全球关税政策调整与供应链体系正在重塑。对于功能膜产业而言，本土化已不再是一个战略选项，而是关乎供应链安全与市场响应速度的战略刚需。据数据统计，2025年全球光学膜市场将进一步扩大至839亿元，巨大的市场潜力为本土化提供了广阔的竞技场，但也对成本、效率和良率提出了极致要求。
Global tariff adjustments and supply-chain architectures are being reshaped. For the functional-film industry, localization is no longer a strategic option but a strategic imperative—critical to supply-chain security and market responsiveness. According to industry data, the global optical-film market is projected to expand to RMB 83.9 billion in 2025. This vast runway offers a broad arena for localization, while imposing exacting demands on cost, efficiency, and yield.
在此背景下，第三届功能膜本土化创新发展研讨会近日在合肥举行。本届会议将会场变为一个解决真实问题的“诊室”，议题高度聚焦于如何通过本土化创新，将“国产替代”转化为实实在在的竞争力与盈利能力。
Against this backdrop, the 3rd Functional-Film Localization Innovation Forum was recently held in Hefei. The event transformed the venue into a “clinic” for real problem-solving, with a sharp focus on how localization-driven innovation can convert “domestic substitution” into tangible competitiveness and profitability.
从“能用”到“好用”：产业链共解制造难题
From “Usable” to “Truly Useful”: The Value Chain Co-Solves Manufacturing Challenges
会议汇聚了京东方等多家行业领军企业，覆盖了从上游材料、中游膜材到下游显示终端的全产业链。当产业链巨头齐聚一堂，讨论的核心已从“我们能否制造”升级为“我们能否以卓越的品控和成本优势稳定制造”。
The conference gathered leading enterprises—including BOE—spanning the entire value chain from upstream materials and midstream films to downstream display terminals. When value-chain giants convene, the core question advances from “Can we manufacture?” to “Can we manufacture consistently, with superior quality control and a cost advantage?”
这其中的挑战贯穿于功能膜制造的每一步。高性能的基材制造是功能膜的骨架，其纯净度、平整度和内在性能是一切的基础。在优质基材之上，精密涂布工序则是为骨架注入灵魂的关键一步，通过在基材上均匀涂覆各种功能性浆料，赋予薄膜特定的光学、电气或防护性能。
The challenges run through every step of functional-film manufacturing. High-performance substrate fabrication is the film’s “skeleton”; its cleanliness, flatness, and intrinsic properties are the foundation for everything. On this premium substrate, precision coating is the step that gives the structure its “soul”: by uniformly depositing functional formulations on the substrate, the film is endowed with specific optical, electrical, or protective/barrier properties.
然而，这些环节中的细微之处，恰恰是决定产品性能和成本的关键——基材本身的微小瑕疵，或是涂布过程中出现的条纹、气泡等缺陷，都会在最终产品上被放大。如何系统性地控制这些微米级的质量波动，成为从“能用”迈向“好用”必须跨越的制造鸿沟。
Yet it is precisely the subtleties in these steps that determine performance and cost. Minute imperfections in the substrate—or defects such as streaks/banding and bubbles/voids introduced during coating—will be magnified in the final product. The central challenge is to systematically control micrometer-level quality variability—the necessary bridge from “usable” to “truly usable.”
精诚时代崔钟南：以精密模头切入产业化痛点
JCTIMES: Precision Dies to Solve Scale-Up Bottlenecks
作为本次会议的赞助单位，精诚时代集团涂布事业部总经理崔钟南在现场分享了《高端显示国产替代：精密模头的设计、制造与产业化之路》主题报告，从核心装备角度给出了破题思路。
As a sponsor of the forum, Cui Zhongnan, General Manager of the Coating Division at JCTIMES Group, delivered a keynote titled “High-End Display Localization: The Design, Manufacturing, and Industrialization Path of Precision Coating Dies.” Approaching the topic from the vantage point of core equipment, he outlined practical solution pathways.
报告指出，精密模头作为工艺的“心脏”，其性能直接决定了薄膜的均匀性、缺陷率和生产效率。为实现从“可用”到“好用”的跨越，精诚时代致力于为功能膜产业提供系统解决方案，其产品矩阵覆盖了双向拉伸模头、TAC/PVA光学膜模头、离型膜及光学胶涂布模头等关键领域。
The report notes that the precision die—the “heart” of the process—directly determines film uniformity, defect rate, and production efficiency. To cross the gap from “usable” to “truly usable,” JCTIMES is committed to system-level solutions for the functional-film industry. Its product matrix spans biaxially oriented film extrusion flat dies, TAC/PVA optical-film extrusion flat dies, and coating dies for release films and optical adhesives.
值得一提的是，精诚时代特别强调量身定制的解决方案。这意味着，针对不同膜材料独特的流变特性和工艺窗口，需对模头的流道设计、材料兼容性及控制精度进行深度适配，从而真正帮助客户攻克特定应用场景下的量产瓶颈。
Notably, JCTIMES places strong emphasis on tailor-made solutions. In practice, the unique rheology and process windows of different film materials require deep customization of the die’s flow-channel (manifold) design, material compatibility, and control precision. This targeted engineering helps customers overcome mass-production bottlenecks in specific application scenarios.
本土化的终极目标，不仅是技术的自主，更是整个产业生态的健康与可持续。 只有当产业链的每一环都足够坚实、彼此信任，中国功能膜才能真正在全球市场中站稳脚跟，走向更广阔的舞台。这条从“精密制造”到“终端应用”的创新回路，正成为中国功能膜产业在深水区竞争中，最为坚实的底气。
The ultimate goal of localization is not only technological self-reliance, but a healthy and sustainable industrial ecosystem. Only when every link of the value chain is robust—and built on mutual trust—can China’s functional-film sector gain a firm foothold in global markets and step onto a broader stage. This innovation loop—from precision manufacturing to end-use applications—is becoming the industry’s strongest source of confidence as it competes in deeper waters.
