High-Performance Films Market 2026
Language:
Japanese
Product Code No:
C68102500
Issued In:
2026/07
#of Pages:
230
Publication Cycle:
Format:
PDF
Geographic Coverage:
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Other Areas in the World
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Japan
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Korea
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Industry:
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Coverage: (Product/service)
High-performance films
Research Target:
High-performance film manufacturers, R＆D labs
Research Content:
I High-Performance Films Market
- Companies are expected to adopt a forward-looking R&D approach tuned to anticipated 2040 market landscapes, including AI, space, quantum computing, and next-generation semiconductors.
- Japanese manufacturers are facing tough competition in MLCC release films and polarizer protective films due to China's "Buy China" economic nationalism initiatives.
- The rapid rise of Chinese players mirrors the historical shift when Japanese suppliers lost their dominant share in the LCD materials market.
- Expectations are high for driving new application development and market expansion through collaborative co-creation across the "17 Strategic Domains."
II Comprehensive Analysis of PET Film Market
- Total annual production capacity is projected to reach 1,262,900 tons as of the end of 2026, while available supply capacity—excluding suspended lines—is expected to stand at 1,208,700 tons per year.
- Although manufacturers are operating at full capacity, companies remain cautious about capital investment for further expansion.
- Amid tightening surplus capacity, the market size is forecasted to show marginal year-on-year growth in both 2025 and 2026.
- In optical materials, Toyobo’s COSMOSHINE SRF® for PET polarizers is driving market expansion.
- Toyobo’s market share in this segment is approaching 50%.
- In the polarizer protective film market, following LGC, South Korea’s Osung AM sold its business to a Chinese enterprise.
- Backed in part by the government's "Buy China" policy, Chinese suppliers are expanding their presence in both converted products and base films (raw rolls).
- Intensifying competition with local Chinese players in MLCC release films is prompting both Japanese and South Korean manufacturers to shift toward high-end products.
- Toray captures approximately 48% of the market share by securing its lead in high-end Dry Film Photoresist (DFR).
- Following Toyobo’s new line in Utsunomiya in 2025, new silicone coating lines, such as TAK’s Gumi No.5 Plant (Korea) and Nan Ya’s Shulin Plant (Taiwan), are scheduled to start operation in 2026.
- TORAY INDUSTRIES, INC.
- TOYOBO CO., LTD.
- Mitsubishi Chemical Corporation
- TORAY ADVANCED MATERIALS KOREA Inc.
- Microworks Co., Ltd.
- NAN YA PLASTICS CORPORATION
- SHINKONG MATERIALS TECHNOLOGY CO.,LTD.
III Trends of Noteworthy Film Markets
1. Polyimide (PI) Film
2. MLCC Mold Release Film
3. Polarizer Protection Film
4. Industries in Focus within the "17 Strategic Domains"
(1) Aerospace
(2) Energy
IV Perspectives and Strageties of Industrial High-Performance Film Manufacturers
- Kaneka
- PI Advanced Materials (PIAM)
- TORAY KAPTON CO., LTD.
- COSMO AM&T CO.,LTD.
- Mitsui Chemicals ICT Materia, Inc.
- TORAY INDUSTRIES, INC.
- Xenomax - Japan Co., Ltd.
- NIPPON STEEL Chemical & Material Co., Ltd.
- Yamagata University (Suzuri Lab)
- TOYOBO CO., LTD.