CHAPTER 1
COMPREHENSIVE ANALYSIS OF THE LCD FILM MARKET

[1] Polarizer
　　1-1．World production volume of polarizer by LCD type
　　1-2．Production volume by polarizer manufacturer and by LCD mode
　　　　　Production volume in 2006 by polarizer manufacture and by LCD mode
　　　　　Production volume in 2007 by polarizer manufacture and by LCD mode (forecast)
　　　　　Production volume in 2008 by polarizer manufacture and by LCD mode (forecast)
　　2-1．Production capabilities and shares of the world’s major polarizer manufacturers
　　　　　　[Table]
　　　　　Production capabilities and shares of the world’s major polarizer manufacturers
　　　　　　[Graph]
　　2-2．Changes in polarizer production capacity and market share by country [Table]
　　　　　Changes in polarizer production capacity and market share by country [Graph]
　　2-3．Annual sales of polarizer manufacturers (polarizer business) [Table]
　　　　　Annual sales of polarizer manufacturers (polarizer business) [Graph]
　　3．Market analysis
　　　　(1) Overview
　　　　(2) Taiwan
　　　　(3) Korea
　　　　(4) China
　　　　　i) TN
　　　　　ii) STN
　　　　　iii) Breakdown of sales of local manufacturers by mode
　　　　　iv) Trends in the use of polarizers for TFT
　　4．Changes in polarizer manufacturers’ shares in major LCD panel manufacturers
　　　　(1) Sharp
　　　　(2) Dominant Taiwanese LCD panel manufacturer
　　　　(3) South Korean LCD panel manufacturers
　　　　(4) Chinese LCD panel manufacturer
　　5．Changes in the production capabilities of the major polarizer manufacturers
　　　　(1) NITTO DENKO CORPORATION
　　　　(2) Sumitomo Chemical Co., Ltd
　　　　(3) LG Chem
　　　　(4) Optimax Technology CO.
[2] TAC films
　　1．Fuji Film and Konica Minolta Opto:
　　　　Transition of their production capability, production volume and operation ratio
　　2．Shares of major polarizer manufacturers among TAC film suppliers
　　3．Raw materials for TAC films
　　4．Trend towards an increase in the width of TAC film
　　5．Trends among new market entrants
　　6．Trend towards the development of alternatives to TAC film
　　　　(1) Acrylic film
　　　　(2) PP film
[3] PVA films
　　1．PVA film production capability of KURARY and Nippon Synthetic Chemical Industry
　　2．Overview of the PVA film market
[4] Protective films
　　Sales volumes by manufacturers of protective films for optical use and by type in 2006
　　Sales volumes by manufacturers of protective films for optical use and by type in 2007
　　　(estimate)
　　1．PET protective film
　　　Total sales volume by polarizer PET protective film manufacturer
　　　PET protective film manufacturers’ shares in LCD polarizer manufacturers
　　2．Polyolefin-based protective films
　　　Changes in the sales and shares of the manufacturers of polyolefine protective films
　　　　for polarizer applications
　　　Polyolefine protective film manufacturers’ shares with LCD polarizer manufacturers
[5] Release films
　　(1) Market overview
