The polarizer market was initially projected to experience a glut ratio of above 14% in 2025. However, the shortage of VA compensation films, a key component of polarizers, is now expected to maintain the polarizer glut ratio at around 10%.
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Display Dynamics – November 2021: The shortage of VA compensation films is expected to continue
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Irene Heo
Follow AnalystPrincipal Analyst, Display Optical Film & Driver IC
Irene is Omdia’s Principal Analyst for display materials and components research, focusing on optical films for displays. She provides insights by covering various optical film industries and delivering market forecasts based on the panel and set markets, supply/demand and technology dynamics, pricing and cost modeling, and makers’ strategies.
In 2011, Irene joined Omdia (formerly IHS Markit) and has been following display components and optical films trends for many years.
Previously, she worked at Displaybank and paved the way for research activity in the display component area as a member of the first component research team. Before joining Displaybank, she worked at Dongjin Semichem, a leading electrical material company in the display and semiconductor field, as a researcher in the liquid crystal synthesis division.
She is a graduate of Konkuk University in Korea, where she earned a bachelor’s degree in chemistry and a master’s degree in organic chemistry.
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