EssilorLuxottica S.A.(EL.PA)
Vertically integrated eyewear giant (€26.5B, 2024); owns Crizal AR coatings, Varilux lenses, Ray-Ban/Oakley frames and ~17,600 retail stores. ~20-25% of global eyewear.
manufactured · input
Plano (non-prescription) sunglass lens blanks — CR-39, polycarbonate or nylon — for tinting, polarizing and mirror coating.
12
Source countries
3
Companies
1
Goods affected
0
Claims on record
What depends on it
1 essential American goods rely on sunglass lens blank (cr-39/pc/nylon) somewhere upstream in their supply chain.
Where it comes from
Share of global supply, by country.
| Country | Share of supply |
|---|---|
| MXMexico | 38% |
| THThailand | 15% |
| LALaos (Lao People's Democratic Republic) | 10% |
| PHPhilippines | 8% |
| CNChina | 8% |
| FRFrance | 4% |
| IDIndonesia | 3% |
| IEIreland | 3% |
| VNVietnam | 2% |
| BRBrazil | 2% |
| JPJapan | 1% |
| MYMalaysia | 1% |
Who makes it
3 companies produce sunglass lens blank (cr-39/pc/nylon).
Vertically integrated eyewear giant (€26.5B, 2024); owns Crizal AR coatings, Varilux lenses, Ray-Ban/Oakley frames and ~17,600 retail stores. ~20-25% of global eyewear.
Japanese chemical conglomerate (TYO: 4183, HQ Tokyo); recognized as the quality leader for ultra-high-purity electronic grade IPA for semiconductor applications, achieving parts-per-billion impurity levels. In Q2 2024, Mitsui Chemicals introduced a bio-based IPA derived from renewable acetone with 25,000 MT/year initial capacity — part of Japan's push toward bio-based chemicals. Mitsui is one of the world's leading specialty chemical companies with deep ties to the Mitsui Group keiretsu (same group as Mitsui & Co. trading, Mitsui Fudosan real estate, etc.). Mitsui Chemicals' IPA is particularly important for Japanese and Taiwanese semiconductor fabs. The company that dominates bio-based IPA is also part of the same industrial group that owns one of Japan's largest steel mills (Nippon Steel was historically Mitsui-linked).
Global coatings manufacturer; second major food can interior coating supplier via PPG Innovel (applied to 220+ billion cans in 40+ countries) and Nutrishield product lines. Co-dominant with Sherwin-Williams in North American can coatings.