Liquid crystal panel core components polarizer is expected to realize localization-mentalist

Polaroid LCD panel core components is expected to achieve localization of the author: Zhou Lei with the rapid development of the domestic LCD panel industry, the upstream raw materials rising in polarizer. In February 17th, the glass substrate industry leader Dongxu photoelectric announcement that approved "on the establishment of foreign investment holding subsidiary motion", agreed to the company and the world’s top 500 enterprises Sumitomo Chemical Corporation, Korea dongwoo Fine Chemical Corporation, extension meters of International Limited company in Beijing to reach an agreement, the Dongxu photoelectric absolute control, set up "Asahi Electronics Materials Science and technology in Jiangsu city of Wuxi province (Wuxi) Co., Ltd. (hereinafter referred to as the" Friends of Wuxi Asahi), carry out Polaroid business cooperation. The domestic flat-panel display material leader by hand in hand with the world’s top 500 enterprises, and actively promote the polarizer of high-end raw roll production technology projects, so that domestic Polaroid business concern. Polaroid is LCD TV, notebook computer, tablet computer, intelligent mobile phone and other core components display products essential for liquid crystal display, as one of the key raw materials of the device, close to the liquid crystal panel on both sides by transmission or block issued in backlight module light, adjust the pixel brightness and color reproduction, the human eye to see bright color display image. In the liquid crystal panel materials, glass substrate, color filter, polarizer has a higher cost share, which accounts for about 20% of the glass substrate, the polarizer accounted for about 11%. At present, China’s mainland has become the world’s third largest flat panel display production base, which ushered in a historical opportunity for the upstream polarizer material. According to the statistical data of Chilean Consulting Group, Polaroid Chinese factory needs the domestic panel in 2014 of about 65 million square meters, is expected to 2018, all panel production line (including LCD, AM-OLED production line) the annual demand will reach 140 million to 180 million square meters, an average annual growth rate of nearly 30%. However, nearly 80% of the world’s polarizer production relies on technology from Japanese companies. At present, in the domestic market, Polaroid Nitto, Sumitomo chemical, South Korea LGC big three share of more than 50%. While the domestic manufacturers only Sheng ophotoelectric and three spectrum, but because the market share is small, self-sufficiency rate of less than 9%, far less than 30% of the national industrial security value. It is worth noting that China imported Polaroid tariff reached 8%, which greatly increased the cost of raw materials and downstream manufacturers; at the same time, for industrial safety, countries have the use of domestic materials proportion for domestic panel manufacturers, which are for the Polaroid localization provides a market opportunity and policy guarantee. According to the announcement, Wuxi Asahi friends of the registered capital of 18 billion 150 million yen (about 1 billion yuan), among them, Dong Xu photoelectric invested 9 billion 257 million yen (about 500 million yuan), the equity ratio was 51%, in absolute controlling position. Sumitomo chemistry, Korea dongwoo Fine Chemical Corporation, extension meters International Limited shares accounted for 17%, 30% and 2%. It is understood that the joint venture company aims to use the advanced production technology and scientific management methods, polarizer sell in domestic production, procurement, processing, to meet the market needs of the polarizer.

