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市場調查報告書
商品編碼
1907340
聚碳酸酯（PC）：市場佔有率分析、產業趨勢與統計、成長預測（2026-2031）Polycarbonate (PC) - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026 - 2031) |
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預計聚碳酸酯（PC）市場將從2025年的628萬噸成長到2026年的661萬噸，到2031年達到854萬噸，2026年至2031年的複合年成長率為5.26%。
隨著聚碳酸酯在電動車、5G基礎設施和mini-LED顯示器等領域取代更重、更不耐用的材料，市場需求正在加速成長。同時，其抗衝擊性、光學透明度和熱穩定性使其能夠抵禦經濟波動。諸如沙烏地基礎工業公司（SABIC）和中國石化在中國成立的年產26萬噸的合資企業，以及樂天化學投資39億美元的芝勒貢綜合設施等投資項目，有助於保障亞洲地區的供應安全並降低物流成本。北美和歐洲仍然是受法規主導的買家。歐盟建築產品法規強制要求使用阻燃建築幕牆，而聚碳酸酯固有的阻燃性能恰好滿足了這項要求。儘管人們對原料成本波動和雙酚A污染問題有所擔憂，但技術創新、可再生原料等級的提升以及產業鏈的後向整合將有助於保障生產商的利潤率並維持市場成長。
全球聚碳酸酯（PC）市場趨勢及展望
主流電動車對汽車玻璃的需求
隨著電動車的快速普及，汽車製造商紛紛用輕質透明面板取代玻璃，從而減輕40-50%的重量並延長續航里程，電動車市場正蓬勃發展。科思創的抗紫外線聚碳酸酯產品可保持透明度超過10年，徹底解決了傳統玻璃泛黃的問題，並有助於全景天窗的整合。特斯拉Model S Plaid車型採用聚碳酸酯車頂面板，實現了15公斤的減重。自動駕駛座艙設計的演進導致玻璃表面積不斷增加，進而推動了對能夠容納天線、加熱器和感測器且不影響結構完整性的材料的需求。亞洲純電動車平台的目標續航里程為500公里，每輛車最多使用6平方公尺的聚碳酸酯玻璃，這使得該細分市場成為推動聚碳酸酯整體市場需求的關鍵因素。
家用電子電器用迷你LED擴散透鏡
Mini-LED面板每塊螢幕需要數千個透鏡，每個透鏡都採用聚碳酸酯精密模製而成，以確保200微米以下像素的亮度均勻。三星2025年的旗艦電視採用了紋理聚碳酸酯光學元件，與傳統LED背光相比，光提取效率提高了12%。蘋果MacBook Pro的採用標誌著該技術在多種設備上的廣泛應用，每塊65吋顯示器大約需要25,000個透鏡，這極大地推動了聚碳酸酯市場產能的成長。 -20°C至85°C的熱穩定性確保了屈光的一致性，而高填充率的模腔成型則縮短了生產週期並減少了廢棄物。雖然元件小型化主要集中在韓國、台灣和中國當地，但北美工廠也正在擴大生產規模，以確保區域供應的穩定性。
雙酚A的監管趨勢
歐洲食品安全局 (EFSA) 2024 年發布的指南大幅降低了雙酚 A (BPA) 的每日可接受攝取量，並將聚碳酸酯從大多數直接接觸食品的產品中移除。加州 65 號提案的標籤強制令提高了消費者的意識，並鼓勵零售商優先選擇無BPA 的替代品。目前，醫療設備競標必須提供無BPA 的認證，這不僅保障了高額利潤，也增加了特種級聚碳酸酯的配製成本。儘管包裝領域的損失抑制了聚碳酸酯市場的整體成長，但生產商正在加速使用生物基雙酚 A 替代品和解聚回收技術，以期重新獲得食品級聚碳酸酯的通路。
細分市場分析
預計到2025年，電氣和電子產業將佔聚碳酸酯市場佔有率的36.32%，並在2031年之前以6.75%的複合年成長率成長。這反映了該行業既是大規模生產的基礎，也是技術創新的驅動力。半導體無塵室需要低揮發性組件，而迷你LED光學元件和5G收發器機殼需要耐熱性和高頻滲透性。 《晶片技術創新法案》（CHIPS Act）提供的520億美元資金正在推動新建晶圓廠，每個晶圓廠都需要數千個聚碳酸酯濾波器外殼和工具罩。
