from nearly 35 billion yuan in 2019 to more than 43 billion yuan in 2023.
Industry Competition Pattern
1、Foreign investors occupy the high-end market
From a comprehensive viewpoint, at present, China's optical thin film market is mainly dominated by international manufacturers from Japan and South Korea occupying high-end market share, such as polarizer, high-end brightness enhancement film, etc. Its core substrate materials, such as PVA, TAC, and other products are mastered by international manufacturers, and China mainly relies on imports or can only produce low-end and medium-end products; however, Chinese enterprises of some optical thin film products have made excellent progress, and the competitiveness of the market is constantly improving.
2、Regional market: Guangdong and Jiangsu have obvious development advantages
In terms of regional distribution, Chinese optical thin film enterprises are mainly located in Guangdong, Jiangsu, Zhejiang and other developed provinces and regions along the river and coast. The regional distribution of Chinese optical thin film enterprises is very concentrated.
Industry Development Prospect Forecast
1、Upgraded application demand drives market scale growth
China has become the world's largest producer, exporter and consumer of consumer electronics products. As China's per capita income level continues to rise, consumer demand for LCD TVs, cell phones, computers and other consumer electronics products continues to improve in quality, and the frequency of replacement is accelerating, so the demand remains strong in the long run. And along with the development of 5G technology and Internet of Things technology, new smart hardware products such as wearable products and home living are rapidly developing.
The product range of downstream products of optical thin film products has been continuously expanding, and the continuous enrichment of new application scenarios will also drive the growth of downstream market demand for optical thin films. It is estimated that the market size of China's optical thin film industry will maintain a growth rate close to 6.2%, and the industrial scale will approach 60 billion yuan in 2028.
2. The development of the optical thin film industry is characterized by agglomeration, high-end orientation and self-sufficiency.
With the increase in new entrants and the evolution of the logic of domestic substitution in China's optical thin film industry, market competition will further intensify in the future. Technologically, in addition to the continuous improvement in indicators such as light transmittance and haze, optical thin films are also developing in the directions of compounding and intensification. They are becoming thinner and lighter, occupying less space while being able to achieve more abundant functions.
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