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TCL expects H1 2025 net profit to surge over 80% YoY, driven by strong display gains
TCL is riding high on the back of a booming display business. The company announced on Friday that it expects to post operating revenue between 82.6 billion and 90.6 billion yuan (approximately $11.5 billion to $12.6 billion) for the first half of 2025, a modest 3% to 13% increase from last year. But the real story lies in its bottom line: net profit attributable to shareholders is expected to hit 1.8 to 2 billion yuan (about $250 million to $279 million), reflecting a massive year-on-year jump of 81% to 101%.
Strip away the one-time gains, and the core story only gets stronger. Excluding non-recurring items, TCL still expects profits between 1.5 and 1.65 billion yuan (around $209 million to $230 million), up a staggering 168% to 195%. The surge is largely driven by a standout performance in its semiconductor display unit, which reported net profits of over 4.6 billion yuan (roughly $640 million), an increase of more than 70% compared to the same period last year.
This isn’t just a fluke windfall. TCL has been quietly recalibrating its business over the past few years, shifting resources and focus toward higher-margin technologies, particularly in the panel manufacturing space. Its recent move to acquire a 21.5311% equity stake in Shenzhen China Star Optoelectronics Technology Co., Ltd. isn’t just a financial maneuver. It is a strategic consolidation play that tightens TCL’s grip on the core technologies underpinning modern displays, from high-end TVs to next-generation automotive screens.
But not everything in the TCL empire is glowing.
TCL Zhonghuan, the group’s solar energy and PV materials arm, posted a gloomy forecast of its own. The company expects a net loss of 4 to 4.5 billion yuan (roughly $557 million to $627 million) in H1 2025, deepening from a 3.064 billion yuan (about $427 million) loss in the same period last year. The problems, it seems, are macro. Global photovoltaic installations did remain resilient in the first half of the year, with a sharp, short-lived demand spike in China’s distributed solar market during early 2025.
But by May, the music started to slow. Demand softened, inventories ballooned, and prices plummeted. Supply demand mismatches across the entire value chain pushed Zhonghuan into a corner, with falling product prices and inventory write-downs dragging margins underwater.
Still, TCL’s overall H1 narrative reads like a company doubling down on its strengths while weathering turbulence in longer term bets like solar. If anything, the latest results underline a sharper strategic divide within TCL. Display tech is delivering the goods now, while renewables may take longer to shine.
In related news, TCL has launched its Q8C QD-Mini LED TV in Europe, featuring premium specs and introductory launch discounts. Meanwhile, TCL CSOT is making a major investment in next-generation display tech with plans for a large-scale 8.6G printed OLED factory.
(Via)
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TCL Launches 5G Mobile WiFi P50 and WiFi Router BE36 at CES 2026
TCL is done waiting for the future of connectivity; it just launched it. At CES 2026, the company unveiled the 5G Mobile WiFi P50 and WiFi Router BE36, two devices designed to cover the entire spectrum of modern connectivity needs, from your backyard to your basement office.
The TCL 5G Mobile WiFi P50 is more than a pocketable hotspot. It’s the first 5G mmWave mobile router that also supports both fast charging and wireless charging. It packs a 5000mAh battery for up to 12 hours of portable use, doubles as a power bank, and features a 2.4-inch touchscreen for live network stats. On the connectivity side, it delivers up to 3.97Gbps via full-spectrum 5G (mmWave + Sub-6), and tri-band Wi-Fi 7 speeds topping 5.8Gbps for up to 64 devices. There’s even a Gigabit Ethernet port for times when wireless just won’t cut it.
While the P50 is built for mobility, the TCL WiFi Router BE36 is focused on home performance. It offers 3.6Gbps Wi-Fi 7 across dual bands, supports up to 512 device connections, and leverages 3T3R (2ss) antenna tech to boost range. It’s EasyMesh R6 compatible too, meaning you can deploy multiple units to blanket large homes in a seamless, zero dead-zone network.
Security hasn’t been left behind either. The BE36 includes firewall-level protection with malware filters, brute-force attack detection, and smart-home security baked in. There’s even a built-in VPN suite and a dedicated gaming acceleration mode. Rounding it off is a 2.5GE port for serious wired performance.
