The market demand for release films continues to rise, and there is broad room for domestic substitution of high-end products.

Release materials are important materials in the tape coating and die-cutting industries. According to different substrate materials, release materials can be divided into release films and release papers. The release film is a film with a separable surface and is mainly made of It consists of base material, coating and release layer. There are many types of release films. According to different substrates, release films can be divided into PET release films, PE release films, BOPP release films, PP release films and composite release films. According to different surface treatments, release films Films are divided into single-sided release films, double-sided release films, frosted release films, matte release films, etc.

Release films have good transparency, heat resistance, chemical resistance and easy peeling properties, and are widely used in printed circuit boards, LEDs, IT displays, anti-counterfeiting materials, automobiles, multilayer ceramic capacitors (MLCC) and other fields. It mainly plays the roles of isolation, filling and protection. MLCC is one of the main application fields of release films. In recent years, with the rapid development of the MLCC industry, the market demand for MLCC release films has gradually been released. It is expected that in 2021, the global demand for MLCC release films will reach 11 billion square meters.

The release film industry first started in the 1970s. Globally, the release film industry in Japan, the United States and other countries started earlier. Due to technology, brand, quality and first-mover advantages, foreign companies occupy the major share of the global release film market. , especially the high-end release film market. In the international market, major suppliers of release films include Japan’s Toray, Teijin DuPont, Mitsubishi Chemical, Fujimori Industries, Mitsui Chemicals, Japan’s Shin-Etsu, etc.

According to the “China Release Film Industry Application Market Demand and Development Opportunities Research Report 2021-2025 released by the Industrial Research Center, Compared with countries such as Europe and the United States, my country’s release film industry started late, and the market is currently in a stage of rapid development. As global industries shift eastward, the production capacity of my country’s MLCC, polarizer, and LED industries has increased, driving the market demand for release films to continue to increase. At present, my country’s high-end release film market is still monopolized by foreign companies, such as optical-grade release films. There is broad room for domestic substitution of high-end release films.

In recent years, driven by national policy support and scientific and technological progress, my country’s release film industry has developed rapidly, and a number of outstanding companies with certain competitive advantages have emerged in the industry, including Jiangsu Yaosheng New Materials, Hefei Lekai Technology, Kanghui New Materials, Shuangxing New Materials, Jiemei Technology, Stickic, Sichuan Dongcai Technology Group, etc., with the active layout of domestic enterprises, the gap between the level of my country’s release film industry and the international advanced level has continued to narrow.

Industry analysts said that the downstream application fields of release films are extensive, involving electronic materials, printed circuit boards, LED, IT displays, In many fields such as MLCC, since most of the downstream application markets are in the development stage, the market demand for release films continues to rise, and there is broad room for industry development in the future. Driven by scientific and technological progress, policy support, and the improvement of corporate R&D capabilities, my country’s release film market will further expand, and the pace of domestic substitution of products will also accelerate.