It is the most expensive part of the display panel, accounting for more than 20% of the cost, but it is not technically difficult and belongs to a labor-intensive industry. Most of the backlight modules in the world are produced in my country.
However, about 60% of the cost of the backlight module comes from the optical film, mainly including diffusion film, reflective film, brightness enhancement film, etc. In this regard, the domestic progress is quite good, and the development speed is very fast. Ningbo Jizhi Technology, which focuses on the production of diffusion film, reflective film, and brightness enhancement film in China, is also growing rapidly.
The domestic-made Kangdexin of optical film is the leading force, and it is already one of the largest optical film manufacturers in the world.
However, for the more upstream materials, domestic production still needs to continue to work hard. The main raw material for the production of these optical films is the optical base film. To produce the optical film, it is necessary to purchase the optical base film. At present, more than 80% of the global production capacity of the optical base film is produced by Mitsubishi. Resin, Toray, Teijin, DuPont, Kolon, SKC, Toyobo and other giants are monopolized. The domestic manufacturers include Lucky Group, Kangdexin, Yuxing Co., Ltd., Nanyang Technology (Dongxucheng Chemical) and so on.
