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China’s TV Market Sees 15.7% Decline in November Shipments Despite Double 11
New shipment data from RUNTO Technology shows that China’s TV market continued to decline in November 2025, with most major brands reporting lower shipment volumes. Total shipments reached approximately 3.22 million units, a slight drop from the previous month and a steep 15.7% fall compared to November 2024.
The decline reflects ongoing challenges in the market. Government subsidies have gradually tapered off, and earlier pent-up demand appears to be exhausted. Since mid-year, the market has posted monthly declines of around 10%, showing consistent weakness despite major sales events.
November featured the country’s longest-running Double 11 sales campaign, but promotions failed to revive demand. Retail sales volume dropped 19.6% year-on-year, while retail revenue fell by 22.1%. The figures suggest that aggressive discounting is no longer enough to offset broader consumer caution.
Despite the downturn, TCL remained one of the strongest players in the market. Alongside Hisense and Skyworth, TCL helped lead a group that shipped a combined 1.98 million units. The trio’s combined market share reached 61.6%, and their year-on-year decline was limited to 11.2%, lower than the overall market drop. TCL continues to strengthen its lineup with Mini LED and QLED models, contributing to its stable performance.
Xiaomi, including its Redmi TV brand, ranked third with 530,000 units shipped and a 16.5% share. Brands like Changhong, Haier, and Konka followed, but recorded a combined shipment drop of 13.8%. Huawei, Samsung, and Sony reported shipments in the tens of thousands, maintaining a limited presence in the domestic market.
RUNTO Technology estimates that full-year shipments in 2025 may fall to around 33 million units. The firm expects further contraction in 2026 as market saturation and weakened buying sentiment continue to pressure sales.
In related news, we recently covered Hisense as it launched a 4K 160Hz dual-mode monitor that doubles as a Dolby Vision TV, and also covered a roundup of the best TCL TVs under $500 you can buy in 2025.
(Via)
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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)
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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.