The polarizer PVA film industry has good development prospects, but local companies still need to accelerate breakthroughs in key technologies

Polarizer refers to a type of polymer material composite film, which is mainly composed of pressure-sensitive adhesive, release film, PVA film, TAC film, protective film, etc. It is one of the key materials for electronic display and is widely used in optics, electronics , communications, LCD, consumer electronics and other fields. Polarizer PVA (polyvinyl alcohol) film refers to the PVA film used in the field of polarizer manufacturing. It is the core raw material of polarizers. Its cost accounts for up to 70% of the total cost of polarizer materials. It affects the hue, transmittance, and Optical indicators such as polarization performance have a key influence.

PVA film refers to a type of functional film material that uses polyvinyl alcohol as the main body, adds modifiers and other additives, and is generated through physical and chemical processes. It is green and environmentally friendly, non-toxic and harmless, has high transparency, good ductility and toughness. Strong, good weather resistance, long service life and other characteristics. According to different solubility, PVA film can be divided into cold-soluble PVA film (dissolution temperature 25°C), hot-melt PVA film (dissolution temperature 85°C), solvent-resistant PVA film (dissolution temperature 65°C), etc.

Under the current background of rapid development in domestic mobile phones, TVs, tablets, IT, 3D glasses and other fields, polarizer production capacity has continued to increase, which in turn has driven the demand for polarizer PVA films to continue to rise. According to the “China Polarizer PVA Film Industry Market Monitoring and Future Development Prospects Research Report 2023-2027” released by the Industrial Research Center It shows that domestic polarizer production capacity will be more than 300 million square meters in 2022. Against this background, my country’s polarizer PVA film market demand has exceeded 8 million square meters in 2022, and the market demand prospects are good.

Polarizer PVA film is a technology-intensive industry. Japanese and Korean manufacturers have always occupied a monopoly in the global market by virtue of their early start, long history of development, and sufficient reserves of technical experience. Specifically, Japan’s Kuraray is currently the main supplier of polarizer PVA film, accounting for as much as 70% of the global market, and the industry is highly concentrated.

my country’s polarizer PVA film industry started late. Due to the technological monopoly of leading international companies, my country’s products still mainly rely on imports, and the degree of localization is low. At the same time, the strong dependence on imports of polarizer PVA film has kept the cost of polarizer products high, causing domestic polarizer companies to remain passive. Therefore, in order to improve the market status, Chinese companies are actively deploying the polarizer PVA film market and seizing material dominance. Major companies include Anhui Wanwei Group, Chongqing Chuanwei Chemical Industry, Sichuan Longhua Optoelectronic Film, etc. In the future, the domestic polarizer PVA film market will be domestically produced. The replacement process is expected to continue to accelerate.

Industry analysts said that polarizer PVA film is one of the key upstream materials for polarizers and is currently driven by rapid development in the field of polarizer terminals. Under this circumstance, its market demand has continued to increase, and the industry has shown good development prospects. However, the current domestic polarizer PVA film market has a low degree of localization, and products still rely on imports. In the future, local companies will need to accelerate breakthroughs in key technologies and promote the continuous improvement of localization levels.