Breaking the monopoly barriers, the domestic replacement of optical films has great potential

On the afternoon of June 15, 2021, the Zhejiang Provincial Science and Technology Award Conference announced the winners of the 2020 Zhejiang Provincial Science and Technology Award.

The optical film is processed on the basis of the optical base film.

In terms of optical film production and supply, most of the PET substrate factories capable of supplying high-end optical-grade protective films are mainly in Japan, with a high global monopoly.

For example, Dongcai Technology, as one of the first domestic manufacturers involved in the manufacture of solar backsheet base film, currently has 7 special polyester film production lines and 1 commissioned processing production line, with an annual production capacity of 120,000 tons of special polyester film

Dongcai Technology has been developing the optical base film business since 2012

However, starting from 2020, with the successive commissioning of new production capacity, coupled with the rapid development of emerging industries such as 5G communications and optoelectronic displays in China, the localization process of supporting materials has accelerated significantly

It can be seen that, on the one hand, the value chain of optical films is affected by the price of upstream raw materials; environment and consumption

In recent years, in the context of the extremely rapid development of China's consumer electronics industry, the development of China's optical film can be described as ushering in vitality

Today, many domestic optical film companies have seized the opportunity of the rapid development of the liquid crystal display industry and achieved new progress in the research of key technologies of optical films by integrating various resources

At the same time, the production capacity of LCD panels has gradually shifted to China, bringing new development opportunities to upstream module and material manufacturers of LCD