Mainland LCD raw materials is still in the early stages of development
Liquid Crystal Materials: still the biggest middle and low
The world's leading liquid crystal material manufacturers: Germany MERCK, Japan CHISSO, DIC, China Yongsheng Huaqing. MERCK which the largest output, accounting for about 50% of the global total, in Germany, Japan, China's Taiwan have established plants, with 2005 sales increase of 27% over the previous year.
Liquid crystal materials research in China began in 1969. In 1987 began formal production of liquid crystal material, breaking the Germany, Japan, the long-term technological monopoly. Affected by a variety of subjective and objective factors, China's current liquid crystal material is also only in the low block of TN, STN-type, high-grade materials (mainly TFT materials) usually have only stayed in the laboratory.
China's four liquid crystal material companies in 2005 sold a total of 223.5 tons liquid crystal (of which 180 tons, and mixed liquid crystal monomer 44.35 tons), sales of 731 million yuan. An increase of 89.87%. In recent years, manufacturers of liquid crystal materials are committed to improve product quality, expanding product variety, improve product structure. In 2005 the most prominent exports of liquid crystal monomer scale, which Shijiazhuang Yongsheng Huaqing among the four largest and most varied.
Glass substrate: at the initial stage
At present, the supplier of glass substrates are mainly the United States, Corning (Corning) and Japan's Asahi Glass (Asahi Glass), Electric Glass (NEG) and the NSG (NH Technology), etc. 4. They are four virtual monopoly on the industry-wide production and supply of glass. European Pilkington also supplies a small amount of TN, STN glass.
In recent years by the rapid development of TFT-LCD industry, the pulling, the needs of the glass substrate has been in a period of rapid growth. Global production in 2005 reached more than 7400 million square meters, up 56.6%.
The glass substrate production in China is still in the start-up phase. According to reports, Ancaigaoke in 2005 announced plans to invest 2.2 billion yuan building TFT substrate production line, target 5G with an annual output of 3 million square meters of glass substrates.
The Rainbow recently announced plans to invest 1.3 billion yuan, 5G and 5G in two phases over the completion of TFT glass substrates. The first phase investment of 800 million yuan, the main objective is to produce 750,000 square meters to 90 million square meters of 5G TFT glass; 2, then the TFT in accordance with domestic real investment in the future determined algebra.但上述两个项目目前尚处论证、申报阶段。
The actual start of production enterprises River Nanlo Bolivia Group completed 260 million yuan investment in the construction of the CSTN sheet glass production lines are available this year, in May to produce CSTN thickness of 0.55 mm glass substrates. Bulk supply to the market now.
Color filter: Panel Built into the trend of business
At present various types of liquid crystal displays, especially LCD TVs have become increasingly demanding of color, while the pressure to reduce costs is also growing. To this end, in large enterprises, built-in TFT-LCD color filter production line, in order to reduce transport and reduce costs. CF built in 2005 accounted for all the CF that 50% of output is expected in 2006, built-in CF will account for 60%.
2006 world's top three color filter manufacturing enterprises are: LPL 16.4%, built-in; Toppan Printing, and 12.6%, professional; Samsung accounted for 11.4%, built-in.
At the same time, all manufacturers are improving the raw materials, improve the color film optical properties, to improve production processes, reduce costs and so on have done a lot of work, including transfer and inkjet technology worthy of attention. According to reports, Japan's Toppan Printing co-operation with Komura, research and development transfer method, the estimated cost can be reduced by 1 / 2, but the current production schedule is still uncertain. The DNP is imported ink-jet method. In fact, the inkjet printing technology, a low threshold, Sharp Built-in 6-generation color filters have been taken to inkjet printing, mass production, while Taiwan AMTC is also in cooperation with Taiwan's Industrial Technology Research Institute, the five-generation production lines will also be sprayed ink method for mass production.
Color filter technology is another challenge faced no color film, using field sequential (Field Sequential Color) Color of technology. This is the technology have been developed for many years, only a very limited range of applications. But now the situation has changed, Samsung in 2005 FPD International Exhibition (FPD International 2005) was first introduced on the filter does not use CFL (Color Filter Less) 32 Ying Cun LCD, cause for concern.
