폴리이미드 필름 시장 : 시장 점유율 분석, 산업 동향, 통계, 성장 예측(2025-2030년)

The global polyimide films market reached USD 1.65 billion in 2025 and is projected to advance to USD 2.18 billion by 2030, reflecting a 5.72% CAGR over 2025-2030.

Miniaturized consumer electronics, electrified transportation, and high-temperature aerospace electronics are the principal engines of demand, while colorless formulations unlock opportunities in foldable displays. Persistent investment in 5G infrastructure and the transition toward SiC/GaN power devices reinforce long-term consumption of high-reliability films. Supply security remains a strategic issue because capacity additions lag the speed at which downstream sectors scale, and PFAS-related regulatory pressures could realign resin chemistry and sourcing patterns.

Global Polyimide Films Market Trends and Insights

Foldable and rollable displays accelerating colorless polyimide film uptake

Demand for transparent substrates that can fold below a 3 mm radius has intensified as smartphone makers commercialize second-generation foldable devices. Colorless substrates deliver more than 85% transmittance at 450 nm and retain mechanical integrity for more than 100,000 folding cycles, allowing original-equipment makers to integrate ultra-thin glass alternatives while achieving lighter hinges. Korean suppliers have introduced star-shaped UV absorbers that inhibit photodegradation and extend outdoor service life in automotive dashboards. Ongoing panel investments across China and South Korea underpin steady offtake, and the pipeline for rollable televisions is widening the application base, ensuring the polyimide films market continues to expand into premium display niches.

Thermally-conductive polyimide films enabling high-density EV battery packs

Vehicle platforms transitioning to 800 V architectures generate higher heat loads, making thin electrical isolators with enhanced in-plane thermal conductivity indispensable. Graphite-laden polyimide laminates now offer thermal conductivities approaching 0.5 W/m*K while sustaining dielectric breakdown strengths above 200 kV/mm, satisfying stringent safety margins. Research into polar-bear-inspired hollow SiO2 constructs achieved 0.041 W/m*K to mitigate cold-climate runaway risk. These advances support aggressive battery-pack densification programs in China, the United States, and Germany, giving the polyimide films market a solid foothold in power-train value chains.

Availability of low-cost substitutes

Amber polyimide commands a price premium that can exceed 2X comparable PEN films. Kaladex PEN delivers a mechanical RTI of 160 °C, adequate for consumer appliances and standard automotive harnesses. In capacitors and mid-range flex circuits, buyers weigh thermal margins against component cost, and PEN's economics increasingly sway procurement. Intensified research and development into higher-temperature polyester variants could peel volume away from the polyimide films market in cost-sensitive regions, particularly Southeast Asia and Latin America, until next-generation displays and power devices lift performance thresholds again.

Other drivers and restraints analyzed in the detailed report include:

1. Satellite New-Space electronics requiring radiation-hard polyimide insulators
2. Expansion of 5G infrastructure
3. PFAS-phase-out regulations affecting polyimide grades

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Conventional amber products generated 45% of polyimide films market share in 2024 on the strength of legacy wire insulation and flex circuitry. The segment constitutes the largest slice of polyimide films market size, yet its growth rate stays below the market average as newer chemistries capture attention. Colorless PI Form are on track for a 6.14% CAGR, riding the adoption curve in folding phones, rollable televisions, and transparent touch interfaces. The polyimide films industry witnesses a pipeline of hybrid UV-blocking additives that protect the backbone against solar aging, closing performance gaps that once anchored glass cover-window dominance.

Thermally-conductive grades supply electric-vehicle batteries with planar insulation that distributes localized hotspots, supported by graphite or ceramic micro-fillers for in-plane pathways. Fluorine-coated variants continue to serve niche chemical-processing equipment where acid stability is decisive. Biaxially stretched films, whose molecular alignment delivers dimensional repeatability within 0.1%, remain favored for aerospace sensor flexes. Although they hold a smaller slice of polyimide films market size, their ultra-high margins incentivize capacity additions in Japan and Belgium. Collective innovation across all product types sustains the resilience of the broader polyimide films market.

The Polyimide Film Market Report Segments the Industry by Product Type (Conventional PI Film, Colorless PI Film, and More), Application (Flexible Printed Circuit Boards, Specialty Fabricated Products, and More), End-Use Industry (Electronics, Automotive, Aerospace, and More), and Geography (Asia-Pacific, North America, Europe, South America, and Middle East and Africa). The Market Forecasts are Provided in Terms of Value (USD).

Geography Analysis

Asia-Pacific generated 44% of 2024 revenue for the polyimide films market and is projected to deliver a 6.00% CAGR through 2030. Mainland Chinese panel makers expand flexible OLED capacity during 2025-2026, underpinning regional consumption. Domestic resin suppliers, once confined to amber electrical grades, now target electronic-grade polyimide, narrowing import reliance and improving cost competitiveness. Japan and South Korea maintain a lead in ultra-clean reactors and multi-stage solvent-recovery systems, enabling consistent optical clarity demanded by premium smartphone OEMs. India emerges as a focal point for contract electronics manufacturing, drawing foreign direct investment that enlarges local pull for flexible substrates.

North America holds a prominent share attributable to aerospace, defense, and advanced semiconductor applications. DuPont's USD 220 million expansion in Circleville, Ohio deepens domestic supply of high-end Kapton and Pyralux variants, mitigating geopolitical supply concerns and shortening lead times for Department of Defense programs. Start-ups clustered around Silicon Valley exploit polyimide's compatibility with MEMS sensor arrays and micro-LED backplanes, injecting innovation that broadens the regional application canvas within the polyimide films market.

