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AI Is Taking Over—and TCL Is Quietly Winning the Display War

TCL TV

China’s AI hardware market is expected to exceed 1.1 trillion yuan ($140 billion) in 2025, according to a new report from research firm RUNTO. This marks a 13.4% year-on-year increase and excludes AI smartphones and vehicles. The report also forecasts sustained growth over the next five years, driven by rapid AI integration across consumer electronics. As AI hardware expands, demand for high-end display panels is set to rise sharply. TCL, with its strong presence in the display industry, is expected to benefit significantly.

AI features have already reached deep into the Chinese consumer tech market. AI TVs now account for over 70% of shipments, offering features such as picture enhancement, voice control, and content suggestions. AI laptops make up 50% of available models, and AI tablets account for 76%. Wearables like smartwatches and AI bands have reached over 85% penetration, while AI smart glasses now represent 65% of all smart eyewear sales. AI smart locks and surveillance cameras have both passed the 25% mark.

TCL TV

Analysts expect the AI hardware boom to shift display panel demand toward the high-end segment. Most AI-enabled devices initially launch in premium categories before features expand to lower-tier models. This trend supports higher-margin panel shipments and strengthens the position of suppliers like TCL Technology and BOE, who already lead in advanced display manufacturing.

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TCL is also applying AI to improve display production. In June, TCL CSOT launched X-Intelligence 3.0, a vertical AI model focused on reasoning for the display industry. This model supports domain-specific decision-making and can offer solutions that go beyond traditional engineering approaches. TCL uses it to optimize manufacturing processes and improve efficiency.

As AI continues to shape the next generation of consumer electronics, TCL’s investment in both display technology and AI-driven manufacturing gives it a clear advantage in a rapidly evolving market.

In related news, TCL shipments dropped 23% in Q2 2025 amid rising demand for Indian-made smartphones in the US, while Samsung and Sony have just stepped into the RGB-Mini LED race—but they’re already playing catch-up.

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Redmi Product Manager Says RGB OLED Is the Future of Display Technology

Xiaomi 17 series

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 17 Pro TCL display

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.

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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)

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TCL shipped 21.08 million TVs in Q1-Q3 2025, led by 153.3% growth in Mini LED TVs

TCL TV

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.

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TCL TV Featured

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.

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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.

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RayNeo Air 4 Launches as World’s First HDR10 AR Glasses with B&O Audio

RayNeo Air 4

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.

RayNeo Air 4 Pro

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.

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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.

RayNeo Air 4

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.

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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.

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