Rising Screen Time Meets Supply-Side Frictions: Demand for Blue-Light-Blocking Plastic Pellets Enters a Phase of Structural Growth
The news centers on the supply and demand dynamics for blue-light-blocking plastic pellets. On the demand side, the entrenchment of remote work and increased nighttime screen usage—with remote workers logging an average of 11.4 hours of screen time daily—has driven growth projections; the compound annual growth rate (CAGR) for blue-light-blocking masterbatches is expected to reach 5.4% between 2026 and 2032, while that for blue-light-blocking resin lenses is projected at 7.3%. On the supply side, conflicts in the Middle East have driven up costs for base resins, energy, logistics, and light stabilizers. Consequently, BASF has announced further price hikes of up to 25% for antioxidants, processing stabilizers, and light stabilizers used in plastics. Meanwhile, shifts in the U.S. tariff framework have introduced risks related to the restructuring of trade and supply chains. Industry competition is evolving from a focus on conceptual marketing toward a more comprehensive contest centered on formulation upgrades, cost control, and the strategic regional deployment of production capacity.