汽車產業位居第二，其電動平台採用了輕質、尺寸合適的玻璃組件和電池機殼。汽車製造商看重聚碳酸酯與高級駕駛輔助系統 (ADAS) 感測器的兼容性。隨著歐盟建築產品法規 (CPR) 推薦使用阻燃板材，建築業的需求穩定成長。包裝產業在雙酚A (BPA) 管制區域之外是一個小眾市場，主要集中在五加侖水瓶和微波爐適用容器上。工業機械、航太和醫療設備的需求正在多元化，這支撐了聚碳酸酯市場對單一下游產業的不依賴性。
聚碳酸酯市場報告按終端用戶產業（航太、汽車、建築、電氣電子、工業機械、包裝及其他）、產品類型（片材、薄膜及其他）和地區（亞太、北美、歐洲、南美、中東和非洲）進行細分。市場預測以價值（美元）和銷售量（噸）為單位。
區域分析
預計到2025年，亞太地區將佔聚碳酸酯市場64.10%的佔有率，並在2031年之前以5.61%的複合年成長率持續成長。中國的Delta和珠三角電子Delta叢集對特種級聚碳酸酯的需求旺盛，而龍盛等國內製造商正在新增52萬噸的年產能以抵銷進口需求。日本在用於相機鏡頭的光學級聚碳酸酯複合材料技術方面處於領先地位，而韓國則推動了主要智慧型手機和電動車電池製造商的需求。印度的生產關聯激勵（PLI）計畫正在促進LED照明燈具和白色家電的在地化生產，從而提振區域消費。
北美是第二大消費地區，這主要得益於中西部地區的電動車生產以及亞利桑那州和德克薩斯州新建的半導體工廠。科思創正在俄亥俄州投資數億歐元，生產用於充電站和5G模組的導熱複合複合材料。隨著家電和汽車線束供應商從亞洲遷至墨西哥，墨西哥也受惠於近岸外包模式。
歐洲正在採購聚碳酸酯，用於高階汽車、醫療設備和阻燃建築幕牆板。德國是聚碳酸酯的主要生產國，而法國和義大利則採用薄壁聚碳酸酯製造智慧電錶機殼。歐盟的CPR法規正在推動易燃塑膠被自熄性塑膠所取代。南美洲以及中東和非洲的市場規模較小，但具有重要的戰略意義。巴西汽車產業的復甦以及利雅德和杜拜等海灣地區的大型計劃，都代表著成長機遇，未來可能需要建造樹脂倉庫和混煉生產線。
其他福利：
- Excel格式的市場預測（ME）表
- 3個月的分析師支持
目錄
第1章 引言
- 研究假設和市場定義
- 調查範圍
第2章調查方法
第3章執行摘要
第4章 市場情勢
- 市場概覽
- 市場促進因素
- 主流電動車對汽車玻璃的需求
- 家用電子電器用迷你LED擴散透鏡
- 5G基礎設施的雷達罩和天線罩
- 加速推廣節能型LED照明光學元件
- 符合歐盟化學物質法規 (CPR) 的阻燃建築幕牆
- 市場限制
- 雙酚A的監管
- 易揮發性苯酚和丙酮原料價格的波動
- 生物基共聚酯的OEM替代品
- 價值鏈分析
- 監管環境
- 進出口分析
- 價格趨勢
- 波特五力分析
- 供應商的議價能力
- 買方的議價能力
- 替代品的威脅
- 競爭對手之間的競爭
- 新進入者的威脅
- 終端用戶產業趨勢
- 航太（航太零件生產收入）
- 汽車（汽車生產）
- 建築與施工（新增建築面積）
- 電氣電子設備（電氣電子設備生產收入）
- 包裝（塑膠包裝數量）
- 回收利用概述
第5章 市場規模及成長預測（價值及數量）
- 按最終用戶行業分類
- 航太
- 車
- 建築/施工
- 電氣和電子設備
- 工業和機械
- 包裝
- 其他終端用戶產業
- 依產品類型
- 床單
- 電影
- 其他產品類型
- 按地區
- 亞太地區
- 中國
- 日本
- 印度
- 韓國
- 澳洲
- 馬來西亞
- 亞太其他地區
- 北美洲
- 加拿大
- 墨西哥
- 美國
- 歐洲
- 德國
- 法國
- 義大利
- 英國
- 俄羅斯
- 其他歐洲地區
- 南美洲
- 巴西
- 阿根廷
- 南美洲其他地區
- 中東和非洲
- 沙烏地阿拉伯
- 阿拉伯聯合大公國
- 奈及利亞
- 南非
- 其他中東和非洲地區
- 亞太地區
第6章 競爭情勢
- 市場集中度
- 策略趨勢
- 市佔率**（%）/排名分析
- 公司簡介
- Axxicon BV
- CHIMEI
- Covestro AG
- Formosa Chemicals & Fibre Corp.