　　　Sales volume of release films for polarizers by manufacturer
　　　Market share of release film manufacturers with major polarizer manufacturers
[6] Retardation films
　　1．Large products
　　　　(1) TN-TFT (“WV”)
　　　　(2) VA
　　　　(2-1) Sales volume of retardation films for large-size VA-LCDs by manufacturer
　　　　　　　　[Table]
　　　　(2-1) Sales volume of retardation films for large-size VA-LCDs by manufacturer
　　　　　　　　[Graph]
　　　　(2-3) Brief overview of sales volume of liquid crystal TVs by type
　　　　　　based on the sales volumes of retardation films by type in association
　　　　　　with large VA-LCDs
　　　　(2-4) Large-size VA-LCD polarizer manufacturers and retardation films in use
　　　　　　　　(2005-2006)
　　　　(2-5) Large-size VA-LCD polarizer manufacturers and retardation films in use
　　　　　　　　(2006-2007)
　　　　(2-6) Overview of the market for retardation films for large VA-LCDs
　　　　(3) IPS
　　　　(3-1) Sales volume of retardation films for large-size IPS-LCDs by manufacturer
　　　　(3-2) Large-size IPS-LCD polarizer manufacturers and retardation films in use
　　　　　　　　(2005-2006)
　　　　(3-3) Large-size IPS-LCD polarizer manufacturers and retardation films in use
　　　　　　　　(2006-2007)
　　　　(3-4) Overview of the market for retardation films for large IPS-LCDs
　　2．Films for compact and midsize LCDs
　　　　(1) STN
　　　　(1-1) STN
　　　　(1-2) Color STN
　　　　(1-3) Overview of the market for retardation films for STNs
　　　　(2) TN-TFT
　　　　(2-1) Overview of the market for retardation films for small TN-TFTs
　　　　(3) VA
　　　　(3-1) Overview of the market for retardation films for small VAs
　　　　Total sales volume by retardation film manufacturer
　　　　(except the films for large and compact LCDs and STNs)
　　　　Prices of retardation film
[7] Antireflective films
　　1．Overall market for antireflective films for LCDs
　　　　(1) Demand in the market by surface type [Table]
　　　　(2) Demand in the market by surface type [Graph]）
　　　　(3) Trends of adoption by application [Table]
　　2．Market for dry-coated antireflective films (small/mid-sized)
　　　　(1) Estimated market size
　　　　(2) Market overview
　　3．Wet-coated antireflective film (large)
　　　　(1) Estimated market size
　　　　　LCD polarizer manufacturer sales volume by surface treatment (Wet Type) [Graph]
　　　　(2) Market overview
　　　　　Sales volume of AG films for LCDs by manufacturer
　　　　　Sales volume of AG/LR films for LCDs by manufacturer
　　　　　Sales volume of clear LR films for LCDs by manufacturer
　　　　　Changes in sales volumes of clear HC film manufacturers in the LCD field
　　　　　Use of AR films by LCD polarizer manufacturers (estimate for 2007)
[8] Light diffusion films
　　(1) Market overview
　　　　Light diffusion film market size and shares by manufacturers
　　　　Light diffusion film market size
　　　　Shares of light diffusion films and sheet suppliers
　　　　Situation of major light diffusion film manufacturers

