PUBLICATIONS : REPORT

A Bright Outlook for Brightness Enhancement Light Management Films: Prism Film (BEF), Reverse Prism Film, Polarization Recycling Film (DBEF) and Brightness Enhancement Diffusers

Table of Contents

1 Executive Summary 6
2 Light Management Films (LMFs) 8
2.1 Introduction 8
2.1.1 Types of light management films 8
2.2 Prism Film (BEF) 10
2.2.1 3M Brightness Enhancement Film (BEF) 10
2.2.2 BEF Equivalent Film from Competitors 11
2.2.3 Microstructure BEF 11
2.2.4 Nanostructure BEF 11
2.3 Reverse Prism Film 11
2.4 Polarization Recycling Film (DBEF) 13
2.4.1 3M DBEF 13
2.4.2 3M APF (APCF) 15
2.4.3 3M BEF-RP 15
2.4.4 3M  Combination DBEF and BEF (DBEFD-TV) 15
2.4.5 Cholesteric LC DBEF 16
2.4.6 Nano-structure DBEF 16
2.5 Brightness Enhancement Diffusers 18
3 Product Configurations Using LMFs 20
3.1 Single BED 20
3.2 Double BED 21
3.3 Single Prism Film (BEF) 21
3.4 Double Prism Film (2BEF) 22
3.5 Reverse Prism with Prism Light Guide 23
3.6 DBEF 23
3.7 Overview of LMF Configurations 24
4 Key Trends in Use of LMFs 25
4.1 Trends Increasing Demand for LMFs 25
4.1.1 Emergence of Brightness Enhancement Diffusers 25
4.1.2 Emergence of LED Backlights 25
4.1.3 Power Consumption as a Competitive Weapon 26
4.1.4 Trend to Large-Size LCD TVs 26
4.2 Trends Reducing Demand for LMFs 27
4.2.1 CCFL Pricing 27
4.2.2 Higher Aperture Ratio for Panels 27
4.2.3 Lowering Specifications for Brightness 27
4.2.4 Monitors Converting to TN Mode 27
4.3 Trends Changing Preference for Different LMFs 28
4.3.1 Thinner Notebooks 28
5 Supply Chain for LMFs 29
5.1 Supply Chain Today 29
5.2 Likely Evolution of Supply Chain 33
6 Trends in Backlights 36
6.1 CCFL 36
6.2 LED Backlights 36
7 Supply and Demand Trends for LCDs 38
7.1 Rapid Growth in Demand 38
7.2 Aggressive Investment in Supply Capacity 38
7.3 Large-Size LCD TVs Winning Against Tough Competition 40
8 Overview of Expected and Upside Forecasts 44
8.1 CCFL Lamp Pricing 44
8.2 Demand for Large-Screen LCD TVs 44
8.3 Market Penetration for LED Backlights 44
8.4 Notebook Share Gain at the Expense of Monitors 45
8.5 Summary of the Two Scenarios Assumptions 45
8.6 High-Level Comparison - Baseline vs. Upside 46
9 Expected Case Forecast 49
9.1 Overview of Key Forecast Assumptions 49
9.2 Film Configurations 49
9.2.1 Mobile 50
9.2.2 Notebooks 51
9.2.3 Monitors 52
9.2.4 TVs 53
9.3 Demand for LCD Panels 56
9.4 Forecast for Prism Film (BEF) 59
9.4.1 Total All BEF 59
9.4.2 3M Forecast 64
9.4.3 3M Competitors Forecast 71
9.5 Forecast for Reverse Prism Film 78
9.5.1 Total 78
9.6 Forecast for Polarization Recycling Film (DBEF) 81
9.6.2 3M Forecast 88
9.6.3 3M Competitors Forecast 94
9.7 Forecast for Brightness Enhancement Diffusers 98
9.7.1 Area 98
9.7.2 Area Sales Mix by Application 99
9.7.3 Pricing 100
9.7.4 Sales 101
9.8 Total Demand for all LMFs 103
9.9 3M Total Sales and Sales Mix 108
10 Upside Forecast 110
10.1 Overview of Key Forecast Assumptions 110
10.2 Film Configurations 110
10.2.1 Mobile 111
10.2.2 Notebooks 112
10.2.3 Monitors 113
10.2.4 TVs 114
10.3 Demand for LCD Panels 117
10.4 Forecast for Prism Film (BEF) 120
10.4.1 Total 120
10.4.2 3M Forecast 125
10.4.3 3M Competitors Forecast 132
10.5 Forecast for Reverse Prism Film 139
10.5.1 Total 139
10.6 Forecast for Polarization Recycling Film (DBEF) 142
10.6.2 3M Forecast 149
10.6.3 3M Competitors Forecast 155
10.7 Forecast for Brightness Enhancement Diffusers 159
10.7.1 Area 159
10.7.2 Pricing 161
10.7.3 Sales 162
10.8 Total Demand for all LMFs 164
10.9 3M Total Sales and Sales Mix 168
11 Intellectual Property Overview 170
11.1 Overview of 3M Patents 170
11.2 BEF Patents 170
11.2.1 BEF Patent discussion 170
11.2.2 3M Patents claimed in Vikuiti BEF Family Literature 171
11.3 DBEF Patents 174
11.3.1 DBEF Patent Discussion 174
11.3.2 3M Patents claimed in Vikuiti DBEF Family Literature 175
11.3.3 Other forward references by 3M relating to birefringent multilayer structures 177
12 Company Profiles & Product Specifications 183
12.1 3M 183
12.2 Arisawa Mfg. Co., Ltd. 186
12.3 BrightView Technologies, Inc. 187
12.4 CoreFlex (Reflexite Corporation and Coretronic Corp.) 188
12.5 Dai Nippon Printing Co., Ltd. (DNP) 190
12.6 E-Fun Technology Co. Ltd. 191
12.7 Fusion Optix, Inc. 193
12.8 Gamma Optical Co. Ltd. 194
12.9 Goyo Paper Working Co. Ltd. 195
12.1 Kim-Gate International Co., Ltd. 196
12.11 Kolon Industries, Inc. 197
12.12 Kuraray Co., Ltd. 198
12.13 LG Chem, Ltd. 199
12.14 LGS Co., Ltd. 200
12.15 Mirae Nano Tech Inc. 201
12.16 Mitsubishi Rayon Co., Ltd. 202
12.17 Prodisc Technology Inc. 203
12.18 Rohm and Haas/SKC 204
12.19 Saudi Basic Industries Corporation (SABIC) 206
12.2 Shinwha Corporation 207
12.21 UBright Optronics Corporation 208
12.22 Wah Hong Industrial Corp. 209
12.23 WaveFront Technology Inc. 210
13 Appendix A - Types of LCD Illumination 211
13.1 CCFL 211
13.2 EEFL 211
13.3 FFL 212
13.4 LED - White 213
13.5 LED - Red, Green, Blue (RGB) 214
13.6 HCFL 215
14 Appendix B - Types of Backlights 219
14.1 Wedge 219
14.2 Slab 220
14.3 Cavity 200

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