panel industry shift, the domestic optical function in film industry development opportunities。Backlight came of panel (with 32 inch panel as an example) production cost 23% the left and right sides, panel manufacturers to its price sensitivity is higher, and along with our country gradually become flat panel display the biggest consumer market, panel manufacturers for race take our market share and further reduce the cost, so the global LCD panel production gradually to transfer to China. According to DisplaySearch expected, in 2014, the LCD panel production accounted for more than 6% in 2011 will be increased to 19%.
According to Displaysearch statistics, 2012 years in Taiwan and the mainland factories panel manufacturers, since the mainland than human cost advantages (thirty percent cheaper than Taiwan), plus table factory itself sales, management, administrative costs, and panel import tariffs and other factors, make the factory in mainland China or the posterior segment Module process on the mainland will make great cost advantage.
With large size display demand, with the advent of some high generation production line put into production in our country gradually. Each generation line is just a glass substrate size and calm, and the greater the glass base plate cutting relatively more economic, can improve capacity utilization rate reduce cost, and to process level requirement also to have certain to improve.
Optical film materials for high technical barriers, has long been monopolized by foreign enterprises, the 3 m and Japan, South Korea and Taiwan enterprises accounted for most of the market.Optical thin film industry in China is still in the initial stage, only a few enterprises into the optical film field.In 2011 the market backlight module optical diaphragm of shipments close to 480 million square meters, and domestic enterprises accounted for less than 2%, the market share of the heavy reliance on imports.Localization of optical film has a lot of import substitution promotion space.