台湾の偏光板メーカーが中国進出を模索中。需要は問題ないが財務課題等があり投資に踏み切れていない。 主なメーカーとしてはChi MeiMaterials、BenQ Materials等。
中国内の企業もタレント不足で偏光板の事業化は出来ていない。唯一LG化学が中国で生産しており6月に生産規模を拡大済み。さらにCSOTの需要に応えるためさらに拡大を視野に入れている。
にほんブログ村 ニュースブログ ITニュースへ
にほんブログ村


Taiwan polarizer makers are currently evaluating whether to set up new production facilities in China as local panel makers are expanding their production capacity and will increase orders for polarizers.
The Taiwan polarizer makers currently lack the capacity to supply both Taiwan and China panel makers, said industry sources, adding that China's panel makers have been looking to companies such as LG Chem as a result, as there is a lack of polarizer supply from both Taiwan and China.
China has been trying to cultivate the polarizer industry but has been struggling to do so, the sources said. Taiwan makers on the other hand have the talent to expand production but are hesitant to do so for numerous reasons such as financial concerns.
Polarizer production capacity in China is currently limited to around 17 million square meters, which was only able to meet about half of the 35.79 million square mater demand in China during 2012. The demand is expected to climb to 70.39 million square meters in 2014, which means that polarizer makers will likely have good business opportunities during the year.
Taiwan-based Chi Mei Materials and BenQ Materials are among the Taiwan polarizer makers that will consider expanding production facilities in China, but decisions have yet to be made, the sources noted.
Meanwhile, LG already expanded its polarizer production facilities in China in June and is considering further expansion to meet the expected demand from China Star Optoelectronics Technology (CSOT).