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Polarizer Compensation and TAC/Acryl/COP Film Report – 2014
  • Polarizer market forecast, production capacity and polarizer price trends, supply/demand analysis
  • Changes in structures of the polarizer for Apple products and growing demand for thin-type polarizers
  • Structures of TV-, monitor-, notebook PC-, smartphone-, and tablet PC-use polarizers and sub film trends
  • PVA compensation film (TAC/Acryl/COP) market forecast, capacity, supply/demand condition, and price trends 
  • Compensation film market by type, market share by manufacturer, supply chain, and price trends

The polarizer market is estimated to reach about 400 million square meters in 2014 in terms of area and grow at a CAGR in the 7% range until 2018. In particular, the robust TV market is invigorating the market for TV-use poly-vinyl alcohol (PVA) protection and compensation films. Also the market for non-TAC films such as highly durable acryl, cyclo olefin polymer (COP), and polyethylene terephthalate (PET) films is rapidly growing, thanks to the increasing thin-type panel demand and open cell business. Among them, the COP film is expected to take the largest share in the vertical alignment (VA)-mode film market as early as 2015. The acryl film is likely to maintain a market share similar to Z-TAC films’, and its demand is expected to rise each year. However, supplies of the non-TAC films are limited. Unless companies make new investments, a supply shortage of non-TAC films, such as acryl and COP films, will likely hamper the growth of their usage.

The growing demand for the non-TAC film has also led the price of TAC films, which are in competition with the non-TAC, to rapidly fall, and such a latest trend seems to the result of all the needs that are met for the both TAC and non-TAC film producers and users of the two films. TAC film prices are trading in the range of ¥180 range in 2014 and are forecast to fall to as low as in the range of ¥150 in 2018.

Moreover, after a thin polarizer has become a trend, the polarizer without a single sheet of a TAC film and the polarizer with a structure that innovatively reduces the number of PVA protection films, such as TAC or acryl films, have been introduced in the market. And such films are predicted to bring big changes to the PVA film market and PVA protection film market moving forward.

As such, IHS issues a report analyzing and forecasting the polarizer compensation film market and industry from 2013 to 2018; the markets for TAC, acryl, and COP films; as well as their capacity, demand and supply conditions, and prices. This report is expected to help participants in the related industries have accurate forecasts about the polarizer market and promptly deal with any big changes in the film market.

Polarizer Compensation and TAC/Acryl/COP Film Report – 2014
Frequency Special
Updated 2014. 9
Page 140P


Executive summary 

Chapter 1. Overview 
 1. Research methodology 
 2. Research scope and definitions  
 3. Revisions made in the H2 2014 report  

Chapter 2. Polarizer market forecast  
 1. Polarizer overview  
  1.1. Polarizer structure  
  1.2. Polarizer manufacturing process  
 2. Polarizer market forecast  
  2.1 Overall polarizer market forecast (2013-2018)  
  2.2. Polarizer market forecast by display type  
  2.3. Polarizer market forecast by application   
  2.4. Polarizer market forecast by display mode  
 3. Polarizer price trends 
  3.1. Polarizer price trends 
  3.2. Polarizer production cost (BOM) 
 4. Polarizer production line status and supply/demand 
  4.1. Polarizer production line and capacity 
  4.2. Polarizer supply and demand 
  4.3. Polarizer supply and demand by region 

Chapter 3. changes in polarizer structures  
 1. Apple products and polarizer structure change 
  1.1. Influence of Apple 
  1.2. Polarizer structures of Apple’s products 
  1.3. Polarizer structure changes for iPhone series   
  1.4. Polarizer structure change for iPad series   
 2. Polarizer structure change trend  
  2.1. Thin-type polarizer development  
  2.2. Thin-type PVA technology: Nitto Denko  
  2.3. Thin-type PVA technology: Sumitomo Chemical  
  2.4. Integrated type (3D, Touch) 

Chapter 4. PVA protective film (TAC, Acryl, COP) market 
 1. PVA protective film overview  
  1.1. Basic properties and production process  
  1.2. Types of PVA protective film 
  1.3. Introduction of adhesion process  
 2. PVA protection film market outlook  
  2.1. Definition of PVA protection film by location/use 
  2.2. PVA protection film market forecast (2013–2018)  
  2.3. PVA protection film market forecast by location/use (2013–2018)  
  2.4. PVA protection film market forecast by base film (2013–2018)  
  2.5. Surface treatment-use PVA protection film market forecast (2013–2018)  
  2.6. Plain/Bottom film-use PVA protection film market forecast (2013–2018)  
  2.7. Penetration rate of acryl film  
 3. PVA protection film production capacity and supply/demand  
  3.1. TAC film production capacity  
  3.2. Production line status by TAC film maker  
  3.3. Acryl film production capacity and supply chain
  3.4. COP film production capacity and line status  
  3.5. TAC film supply and demand  
  3.6. Acryl film supply and demand  
  3.7. COP film supply and demand  
 4. PVA protection film supply chain and price trend  
  4.1. PVA protection film supply chain status  
  4.2. PVA protection film price forecast 
  4.3. Surface treatment and compensation film price forecast 

Chapter 5. Compensation film market and industry 
 1. Overview of compensation film  
  1.1. Overview 
  1.2. Compensation concept by control of polarizing axis  
  1.3. Compensation principle by mode  
  1.4. Types of compensation film – TN, VA, IPS  
 2. Compensation film adoption trend  
  2.1. Compensation film adoption rate by panel maker – Large-sized TFT-LCD use compensation film 
  2.2. TV-use compensation film adoption trend: VA, IPS  
  2.3. Notebook PC-use compensation film adoption trend  
  2.4. Monitor-use compensation film adoption trend  
  2.5. Smart device-use compensation film adoption trend 
  2.6. AMOLED-use compensation film adoption trend  
 3. Compensation film market forecast  
  3.1. Overall compensation film market forecast (2013-2018) 
  3.2. Large-sized compensation film market forecast  
  3.3. Large compensation film market forecast by base film  
  3.4. TAC-based large compensation film market forecast  
  3.5. COP-based large compensation film market forecast  
  3.6. Large compensation film market forecast by display mode  
  3.7. TN mode-use large compensation film market forecast  
  3.8. VA mode-use large compensation film market forecast  
  3.9. IPS mode-use large compensation film market forecast  
  3.10. Large compensation film market forecast by film type 
  3.11. Large compensation film market share by film type 
  3.12. Small- and medium-sized (s/m) compensation film market forecast 
  3.13. S/M compensation film market forecast by display mode  
  3.14. S/M compensation film market forecast by film type  
  3.15. Overall compensation film market forecast by film type  
 4. Compensation film makers and supply chain status
  4.1. Market share by manufacturer  
  4.2. Compensation film supply chain status


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