CHAPTER 2
MARKET TRENDS FOR NOTEWORTHY PRODUCTS OF HIGH-PERFORMANCE FILM

[1] PDP-related films
　　1．PDP optical filter market
　　　　(1) Estimated market size
　　　　　Changes in sales volumes and shares of PDP optical filter manufacturers (Table)
　　　　　PDP optical filter market, sales volume and share of manufacturers [Graph]
　　　　(2) Market overview
　　　　　Summary of production bases of major manufacturers of optical filters for PDPs
　　　　　Production capabilities of eight manufacturers of optical filters for PDPs
　　　　(3) Trends by type
　　　　　Transition of optical filter market by product type [Graph]
　　　　(4) Trends in other factors
　　2．PDP antireflective film
　　　　(1) Estimated market size
　　　　　Changes in the PDP antireflective film market and
　　　　　　in the sales volumes of manufacturers
　　　　　Changes in the sales volume of PDP antireflective films by manufacturer
　　　　　Transition of AR film market for PDPs by performance type
　　　　(2) Market overview and trends
　　　　(3) Trends in the antireflective film market by function
　　　　　Summary of production bases of manufacturers of AR films for PDPs
　　3．Market for electromagnetic wave shielding films for PDPs
　　　　(1) Estimated market size
　　　　　Market size of electromagnetic wave shielding films for optical filters by type
　　　　　　(2004-2009 forecast)
　　　　　Market size and distribution of electromagnetic wave shielding film materials
　　　　　　for optical filters by type(Estimated/forecasted by Yano Research Institute)
　　　　　Market size and distribution of electromagnetic wave shielding film materials
　　　　　　for optical filters by type(total sales amount of manufacturer)
　　　　(2) Market overview
　　　　　Sales volume of electromagnetic wave shielding film materials by manufacturer
　　　　　　(including in -house use) [Table]
　　　　　Sales volume of electromagnetic wave shielding film by manufacturer
　　　　　　(including in -house use) [Graph]
　　　　　Demand-supply correlation table of electromagnetic wave shielding films by type
　　　　　　(estimated for 2007)
　　4．Contrast refinement film
　　　　(1) Market overview132Component suppliers of PDP manufacturers
　　　　　　(estimated for 2007)
[2] Tapes for semiconductor manufacturing processes
　　1．Back grind (BG) Tape
　　　　(1) Market overview
　　　　　Sales Volume and share of back grind tape manufacturers
　　　　　Demand for back grind tapes (breakdown by region)
　　2．Dicing tapes
　　　　(1) Market overview
　　　　　Sales volume and share of dicing tape manufacturers (total)
　　　　　Sales volume and market share of dicing tape manufacturers
　　　　　　(UV curing type , Non-UV type)
　　　　　Sales volume and share of package dicing tape manufacturers
　　3．Die bonding tapes (DAF)
　　　　(1) Market overview
　　　　　Sales volumes and market shares of DAF manufacturers
　　　　　Changes in the breakdown of DAF demand for single type and
　　　　　　DC integrated type (DDF) tapes
[3] ITO films
　　(1) Estimated market size
　　(2) Trends in the ITO film market by application
　　　　Market size by ITO film application (general)
　　　　Sales volume of ITO film manufacturers by applications (in 2006)
　　　　Sales volume of ITO film manufacturers by applications (2007 estimated)
　　　　Sales volume of ITO film manufacturers by applications (2008 forecast)
　　　　Changes in sales volumes and shares of ITO film manufacturers
　　　　　in the touch panel market
　　　　Changes in sales volumes and shares of ITO film manufacturers
　　　　　in the inorganic EL market
　　　　Product distribution of touch panel manufacturers by type and
　　　　　major material suppliers
　　　　Summary of major film manufacturers with roll-to-roll spattering process
　　　　List of share trend histories of ITO film manufacturers

CHAPTER 3
COMPREHENSIVE ANALYSIS OF THE PET FILM MARKET

[1] PET films
　　1．Estimated change in the market size of domestic PET film
　　　　Trends in demand for the individual PET film manufacturers
　　　　　in the domestic market by application （data for 2004）
　　　　Trends in demand for the individual PET film manufacturers
　　　　　in the domestic market by application （data for 2005）
　　　　Trends in demand for the individual PET film manufacturers
　　　　　in the domestic market by application （data for 2006）
　　　　Sales of processing business of each PET film manufacturer
　　2．Market overview
　　3．Main applications
　　　　(1) Release films
　　　　　Shares of silicone-coated PET films by manufacturer (2006)
　　　　　Shares of silicone-coated PET films by manufacturer (2007 estimate)
　　　　　Sales of silicon-coated PET film by manufacturer
　　　　　Share of release film manufacturers with ceramic capacitor manufacturers
　　　　　　(2007 estimate)
　　　　(2) Light diffusion films for LCD backlight
　　　　　Share of light diffusion film raw material (PET film) by manufacturer
　　　　(3) ITO films
　　　　(4) Others (newly developed films)
　　4．Business strategies of PET film manufacturers
　　　　List of production facilities of major PET film manufacturers by region
　　　　(including scheduled future reinforcement)
　　　　Sales of optical grade PET films of major Japanese manufacturers
[2] PEN films
　　1．Market overview