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Markets for Optically Functional Films and Coatings in Displays - 2012

Abstract

Summary

The purpose of this report is to provide a market analysis of the opportunities and challenges for emerging optically functional films used in displays over the next eight years. In this report, we examine the latest products, strategies, and technical developments of the industry. For example, we identify where new optical film products are likely to help grow addressable markets for different types of displays versus market-dominant LCDs, and where new films for LCDs may help these struggling displays maintain profitability.

Note that hard coatings and other coatings designed to improve the durability of the displays are also commonly found on the front surface of most displays, but these coatings are not optically functional and so they are excluded from the analysis in this report. (Of course, they must be as optically transparent as possible, but they do not perform a particular optical function.) In addition, this report also includes NanoMarkets' assessments of the strategies of leading or influential firms active in the optically functional coating/film space. And, as always with NanoMarkets reports, this report contains granular, eight-year forecasts of optical films and coatings in volume (by area coated) and value terms, broken out by application.

End-use display markets covered include LCDs, OLEDs, e-paper displays, and plasma displays, broken out by mobile computing devices (smartphones, tablets, notebooks, etc.), TVs, computer monitors, and others. Optical film/coating products covered include antiglare/antireflection, color/contrast enhancement, privacy films, reflectors, diffusers, prism and brightness enhancement films, reflective polarizers, multifunctional BLU films, and polarizer films.

Table of Contents

Executive Summary:

  • E.1 Opportunities for Optical Coatings and Films in the Display Industry
    • E.1.1 Films for LCDs Remain the Short-to-Medium Term Opportunity
    • E.1.2 Maximizing the Performance of New Displays through Optical Coatings
  • E.2 The Optical Films Supply Chain in the Display Industry
    • E.2.1 The Dominance of 3M and Japan
    • E.2.2 Other Firms to Watch: Korea Ascendant
  • E.3 Summary of Eight-Year Forecasts of Optical Films in Display Applications

Chapter One: Introduction

  • 1.1 Introduction to this Report
    • 1.1.1 Optical Films and Coatings for the LCD Industry: Multi-Functional Films and New Functionality
    • 1.1.2 New Types of Optical Films and Coatings for Non-LCD Displays
  • 1.2 Objectives and Scope of This Report
  • 1.3 Methodology of this Report
  • 1.4 Plan of This Report

Chapter Two: Optically Functional Coatings and Films in Displays - Designs and Materials

  • 2.1 Front Surface Display Films
    • 2.1.1 Antiglare and Antireflection Films
    • 2.1.2 Color/Contrast Enhancement, Compensation Films, and Privacy Films
    • 2.1.3 Suppliers of Front Surface Films
  • 2.2 Polarizers for Displays
    • 2.2.1 Polarizer Trends and their Market Implications
    • 2.2.2 Technical Trends and Related Opportunities in the Polarizer Sector
    • 2.2.3 Suppliers of Polarizers
  • 2.3 Optically Functional Films in LCD BLUs
    • 2.3.1 Technical Trends and Market Implications in LCD BLU Films
    • 2.3.2 Multifunctional and Specialty Film Opportunities
    • 2.3.3 Suppliers
  • 2.4 Key Points Made in This Chapter

Chapter Three: Eight-Year Forecasts of Optical Films for Displays

  • 3.1 Forecasting Methodology
    • 3.1.1 Methodology
    • 3.1.2 Scope of the Forecast
    • 3.1.3 Data Sources
    • 3.1.4 Assumptions
    • 3.1.5 Optical Film Prices
    • 3.1.6 Alternative Scenarios
  • 3.2 LCDs: Addressable Market Analysis and Market Forecasts
    • 3.2.1 Mobile Computing - Phones, Tablets, and Notebooks
    • 3.2.2 TVs
    • 3.2.3 Monitors and Related Displays
    • 3.2.3 All Other LCDs
    • 3.2.4 Summary of Forecasts of Optically Functional Films in LCDs
  • 3.3 OLEDs: Addressable Market Analysis and Market Forecasts
    • 3.3.1 Mobile Computing - Phones, Tablets, and Notebooks
    • 3.3.2 OLED TVs
    • 3.3.3 All Other OLED Displays
    • 3.3.4 Summary of Forecasts of Optically Functional Films in OLED Displays
  • 3.4 E-Paper Displays: Addressable Market Analysis and Market Forecasts
    • 3.4.1 Consumer Electronics Displays
    • 3.4.2 All Other e-Paper Displays
    • 3.4.3 Summary of Forecasts of Optically Functional Films in e-Paper Displays
  • 3.5 Plasma Displays: Addressable Market Analysis and Market Forecasts
    • 3.5.1 Analysis of the Plasma Display Market
    • 3.5.2 Optical Films in Plasma Displays
  • 3.6 Eight-Year Forecasts of Optically Functional Films by Application
    • 3.6.1 Front Surface Optical Films - Antiglare/Antireflection, Color/Contrast Enhancement, and Privacy Films
    • 3.6.2 Polarizers
    • 3.6.3 Prismatic Brightness Enhancement Films
    • 3.6.4 LCD-Specific Optical Films: Reflectors, Diffusers, Reflective Polarizers, and Multifunctional BLU Films
  • 3.7 Summary of Eight-Year Forecasts
    • 3.7.1 Summary by Application
    • 3.7.2 Summary by Film Type
  • Acronyms and Abbreviations Used in This Report

