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.

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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.

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According to TCL Technology Senior Vice President and CSOT CEO Zhao Jun, the T8 project positions Chinese display manufacturers to lead the high-generation AMOLED segment. The project aims to move the industry beyond traditional LCD and evaporation-based OLED manufacturing by adopting printed OLED technology on a larger scale. This advancement allows for higher material utilization and lower production costs.

TCL CSOT plans to process approximately 22,500 glass substrates per month. The line will use 2290 × 2620 mm G8.6 glass, which is better suited for producing larger panels. Initial applications will focus on mid-to-high-end monitors, tablets, and laptops. TCL CSOT also plans to expand printed OLED applications to other premium display categories once production stabilizes.

The T8 factory will incorporate automation, industrial robotics, AI large model algorithms, and new energy applications. TCL CSOT expects these technologies to improve operational efficiency and support the development of a next-generation display manufacturing ecosystem.

Cao Weiran, Director of TCL CSOT’s Printed OLED Center, said the company gained valuable experience from the T12 pilot line in Wuhan. That G5.5 line achieved mass production and product delivery in November 2024. Lessons learned from the T12 line will help accelerate the deployment and optimization of the T8 project.

TCL CSOT has already secured cooperation from multiple global suppliers of materials and equipment. These partnerships will support the full build-out of a printed OLED industrial chain that includes upstream materials, panel production, and downstream device integration.

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Lu emphasized that the rear screen is not only for visual appeal but will also serve functional purposes. Xiaomi plans to release monthly updates to enhance the rear display experience, with the first set of features arriving by the end of October. The company is actively working on new use cases and has invited feedback from users through Lu’s recent post on Weibo.

The Xiaomi 17 Pro and 17 Pro Max both use displays supplied exclusively by TCL CSOT. The 17 Pro includes a 6.3-inch front screen, while the 17 Pro Max features a 6.9-inch panel. The rear display also matches flagship standards, using TCL’s M10 luminescent material and supporting peak brightness of up to 3500 nits. Xiaomi has equipped the series with Dragon Crystal Glass for added durability.

TCL CSOT remains a key display partner for Xiaomi’s flagship lineup. With the company supplying both the main and rear displays on the 17 series, it is likely that TCL will continue its role with the Xiaomi 18 Pro. As Xiaomi pushes forward with dual-screen functionality, TCL’s display technology will play a central role in enabling new features and maintaining high visual performance.

Xiaomi aims to turn the rear display into more than a secondary screen. The upcoming updates could mark the beginning of a broader shift toward dual-display interaction across its premium smartphone line.

In related news, TCL has completed the full acquisition of LG Display’s China operations. Meanwhile, China’s TV market continues to decline, with Q3 shipments down 10.4% and deeper cuts expected in Q4.

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The transaction includes LGD CA, which operated the Guangzhou-based 8.5-generation LCD production line, and LGD GZ, which managed module assembly. TCL said the total deal value stands at 11.088 billion yuan ($1.55 billion), with the entire amount already paid to LG Display.

The agreement between TCL and LG Display was first reached in September 2024. LG Display held an 80% stake in the Guangzhou LCD plant at the time, while it fully owned the module factory. By April 2025, LG Display had already announced the completion of the Guangzhou factory sale. TCL’s latest statement serves as the official confirmation under Chinese regulatory procedures.

Following the acquisition, the Guangzhou factory was renamed T11. TCL also confirmed that financial data from both facilities had already been included in its second-quarter earnings report. The deal marks LG Display’s official withdrawal from LCD manufacturing operations in mainland China.

TCL now expands its control over mid-to-large-size LCD panel production, strengthening its position in the global display market. While LG Display and other rivals have shifted focus toward OLED and high-end display technologies, TCL continues to invest in LCD production capacity to serve mainstream demand in televisions, monitors, and commercial displays.

This acquisition allows TCL CSOT to scale production while maintaining competitive pricing. The company aims to grow its market share in a segment that still accounts for a large portion of global panel shipments. With LG Display’s exit, TCL gains additional manufacturing resources and greater leverage in the supply chain.

In related news, China’s TV market continued to shrink in the third quarter, with shipments falling by 10.4% and deeper declines expected in the fourth quarter.

(Source)

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Q3 closed with 7.27 million units shipped, down 10.4% year on year, marking three straight months of double-digit contraction. The year-to-date total stands at 23.895 million units, 2.5% lower than the same period in 2024. And things aren’t likely to get better. With national subsidies tightening and last year’s Q4 setting a high bar, analysts expect the final quarter of 2025 to plunge even further.

Big brands are holding ground. The top eight domestic players, including Hisense, TCL, Skyworth, Xiaomi, Changhong, Haier, Konka, and Huawei, shipped 2.813 million units in September, capturing a combined share of over 95 percent, despite a 5.8 percent year-over-year decline. Hisense, TCL, and Skyworth alone commanded 62 percent of the market and saw only a negligible 0.5 percent year-on-year drop.

