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Display Optical Films Market Tracker - Q2 2015
  • Adoption of AG/AR film, used as surface treatment film for UHD TVs, is expected to increase.
  • Polarizer makers rush to develop thinner polarizer for flexible displays, using the smaller number of substrates.
  • Price competition will intensify as some key patents on reflective polarizer are expected to expire next year.
  • With the increase in the production of high-end TVs using edge-type backlighting, demand for light guide panels is expected to grow.

The optical film market is expected to undergo major changes following the release of ultra-high definition (UHD) and flexible TVs. Anti-glare (AG) film has been the most widely adopted surface treatment film for TVs, but, with growing appetite for UHD TVs, demand for anti-reflective (AR) function grows, which will boost demand for AG/low reflection (LR) film. In addition, optical film suppliers are developing thinner products to prepare the release of flexible devices by the end of next year. They are also eager to reduce the number of substrates as part of efforts to apply their products to foldable displays by minimizing stress applied to each substrate.

As for backlight-use sheet, some key patents on reflective polarizers are expected to expire within the next year, indicating that many latecomers will be able to enter the market by using the patents. This, in results, will intensify price competition in the optical film market.

To help the industry participants to better understand the display optical film market, IHS issues the “Display Optical Film Market Tracker – Q2-2015” that provides forecast on the polarizer market, the backlight unit (BLU) module market, and the key additional films market, from 2014 to 2019.

 

Display Optical Films Market Tracker - Q2 2015
Frequency Quarterly
Page 149P
Format    

 
Executive summary and methodology      

Overview      

Chapter I. Polarizer market and industry      
   1. Polarizer demand    
      1.1. Polarizer demand forecast: Overall
      1.2. Polarizer demand forecast by display type
      1.3. Polarizer demand forecast by display driving mode
   2. Polarizer production capacity   
      2.1. Worldwide LCD and AMOLED polarizer maker profiles
      2.2. Worldwide polarizer production lines
      2.3. Global polarizer production capacity forecast
      2.4. Polarizer production capacity by region and by group
      2.5. Supply and demand analysis – Yearly and quarterly                                  
      2.6. Supply and demand analysis by region
   3. Polarizer supply chain status   
      3.1. Large TFT LCD polarizer market share
   4. Polarizer pricing trend   
      4.1. Polarizer pricing trend
      4.2. Polarizer price trends by application 
   5. Major polarizer makers   
      5.1. Nitto
      5.2. Sumitomo Chemical
      5.3. LG Chem
      5.4. Samsung SDI (Formerly Cheil Industries)
      5.5. Sanritz
      5.6. BenQ Materials
      5.7. CMMT
      5.8. Others
      5.9. Revenues by polarizer companies

Chapter II. Polarizer subfilm market   
   1. Polarizer structure   
      1.1. Apple’s polarizer structure
      1.2. Polarizer structure changes for iPhone series
      1.3. Polarizer structure changes for iPad series
      1.4. TV polarizer structure
      1.5. Compensation film for AMOLED panel
      1.6. Polarizer technology for flexible display
      1.7. IPS/FFS mode blackout with polarized sunglasses 
   2. PVA film   
      2.1. PVA market forecast
      2.2. PVA production capacity
      2.3. Resin PVA technology
      2.4. Nitto’s resin PVA technology
   3. PVA protection film   
      3.1. Definition of PVA protection film by location and use
      3.2. PVA protection film market forecast
      3.3. PVA protection film market share by base film
      3.4. PVA protection film line status: TAC film, Acryl film, and COP film
      3.5. Supply and demand analysis: TAC film, Acryl film, and COP film
      3.6. PVA protection film supply chain status
      3.7. PVA protection film price forecast
   4. Compensation film   
      4.1. Types of Compensation film
      4.2. Compensation film market forecast
      4.3. Compensation film employment rate by panel maker: LCD TV-use compensation film (Q1 2015)
      4.4. Compensation film market by film
      4.5. Compensation film market forecast by base film and maker
   5. Surface treatment film   
      5.1. Surface treatment film market forecast 
      5.2. Surface treatment film by application
   6. Protection film and release film   
      6.1. Normal polarizer manufacturing process
      6.2. Protection film and release film market forecast
      6.3. Protection film market share
   7. Polarizer post treatment method: RTP   
      7.1. Post treatment type
      7.2. Advantages and disadvantages of RTP

