With the supply shortage of polarizer subfilms, such as surface treatment films and PET films, the lead time for polarizers was extended, increasing supply instability.
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Display Dynamics – February 2025: Polarizer subfilm shortages are extending polarizer lead times and increasing supply instability
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The Analyst Team
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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