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【Chemical Machinery and Equipment Network Market Analysis】In the industrial chain of the display industry, the optical film industry belongs to the supporting industry, but the optical diaphragm produced by it is widely used in consumer electronic products
such as LCD TVs, LCD monitors, computers, and mobile phones.
Due to the strong correlation between optical film and display panel, the optical film manufacturing industry will also be like the panel industry, affected by the market macroeconomy and show a certain periodicity
.
such as LCD TVs, LCD monitors, computers, and mobile phones.
Due to the strong correlation between optical film and display panel, the optical film manufacturing industry will also be like the panel industry, affected by the market macroeconomy and show a certain periodicity
.
Optical film is an optical dielectric material, the basic functions are reflection, anti-reflection and spectral regulation
.
Among them, the reflection function can make the light bend to all directions of space at different angles, the anti-reflection function can minimize the loss of light during reflection, and the spectrum control function can change the chromaticity in the optical system to obtain brilliant colors
.
.
Among them, the reflection function can make the light bend to all directions of space at different angles, the anti-reflection function can minimize the loss of light during reflection, and the spectrum control function can change the chromaticity in the optical system to obtain brilliant colors
.
Application of optical film in screens
In the most widely used and popular LCD display, the optical film can be divided into optical film for LCD panel and optical film for backlight module, LCD display is mainly composed of two parts
: LCD panel and backlight module.
LCD display is not self-illuminating, so it is necessary to add a backlight module as a light source
behind the LCD panel.
: LCD panel and backlight module.
LCD display is not self-illuminating, so it is necessary to add a backlight module as a light source
behind the LCD panel.
The optical films used in the LCD panel include polarizers, liquid crystal alignment films and color filters; The optical diaphragms used in the backlight module include diffusion film, reflective film, brightening film (prism) and quantum dot film
.
.
Current status of the optical film market
In recent years, benefiting from the withdrawal of Japan and South Korea from the LCD panel manufacturing business, coupled with the strong demand for consumer electronics products caused by the stay-at-home economy, China's LCD industry has flourished, the demand for LCD module market has increased year by year, and the market space of China's optical film industry has also continued to grow
.
However, due to the impact of the epidemic, international conflicts and trade wars at this stage, the weakening of terminal consumption capacity has led to weak demand, panel factories have lowered their production capacity this year, and the overall growth rate of the optical film market belonging to supporting industries has also tended to be slow
.
.
However, due to the impact of the epidemic, international conflicts and trade wars at this stage, the weakening of terminal consumption capacity has led to weak demand, panel factories have lowered their production capacity this year, and the overall growth rate of the optical film market belonging to supporting industries has also tended to be slow
.
It is worth mentioning that the backlight partition technology of Mini LED belongs to the upgrade of LCD technology, and there is still a backlight module, and there is still a demand
for optical diaphragms.
Mini LED direct display products and OLED display products remove the backlight module at the technical level, which will directly reduce the market demand for optical films, but due to the impact of product cost and technical maturity, the sales of these two types of display products are low
in comparison.
for optical diaphragms.
Mini LED direct display products and OLED display products remove the backlight module at the technical level, which will directly reduce the market demand for optical films, but due to the impact of product cost and technical maturity, the sales of these two types of display products are low
in comparison.
According to industry data, China's optical film market will maintain a compound annual growth rate of 7.
0%, and will reach a market size
of 46.
38 billion yuan next year.
0%, and will reach a market size
of 46.
38 billion yuan next year.
Optical film market development trend
In the future, China's optical film industry market will be driven by the following three factors to maintain sustained growth
.
First, as the world's largest producer, exporter and consumer of consumer electronic products, China's domestic sales and export demand are very strong, and the scale effect of the industry will drive the demand for display optical films
.
Second, benefiting from the obvious trend of large size of liquid crystal display, the average size of LCD TVs has risen from 32 inches to 75 inches, and the screen size of tablet computers and smartphones is also expanding, which will drive the market demand for optical films for display to further grow
.
Third, affected by the trade war, the demand for localized self-sufficiency is becoming more and more important, and it is imperative to replace imported optical films with domestic optical films, which will also drive the market demand for display optical films to grow
.
.
First, as the world's largest producer, exporter and consumer of consumer electronic products, China's domestic sales and export demand are very strong, and the scale effect of the industry will drive the demand for display optical films
.
Second, benefiting from the obvious trend of large size of liquid crystal display, the average size of LCD TVs has risen from 32 inches to 75 inches, and the screen size of tablet computers and smartphones is also expanding, which will drive the market demand for optical films for display to further grow
.
Third, affected by the trade war, the demand for localized self-sufficiency is becoming more and more important, and it is imperative to replace imported optical films with domestic optical films, which will also drive the market demand for display optical films to grow
.
According to data from the Ministry of Industry and Information Technology of the People's Republic of China, from January to July 2022, China produced a total of 863 million mobile phones (including 665 million smartphones), 246 million microcomputers, 470 million mobile phones shipped, and 104 million notebook computers, and the electronic information manufacturing industry above designated size achieved operating income of 8,290.
7 billion yuan, a year-on-year increase of 7.
9%.
7 billion yuan, a year-on-year increase of 7.
9%.
2022 optical film listed enterprises operating conditions
In the first half of 2022, China's optical film listed companies include Jizhi Technology, Stiker, Ningbo Wave Yang Technology, Hanbo High-tech, Jinfu Technology, etc.
, of which the revenue of Hanbo High-tech is as high as 1.
384 billion yuan, and the net profit of Stik is as high as 90 million yuan
.
, of which the revenue of Hanbo High-tech is as high as 1.
384 billion yuan, and the net profit of Stik is as high as 90 million yuan
.
Original: 2022 China display optical film industry status and development trend!
