LCD materials are the core component of LCD panel. Compared with components such as driver ICs, polarizers, filters, etc., as chemically synthesized materials, the properties and performance of the finished products have certain variables, and they cannot be 100% guaranteed for all batches of products. At the same level. During the production process, the control of various impurities in the liquid crystal material can only be maintained within a certain range, but once unknown impurities are mixed in, it may cause a batch of liquid crystal panels produced to be scrapped, and the loss caused is incalculable. Therefore, regardless of the panel manufacturing companies in the downstream of the industry chain, or the company’s customer-mixed LCD manufacturing companies, they prefer stable and mature upstream material supply. But it is a critical and irreplaceable component. The quality of the liquid crystal material directly determines the key indicators such as the response speed, contrast, and viewing angle of the liquid crystal display. Enterprises in the liquid crystal material industry are divided into two categories, one is the liquid crystal terminal material manufacturer that produces mixed liquid crystals, and the other is the liquid crystal front-end material manufacturer that produces liquid crystal monomers and intermediates. The production of terminal materials requires high technical requirements for mixed liquid crystal formulations, and the purification process is complex, so there are higher technical barriers. At present, in the hybrid LCD industry, overseas hybrid liquid crystal material companies are mainly Merck, JNC and DIC, and domestic hybrid liquid crystal material companies include Jinxun Sunshine, Jiangsu Hecheng, and Chengzhi Yonghua.
What is the size and prospect of the liquid crystal material market? Analysis of the development status and prospects of the liquid crystal material industry
At present, the mainstream of liquid crystal display is TFT LCD, which has high display brightness, good contrast, fast response speed, and vivid colors. It is the most widely used in mobile phones, computers, TVs and other products. At present, TFT LCD accounts for more than 80% of the total output value of the entire flat panel display industry, and is the mainstream liquid crystal display technology.
The LCD industry has a long industrial chain, with basic chemical raw materials and material devices in the upstream, LCD panels in the midstream, and various electronic products in the downstream. The upstream mainly includes liquid crystal materials (intermediates, monomers, mixed crystals), polarizers, driver ICs, glass substrates, filters, backlight modules, etc. The cost ratios are 3.5%, 9.9%, 10.4%, and 15.2, respectively. %, 17.9%, 29.1%.
Demand for large-size panels has increased, and liquid crystal materials have developed steadily. With the globalization of large-size TV panels, the demand for large-size panels has increased, which has driven the simultaneous growth of liquid crystal materials. It is estimated that the global TFT mixed crystal demand in 2019 will be about 666 tons, of which the TFT mixed crystal demand in mainland China will be about 266 tons, accounting for about 40% of the global proportion.
In recent years, the global LCD panel production capacity has gradually shifted from Japan, South Korea and Taiwan to mainland China, and the demand for hybrid LCDs has shown a rapid growth trend. In 2018, the localization rate of hybrid LCDs in my country reached 33%, and the demand for hybrid LCDs reached 320 tons. . my country’s liquid crystal material industry started late, and there is a big gap in the field of TFT mixed crystal. In the past period of time, mainly relying on the introduction of foreign TFT mixed crystals, especially in the middle and high-end markets, has led to a relatively weak technical foundation for domestic liquid crystal material companies; the liquid crystal material industry in developed countries started early, and the technology is more advanced and mature. After years of development, Has accumulated considerable technical advantages.
Domestic liquid crystal material companies are mainly divided into two categories. Among them, Jiangsu Hecheng Display and Shijiazhuang Chengzhi Yonghua can independently produce mixed liquid crystal materials and realize large-scale supply. The downstream customers are mainly liquid crystal panel factories; and Yongtai Technology, Wan Companies such as Runshares and Ruilian New Materials mainly focus on the production and sales of liquid crystal monomers, and their suppliers are mainly overseas liquid crystal material giants such as Merck and DIC. With the continuous increase in the global share of domestic LCD panel production capacity, the market share of domestic LCD material companies is expected to make further breakthroughs in the future.
The liquid crystal material industry report analyzes the development status of China’s liquid crystal material industry and its various sub-sectors, the development status of upstream and downstream industries, market supply and demand, new products and technologies, and focuses on the development and characteristics of China’s liquid crystal material industry, and The challenges that China’s liquid crystal material industry will face, and the development strategies of enterprises. The report also makes a detailed analysis of the development trend of the global liquid crystal material industry, and conducts research and judgment on the trend of the liquid crystal material industry. It is a production, operation enterprise, scientific research, investment institution and other units in the liquid crystal material industry to accurately understand the current development trend of the liquid crystal material industry and grasp the company. A rare boutique in positioning and development direction.
Post time: Sep-03-2021