- Idemitsu Kosan Co., Ltd.
- LG Chem
- LOTTE Chemical Corporation
- Luxi Chemical Group
- Mitsubishi Chemical Group Corporation
- RTP Company
- SABIC
- Samtion Chemical
- Samyang Corporation
- TEIJIN LIMITED
- Trinseo PLC
第7章 市場機會與未來展望
第8章：執行長面臨的關鍵策略挑戰
The Polycarbonate Market is expected to grow from 6.28 million tons in 2025 to 6.61 million tons in 2026 and is forecast to reach 8.54 million tons by 2031 at 5.26% CAGR over 2026-2031.
Demand accelerates as polycarbonate replaces heavier or less durable materials in electric vehicles, 5G infrastructure, and mini-LED displays, while remaining resilient to economic fluctuations due to its impact resistance, optical clarity, and thermal stability. Investments such as SABIC-SINOPEC's 260,000 tpa joint venture in China and Lotte Chemical's USD 3.9 billion Cilegon complex add supply security and lower logistics costs in Asia. North America and Europe follow as regulation-driven buyers; the EU Construction Products Regulation requires flame-retardant facades that favor polycarbonate's inherent fire resistance. Despite raw material cost swings and scrutiny of bisphenol-A, technology upgrades, renewable feedstock grades, and backward integration protect producer margins and sustain growth.
Global Polycarbonate (PC) Market Trends and Insights
Mainstream EV Demand in Automotive Glazing
Rapid electric-vehicle adoption is lifting the polycarbonate market as OEMs replace glass with lightweight transparent panels that cut 40-50% mass and extend driving range. Covestro's UV-stable grades maintain clarity for over a decade, which resolves earlier yellowing issues and encourages panoramic roof integration. Tesla's Model S Plaid illustrates the benefit with a 15 kg weight reduction from polycarbonate roof panels. Design evolution toward autonomous cabins increases glazed surface area, escalating demand for materials that host antennas, heaters, and sensors without losing structural strength. Asian battery-electric platforms targeting 500 km range now specify up to 6 m2 of polycarbonate glazing per vehicle, reinforcing the segment's pull on overall polycarbonate market volumes.
Consumer Electronics Mini-LED Diffusion Lenses
Mini-LED panels require thousands of lenslets per screen, each precision-molded in polycarbonate to maintain uniform luminance across sub-200 µm pixels. Samsung's 2025 flagship televisions use textured polycarbonate optics that raise light extraction by 12% versus legacy LED backlights. Apple's MacBook Pro adoption signals cross-device acceptance, and every 65-inch display consumes roughly 25,000 lenslets, creating large incremental tonnage for the polycarbonate market. Thermal stability from -20 °C to 85 °C ensures refractive-index consistency, while high-fill cavity molding cuts takt time and waste. Component miniaturization centers activity in Korea, Taiwan, and mainland China, but North American fabs are scaling to secure regional supply resilience.
