There is a huge demand for anisotropic conductive film (ACF) in my country and the market localization rate is low.

Anisotropic conductive film (ACF) is characterized by obvious conductive anisotropy in the vertical and horizontal directions. It can achieve conduction in the vertical direction and insulation in the horizontal direction. Its appearance is transparent and has the three functions of bonding, conductivity and insulation. With great functions, it can solve subtle wire connection problems that previous connection materials cannot handle.

Anisotropic conductive adhesive film is a type of anisotropic conductive adhesive product. Compared with another product, anisotropic conductive adhesive paste, it has the advantages of continuous processing, extremely low material loss rate, and a higher application ratio. Anisotropic conductive adhesive films can be widely used in flexible circuit boards, integrated circuits, display panels (LCD+OLED), touch screens, hard disks and other connections to achieve signal transmission and screen display. Its application areas include sensors, e-books, printers, Digital cameras, wearable devices, smartphones, computers, TVs, smart homes, etc. With the continuous development of the electronic information industry, the demand for anisotropic conductive adhesive films continues to increase.

Display panels are an important downstream market for anisotropic conductive adhesive films. The global smartphone, computer, and TV industries are large in scale, and the wearable device and smart home industries are developing rapidly. The market demand for display panels continues to rise. China is the world’s largest producer of electronic products, and global display panel production capacity is shifting to mainland China. At present, my country’s LCD production capacity is large-scale and OLED production capacity is expanding rapidly. In 2021, global display panel (LCD+OLED) production will reach 254 million square meters, of which mainland China’s production will be 100.3 million square meters, accounting for 39.5%. The large output of display panels is conducive to the development of my country’s anisotropic conductive adhesive film market.

Global electronic products are developing in the direction of being light, thin, short, and small. Ultra-thin display panels have become a trend. At the same time, smartphones, tablets, and especially TVs have developed into larger screens, and large-size display panels have also become a trend. In this context, the technical requirements for display panel circuit assembly continue to increase. Traditional connection and packaging materials and processes are gradually unable to meet the requirements. There is an urgent need for new materials and new processes. Anisotropic conductive adhesive films can meet the bonding and packaging requirements of microelectronics and are environmentally friendly, and the market continues to expand.

According to the “China Anisotropic Conductive Film (ACF) Industry Market Supply and Demand Status and Development Trend Forecast Report 2022-2026” released by the Industrial Research Center It shows that the anisotropic conductive adhesive film was originally developed by Japan’s Sony. Currently, the main global manufacturers include Japan’s Sony, Hitachi-Chem, Dexerials, and the United States’ 3M. , TeamChem Company, Weifeng Technology (U-PAK) in Taiwan, China, and Shenzhen Fisher in mainland China, etc.

The technical barriers to anisotropic conductive adhesive films are high, and the global market is mainly monopolized by Japanese companies. Japanese companies account for more than 80% of the total global market. In the early days, my country’s demand for anisotropic conductive adhesive films basically relied on imports. Benefiting from the continuous improvement of my country’s electronic product production strength and the continuous expansion of display panel production capacity, my country has achieved the realization of anisotropic conductive adhesive films against the background of national policy promotion and the enhancement of new material development capabilities. The membrane technology bottleneck has been broken through and the company has entered the mass production stage.

Industry analysts said that in order to ensure product quality, display panel manufacturers have strict certification systems and certification cycles when selecting key raw material suppliers. Once a partner is chosen, it will not change easily. There is still a gap in performance between domestically produced anisotropic conductive adhesive films and imported products. Therefore, the localization rate of my country’s anisotropic conductive adhesive films market is low. Under the changing international political and economic situation, my country’s key materials must achieve independent production and supply to avoid being stuck. Chinese companies are also paying more and more attention to domestic materials. In the future, the localization rate of the anisotropic conductive adhesive film market will be It is expected to continue to improve.