3. Compensation Film - Displaybank

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1. Overview 1.1. Research Objectives Report Tile: Polarizer & Optical Films Date: 2009.06 Polarizer is a key part in LCD panel and its market shows a rapid growth as a large-size LCD panel market rapidly grows. Polarizer makers competed against each other and increased their production capacity in order to correspond to the increasing LCD panel demand. Moreover, new polarizer makers emerged in Korean and Taiwan to make the competition in the polarizer market more severe. Accordingly, polarizer price has been declining average of 30 to 50% annually. Films like polarizer are designed by application sizes that their production cost are largely reduced upon the production volume and such characteristic can possibly have an effect on the polarizer price. The issue here is that there is a limit to reduce price by improving a process yield of the polarizer. Moreover, prices of films that compose the polarizer rarely changed for the past three years. In other words, the polarizer makers’ operating profit remained the same due to four disheartening factors including large-scale investment, rapid price decline, pressure of raw material price, and demand market shrinkage due to an economic slump. Last Q4 especially showed a vicious circle of global economic recession, demand market shrinkage, panel makers’ production cut, and shipment decrease. Such phenomenon hurt Taiwanese panel makers badly. This report targets to analyze effects of Taiwanese panel makers’ slowed result and Korean panel makers’ good fights on the polarizer market. Moreover, polarizer plays a key role in adjusting LCD display product requirement (contrast ratio, brightness, and etc.) since it directly adjusts light source. In order to regulate such optical requirements, applying high specifications on various sub-film used in polarizer. Along with a hard fighting of the panel market, the polarizer market also suffers double from a price pressure by price decline and insecure sub-film supply factor of panel makers. Also, full HD market expands to require various performances from the related polarizer. Hence, the future polarizer market is expected to undergo lots of change. In a situation like this, Displaybank collected and analyzed market forecast, production line status by maker, supply chain, and price trend of the polarizer from 2008 to 2013. Displaybank attempts to provide an insight in a correspondence of the polarizer market after 2008 through a market industry analysis of key sub-films including TAC film, PVA film, PET protection film, release film, anti-reflective film, and compensation film. Copyright C Displaybank Co., Ltd. All rights reserved (8)
1. Overview 1.2. Research Methodology Report Tile: Polarizer & Optical Films Date: 2009.06 The data from this report was collected and analyzed by various methods. The most important and basic data from a supplier’s perspective was collected through Q&A with major suppliers. Displaybank collects information at all times through various conference data, display industry related exhibition data, corporation result data and analysis data, press release data, and internet search. Q&A with suppliers surely is am important foundation data as well. Displaybank collects information by various methods mentioned above and estimates supply & demand through the information. It forecasts future supply and demand to present price trend and cost analysis accordingly. Displaybank is a market research company specialized in display and possesses broad research range from materials and equipments to finished products including LCD panel, PDP panel, OLED panel, parts, equipment, LCD TV, PDP TV, CRT TV, monitor, and notebook PC. It secures about 20 kinds of periodical reports regarding display related industry. Displaybank analyzed and forecasts market more organically and accurately through professional data accumulated in various fields. Moreover, it organized and holds international conferences such as KDC, Korea Display Conference, and domestic display industry issue forums more than 10 times per year in Korea, a center of global display industry. Through this, Displaybank closely observes the persistent industry flaw and contributes to rich infra and human network of the related industry. * Demand of Polarizer and Optical Film This was prepared on a basis of panel makers’ shipment result and future plan of production capacity enlargement. It was researched through various methods and courses of data collection targeting panel makers and polarizer makers. * Supply of Polarizer and Optical Film This was prepared on a basis of panel makers’ shipment result and future plan of production capacity enlargement. It was researched by collecting data through shipment result and supply chain of polarizer optical film makers. * Market and Price of Polarizer and Optical Film This researched global polarizer and optical film market prices by quarter. It collected polarizer shipment volume by quarter and supply price by product to estimate an average price and total price market. Copyright C Displaybank Co., Ltd. All rights reserved (9)
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
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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 and 20: 6. Major Polarizer Maker Trend (Rev
Page 21 and 22: 8. Polarizer Supply & Demand and Pr
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

3. Compensation Film - Displaybank

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