3. Compensation Film - Displaybank

3. Compensation Film
3.2. Compensation Film Market Forecast – Large-area Compensation Film (IPS, VA Mode use)
Report Tile: Polarizer & Optical Films
Date: 2009.06
‣Market Forecast by Film – Area base
Ksqm
350,000
300,000
290,538
254,254
250,000
215,773
200,000
173,053
150,000
139,446
112,123
100,000
50,000
0
2008 2009 2010 2011 2012 2013
Z-TAC 33,301 39,045 48,109 54,375 59,495 65,371
Zeonor 16,733 19,941 22,324 27,403 30,256 33,993
N-TAC 56,609 66,934 79,085 92,783 109,329 126,093
J-Plate 0 1,394 3,461 8,199 12,077 14,527
ESSINA 919 1,116 1,384 1,510 2,543 2,615
B-TAC 3,434 9,761 17,305 30,208 39,409 46,486
Arton 1,127 1,255 1,384 1,295 1,144 1,453
100%
90%
80%
70%
60%
50%
40%
30%
20%
10%
0%
2008 2009 2010 2011 2012 2013
Z-TAC 30% 28% 28% 25% 23% 23%
Zeonor 15% 14% 13% 13% 12% 12%
N-TAC 50% 48% 46% 43% 43% 43%
J-Plate 0% 1% 2% 4% 5% 5%
ESSINA 1% 1% 1% 1% 1% 1%
B-TAC 3% 7% 10% 14% 16% 16%
Arton 1% 1% 1% 1% 0% 1%
Looking at by Film, Konica Minolta’s N-TAC that are utilized by Samsung, AUO and CMO as VA Compensation Film is expected to
record 48% market share followed by Z-TAC used in IPS at 28% and Zeonor used by Sharp and IPS-Alpha at 14%. As Fuji Film’s
B-TAC aggressively trying to penetrate market, its market share is expected to grow to 7% in 2009.
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