液晶面板核心元件偏光片有望实现国产化   作者:周雷   随着国内液晶面板产业的蓬勃发展,其上游原材料偏光片也在持续升温。2月17日,玻璃基板行业龙头东旭光电发布公告称,审议通过《关于对外投资设立控股子公司的议案》,同意公司与世界500强企业住友化学株式会社、韩国东友精细化学株式会社、拓米国际有限公司在北京达成协议,由东旭光电绝对控股,在江苏省无锡市成立“旭友电子材料科技(无锡)有限公司(简称无锡旭友)”,开展偏光片业务合作。国内平板显示材料领军企业通过与世界500强企业携手,积极推进高端的偏光片原卷生产技术项目,让国内偏光片商机引发关注。   偏光片是LCD TV、笔记本电脑、平板电脑、智能手机等多种显示产品必不可少的核心元件,作为液晶显示器件的关键原材料之一,紧贴在液晶面板两侧,通过透射或阻断背光模组中发出的光线,调整像素亮度并再现颜色,使人眼看到颜色鲜艳的显示影像。在液晶面板原材料中,玻璃基板、彩色滤光片、偏光片都占有较高的成本份额,其中,玻璃基板约占20%,偏光片约占11%。   目前,我国大陆已经成为全球第三大平板显示生产基地,这为上游偏光片材料迎来了历史机遇。根据群智咨询的统计数据,2014年中国国内面板厂的偏光片需求约6500万平方米,预计到2018年,所有面板产线(含LCD、AM-OLED产线)的年需求量将高达1.4亿到1.8亿平方米,年均增速接近30%。然而,全球近80%的偏光片生产依赖于日本企业的技术。目前,在国内偏光片市场,日本日东、住友化学、韩国LGC三巨头的占有率超过50%。而国内厂家仅有盛波光电和三利谱,但由于市场份额小,自给率不足9%,远低于30%的国家产业安全值。   值得注意的是,国内进口的偏光片的关税达到8%,这大大提高了下游面板厂商的原料成本;与此同时,出于产业安全的考虑,国家对于国内面板厂商有国产化材料使用的比例要求,这都为偏光片的国产化提供了市场机遇和政策保证。   根据公告,无锡旭友的注册资本181.50亿日元(约10亿元人民币),其中,东旭光电出资92.57亿日元(约5亿元人民币),股权比例为51%,处于绝对控股地位。住友化学、韩国东友精细化学株式会社、拓米国际有限公司股权占比分别为17%、30%和2%。据了解,合资公司旨在利用先进的生产技术和科学管理方式,在我国境内销售所生产、采购、加工的偏光片,满足市场对偏光片的需求。根据规划,合资公司的经营规模以年产超过2000万平方米的偏光片为目标,有效填补国内偏光片生产的市场缺口。“项目预计2019年全部投产,投产后将达到年销售收入至少20亿元的营业规模。”东旭光电偏光片项目负责人王俊明说。   住友化学掌握着世界领先的偏光片生产技术及研发能力,在日本、韩国和我国台湾地区均设有偏光片生产线,全球市场占有率超过25%。通过合作,住友化学将为合资公司提供技术、管理、人才等多方面的支持,以保证合资公司顺利进行偏光片的生产、加工等业务。东旭光电则是全球为数不多掌握液晶玻璃基板全套生产技术的企业之一,也是国内唯一一家同时拥有浮法和溢流下拉法两种玻璃基板生产工艺的国家级高新技术企业。   推进高端显示材料偏光片生产只是东旭光电构筑千亿平板显示产业战略规划中的一环。目前,该公司拥有的第5代、第6代液晶玻璃基板生产线均已实现了稳定量产,并已销往京东方、龙腾光电、中航光电、中华映管等主要面板厂商。日前,该公司公告称,拟在福建投建3条第8.5代玻璃基板产线,巩固公司国内液晶玻璃基板龙头地位。与此同时,该公司引进大日本印刷株式会社(DNP)先进技术进入彩色滤光片领域,并在高端显示材料蓝宝石、新材料石墨烯等领域有着不俗表现。   “东旭光电一直定位为民族企业,我们已经实现了液晶玻璃基板的国产梦,希望通过不断深耕面板上游行业,实现拓展自身业务版图的同时,为国家显示产业的安全贡献一份力量。”东旭光电董事长李兆廷表示。事实上,为提升新型显示产业的安全性,增强产业发展质量和效益,国家鼓励和支持内外资企业互利合作。   业内人士分析认为,东旭光电的目标是打造成为国内领先的光电显示材料生产商。在政策利好和市场机遇具备的情况下,东旭光电通过携手住友化学,快速切入偏光片领域,有望尽快培育出新的支柱产业,这将与其现有的液晶玻璃基板、彩色滤光片、盖板玻璃、蓝宝石等产业形成协同效应。相关的主题文章: