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上海证券-电子行业专题-材料专题之OCA光学胶：柔性&车载显示推动市场成长，国产替代任重道远-240510

OCA光学胶可以看作是具有光学透明特性的一层特种双面胶，其主要应用于显示触控领域中作为不同组件之间的粘合剂。OCA光学胶产业链环节包括“原材料→涂布&模切→触控显示模组→终端设备”，OCA光学胶上游原材料包含胶黏剂和膜材料，OCA光学胶下游主要为触控显示模组厂商，触控显示模组厂商将OCA光学胶应用于面板、偏光板、触摸屏、电子纸及光学镜头等零部件，最终用于智能手机、平板电脑、可穿戴设备、车载显示等终

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