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TCL Shipments Dip 23% in Q2 2025 as Indian-Made Phones Gain US Ground
The US smartphone market just got a fresh update, and it’s a mixed bag depending on where you sit. According to the latest Canalys report for Q2 2025, overall shipments ticked up by a modest 1% year-over-year, reaching 27.1 million units. But the real story is in the brand-by-brand breakdown, and it’s a rollercoaster.
Apple, long the dominant force in the US, saw iPhone shipments dip by 11%, falling to 13.3 million units. That’s a steep reversal from the previous quarter, where Apple had posted a 25% growth surge. Despite the drop, Apple still holds the top spot with 49% market share. But the winds are shifting.
Samsung, on the other hand, had a breakout quarter. The Korean giant grew its shipments by a massive 38%, up to 8.3 million units, tightening its grip on second place with a 31% share. Motorola continues its quiet expansion, registering a 2% bump to 3.2 million units. Google also edged up with a 13% growth in Pixel shipments, now holding a 3% slice of the pie.
Then there’s TCL.
TCL shipped 700,000 smartphones in the US in Q2 2025, down from 1 million units in the same quarter last year, a sharp 23% decline. That figure puts the brand neck and neck with Google, and just above the “Others” category, which also slid 34%. It’s not a great quarter for TCL in the US, at least in raw numbers. But it’s also not entirely unexpected.
The decline comes amid a significant shift in global manufacturing. US imports of China-assembled smartphones dropped from 61% in Q2 2024 to just 25% this quarter, according to Canalys. Meanwhile, phones assembled in India shot up 240% year-over-year, now making up 44% of US smartphone imports. For TCL, whose phones are primarily assembled in China, this is a supply chain challenge as much as a market one.
What happens next will depend on how fast TCL adapts to the geopolitical and logistical realities shaping the mobile world. It’s worth noting that the company has shown resilience in other markets and categories, including its growing presence in TVs and display tech. But for now, its US smartphone business is facing stiff headwinds.
In related news, Samsung and Sony are stepping into the RGB Mini LED game—but they’re already lagging behind. Also, learn how to fine-tune your TCL TV for the best picture quality.
(Source)
News
Redmi Product Manager Says RGB OLED Is the Future of Display Technology
Redmi Product Manager Sun Cun has stated that RGB OLED is the definitive direction for future display technology. He made the remark on Weibo while responding to a post by tech blogger Digital Chat Station, who noted the increasing adoption of RGB OLED panels across display manufacturers.
According to Digital Chat Station, TCL CSOT, BOE, and Visionox have already produced RGB OLED samples, with Tianma expected to follow soon. He also mentioned that a major smartphone brand recently started testing BOE’s RGB OLED panel for an upcoming flagship. He added that 1.5K RGB resolution offers sufficient pixel density for mainstream flagships, with no impact on support for LIPO technology or high refresh rates.
Xiaomi is one of the early adopters of RGB OLED. We already know that the Xiaomi 17 Pro and 17 Pro Max both use displays supplied exclusively by TCL CSOT. The 17 Pro Max, in particular, adopts a Real RGB OLED panel based on Super Pixel Arrangement technology, a setup that remains rare in the OLED market.
Xiaomi Chairman and CEO Lei Jun previously said the new panel delivers visual clarity equivalent to traditional 2K displays while reducing power consumption by 26 percent. He described the technology as a major step forward in balancing display sharpness and energy efficiency.
RGB OLED panels use a true RGB subpixel structure instead of the more common pentile layout found in most OLEDs. This allows for more precise image rendering and improved text clarity, especially at lower resolutions. As more manufacturers begin exploring RGB OLED, the technology could become a key factor in display development for future smartphones.
(Via)
News
TCL shipped 21.08 million TVs in Q1-Q3 2025, led by 153.3% growth in Mini LED TVs
TCL Electronics has reported solid performance for the first three quarters of 2025, with both global TV shipments and revenue showing year-on-year growth. The company shipped 21.08 million TVs globally, up 5.3% compared to the same period last year. Revenue rose by 8.7% year-on-year, reflecting a stronger product mix and higher average selling prices.
