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

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