1. Industrial localization is accelerating

Estic enterprises have made substantial breakthroughs in the independent production of upstream core materials such as high-generation substrate glass. In the field of small-size LCD panel raw materials, the of localization is also advancing continuously, and some materials have broken the overseas monopoly and achieved large-scale supply, such as the steady increase in the localization rate of PSSI materials In the future, with the continuous increase in domestic R&D investment and the continuous progress of technology, it is expected that more small-size LCD panel raw materials will achieve localization thereby reducing dependence on imports and improving the stability and security of the supply chain.

2. Demand and supply pattern changes

From the demand side, with the development of such as 5G and the Internet of Things, the application scenarios of small-size LCD panels are expanding, and the demand for small-size LCD panels in fields such as displays, industrial control displays, and security monitoring continues to grow, driving the demand for raw materials. From the supply side, there are some changes in the production capacity of some raw. For example, China's TFT-LCD mixed crystal capacity is expected to increase in 2025, but the overall industry's willingness to expand capacity low; while the demand for orientation film is much higher than the theoretical domestic capacity, and the localization rate is very low.

3. The demand for technological upgrading is urgent

The accelerated penetration of Mini LED backlight technology and the development of new display technologies, small-size LCD panel raw materials need to continuously improve their performance to meet market demand. For, liquid crystal materials need to have higher optical performance, faster response speed, and a wider operating temperature range, etc., to achieve better display effects. At the same time, emerging fields such as flexible display and folding screen, raw materials also need to adapt to new process and structure requirements.

4. The pressure of cost control is increasing

In context of increasingly fierce market competition, small-size LCD panel raw material suppliers face significant cost control pressures. On the one hand, the fluctuation of raw material prices will affect the cost suppliers; on the other hand, downstream customers are highly sensitive to price, and suppliers need to reduce costs through improving production efficiency, optimizing processes, etc., to maintain the competitiveness products.

5. Stricter environmental protection requirements

With the continuous improvement of environmental awareness, the small-size LCD panel raw material industry is also facing stricter environmental requirements. Raw material manufacturers need to adopt more environmentally friendly production processes and equipment, reduce the discharge of wastewater, waste gas, and waste residue, and strengthen the recycling and of raw materials to achieve sustainable development.