Chan Ye Xin Xi Wang·2026-01-14 01:13Core Viewpoint - The colored optical base film industry in China is experiencing an upward trend in market size, driven by the growth of consumer electronics and supported by government policies promoting high-end functional films. However, the growth rate has slowed down from 2022 to 2023, with a gradual recovery expected in 2024, reaching a market size of 4.267 billion yuan, a year-on-year increase of 15% [1][7]. Industry Overview - Colored optical base film is a functional material used in consumer electronics manufacturing, serving roles such as release, protection, identification, and optoelectronic tracking. It is a type of biaxially oriented polyester film (BOPET) available in various colors and specifications, crucial for the production of smartphones, tablets, and laptops [3]. Industry Policies - The government has introduced several policies to support the development of the colored optical base film industry, including the "Guidance Catalog for Industrial Structure Adjustment (2024 Edition)" which encourages high-end functional films [4]. Other policies focus on enhancing the supply capacity of key products in various sectors, including electronic chemicals and high-performance membrane materials [4]. Industry Chain - The industry chain consists of upstream components like polyester chips and additives, midstream production of colored optical base films, and downstream applications in consumer electronics, renewable energy, and photovoltaics. The demand for colored optical base films is expected to rise with the growth of the consumer electronics sector [6][7]. Current Market Status - The market size of the colored optical base film industry has been increasing, primarily due to the rapid updates in consumer electronics and the proliferation of 5G, IoT, and smart wearable devices. However, the growth rate slowed from 2022 to 2023 due to insufficient effective demand, with a recovery anticipated in 2024 [1][7]. Competitive Landscape - The market is predominantly occupied by foreign manufacturers with advanced technology. However, domestic companies like Hangzhou Heshun Technology Co., Ltd. and Jiangsu Yuxing Film Technology Co., Ltd. are emerging as strong competitors, expected to increase R&D investments to enhance market competitiveness [7]. Key Companies - Hangzhou Heshun Technology Co., Ltd. is a leading domestic player in the colored optical base film sector, with a revenue of 135 million yuan in the first half of 2025, a year-on-year increase of 6.53% [9]. Jiangsu Yuxing Film Technology Co., Ltd. is a major manufacturer of functional polyester films, reporting a revenue of 713 million yuan in the first nine months of 2025, a year-on-year decrease of 16.35% [10]. Future Development Trends - The colored optical base film industry is expected to evolve towards lightweight, flexible, and customized products. Innovations in ultra-thin technology and molecular chain structure optimization will enhance the performance of films, meeting the demands of emerging products like foldable phones and wearable devices [10]. Customization will also become a key trend, allowing companies to develop specialized products for different segments of the consumer electronics market [10].