List of Exhibits

  • Exhibit E-1: Overview of the Supply Chain for Display Optical Films
  • Exhibit E-2: Market Value of Optically Functional Films in Displays by Application and by Film Type 2012-2019 ($ Millions)
  • Exhibit 2-1: Overview of Selected Suppliers of Front Surface Optical Films for Displays
  • Exhibit 2-2: Overview of Polarizer Film Production, Key Issues, and Major Japanese Players
  • Exhibit 2-3: Typical Backlight Configurations
  • Exhibit 2-4: Overview of the Optical Films in the LCD BLU, Key Characteristics, and Major Suppliers
  • Exhibit 3-1: Optically Functional Film/Coating Types Found In Displays
  • Exhibit 3-2: Average Optical Film Prices ($/m2) 2012-2019
  • Exhibit 3-3: Analysis of the LCD Market 2012-2019
  • Exhibit 3-4: Analysis of the Total Area of the LCD Market 2012-2019
  • Exhibit 3-5: Optically Functional Films in LCDs Used in Mobile Computing Applications 2012-2019
  • Exhibit 3-6: Optically Functional Films in LCD TVs 2012-2019
  • Exhibit 3-7: Optically Functional Films in Computer Monitors and Related LCDs 2012-2019
  • Exhibit 3-8: Optically Functional Films in Other LCDs 2012-2019
  • Exhibit 3-9: Summary of Optically Functional Films in LCDs 2012-2019 ($ Millions)
  • Exhibit 3-10: Analysis of the OLED Display Market 2012-2019
  • Exhibit 3-11: Analysis of the Total Area of the OLED Display Market 2012-2019
  • Exhibit 3-12: Optically Functional Films in OLEDs Used in Mobile Computing Applications 2012-2019
  • Exhibit 3-13: Optically Functional Films in OLED TVs 2012-2019
  • Exhibit 3-14: Optically Functional Films in All Other OLED Displays 2012-2019
  • Exhibit 3-15: Summary of Optically Functional Films in OLED Displays 2012-2019 ($ Millions)
  • Exhibit 3-16: Analysis of the e-Paper Display Market 2012-2019
  • Exhibit 3-17: Analysis of the Total Area of the e-Paper Display Market 2012-2019
  • Exhibit 3-18: Optically Functional Films in e-Paper Displays Used in Consumer Electronics Applications 2012-2019
  • Exhibit 3-19: Optically Functional Films in All Other e-Paper Displays 2012-2019
  • Exhibit 3-20: Summary of Optically Functional Films in e-Paper Displays 2012-2019 ($ Millions)
  • Exhibit 3-21: Analysis of the Plasma Display Market 2012-2019
  • Exhibit 3-22: Analysis of the Total Area of the Plasma Display Market 2012-2019
  • Exhibit 3-23: Optically Functional Films in Plasma Displays 2012-2019
  • Exhibit 3-24: Antiglare/Antireflection Films in Displays by Application 2012-2019
  • Exhibit 3-25: Contrast/Color Enhancement Films in Displays by Application 2012-2019
  • Exhibit 3-26: Privacy Films in Displays by Application 2012-2019
  • Exhibit 3-27: Front-Surface Optically Functional Films in Displays by Application 2012-2019
  • Exhibit 3-28: Polarizer Films in Displays by Application 2012-2019
  • Exhibit 3-29: Prismatic/Brightness Enhancement Films in Displays by Application 2012-2019
  • Exhibit 3-30: Reflector Films in Displays by Application 2012-2019
  • Exhibit 3-31: Diffuser Films in Displays by Application 2012-2019
  • Exhibit 3-32: Reflective Polarizer Films in Displays by Application 2012-2019
  • Exhibit 3-33: Multifunctional Enhancement Films for BLUs in Displays by Application 2012-2019
  • Exhibit 3-34: Summary of Optically Functional Films in Displays by Application 2012-2019
  • Exhibit 3-35: Summary of Optically Functional Films in Displays by Film Type 2012-2019
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