Bisphenol-A Regulatory Scrutiny
The European Food Safety Authority's 2024 guidance slashed tolerable daily BPA intake, excluding polycarbonate from most direct food-contact products. California's Proposition 65 labels broaden consumer awareness, pushing retailers to favor BPA-free alternatives. Medical-device tenders now request BPA-free certification, raising formulation costs for specialty grades yet protecting premium margins once certified. Packaging losses temper overall polycarbonate market growth, but producers are accelerating bio-based bisphenol substitutes and depolymerization recycling to regain food-grade channels.
Other drivers and restraints analyzed in the detailed report include:
- 5G Infrastructure Radomes and Antenna Covers
- Accelerating Adoption of Energy-Efficient LED Lighting Optics
- Volatile Phenol-Acetone Feedstock Pricing
For complete list of drivers and restraints, kindly check the Table Of Contents.
Segment Analysis
Electrical and Electronics held 36.32% of the polycarbonate market share in 2025 and is forecast to log a 6.75% CAGR through 2031, reflecting its position as both volume anchor and innovation hub. Semiconductor cleanrooms need low-outgassing parts, while mini-LED optics and 5G transceiver bodies demand heat tolerance and RF transparency. The CHIPS Act funds of USD 52 billion stimulate the construction of new wafer fabs, each requiring thousands of PC filtration housings and tooling covers.
Automotive ranks second as electrified platforms adopt lightweight right-size glazing and battery enclosures. OEMs value polycarbonate's sensor compatibility for advanced driver assistance systems. The building and Construction Sector shows steady uptake because the EU CPR favors flame-retardant panels. Packaging remains niche outside BPA-restricted regions, with a focus on five-gallon water bottles and microwave-safe containers. Industrial machinery, aerospace, and medical devices complement diversified demand, ensuring that the polycarbonate market is not reliant on a single downstream sector.
The Polycarbonate Market Report is Segmented by End-User Industry (Aerospace, Automotive, Building and Construction, Electrical and Electronics, Industrial and Machinery, Packaging, and Others), Product Type (Sheet, Film, and Other Product Types), and Geography (Asia-Pacific, North America, Europe, South America, and Middle East and Africa). The Market Forecasts are Provided in Terms of Value (USD) and Volume (Tons).
Geography Analysis
Asia-Pacific controlled 64.10% of the polycarbonate market in 2025 and is projected to expand at a 5.61% CAGR to 2031. China's electronics clusters in the Yangtze and Pearl River Deltas consume specialty grades, while domestic producers such as Rongsheng add 520,000 tpa capacity to balance imports. Japan pioneers optical-grade formulations for camera lenses, and South Korea channels demand from smartphone and EV battery giants. India's Production-Linked Incentive scheme spurs the localized production of LED luminaires and white goods, thereby increasing regional consumption.
North America ranks second, driven by EV production in the Midwest and the construction of new chip fabs in Arizona and Texas. Covestro invested a low triple-digit million euros in Ohio to compound thermally conductive grades for charging stations and 5G modules. Mexico benefits from near-shoring as appliance and auto wire-harness suppliers migrate from Asia.
Europe buys polycarbonate for premium vehicles, medical devices, and flame-retardant facade panels. Germany leads volume, while France and Italy adopt thin-wall PC for smart-meter enclosures. EU CPR rules encourage replacement of combustible plastics with self-extinguishing grades. South America and the Middle East & Africa remain small but strategic; Brazil's automotive rebound and Gulf mega-projects in Riyadh and Dubai present pockets of growth that may justify future resin warehouses or compounding lines.
- Axxicon B.V.
- CHIMEI
- Covestro AG
- Formosa Chemicals & Fibre Corp.
- Idemitsu Kosan Co., Ltd.
