The market demand for polarizer release films continues to release, and there is broad room for market development in the future.

Polarizer, also known as polarizer, is an optical filter that allows specific polarized light waves to pass while blocking other polarized light waves. The polarizer is composed of multiple layers of films, including PVA film, TAC film, protective film, release film and pressure-sensitive adhesive, etc. The release film of the polarizer is a PET film coated with silicone coating on one side and has high strength. , not easy to deform, good transparency, high surface smoothness and other characteristics, it mainly plays the role of protecting the pressure sensitive layer.

Polarizers are mainly used in consumer and industrial control electronic display panels such as instrumentation, LCD TVs, automotive electronics, mobile phones, etc. According to different panel applications, polarizers can be divided into TN type, STN type, TFT type and OLED type. In recent years, with the development of the global consumer electronics and display panel industries, the size of the polarizer market has continued to grow. From January to June 2021, the global polarizer market reached US$5.02 billion, a year-on-year increase of 18.0%.

According to the “2021-2025 Polarizer Release Film Industry In-depth Market Research and Investment Strategy Suggestions Report released by the Industrial Research Center , the current global polarizer market is still in short supply, and the polarizer market has broad room for development. Polarizer release film is an important component material of polarizer. As the polarizer market develops, the market demand for polarizer release film will also continue to increase. In 2020, my country’s market demand for polarizer release films will reach about 310 million square meters, with an industry output value of 730 million yuan.

In the production of polarizer release film, common raw materials include PET base film, release agent, etc., among which PET base film is the key raw material of polarizer release film. The production of PET base film is difficult. Although my country has achieved mass production of PET base film, due to the low technical level of most domestic production enterprises and high dependence on the import of high-end PET base film, this has limited the separation of polarizers in my country to a certain extent. The development of film industry.

Affected by factors such as production technology, raw material supply, and R&D strength, my country’s polarizer release film market is still dominated by foreign companies, including Japanese companies such as Toray, Fujimori Industries, Mitsubishi Chemical, Nitto Denko, and Lintec. . Domestic polarizer release film manufacturers mainly include Jiemei Technology, Suzhou Xingchen, Jinzhang Technology, Sidik and Yangzhou Wanrun. At present, the localization rate of polarizer release films in my country is low, and there is a large space for domestic substitution of products. In the future, driven by the active layout of domestic enterprises and related technological progress, the polarizer release film market will have broad development space.

Industry analysts said that polarizer release film is an important component material of polarizer. In recent years, with the development of the display panel industry , the polarizer market continues to expand, and the market demand for polarizer release films is released. Restricted by factors such as raw materials and production processes, my country’s current dependence on imports of polarizer release films is still high. In the future, with the active layout of relevant companies, the pace of domestic substitution of polarizer release films will accelerate, and there will be huge room for industry development in the future.