The company’s Mini LED TV segment played a key role in this growth. TCL shipped 2.24 million Mini LED TVs during the first three quarters, marking a 153.3% year-on-year increase. The shipment proportion of Mini LED TVs rose to 11.4%, up from 4.7% last year. Average screen size also increased, reaching 53.6 inches, while TVs sized 65 inches and above accounted for 29% of shipments, up from 24.3% a year ago.
TCL expanded its international footprint through improved channel partnerships, marketing efforts, and high-end product offerings. In overseas markets, TV shipments increased by 7.9% year-on-year. Mini LED TV shipments rose by 235.4%, while the average selling price increased by 4.5%. In Europe, TV shipments rose by 20%, and Mini LED shipments surged by 124.1%. TCL ranked No.2 in France, Sweden, and Poland by retail sales volume.
In North America, TCL improved channel structures and boosted shipments of higher-end models. Mini LED TV shipments increased by 384.5% year-on-year. The average selling price in the region rose by more than 15%. TCL also introduced the QM9K TV, the first to feature Google’s Gemini AI assistant and its own AI picture chip.
In China, TCL faced a 4.1% decline in total TV shipments, but saw Mini LED TV sales rise by 80.6%. The proportion of large-screen TVs also increased. The company maintained top-two rankings in both retail sales volume and revenue.
TCL plans to continue focusing on premium TVs, global expansion, and AI-driven features in future products.
In related news, a new $4 billion OLED factory could reshape how next-generation screens are produced, while the Xiaomi 18 Pro is expected to retain its rear display, with TCL CSOT reportedly supplying the panels.
News
RayNeo Air 4 Launches as World’s First HDR10 AR Glasses with B&O Audio
RayNeo, the TCL-backed brand, has officially introduced the RayNeo Air 4 AR display glasses. The new wearable starts at 1,599 yuan ($224) for the standard edition and 1,699 yuan ($238) for the Pro version. Both variants are now available on platforms including JD.com.
RayNeo Air 4 Specifications
The RayNeo Air 4 is the world’s first pair of AR glasses to support HDR10 display technology. It uses a 0.6-inch dual-layer Micro-OLED panel with a peak brightness of 1200 nits, a 200,000:1 contrast ratio, and 10-bit color output. The display renders over a billion colors and offers an effective 135-inch virtual screen at a 4-meter distance. The system supports both 2D and 3D video playback with resolutions of 1920×1080 and 3840×1080, respectively.
The device features real-time SDR-to-HDR conversion using the Vision 4000 display chip, co-developed by RayNeo and Pixelworks. This chip dynamically enhances brightness, contrast, and tone mapping across scenes. The display also integrates TCL’s second-generation Peacock Optical Engine 2.0, achieving 98% DCI-P3 and 145% sRGB color accuracy. The glasses operate at 120Hz and support 2D-to-3D video conversion.
RayNeo collaborated with Bang & Olufsen on the audio system, featuring four spatially tuned speakers for balanced mids and consistent volume. It sports a new sound-guiding fin design that directs audio toward the ears, reducing leakage by up to 80%. It also includes a Whisper Mode for quiet environments, while the Pro version adds a Surround Mode for immersive listening.
The display system includes TÜV Rheinland-certified eye protection, with low blue light, flicker-free viewing, and 3840 Hz high-frequency PWM dimming. Three visual modes: Standard, Cinema, and Eye Comfort, allow users to optimize brightness and tone based on viewing conditions.
The device weighs 76 grams and features an ergonomic frame with adjustable temples and nose pads. It supports prescription lens installation. For connectivity, it includes USB-C and HDMI, enabling compatibility with smartphones, laptops, tablets, and game consoles. The glasses also support 100W PD passthrough charging for extended use.
The glasses come equipped with an accelerometer, gyroscope, geomagnetic sensor, and proximity sensor. The retail box includes the glasses, a protective case, cleaning cloth, user guide, and warranty card. The Pro variant additionally includes a light-blocking shield.
In related news, a new $4 billion OLED factory could reshape how next-generation screens are produced, while the Xiaomi 18 Pro is expected to retain its rear display, with TCL CSOT reportedly supplying the panels.