The panel method for field sequential (FS) to achieve color using RGB-LED backlight, OCB panel, the response speed of 5ms, a resolution of 1366 × 768 pixels, a brightness of 500cd/m2, contrast ratio of 1000:1, the aperture ratio up to 78% of NTSC color gamut of 110%, power consumption of 82W, the driving frequency were not disclosed. Because they do not use the filters, the panel can cut costs, prices fell 20%. The number of LED used for specific data were not disclosed.
Transparent electrode: development into a separate category
Since China is still the TN, STN-LCD an important production base, ITO conductive glass industry has developed into a separate category. Mainland China ITO conductive glass production line of about 40 major companies, including foreign-owned enterprises - Suzhou NSG, and imports large-scale production line of business - Shenzhen CSG, Shenzhen Leybold, etc., domestic production companies - Anhui Bengbu Huayi, Shenzhen in South Asia, Wuhu, Anhui long letter, Kang Dake Jintan, Jiangsu, Shenzhen, Howell and so on.
According to incomplete statistics, China's actual output in 2005 has been more than 10 million square meters. Not only has been able to basically meet the domestic demand, the proportion of exports also reached a certain level. At the same time technical level, product quality has greatly improved.
Polaroid: continued tight supply of
High-tech market in the world demand for LCD panels substantial increase in market conditions, the right quality and quantity of polarizing film demand is also rising. 2001 global market size of Polaroid 805 million; in 2002 in the TFT-LCD, driven by growth in demand, polarizers, grew 46%, gross output value reached 1.173 billion U.S. dollars; in 2006 is expected to be more up to 18 billion U.S. dollars.
According to DisplaySearch estimated that, if raw material suppliers in accordance with the current view of the expansion plan, polarizers, continued tight supply through 2008.
The current global market, first polarizer maker Nitto Denko's market share of about 40% to 50%, Sumitomo Chemical about 20%, 3-li about 15%, the remainder Lite and LG Chemical. Polarizing film production in China is still in the initial stage, the main manufacturer of deep spinning Lucky for Shenzhen, Wenzhou Overseas Chinese industry, Foshan Wei Da, products for the TN, STN using narrow (500mm) polarizer. Currently unable to provide wide (1330mm) products.
Polaroid main raw materials costs account for 60% of the cost of product sales -70%, while the TAC film and PVA film which accounted for 75% of the cost of raw materials.
Backlight system: the mainstream, or CCFL
Backlight modules include: lighting (CCFL or LED), LGP, reflective plates, diffusion plates, frames and so on. Currently the most widely used LCD, the backlight CCFL (cold cathode fluorescent lamp) and LED (light-emitting diode).
Backlight system, the mainstream is still CCFL. CCFL backlight module production of dozens of enterprises, mostly from Taiwan, Japan and South Korea came in the past two years has shifted a lot. Half of the backlight module production worldwide comes from China's Taiwan factory, followed by South Korea and Japan. Mainland Gaode earlier, the scale should be relatively large number of Shenzhen Tai-ray. Production of cold cathode fluorescent tubes very few companies, the mainland's largest Nanjing Long light, the larger international community only HORISON (Japan), SANKEN (Japan), Kam Fu Motor (South Korea), the power of Union (Taiwan) 4 .
A more mature alternative to the current CCFL light source, in addition to LED, there are FFL (Flat Fluorescent Lamp, flat light source), OLED, as well as technologies such as carbon nanotubes, although the latter two prototype development, but the application has not yet reached maturity stage.
LED as a backlight source of more and more attention. It has a small display in the mobile phones were widely used, is moving in desktop PC monitors, portable PC and LCD TVs expansion. Although there Oled products on the market, and its ultra-thin nature of randomness and there is a place better than the LED, but its life, color and so not as good as LED, so LED is still the best choice for LCD backlight.
FFL has assembled a simple, non-mercury, etc., in a stable under the qualified rate of production, FFL may be all of the costs of backlight technology, most competitive, so some manufacturers have begun to successfully mass production and application in 32 inches or larger size of LCD TV modules.