ck12:
The answer to your question regarding the pressure sensitive tape
market is as follows:
3M dominates the world market for pressure sensitive tapes. Although
they are carefully guarded in the breakout of their tape sales versus
other products, I have made the following assumptions:
3M's overall sales volume for 2001 was $16 billion of which $8.5
billion was considered "International" leaving $7.5 billion for the
USA.
http://www.3m.com/about3m/facts/3Mfacts.jhtml
The company reports its sales into four product/market groups which
are:
1. Transportation, Graphics, & Safety Market $3.5 billion
worldwide
2. Health Care Markets $3.4 billion
worldwide
3. Industrial Markets $3.2 billion
worldwide
4. Consumer & Office Products $2.7 billion
worldwide
5. Electro & Communication Markets $2.1 billion
worldwide
6. Specialty Products $1.0 billion
worldwide
The big markets for pressure sensitive tape, I would assume, are
Industrial, and Consumer and to a lesser degree in Heath Care. I
would estimate that 3M's industrial domestic market is a higher
percentage USA based since they will find strong competition in Europe
and Japan in Tesa and Nitto which they don't find in the USA and the
film packaging tapes in Europe and Asia find strong local competitors.
So therefore I'd think the Industrial market would be 65% domestic
and, of that, it would be 55% pressure sensitive tape for a total of
$1.1 billion. The Consumer & Office Products market would be 40%
pressure sensitive tape (you have to take into account the strong
market for "post-it" products in this market segment. and of that 60%
is USA for a total of $0.65 billion. Health Care would be about 20%
pressure sensitive tape and about 45% domestic for a total of $0.30
billion while the Electro & Communication would be 15% pressure
sensitive tape and 50% domestic for a total of $0.16 billion.
Therefore, my estimate of their volume in pressure sensitive tapes in
the USA would be $2.21 billion.
Let's look at the competitors using the Pressure Sensitive Tape
Council site to identify the competitors.
http://www.pstc.org/about/member_list.php
This site, which is very inclusive of tape manufacturers, lists 26
competitors to 3M. It is easy to identify the sales of some of them
since they are public companies but the vast majority of them are
private companies. I will summarize groups of the private companies
where I estimate the total sales are correct but may be spread
differently than I have done it for this analysis.
1. Intertape (strong in packaging tape with a good general
line as well) $0.50 billion
2. Tyco (formerly Polyken, Nashua, etc...good medical products)
$0.25 billion
3. Shurtape (stong general line with good penetration into
duct tape) $0.10 billion
4. General lines (tesa, venture, cantech, sekisui, permacel,
lepages) $0.65 billion
5. Protective tapes (ABL, Main, with some general lines)
$0.18 billion
6. Double coated tapes (Adchem, Adhesive Research, etc)
$0.07 billion
7. Others (mactac, Avery dennison, Compac, etc heavily discounted
since their main business is not in pressure sensitive tape)
$0.15 billion
Total of companies other than 3M
$1.75 billion
Total USA pressure sensitive tape market estimated as $3.96
billion....
The 3M portion may be overstated while the competitors could be
slightly understated. The lower part of the range would be $3.0
billion while the upper part of the range would be $4.25 billion.
http://www.adchem.com/
http://www.adhesivesresearch.com/
http://www.abitape.com/tape/
http://www.averydennison.com/
http://www.bemis.com/
http://www.cantechtape.com/
http://www.compacinc.com/
http://www.dewal.com/
http://www.dipoly.com/
http://www.intertapepolymer.com/
http://www.lepages.com/
http://www.mactac.com/
http://www.maintape.com/
http://www.permacel.com/
http://www.prestotape.com/
http://www.plastics.saint-gobain.com/Data/Menu/index.asp
http://www.scapa.com/
http://www.sta-tape.com/
http://www.shurtape.com/
http://www.specialtytapes.net/
http://www.stik-2.com/
http://www.taratape.com/
http://www.tesatape.com/
http://www.tycoadhesives.com/site/content/index.asp
http://www.venturetape.com/final/index.htm
http://www.woosterproducts.com/
With regard to the percentage of production that utilizes radiation
curing, my estimate is that it is negligible. 3M makes their own
release liners where the technology should be ideally suited but there
is no direct evidence of its being used. There are several articles
about radiation curing on the web. The following one from Adhesive
Magazine attributes specialty adhesives as using radiation technology:
http://www.adhesivesmag.com/CDA/ArticleInformation/features/BNP__Features__Item/0,2101,63825,00.html
A shorlified link to the above reference is as follows:
http://shorl.com/gesostystopehu
Also, the following link give background on radiation curing.
http://www.radtech.org/resources/clean_air.html
An article suggesting modifications of acrylic/isoprene pressure
sensitive adhesives benefitting from radiation curing is listed as
follows:
http://www.adhesivesmag.com/CDA/ArticleInformation/features/BNP__Features__Item/0,2101,60471,00.html
shorlified to: http://shorl.com/hemogretinigry
Academic paper:
http://www.pra.org.uk/publications/download/polymer.pdf
It is possible that I am underestimating radiation curing but my
considered opinion, even after reading the papers, is that it
represents less than $10 million of finished product at this time in
the USA.
If I can clarify any of the data supplied, please don't hesitate to
ask.
Thank you for asking GA for this information
seedy |
