Polarizers / component films, and retardation films, PVA films, surface-treatment films

Manufacturers of polarizer and component films

■Contents to be published include: 

- High-end TV market not fully recovered/Capacity utilization rate of polarizers to fall from October
- HMO investing heavily; intensifying competition
- All polarizers and raw material film makers will maintain strong performance until 3Q of 2023, but demand in 4Q will drop by 10% from 3Q
- Demand expected to recover from 2Q of 2024 though sluggishness in production of large-size TVs (65" and larger) remains a concern
- BOE's TV panel production volume to decline in 2024; BOE TV polarizer market share fluctuates depending on the volume of orders from VD; aftermath will affect the polarizer market for AUO and INX
- HMO acquired LG Chemical's surface treatment/protective film business in order to take on Shanjin, while Shanjin changes supplier from LG Chemical to DNP and Fujimori
- Japanese polarizer makers choose to scale down production for the Taiwanese TV market to secure market share
- Which becomes predominant? "COP/PMMA" films (HMO) or “COP/PET” films (Shanjin & SDI)?
- HMO showing interest in PET Film; full-scale development of PET films for BOE and HKC IPS TVs 
- Japanese PMMA film makers follow HMO; the unexpected may cause a miscalculation in the forecast for 2024 and beyond
- Danyang Plant to be canceled; HMO considering production of 3,000mm-width polarizers at its new no.3 plant in Kunshan 
- Japanese makers perplexed by drastic changes in market landscape

  
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