The optical film industry is undergoing significant upheaval as disruptions in the red supply chain force manufacturers to rethink their business models. Taiwan-based Efun Technology has adopted a “low volume, high quality” strategy, focusing on specialized products such as water-blocking films and satellite space-environment protective films. Water-blocking films are projected to become a major revenue contributor by 2026, while protective films for satellites have already secured manufacturing contracts with a US low-earth orbit (LEO) satellite customer.