LCD Brightness Enhancement Films in an Era of Backlight Technology Turbulence

Publication Date	October 2006
Publisher	McLaughlin Consulting Group
Product Type	Report
Pages	246
ISBN Number	not applicable
Product Code	MCG00001

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Summary

With the expiration of 3M's key BEF patent last year, a group of competitors have now entered the market and are beginning to take share from 3M in BEF film. While Kodak and GE have entered the market, smaller and more aggressive Asian competitors appear to be establishing leadership positions in challenging 3M.

Content

1 Executive Summary
2 Supply and Demand Trends for LCDs
3 Demand Forecast for LCDs
4 Types of LCD Illumination
- 4.1 CCFL
- 4.2 EEFL
- 4.3 FFL
- 4.4 LED - White
- 4.5 LED - Red, Green, Blue (RGB)
- 4.6 HCFL
5 Types of Backlights
- 5.1 Wedge
- 5.2 Slab
- 5.3 Cavity
6 Trends in Backlights
- 6.1 Overview
- 6.2 CCFL vs. EEFL and FFL.
- 6.3 Emergence of LED Backlights
- 6.4 OLED Backlight Prospects
- 6.5 Emergence of HCFL
7 Backlight Forecast
- 7.1 Mobile
- 7.2 Notebooks
- 7.3 Monitors
- 7.4 TVs
- 7.5 Total All Applications
8 Brightness Enhancement Products (BEPs)
- 8.1 Prism Film and Equivalents
  - 8.1.1 3M BEF
  - 8.1.2 BEF Equivalent Film from Competitors
  - 8.1.3 Microstructure BEF
  - 8.1.4 Nanostructure BEF
  - 8.1.5 Reverse Prism Film
  - 8.1.6 Prism Light Guides
- 8.2 Polarization Recycling Film
  - 8.2.1 3M DBEF
  - 8.2.2 3M APF (APCF)
  - 8.2.3 Cholesteric LC DBEF
  - 8.2.4 Nano-structure DBEF
- 8.3 Hybrid Film
  - 8.3.1 3M Combination DBEF and BEF (DBEFD-TV)
  - 8.3.2 Nano-structure Hybrid DBEF and BEF
  - 8.3.3 Diffusing Microlens Film/Light Guides
9 LCD Product Configurations Using BEPs
- 9.1 Single BEF
- 9.2 Double BEF
- 9.3 Reverse Prism with Prism Light Guide
- 9.4 DBEF
- 9.5 DBEF and Single BEF
- 9.6 BEF/DBEF Combination Film
- 9.7 DBEF and Two BEF
- 9.8 Diffusing Microlens Film/Light Guides
10 Comparison of Different BEP Configurations
11 Supply Chain for BEPs
- 11.1 Supply Chain Today
- 11.2 Likely Evolution of Supply Chain
12 BEF/DBEF Value from CCFL Lamp Savings
13 Key Trends for Use of BEPs
- 13.1 Trends Reducing Demand for BEPs
  - 13.1.1 Higher Aperture Ratio for Panels
  - 13.1.2 Lowering Specifications for Brightness
  - 13.1.3 Wider Screens
  - 13.1.4 Emergence of HCFL Backlights
- 13.2 Trends Increasing Demand for BEPs
  - 13.2.1 Emergence of LED Backlights
  - 13.2.2 Power Consumption as a Competitive Weapon
- 13.3 Trends Changing Preference for Different BEPs
  - 13.3.1 Willingness to Sacrifice Viewing Angle
  - 13.3.2 Thinner Notebooks
  - 13.3.3 Larger Panels
14 Pricing Strategy - 3M and New Entrants
- 14.1 Overview
- 14.2 3M BEF Defensive Strategy
  - 14.2.1 Characteristics of Markets to Defend
  - 14.2.2 3M Competitor Positions
  - 14.2.3 3M Competitive Weapons
  - 14.2.4 3M Strategic Approach to DBEF Pricing
  - 14.2.5 Entry Tactics for Large Competitors
  - 14.2.6 Entry Tactics for Smaller Competitors
  - 14.2.7 Alternatives to Entry for Smaller Competitors
15 Respondent Comments on Films in General
16 Forecast for BEF and Reverse Prism Film
- 16.1 Product Configuration Trends
  - 16.1.1 Mobile
  - 16.1.2 Notebooks
  - 16.1.3 Monitors
  - 16.1.4 TVs
- 16.2 Total for BEF and Reverse Prism
  - 16.2.1 Area Demand
  - 16.2.2 Pricing
  - 16.2.3 Sales Forecast
- 16.3 All BEF (3M and Other)
  - 16.3.1 Area Demand
  - 16.3.2 Pricing
  - 16.3.3 Sales Forecast
- 16.4 3M BEF
  - 16.4.1 Area Demand
  - 16.4.2 Pricing
  - 16.4.3 Sales Forecast
- 16.5 Other BEF
  - 16.5.1 Area Demand
  - 16.5.2 Pricing
  - 16.5.3 Sales Forecast
- 16.6 Total Reverse Prism
  - 16.6.1 Area Demand
  - 16.6.2 Pricing
  - 16.6.3 Sales Forecast
- 16.7 Reverse Prism from Mitsubishi Rayon
  - 16.7.1 Area Demand
  - 16.7.2 Pricing
  - 16.7.3 Sales Forecast
- 16.8 Reverse Prism from Others
17 Survey Responses by BEF Supplier
- 17.1 3M
- 17.2 General Comments About 3M BEF Competitors
- 17.3 E Fun
- 17.4 GE
- 17.5 Kodak
- 17.6 Reflexite
- 17.7 LGS
- 17.8 LG Chem
- 17.9 Chia Wei
- 17.1 SKC
18 Survey Respondents on BEF
19 BEF vs. Reverse Prism Film
20 Responses by Reverse Prism Supplier
- 20.1 Mitsubishi Rayon
- 20.2 Kuraray
- 20.3 Enplas
21 Survey Respondents on Reverse Prism Film
22 Sales Forecast for DBEF
- 22.1 Product Configuration Trends
- 22.2 All DBEF
  - 22.2.1 Area Demand
  - 22.2.2 Pricing
  - 22.2.3 Sales Forecast
- 22.3 3M DBEF
  - 22.3.1 Area Demand
  - 22.3.2 Pricing
  - 22.3.3 Sales Forecast
- 22.4 Competitor DBEF
  - 22.4.1 Area Demand
  - 22.4.2 Pricing
  - 22.4.3 Sales Forecast
23 Respondents on 3M as DBEF Supplier
24 Survey Respondents on DBEF
25 3M Sales Forecast
- 25.1.1 Top Level 3M Sales
- 25.1.2 3M Sales Mix (BEF vs. DBEF)
26 Survey Methodology and Respondents
27 Product Specifications