3. Compensation Film - Displaybank
3. Compensation Film - Displaybank 3. Compensation Film - Displaybank
7. Polarizer Supply Chain Status 7.1. Note PC Report Tile: Polarizer & Optical Films Date: 2009.06 SEC LGD Hydis TMD AUO CMO CPT IVO Hannstar Sharp Nitto Denko 35% 27% 45% 38% 26% 44% 50% Sanritz 25% 30% Sumitomo 15% 38% 30% 51% 98% 20% LG Chem 35% 100% 2% 28% ACE Digitech 50% 37% Optimax 11% 20% DAXON 11% 63% 56% 15% CMMT Skypolar Note PC Total 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% Sumitomo 34% ACE Digitech 16% CMMT 0% Daxon 4% LG Chem 12% The market share by NotePC polarizer maker for 1Q is led by Sumitomo with 34% share followed by Nitto Denko with 31% at No.2 ranking. Nitto Denko and Sumitomo comprises over 60% of NotePC polarizer market. Also, ACE Digitech moved up to No.3 ranking with 16% global market share by supplying 50% of Samsung’s total demand. Sanritz 2% Optimax 1% Nitto Denko 31% Copyright C Displaybank Co., Ltd. All rights reserved (20)
8. Polarizer Supply & Demand and Price Trend 8.2. Polarizer Price Trend (Under 20”) Report Tile: Polarizer & Optical Films Date: 2009.06 12.0 10.0 8.0 USD/Set 6.0 4.0 2.0 0.0 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 2008 2009 2010 14.1" HC 4.0 3.8 3.6 3.5 3.3 3.3 3.1 2.9 14.1" HC/Thin 5.2 5.0 4.8 4.6 4.4 4.2 4.0 3.7 15.4" HC 4.6 4.4 4.2 3.9 3.7 3.5 3.4 3.2 17" AG,WV 8.3 8.0 7.8 7.6 7.2 6.9 6.6 6.2 18.5"W AG,WV 10.0 9.4 8.9 8.6 8.2 7.8 7.5 7.0 19" AG,WV 9.7 9.4 9.2 9.0 8.5 8.1 7.8 7.4 Copyright C Displaybank Co., Ltd. All rights reserved (21)
- Page 1 and 2: Polarizer & Optical Films Industry
- Page 3 and 4: Copyright Report Tile: Polarizer &
- Page 5 and 6: Contents Chapter 1. Polarizer Marke
- Page 7 and 8: Chapter 1. Polarizer Market and Ind
- Page 9 and 10: 1. Overview 1.2. Research Methodolo
- Page 11 and 12: 2. Polarizer Market Forecast 2.1. O
- Page 13 and 14: 3. Mid to Long-term Polarizer Deman
- Page 15 and 16: 4. Short-term Polarizer Demand Fore
- Page 17 and 18: 5. Polarizer Production Capacity An
- Page 19: 6. Major Polarizer Maker Trend (Rev
- Page 23 and 24: 3. Compensation Film Report Tile: P
- Page 25 and 26: 3. Compensation Film 3.3. Compensat
- Page 27: 3. Compensation Film 3.4. Price Tre
7. Polarizer Supply Chain Status<br />
7.1. Note PC<br />
Report Tile: Polarizer & Optical <strong>Film</strong>s<br />
Date: 2009.06<br />
SEC LGD Hydis TMD AUO CMO CPT IVO Hannstar Sharp<br />
Nitto Denko 35% 27% 45% 38% 26% 44% 50%<br />
Sanritz 25% 30%<br />
Sumitomo 15% 38% 30% 51% 98% 20%<br />
LG Chem 35% 100% 2% 28%<br />
ACE Digitech 50% 37%<br />
Optimax 11% 20%<br />
DAXON 11% 63% 56% 15%<br />
CMMT<br />
Skypolar<br />
Note PC<br />
Total 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%<br />
Sumitomo<br />
34%<br />
ACE<br />
Digitech<br />
16%<br />
CMMT<br />
0%<br />
Daxon<br />
4%<br />
LG Chem<br />
12%<br />
The market share by NotePC polarizer maker for 1Q is led by Sumitomo with<br />
34% share followed by Nitto Denko with 31% at No.2 ranking. Nitto Denko<br />
and Sumitomo comprises over 60% of NotePC polarizer market. Also, ACE<br />
Digitech moved up to No.3 ranking with 16% global market share by<br />
supplying 50% of Samsung’s total demand.<br />
Sanritz<br />
2%<br />
Optimax<br />
1%<br />
Nitto<br />
Denko<br />
31%<br />
Copyright C <strong>Displaybank</strong> Co., Ltd. All rights reserved (20)
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