- LG Chem
- LOTTE Chemical Corporation
- Luxi Chemical Group
- Mitsubishi Chemical Group Corporation
- RTP Company
- SABIC
- Samtion Chemical
- Samyang Corporation
- TEIJIN LIMITED
- Trinseo PLC
Additional Benefits:
- The market estimate (ME) sheet in Excel format
- 3 months of analyst support
TABLE OF CONTENTS
1 Introduction
- 1.1 Study Assumptions and Market Definition
- 1.2 Scope of the Study
2 Research Methodology
3 Executive Summary
4 Market Landscape
- 4.1 Market Overview
- 4.2 Market Drivers
- 4.2.1 Mainstream EV demand in automotive glazing
- 4.2.2 Consumer-electronics mini-LED diffusion lenses
- 4.2.3 5G infrastructure radomes and antenna covers
- 4.2.4 Accelerating adoption of energy-efficient LED lighting optics
- 4.2.5 EU CPR-mandated flame-retardant facades
- 4.3 Market Restraints
- 4.3.1 Bisphenol-A regulatory scrutiny
- 4.3.2 Volatile phenol-acetone feedstock pricing
- 4.3.3 OEM substitution toward bio-based copolyesters
- 4.4 Value Chain Analysis
- 4.5 Regulatory Landscape
- 4.6 Import and Export Analysis
- 4.7 Price Trends
- 4.8 Porter's Five Forces Analysis
- 4.8.1 Bargaining Power of Suppliers
- 4.8.2 Bargaining Power of Buyers
- 4.8.3 Threat of Substitutes
- 4.8.4 Competitive Rivalry
- 4.8.5 Threat of New Entrants
- 4.9 End-use Sector Trends
- 4.9.1 Aerospace (Aerospace Component Production Revenue)
- 4.9.2 Automotive (Automobile Production)
- 4.9.3 Building and Construction (New Construction Floor Area)
- 4.9.4 Electrical and Electronics (Electrical and Electronics Production Revenue)
- 4.9.5 Packaging(Plastic Packaging Volume)
- 4.10 Recycling Overview
5 Market Size and Growth Forecasts (Value and Volume)
- 5.1 By End-user Industry
- 5.1.1 Aerospace
- 5.1.2 Automotive
- 5.1.3 Building and Construction
- 5.1.4 Electrical and Electronics
- 5.1.5 Industrial and Machinery
- 5.1.6 Packaging
- 5.1.7 Other End-user Industries
- 5.2 By Product Type
- 5.2.1 Sheet
- 5.2.2 Film
- 5.2.3 Other Product Types
- 5.3 By Geography
- 5.3.1 Asia-Pacific
- 5.3.1.1 China
- 5.3.1.2 Japan
- 5.3.1.3 India
- 5.3.1.4 South Korea
- 5.3.1.5 Australia
- 5.3.1.6 Malaysia
- 5.3.1.7 Rest of Asia-Pacific
- 5.3.2 North America
- 5.3.2.1 Canada
- 5.3.2.2 Mexico
- 5.3.2.3 United States
- 5.3.3 Europe
- 5.3.3.1 Germany
- 5.3.3.2 France
- 5.3.3.3 Italy
- 5.3.3.4 United Kingdom
- 5.3.3.5 Russia
- 5.3.3.6 Rest of Europe
- 5.3.4 South America
- 5.3.4.1 Brazil
- 5.3.4.2 Argentina
- 5.3.4.3 Rest of South America
- 5.3.5 Middle East and Africa
- 5.3.5.1 Saudi Arabia
- 5.3.5.2 United Arab Emirates
- 5.3.5.3 Nigeria
- 5.3.5.4 South Africa
- 5.3.5.5 Rest of Middle East and Africa
- 5.3.1 Asia-Pacific
6 Competitive Landscape
- 6.1 Market Concentration
- 6.2 Strategic Moves
- 6.3 Market Share** (%)/Ranking Analysis
- 6.4 Company Profiles (includes Global Level Overview, Market Level Overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)
- 6.4.1 Axxicon B.V.
- 6.4.2 CHIMEI
- 6.4.3 Covestro AG
- 6.4.4 Formosa Chemicals & Fibre Corp.
- 6.4.5 Idemitsu Kosan Co., Ltd.
- 6.4.6 LG Chem
- 6.4.7 LOTTE Chemical Corporation
- 6.4.8 Luxi Chemical Group
- 6.4.9 Mitsubishi Chemical Group Corporation
- 6.4.10 RTP Company
- 6.4.11 SABIC
- 6.4.12 Samtion Chemical
- 6.4.13 Samyang Corporation
- 6.4.14 TEIJIN LIMITED
- 6.4.15 Trinseo PLC
7 Market Opportunities and Future Outlook
- 7.1 White-space and Unmet-Need Assessment
