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

Manufacturers of polarizer and component films

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■Contents to be published include: 

• While the original Japanese and Korean polarizer manufacturers are moving toward exit strategies, Chinese polarizer manufacturers are gaining the upper hand. 

• Even as divestitures continue, Japanese raw material film manufacturers remain unfazed and continue to invest in 3,000mm width polarizers.

• As the 4Q, the “off-season” arrives, the Chinese government's consumer incentive policy is expected to boost consumption on the sales on Singles' Day as well as the year-end and New Year holidays.

• Some Chinese panel makers have indicated that the utilization rate of their large panel production plants is expected to exceed expectations in 4Q 2024, reaching as high as 80% in November.

• Japanese polarizer manufacturer decides to withdraw from large-screen TV market to concentrate on their specialties, automotive polarizers and OLED polarizers.

• Long-established polarizer manufacturer will withdraw from Taiwan TV market by the year-end. Another company will soon announce the liquidation of its polarizer business for LCD TVs.

• Samsung SDI has divested its polarizing film business to the Chinese company Wuxi Hengxin Optoelectronic Materials. The new entity, named "Hengxin," is set to begin operations in June 2025.

• This effectively means that Samsung SDI has been acquired by HMO. With HMO's growing development capabilities and purchasing power, there is increasing attention on how fluctuations in the polarizer market share (M/S) will unfold in the future.

• With HMO and Samsung SDI essentially becoming one entity, panel buyers’ decisions now primarily hinge on the choice of materials—specifically, whether to use PMMA film (from HMO) or PET film (from SDI).

• On the other hand, since SDI is no longer part of the Samsung Group, Shanjin now has an opportunity to become a supplier to Samsung VD.

• Despite the polarizer market turmoil, almost all major component film makers remain strong.

• Demand has always been tight for PET and surface treated films. Konica's new material SANUQI is selling well to both VA and OLED markets.

• Most manufacturers have redirected their investments toward 3,000 mm-width PVA film, including materials like PMMA, PET, and Protect. COP film producers may follow suit, though this has not been officially confirmed.

• HMO's production of 3,000 mm-width polarizers is currently behind schedule.