AR coated glass industry's latest developments and future outlook
Release time:
2023-08-21
AR coating, i.e. anti-reflective coating, is a kind of glass with special treatment to the glass surface. The principle is to process the high-quality glass on one or both sides, so that it has a lower reflection ratio compared with ordinary glass, so that the light reflection rate is reduced to less than 1%, thus improving the light transmittance and visual effect.AR coated glass is widely used in the fields of display, touch, new energy, semiconductors, automobiles and so on.
In recent years, with the demand for functional material films and composite films constantly appearing in a diversified direction, coating technology and film products are increasingly widely used in industry, and occupy an extremely important position in the field of electronic materials. Among them, the coating method can generally be divided into gas phase generation method, oxidation method, ion implantation method, diffusion method, electroplating method, coating method, liquid phase growth method, etc. The gas phase generation method can be divided into physical vapor deposition (PVD), chemical vapor deposition (CVD) and atomic layer deposition (ALD). Physical vapor deposition method, also known as PVD coating technology, including vacuum evaporation, sputtering coating and ion plating, etc., is the basic thin film preparation technology, all require a certain vacuum in the space where the film is deposited. Magnetron sputtering coating is a kind of PVD coating technology, a surface thin film technology that has developed rapidly in the last decade or so, and is one of the most advanced surface treatment methods.

According to CINNO Research's forecast, as the application of PVD coating technology becomes more and more extensive, and the market for downstream applications maintains an upward trend, the size of the PVD coating market in mainland China will continue to expand, and the domestic market size will maintain a GAGR of 13% growth rate by 2025. In the field of PVD coating technology, AMAT is a dominant player, accounting for more than 80% of the global market share, but currently domestic manufacturers are also making breakthroughs. For example, in one of the key processes in semiconductor wafer manufacturing - copper interconnect PVD equipment, North Hualong (002371) in 2020 successfully broke the AMAT monopoly, becoming the second company to master the copper interconnect PVD equipment technology after AMAT, and won the Yangtze River storage equipment orders.
AR coated glass, as one of the important applications of PVD coating technology, has a huge market potential in display devices. According to statistics, global smartphone shipments reached 1.46 billion in 2019, of which OLED screen phones accounted for 31.7%, and are expected to reach 37.6% in 2020.OLED screens are far superior to traditional LCD screens in display effect due to the advantages of self-illumination, ultra-high contrast, ultra-low power consumption, etc. However, they also suffer from the disadvantages of high reflectivity and prone to glare, and so on. Need to be coated with a layer of AR film on the surface of the screen to improve the light transmission rate and visual effect. It is reported that at present, the main domestic OLED screen suppliers are BOE, Huaxing Optoelectronics, Visuno, etc., and AR coated glass suppliers are Zhongshan City, Kedar Optoelectronics, Shenzhen Jinko Optoelectronics, Shenzhen Jinko Optoelectronics, etc..

In addition to display devices, AR coated glass also has a wide range of applications in touch screen, solar glass, automotive glass and other fields. With the arrival of the 5G era, the demand for touch screens will further increase, and AR coated glass can improve the light transmittance and sensitivity of touch screens to enhance the user experience. Solar glass is an important part of solar panels, and AR coated glass can effectively reduce the reflectivity of solar glass and improve the conversion efficiency of solar panels. Automotive glass is an important guarantee of automotive safety and comfort. AR coated glass can reduce the reflection of automotive glass to external light, reduce the driver's visual fatigue and glare interference, and improve driving safety.
Winlight Optical adopts coated AR coating transmittance enhancement liquid, compared with magnetron sputtering and vacuum coating, wet coating is more efficient, less costly, and is expected to achieve better results.
In conclusion, as a high value-added product, AR coated glass has a broad market prospect in various fields. With the continuous progress and innovation of domestic PVD coating technology, AR coated glass industry will usher in more development opportunities and challenges.