Polarizers and Component Films Market 2022 (Annual Report)

Language:
Japanese
Product Code No:
C64101400
Issued In:
2022/04
#of Pages:
384
Publication Cycle:
Annual
Format:
PDF
Geographic Coverage:
, Global , Japan ,
Industry:

Price

200,000 yen ($1,488.98)
(excluding consumption tax)
400,000 yen ($2,977.96)
(excluding consumption tax)
600,000 yen ($4,466.94)
(excluding consumption tax)
* Equivalent value in US$ (Today's rate : $1= 134.32 yen , 2022/12/04 Japan)

Coverage: (Product/service)

Polarizers / component films

Research Target:

Manufacturers of polarizer and component films

Research Content:

Makers puzzled by unprecedented uptick in demand; another “bubble (economy)” for polarizers? How long would it last (June at best)?

  • Why do manufacturers continue production of display panels excessively? Growing demand for larger panel size is not the only reason
  • Relocation of Shanjin’s production lines of 2.3m width polarizer from Korea and start of two polarizer production lines in Jiangsu Zhangjiagang Economic Development Zone both on schedule
  • Production capacity in intensifying competition/ total production capacity of over 300 million square meters
  • HMO (Hengmei Optoelectronics) making huge investments, yet market is skeptical about its repeatedly changing investment plans
  • HMO produces 2.5 width polarizer by 2 production lines in Fuzhou, plans to build another production site in Danyang
  • On the other hand, Japanese film makers are cautious about investments
  • Zeon Corporation (producer of COP membrane) and Okura Industrial Co., Ltd (producer of PMMA) are the only two companies investing; supply disruptions for TAC film /protective coating continues in 2023
  • Price rise for the first time in almost 10 years; makers increasing the price of P-TAC and PET films from April 2022 
  • Spike in raw material price hitting the makers hard/ How long can makers of petrolium-based COP films hold out? 
  • Growth opportunity for makers of PMMA-based films; companies accelerate reinforcement of production/development 
  • Now that PET film production has peaked, “responsiveness” of outer PMMA film makers is being tested
  • “Era of 2.5m wide-width polarizer” is yet to come: Shanjin has no plan to expand 2.5m polarizer production; the market expansion is up to HMO
  • Would HMO focus on 2.5m polarizer even with the soaring cost of raw materials? 

Price

written in Japanese
200,000 yen ($1,488.98)
(excluding consumption tax)
400,000 yen ($2,977.96)
(excluding consumption tax)
600,000 yen ($4,466.94)
(excluding consumption tax)
* Equivalent value in US$ (Today's rate : $1= 134.32 yen , 2022/12/04 Japan)