Omdia: China’s strategic growth redefines the polariser market landscape

This is largely driven by aggressive investment and strategic acquisitions by leading Chinese players such as Shanjin, HMO (Heongmei Optoelectronics), and Sunnypol and strong government backing for domestic supply chain localisation.

With over 70% of global display panel production occurring in China in 2025, the relocation of the polariser industry toward China represents a natural alignment of the supply chain.

However, this rapid consolidation has introduced new risks.

“Despite sufficient total production capacity, some panel makers experienced polariser shortages in early 2025,” stated Irene Heo, Principal Analyst in Omdia’s Display Research group. “Sudden changes in the supply chain caused these disruptions, as Chinese companies rapidly acquired polariser and sub-film businesses.”

In one case, the acquisition of a major sub-film supplier by a competitor led to unforeseen delays in the procurement of critical sub-film materials.

Figure 2 highlights the ongoing re-alignment of the FPD industry, with China emerging as the dominant force in the polariser supply chain.

“Meanwhile, the remaining Korean and Japanese players are shifting their focus to high-value, differentiated products such as OLED polarisers and automotive-grade polariser films. By leveraging advanced technology and engineering expertise, these firms aim to stay competitive in an increasingly evolving market,” added Heo.

Omdia’s Display Optical Film Market Tracker continues to monitor these industry changes, offering in-depth insights into mergers and acquisitions and analysing the shifting dynamics across the polariser supply chain.