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BOE and TCL Expect TV Prices to Rise Ahead of World Cup
BOE and TCL Technology have issued positive forecasts for the TV panel market in 2026. Both companies expect demand and pricing to rebound, driven by upgrade cycles, AI integration, and increased consumption ahead of major global sporting events.
BOE and TCL Say TV Panels Are Bouncing Back
BOE recently shared its outlook in an investment briefing. The company said it expects rising demand for IT and TV display panels, supported by product refresh cycles and AI-powered features. It also pointed to the 2026 World Cup and other sports events as key demand drivers. BOE said December has entered the peak stocking season, and industry analysts now predict that panel production lines will operate at high utilization rates. These conditions are likely to support price stabilization and gradual increases.
TCL echoed this sentiment in an investor Q&A. The company highlighted that the shift toward larger TV sizes has supported steady growth in total demand area over recent years. At the same time, supply-side capacity has remained stable. TCL said utilization rates for large-size LCD panels have steadily improved, and it expects this trend to continue.
TCL also confirmed that downstream TV brands have already begun early stocking in preparation for the 2026 sports calendar. The company said this behavior reflects strong expectations for TV sales growth ahead of global events like the World Cup.
Third-party research firms support this outlook. Multiple forecasts now suggest that TV panel prices are entering a period of stabilization, with signs of a gradual rebound in the months ahead.
The panel market has faced extended pressure from oversupply and weak consumer spending. BOE and TCL now see a turning point, with improved demand fundamentals and a more balanced supply chain. If current trends hold, panel makers could benefit from a stronger pricing environment throughout 2026.
In related news, TCL recently launched the A400 Pro QD Mini LED Art TV with a 4K 144Hz display.
(Via)
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TCL Launches CrystalClip Open-Ear Earbuds with Swarovski Special Edition
TCL has announced the CrystalClip, a new pair of open-ear, clip-on earbuds designed for comfort and functionality. The earbuds feature a lightweight, titanium-reinforced design that ensures durability while providing a secure and pressure-free fit. TCL is targeting users who need all-day comfort and situational awareness during activities like commuting, exercising, or traveling.
TCL CrystalClip Specifications
The CrystalClip uses 10.8mm dual-magnetic dynamic drivers to deliver clear, balanced sound. It supports 3D Spatial Audio and Bass Boost, which can be customized using the TCL HOME app. TCL has also included dual-mic ENC (Environmental Noise Cancellation) to ensure high-quality voice calls, even in busy surroundings.
TCL has equipped the earbuds with several smart features. Users can activate voice assistants like Siri or Google Assistant through customizable touch gestures. The earbuds also support real-time translation, enabling users to listen to translated audio while traveling or attending international events. They allow seamless switching between two devices and use Google Fast Pair 3.1 for quick connections with compatible Android devices.
The earbuds provide up to 8 hours of playback on a single charge and extend to 36 hours with the charging case. A 15-minute charge adds 3 hours of listening time. TCL has also ensured the earbuds are IPX4-rated for sweat and splash resistance, making them suitable for workouts and outdoor use.
TCL has released a special Swarovski edition of the CrystalClip. This version features a detachable crystal accessory shaped like a rose. Users can attach the accessory to the earbuds or use it as a decorative piece on bags, hats, or clothing.
Pricing and Availability
The standard CrystalClip earbuds will launch in February 2026 for €79. The Swarovski edition will retail for €149 and will be available starting in Q2 2026. Both versions will be released in Asia-Pacific, Europe, and North America.
In related news, TCL overtook Samsung in global TV shipments during December 2025.
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TCL overtakes Samsung in global TV shipments for December 2025
TCL has officially dethroned Samsung as the top global TV shipper for December 2025, according to Counterpoint Research’s latest data. This marks a major milestone for the Chinese electronics giant, whose shipments surged 10% year-over-year (YoY) last month, giving it a commanding 16% market share. Meanwhile, Samsung, the perennial leader, slipped to second place with a 13% share, despite an 8% YoY increase in shipments.
So, what’s behind TCL’s meteoric rise? Aggressive pricing strategies and a robust lineup of mid-range and high-end TVs, including the well-received QM8K and QM9K series, played a key role. The company also launched the budget-friendly T7 series, which was heavily discounted during the holiday season. Combined with strong performance in Asia-Pacific, China, and the Middle East, TCL’s late-year surge was enough to outpace Samsung, at least for December.
However, Samsung still holds the crown for Q4 2025 overall, shipping 2% more TVs than TCL during the period. While North and South America provided growth opportunities for Samsung, declines in Western Europe and the Middle East hurt its performance. On the flip side, Hisense, which took third place in December, saw its shipments plummet 23% YoY, highlighting significant struggles in China’s shrinking TV market.
Looking ahead, TCL’s ambitions could spell bigger trouble for Samsung. The company’s upcoming partnership with Sony’s BRAVIA brand, set to finalize in March 2026, positions TCL to make a serious play in the premium TV market, a territory that Samsung has historically dominated with its high-end OLED and 8K offerings. If TCL can successfully leverage Sony’s reputation in this space, the dynamic of the global TV market could shift dramatically.
For now, TCL’s December triumph might be temporary, but its growth trajectory is impossible to ignore. With a mix of strategic pricing, regional demand timing, and potential premium market expansion, Samsung’s top spot may no longer be as secure as it once was.
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TCL Shocks Market by Taking Over Sony Bravia TVs
Sony Corporation has announced that it will spin off its home entertainment division and form a new joint venture with TCL Electronics. The partnership gives TCL a 51 percent majority stake, while Sony retains 49 percent. The new company will take control of global operations for Sony’s television and home audio business.
The companies confirmed the agreement through a signed memorandum of understanding. They plan to finalize binding terms by the end of March 2026. The joint venture is expected to begin operations in April 2027, subject to regulatory approvals.
The new entity will handle the entire value chain, including product development, manufacturing, sales, and customer service. Products from the venture will continue to use the Sony and Bravia brand names.
Sony will contribute its picture processing technology, audio expertise, and brand value. TCL will provide its display manufacturing capabilities, global supply chain, and cost-efficient operations. TCL’s recent growth in display technology and global market share positions it to take advantage of Sony’s premium image and distribution network.
Sony CEO Kimio Maki said the partnership aims to create new customer value through combined expertise. TCL Chairperson Du Juan said the deal will allow TCL to scale further into high-end markets and optimize its operations.
Sony has been gradually moving away from consumer hardware in favor of content businesses like anime, film, music, and gaming. The company previously exited the PC and tablet markets and stopped producing Blu-ray players.
This move ends Sony’s independent control of its TV business, which began in the 1960s. The joint venture gives TCL an opportunity to strengthen its position in premium global markets while maintaining the Bravia brand’s legacy. Sony will retain visibility in the home entertainment segment without managing day-to-day hardware operations.
In related news, TCL has introduced the 5G Mobile WiFi P50 and the WiFi Router BE36 at CES 2026, while also unveiling the world’s first HDR10 AR glasses, the RayNeo Air 4 Pro.
(Source)