In related news, TCL also unveiled the RayNeo Air 4 Pro, billed as the world’s first HDR10-enabled AR glasses, alongside the NxtPaper 70 Pro tablet with a dedicated eye-care display and stylus support at CES 2026.
News
TCL Unveils World’s First HDR10 AR Glasses: RayNeo Air 4 Pro at CES 2026
TCL’s RayNeo has introduced the RayNeo Air 4 Pro AR glasses at CES 2026. The device is the world’s first AR glasses to support HDR10, aiming to deliver a cinema-like viewing experience in a lightweight wearable form.
RayNeo originally launched the Air 4 Pro in China last year. The company is now taking the product global, positioning it as a new category of “head-mounted TV.” The glasses feature a 201-inch virtual display at a 6-meter distance and weigh just 76 grams. They connect to USB-C display output devices, including smartphones, tablets, laptops, and gaming consoles such as the Nintendo Switch 2.
The Air 4 Pro is powered by the custom Vision 4000 chip. The processor enables real-time video enhancements, including upscaling SDR content to HDR and converting 2D video into 3D. The glasses support HDR10 for richer contrast and more vibrant color reproduction.
For audio, RayNeo collaborated with Bang & Olufsen to design a four-speaker system. The glasses use directional sound tubes to provide immersive audio while minimizing sound leakage. The sound system has been fine-tuned by B&O’s audio engineering team.
The design focuses on comfort and portability. Adjustable nose pads and a balanced frame allow for extended use. The lightweight build makes it suitable for travel and on-the-go entertainment.
RayNeo plans to launch the Air 4 Pro globally on January 25 for $299. The price undercuts many other AR glasses in the market, making it one of the most affordable options in its class.
If you are planning to buy an AR headset right now, the Air 3s Pro is also worth considering, as it is currently on sale for $249.
News
TCL NxtPaper 70 Pro unveiled with dedicated eye-care display and stylus support
TCL has unveiled the NxtPaper 70 Pro at CES 2026. The new smartphone expands the company’s NxtPaper lineup with upgraded display technology and built-in AI features aimed at reading, writing, and eye comfort.
TCL NxtPaper 70 Pro Specifications
The phone introduces NxtPaper 4.0 and includes a physical “NxtPaper Key” that switches between three screen modes: Color Paper Mode, Ink Paper Mode, and Max Ink Mode. The Max Ink Mode transforms the screen into a monochrome interface for focused reading. TCL claims it can deliver up to seven days of reading time and up to 26 days on standby. The mode includes a built-in library and AI tools such as AI Outline, Q&A, Audiobook, and Podcast.
The phone uses a 6.78-inch display with nano-matrix lithography and adaptive tuning to reduce glare and reflections. The screen is certified by TÜV and SGS and supports seven eye-care features, including blue light purification down to 3.41%, flicker-free DC dimming, and dim-light protection. It can drop brightness to as low as 1 nit for bedtime use and uses Circular Polarised Light for color accuracy with Delta E below 1.
The NxtPaper 70 Pro runs on the MediaTek Dimensity 7300 processor with up to 8GB physical RAM and 16GB virtual RAM. It supports up to 512GB of storage. TCL equips the device with a 50MP rear camera with OIS and a 32MP front camera. The MuseFilm imaging system supports night mode, motion capture, and CCD-style film filters.
AI features include Smart Interpreter, voice memo transcription, and support for Google Gemini. TCL also supports stylus input through the T-Pen and offers AI handwriting tools. The phone has a 5,200mAh battery with 33W fast charging and carries an IP68 rating.
Pricing and Availability
TCL will launch the NxtPaper 70 Pro in February. Prices start at €339 for the 256GB model and €389 for the 512GB version. The phone will be available in Europe, North America, Asia-Pacific, Latin America, and the Middle East.
In related news, TCL launched the X11L SQD Mini LED TV series at CES 2026, highlighting up to 10,000 nits of peak brightness and Gemini AI features. The company also introduced the TCL Note A1 NxtPaper e-note tablet with an 11.5-inch 120Hz color display and stylus support.