CHAPTER III. BACKLIGHT OPTICAL FILMS      
   1. Prism film and multi-function prism   
   2. Microlens film   
   3. Reflective polarizers and functional films   
      3.1. 3M’s new DBEF series: DBEF-D3-260/340
      3.2. 3M’s panel-integrated reflective polarizer: APF/CMOF
      3.3. Will the reflective polarizer rise again? 
      3.4. Color enhancement film using quantum dots
      3.5. Trade-off between color gamut and luminance efficiency
   4. Film stack of backlight    
      4.1. Notebook BLU film stack update
      4.2. Monitor BLU film stack update
      4.3. LCD TV BLU film stack update 
      4.4. Sheet structure roadmap for LED-backlit LCD TVs
      4.5. Roadmap for edge LED-backlit TVs
   5. Price trends of prism and functional films   
      5.1. Large-area TFT LCD prism film prices
      5.2. Large-area TFT LCD reflective polarizer prices
      5.3. Large-area TFT LCD microlens film prices
   6. Supply chain of prism and functional films   
      6.1. Prism sheet, microlens, and reflective polarizer supply chain
      6.2. Prism sheet and microlens supply chain participants
      6.3. Vertical integration for prism sheet and microlens supply 
      6.4. Large-area TFT LCD prism film supply chain in Q1 2015: Mobile PC
      6.5. Large-area TFT LCD prism film supply chain in Q1 2015: Monitor
      6.6. Large-area TFT LCD prism film supply chain in Q1 2015: TV (≤32 inches) 
      6.7. Large-area TFT LCD prism film supply chain in Q1 2015: TV (>32 inches) 
      6.8. Large-area TFT LCD prism and microlens market share in Q1 2015: All applications
      6.9. Large-area TFT LCD prism and microlens market share in Q1 2015: IT applications
      6.10. Large-area TFT LCD prism and microlens market share in Q1 2015: TV (≤32 inches)
      6.11. Large-area TFT LCD prism and microlens market share in Q1 2015: TV (>32 inches)
   7. Backlight cost structure   
      7.1. 5.0-inch LED BLU for smartphone 
      7.2. 9.7-inch tablet PC LED BLU: XGA versus QXGA (a-Si versus IGZO) 
      7.3. 10.1-inch tablet PC LED BLU: (FFS/IPS) versus mini-note PCs (TN) 
      7.4. 14.0-inch notebook PC LED BLU: Wedge versus slim versus ultra-slim notebook PCs 
      7.5. 40-inch FHD TV LED BLU: Direct versus slim direct versus edge
      7.6. 4K TV BLU: 55-inch FHD versus 4K TV
   8. Diffuser film   
      8.1. Large-area TFT LCD diffuser film price (unit basis) 
      8.2. Diffuser film supply chain
      8.3. Large-area TFT LCD diffuser film supply chain in Q1 2015: Mobile PC 
      8.4. Large-area TFT LCD diffuser film supply chain in Q1 2015: Monitor
      8.5. Large-area TFT LCD diffuser film supply chain in Q1 2015: TV
   9. Reflector film   
      9.1. Reflector film comparison
      9.2. Large-area TFT LCD reflector film prices: First quarter, 2015
      9.3. Large-area TFT LCD reflector film supply chain: First quarter, 2015 
   10. Light guide plate (LGP)    
      10.1. LGP technology comparison 
      10.2. TFT LCD LGP demand
      10.3. Quarterly TFT LCD LGP demand
      10.4. LGP material demand for TFT LCD
      10.5. Quarterly LGP material supply and demand for TFT LCD 
      10.6. Light guide plate industry trend
      10.7. Alternative solutions for LGP: Polystyrene (PS) LGP/Diffuser Plate  
      10.8. Alternative solutions for LGP: LGP-less edge BLU 
      10.9. Alternative solutions for LGP: Low-cost direct LED BLU
      10.10. Tablet backlight structure trend
      10.11. Smartphone structure trend: Thickness
      10.12. LGP technology and challenges in smartphone products
      10.13. Thickness and efficiency of various LGPs
      10.14. Injection LGP manufacturing process 
      10.15. LED technology in LGP
      10.16. Thinner LGP trend
      10.17. Corning Iris glass at CES 2015 
      10.18. Different designs for glass LGPs
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