How many "treasures" are hidden in the field of optical films in the "star" industry that gathers sand into a tower?


Thanks to the steady growth in demand for downstream LCD panels and consumer electronics products and the strong demand from downstream customers for the localization of raw materials, the national policy strongly supports the optical film industry, which also makes the optical film industry a strategic emerging industry that is rapidly cultivated and focused on development in my country. one of the materials.

Optical film refers to plating or coating one or more layers of dielectric film or metal film or a combination of these two types of films on optical components or independent substrates to change the transmission characteristics of light waves, including light projection and reflection. , absorption, scattering, polarization and phase changes.

The market space is nearly 100 billion yuan

Optical film is the pearl in the display industry chain, with high barriers and high gross profit, with a market space of nearly 100 billion yuan.

The line investigation data shows that the upstream of the optical film industry chain is mainly PET particles, etc., usually the particles are stretched into base films, including: PVA film, TAC film, PET base film, etc.

The midstream optical base film can be further processed into various functional films by using optical-grade coating equipment, UV curing machines and other production equipment.

The downstream components are assembled into components such as backlight modules, liquid crystal modules, polarizers, and OCA optical adhesives.

End consumption is used in display equipment, optical communication, precision optical equipment, photovoltaic and automotive decorative materials and other fields.

The optical film is the core component of the backlight module and an important part of the liquid crystal module, and its cost is relatively high. Taking a 42-inch TFT-LCD (LED) TV as an example, the optical film accounts for 37% of the cost of the backlight module and about 17% of the total cost of the LCD module. Optical film is in the upstream of the LCD industry chain, the gross profit margin of the industry is about 40%, and the profit level is in a high position in the LCD industry chain.

Market competition pattern

From the perspective of the competition pattern of the optical film market, in the field of brightness enhancement films, 3M in the United States has gradually withdrawn from the LCD brightness enhancement film market for TVs in China, focusing on the development of high-end composite brightness enhancement films for mobile phones. Sales revenue continued to increase.

In the field of diffuser films and reflective films, Japanese and Korean companies such as Japan's Huihe, Zhiji Semiconductor, Bengi Industries, and South Korea's SKC account for more than 60% of the market share. In the field of polarizers, Japan's Nitto Denko, Sumitomo Chemical and South Korea's LG Chem occupy about 80% of the market share, and Sanlipu and Shengbo Optoelectronics occupy 20% of the market share.

In the field of protective film, it is controlled by foreign companies such as Japan's Toray, Japan's Teijin, and South Korea's SKC, and domestic companies include Changyang Technology, Yuxing Co., Ltd., Hefei Lucky, etc.

The "14th Five-Year Plan" clearly proposes to vigorously develop strategic emerging industries. In terms of functional film materials, water treatment films, optical films, photovoltaic EVA films and lithium battery diaphragms continue to benefit from the long-term growth of downstream demand. The policy continues to promote and industrial technology drives Under such circumstances, the industry is expected to benefit in the long run.

Example: The "star" industry that gathers sand into a tower
No. 999, Qingfeng Road, Jiangbei District, the headquarters of Ningbo Changyang Technology Co., Ltd., the chairman of the company, Jin Yadong, is sitting in the bright and bright office with bright eyes. Eleven years ago, he chose to start a journey of entrepreneurship and innovation in this hot land. The seeds took root and sprout, and now they are flourishing.

At the beginning, it was precisely because of the contradiction in the industrial structure of the "bustling" low-end market and the "few morning stars" of high-end products that Jin Yadong made up his mind to realize import substitution in this segment. After the continuous iteration of technology, Changyang Technology has successfully overtaken in corners in the core index reflectivity, and has successfully been shortlisted for the third batch of national manufacturing individual champions. In November last year, Changyang Technology launched the precision new material project. The Changyang R&D Center, the Changyang Research Institute and the high-end optical deep processing film project with an annual output of 30 million square meters are under construction.

According to the plan, Changyang Technology will continue to expand its product line on the basis of ensuring the stable growth of its original business, focusing on the three major application scenarios of new display, semiconductor and 5G, in order to create ten functional film products with the largest market share in the next ten years. development goals to accelerate progress.

What you may not expect is that the prosperous Changyang Technology has an inextricable relationship with another leading optical film company, Jizhi Technology. The chairman of the two companies is not only a good friend for many years, but also a partner who once worked together in one company. Zhang Yan, chairman of Xingzhi Technology, told reporters that since Xingzhi Technology overcame the technical problems of optical diffusion film in 2009, Xingzhi Technology's business field has successfully expanded to brightness enhancement film, quantum dot film, composite film, MINILED homogenizing film, etc. Optical film field.




In addition, the solar back sheet film, automotive window film, and decorative film of Xingzhi Technology have also ushered in a golden period of rapid development. According to the report for the first three quarters of 2021 released by Jizhi Technology, the company completed an operating income of 1.333 billion yuan during the reporting period, a year-on-year increase of 35.62%; net profit was 103 million yuan, a year-on-year increase of 12.87%.

"With the accelerated integration of a new round of scientific and technological revolution and industrial transformation, new technologies such as artificial intelligence, big data, quantum communication, virtual reality, and the metaverse are coming, and Exciting Technology will also keep pace with the times and seize new opportunities. , stand on the new outlet." Zhang Yan said that in the next step, Exciting Technology will also enter the semiconductor and new energy battery industries, with the optoelectronic industry as the main axis, to develop a functional thin film industry belt, with precision coating technology as the core, will The thin-film technology is applied to a wider range of industries. "We strive to build Xingzhi Technology into the world's largest functional thin-film company after several years of hard work."

Today, the optical film industry has become the most dazzling star industry in Ningbo's optical and electronic industry. Data show that in the first 11 months of this year, Ningbo optical film enterprises completed an output value of 4.21 billion yuan, an increase of 16.6% compared with the same period last year, and the industrial development situation continued to improve.

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