Europe commands stable industrial demand, structurally underpinned by continental automotive and renewable-energy equipment. Regulatory momentum around PFAS accelerates formulation redesign, prompting local suppliers to invest in green solvent systems and fluorine-free monomers. This adaptive capacity shields the regional polyimide films market from outright contraction while exporting environmental solutions to other jurisdictions adopting similar restrictions. South America and the Middle East and Africa remain smaller end-markets, yet Brazil's budding electronics clusters and Gulf defense satellite programs seed incremental demand. Import-reliant supply models dominate these regions, though joint-venture talks indicate gradual movement toward local converting operations.

1. 3M
2. AGC Inc.
3. Arakawa Chemical Industries,Ltd.
4. DuPont
5. I.S.T Corporation
6. KANEKA CORPORATION
7. Kolon Industries, Inc.
8. Mitsui Chemicals, Inc.
9. PI Advanced Materials Co., Ltd.
10. Saint-Gobain
11. Taimide Tech. Inc.
12. TORAY INDUSTRIES, INC.
13. UBE Corporation
14. Von Roll
15. Wuhan Imide New Materials Technology Co.,LTD
16. Zhejiang Hecheng Smart Electric Co., Ltd.

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 Foldable and Rollable Displays Accelerating Colorless PolyImide Film Uptake
  • 4.2.2 Thermally-Conductive Poly Imide Films Enabling High-Density EV Battery Packs
  • 4.2.3 Satellite "New-Space" Electronics Requiring Radiation-Hard Poly Imide Insulators
  • 4.2.4 Expansion of 5G infrastructure
  • 4.2.5 Shift to High-Temperature SiC/GaN Power Electronics in Aerospace
• 4.3 Market Restraints
  • 4.3.1 Availability of low-cost substitutes
  • 4.3.2 High CapEx for Imidisation and Solvent-Recovery Lines
  • 4.3.3 PFAS-Phase-out Regulations Affecting Poly Imide Grades
• 4.4 Value Chain Analysis
• 4.5 Porter's Five Forces
  • 4.5.1 Bargaining Power of Suppliers
  • 4.5.2 Bargaining Power of Buyers
  • 4.5.3 Threat of New Entrants
  • 4.5.4 Threat of Substitutes
  • 4.5.5 Competitive Rivalry

5 Market Size and Growth Forecasts (Value)

• 5.1 By Product Type
  • 5.1.1 Conventional (Amber) PI Film
  • 5.1.2 Colorless PI Film
  • 5.1.3 Fluorine-Coated PI Film
  • 5.1.4 Thermally-Conductive/Graphite-Filled PI Film
  • 5.1.5 Biaxially-Stretched PI Film
• 5.2 By Application
  • 5.2.1 Flexible Printed Circuit Boards (FPCB)
  • 5.2.2 Specialty Fabricated Products
  • 5.2.3 Pressure Sensitive Tapes
  • 5.2.4 Wire and Cable
  • 5.2.5 Motor/Generator
• 5.3 By End-use Industry
  • 5.3.1 Electronics
  • 5.3.2 Automotive
  • 5.3.3 Aerospace
  • 5.3.4 Labelling
  • 5.3.5 Other End-user Industries
• 5.4 By Geography
  • 5.4.1 Asia-Pacific
    • 5.4.1.1 China
    • 5.4.1.2 Japan
    • 5.4.1.3 South Korea
    • 5.4.1.4 India
    • 5.4.1.5 Rest of Asia-Pacific
  • 5.4.2 North America
    • 5.4.2.1 United States
    • 5.4.2.2 Canada
    • 5.4.2.3 Mexico
  • 5.4.3 Europe
    • 5.4.3.1 Germany
    • 5.4.3.2 United Kingdom
    • 5.4.3.3 France
    • 5.4.3.4 Italy
    • 5.4.3.5 Rest of Europe
  • 5.4.4 South America
    • 5.4.4.1 Brazil
    • 5.4.4.2 Argentina
    • 5.4.4.3 Rest of South America
  • 5.4.5 Middle East and Africa
    • 5.4.5.1 Saudi Arabia
    • 5.4.5.2 South Africa
    • 5.4.5.3 Rest of Middle East and Africa

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves (Mergers and Acquisitions, JVs, Capacity Adds)
• 6.3 Market Share Analysis
• 6.4 Company Profiles {(includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share, Products and Services, Recent Developments)}
  • 6.4.1 3M
  • 6.4.2 AGC Inc.
  • 6.4.3 Arakawa Chemical Industries,Ltd.
  • 6.4.4 DuPont
  • 6.4.5 I.S.T Corporation
  • 6.4.6 KANEKA CORPORATION
  • 6.4.7 Kolon Industries, Inc.
  • 6.4.8 Mitsui Chemicals, Inc.
  • 6.4.9 PI Advanced Materials Co., Ltd.
  • 6.4.10 Saint-Gobain
  • 6.4.11 Taimide Tech. Inc.
  • 6.4.12 TORAY INDUSTRIES, INC.
  • 6.4.13 UBE Corporation
  • 6.4.14 Von Roll
  • 6.4.15 Wuhan Imide New Materials Technology Co.,LTD
  • 6.4.16 Zhejiang Hecheng Smart Electric Co., Ltd.

7 Market Opportunities and Future Outlook

• 7.1 White-space and Unmet-need Assessment
• 7.2 Increased Research and Development in aerospace and space tech