The global LCD industry’s transfer trend to China continues to deepen, and the light diffusion film market has broad development space

Light diffusion film is one of the subcategories of optical films. It refers to a film that scatters light on its surface and spreads out evenly. According to different materials, light diffusion films can be divided into PMMA (polymethyl methacrylate), PS (polystyrene), PET (polyethylene terephthalate), PC (polycarbonate) light diffusion films, etc. .

The main function of the light diffusion film is to provide a uniform surface light source for the liquid crystal display (LCD). It is one of the key components of the TFT-LCD backlight module. The downstream products mainly include computers, TVs, mobile phones, LED lighting, etc. Specifically, in the production of laptop and TV backlight modules, the commonly used diffusion film is PMMA light diffusion film with good light transmittance; in the production of mobile phone and tablet backlight modules, the commonly used diffusion film is cost-effective and optically good. Good PET light diffusion film; in the production of backlight modules such as LED lighting and display nameplates, the commonly used diffusion film is PS light diffusion film with good anti-aging, impact resistance, light transmission, flame retardant and heat resistance properties.

According to the《2023-2028 years released by the Industrial Research Center The diffusion film industry market in-depth research and investment prospect forecast analysis report》 shows that in recent years, benefiting from the rapid development of the domestic LCD market , the demand for light diffusion films continues to increase and the scale continues to expand. The domestic LCD market size will exceed 540 billion yuan in 2022. Against this background, the domestic light diffusion film market size will reach 3.16 billion yuan in 2022.

my country’s light diffusion film industry started late. For a long time, the domestic market has been dominated by Japanese and Korean companies, including South Korea’s SKC, South Korea’s Shinwha, Japan’s KIMOTO, Japan’s Huiho, Japan’s Intelligent Semiconductor, etc., with a low degree of localization. . However, in recent years, against the backdrop of the deepening transfer of the global LCD industry to China, the number of domestic companies in the field of light diffusion films has been increasing, and the domestic substitution process has continued to accelerate.

At present, many domestic companies such as Zhejiang Nanyang Technology, Jiangxi Shengfulai Optical, Ningbo Jizhi Technology, Ningbo Bo Yang Technology, Jiangsu Double Star New Materials, Jiangsu Kangde New Composite Materials have mastered the key technologies of light diffusion films, and some leading companies have already Entering the LCD supply chain system of panel giants such as Samsung, LG, Shentianma, and BOE, the industry development trend is improving.

Industry analysts said that light diffusion film is mainly used in the production of liquid crystal displays. In recent years, it has been used globally Against the background of the deepening transfer of the LCD industry to China and the rapid development of the downstream market, its market demand continues to rise. It is expected that my country’s light diffusion film market will usher in a stage of rapid growth in the coming period. As demand continues to be released, my country’s light-diffusion film companies continue to increase. Currently, domestic light-diffusion films have basically replaced them in the mid- to low-end markets. In the future, as domestic product formulas and production processes continue to improve, local companies are expected to accelerate their entry into the high-end market.