There is huge demand in the downstream sector and the optical film market has broad development prospects.

Optical film is a thin sheet material used in optical devices. It has functions such as modifying the optical path, optimizing optical performance, and reducing optical noise. It plays an important role in optical systems. According to different characteristics, optical films are mainly divided into reflective films, anti-reflection films, dichroic films, filter films, polarizers, etc. With the continuous development and advancement of modern optical technology, the application fields of optical thin films are also constantly expanding, including laser technology, optical communications, optical measurement, solar photovoltaics, biomedicine and other fields.

The upstream of the optical film industry chain mainly includes optical raw materials such as BOPET optical base film, IOT base material, and PVA film, as well as production equipment such as casting machines, optical grade coating equipment, and UV curing machines; the downstream of the industry chain mainly includes the lighting field and optical instruments. fields and new display fields, etc.

According to the “2023-2028 China Optical Film Industry Market In-depth Research and Development Prospects Forecast Report released by the Industrial Research Center, optical Thin films are rich in functions, have a wide range of applications, and have broad prospects for industry development. Optical film downstream industries, such as the new display industry and intelligent hardware industry, are in a period of rapid development and have great market potential, bringing a large amount of market demand to the optical film industry. In 2022, my country’s optical film market will reach 44.17 billion yuan.

The optical film industry and its downstream industries are both encouraged and supported by the state. In 2019, the National Development and Reform Commission issued the “Guidance Catalog for Industrial Structural Adjustment”, which included various optical film downstream enterprises such as electronic paper displays, laser displays, and thin film field effect transistors into the ranks of policy-supported industries, driving a substantial increase in market demand for optical films. The Ministry of Industry and Information Technology issued the “Guiding Opinions on Promoting the High-Quality Development of Light Industry” on June 20, 2022, stating that the optical film industry should upgrade innovative product manufacturing projects, improve technical levels, and lead the industry as a whole to high-quality development.

The technical threshold for optical film production is high, the technology content is high, and the products are highly differentiated. Therefore, there are fewer substitutes and greater market potential. However, my country’s optical film industry has a weak foundation and started late. Currently, most of the mainstream products in the domestic optical film market are produced by Japanese and Korean companies. The products of Chinese companies are weakly competitive and have a low market share.

Tianyancha data shows that there are currently more than 1,500 domestic optical film production companies, among which companies with better product quality include Shuangxing New Materials, Yuxing Co., Ltd., Changyang Technology, Jizhi Technology, Daoming Optics, etc.

Industry analysts said that the optical film industry has a large demand and a bright future, but the market share of Chinese enterprises is not high, and optical film technology is still There is a lot of room for improvement. It is expected that with the development of material science and coating technology in the future, optical films will develop in the direction of green, composite, intensive, light and thin, and multi-functional.