Polarizer/Retardation Films Market 2013 (Semi-Annual Report)
Product Code No:
Polarizer, retardation films, TAC films, circularly polarizing plates, etc.
Manufacturers of polarizer and retardation films
I Polarizer/Retardation Films Market Outlook
n How to acquire pricing power? Market supremacy may be gained by using combination of engineering, marketing, strategy-building and faculty.
n Pricing in the market is determined by the power balance among the three companies, which are Samsung, Nitto Denko, and Fujifilm.
n Alliance or M&A may be considered for mid-term and long-term strategies.
II Trends in Polarizer/Retardation Films Market
2. Retardation Films
1) Used for Large Items/Products
n WV(Wide-View) films developed by Fujifilm Corporation is now the standard in TN (Twisted Nematic) mode-Thin Film Transistor Liquid Crystal Display market.
n Although the market seems to be saturated, the market now turns for tablets that use thin WVs.
n Market share can be largely changed in VA in 2013.
n Manufacturers are developing TAC films that has "moisture permeability" by 2014/
n For Liquid Crystal Displays using IPS, Z-TAC films are overwhelming, but acrylic films are increasing in market share.
2) Used for Middle Sized/Small Products
n Steady demands are expected for retardation films used for STN (Super-twisted nematic display).
n Demands for 3D glasses have plummeted, but inventory has been adjusted.
n Circularly polarizing plates for OLED are supplied by Nitto Denko and Sumitomo Chemical Company.
n Zeon Corporation occupies the largest share in small VA market.
n Nitto Denko occupies 100% for new versions of iPad and iPad mini.
3. TAC Films
n TAC Protection Films with highest profitability have potential in pricing
III Outlook and Strategies of Polarizers/Retardation Films Manufacturers (13 Companies)
n LG Chem,Ltd
n BenQ Materials Corporation
n SANRITZ CORPORATION
n Polatechno Co.,Ltd.
n Chi Mei Materials Technology Corporation
n CHEIL INDUSTRIES CO., LTD.
n OPTIMAX TECHNOLOGY CORPORATION
n Fujifilm Corporation
n Zeon Corporation
n JX Nippon Oil & Energy Corporation
n Hyosung Corporation
n SK Innovation co., LTD.