Xiaomi (Redmi TV included) clocked in around 500,000 units for the month, grabbing a 17.1 percent share. Meanwhile, Changhong, Haier, and Konka slid harder, with their combined shipments falling 14 percent to about 440,000 units.

Huawei’s yearly total is hovering around 700,000 units, likely to finish under a million, while foreign brands like Samsung, Sony, and Sharp remain niche players, shipping just tens of thousands of units monthly.

The real question is whether Q4’s looming subsidy freeze will trigger a sharper market contraction or if leading brands will tighten their grip and weather the coming storm. Either way, 2025’s final tally may end up redefining the baseline for China’s TV industry.

In related news, TCL has recently launched its R94 and R84 series gaming monitors, both featuring QD-Mini LED technology and a 165Hz refresh rate. The R94 lineup offers 4K resolution with 2304 local dimming zones for superior contrast and precision lighting control, while the R84 series delivers up to 1500 nits peak brightness for vibrant HDR visuals and smooth gaming performance.

(Via)

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The 27R94 is the flagship model in the lineup. It features a 27-inch QD-Mini LED panel with 4K UHD resolution (3840×2160), a 165Hz refresh rate, and peak brightness of 1600 nits. TCL has equipped the monitor with 2304 local dimming zones under its LD2300 Precise Dimming system.

The company uses advanced Micro lens and Micro-OD technology to boost dimming precision and control blooming. The monitor also includes TCL’s in-house CSOT HVA panel, which supports a dynamic contrast ratio of 16 million:1.

TCL claims that the 27R94 covers 95% of the DCI-P3 color gamut and reaches ΔE<2 professional color accuracy. The monitor supports 10-bit color (8-bit + FRC) and is Pantone Validated. Users can choose from preset color modes like DCI-P3, sRGB, and Adobe RGB. The monitor also supports a wide 178° viewing angle and offers 163 PPI for sharp image clarity.

For gaming, the monitor supports both FreeSync Premium and G-Sync compatibility. TCL includes features like a 1ms GTG response time, customizable crosshairs, dark field control for better visibility in shadows, a real-time frame rate counter, and a game timer. Built-in stereo speakers and a built-in headphone hanger enhance the overall user experience.

The 27R94 also offers robust connectivity. It includes a 90W USB-C port with data, display, and charging support, two USB-A ports, one USB-B port for KVM control, DisplayPort, and HDMI inputs. The KVM switch allows users to control multiple devices using a single keyboard and mouse.

TCL equips the monitor with a five-way joystick for menu navigation and RGB lighting on the back panel. The company includes a flexible and height-adjustable stand for ergonomic setups. The monitor holds TÜV Rheinland Low Blue Light certification and includes an eye care mode to reduce visual strain during extended use.

TCL has not yet confirmed pricing or retail availability for the R94 series, but the specifications suggest a strong push into the high-end gaming monitor segment.

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The R84 Series includes a 32-inch flat 4K model with a 165Hz refresh rate and a 34-inch curved WQHD variant that supports 180Hz. Both monitors feature TCL’s proprietary QD-Mini LED technology, which is designed to deliver precise local dimming, high peak brightness, and vibrant color performance. The 32R84 monitor includes 1400 local dimming zones, 96% DCI-P3 color coverage, and DisplayHDR 1400 certification.

TCL has equipped the R84 monitors with a fast HVA panel that supports a 1ms GtG response time. The display outputs up to 1500 nits peak brightness and offers a 150,000,000:1 dynamic contrast ratio. The monitors support 10-bit color depth and factory-tuned ΔE<2 accuracy. TCL also provides three professional color modes: DCI-P3, sRGB, and Adobe RGB.

The 32R84 model includes a USB-C port with 90W power delivery, built-in stereo speakers, and TÜV Rheinland-certified eye protection features such as flicker-free backlighting and low blue light mode. It also offers KVM switching, real-time frame rate display, dark detail enhancement, and game crosshair overlays. The monitor supports AMD FreeSync Premium and NVIDIA G-Sync compatibility.

TCL has added design elements such as customizable multi-color LED lighting and a two-tone exterior. The monitor stand supports full ergonomic adjustments, including height, tilt, swivel, and pivot.

TCL has not yet announced pricing or retail availability, but confirmed that these models will launch in the US market later this year.

In related news, LG Display claims LCDs need 1.5 million dimming zones to rival OLED quality, while TCL’s printed OLED tech positions it strongly for the AI era.

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That is not just a financial footnote. It is a warning shot to RGB Mini LED, the latest LCD-based tech trying to rival OLED on contrast and brightness. It also signals a potentially massive change in how high-end TVs are priced, marketed, and adopted in the next wave of living room upgrades.

OLED’s Price Collapse Isn’t Random

This steep drop is no accident. LG Display, the dominant supplier of large OLED TV panels, is systematically reworking its DDI (display driver IC) architecture to improve output efficiency. While material costs and scale improvements play their role, the bigger shift is that OLED is no longer the exotic, high-cost panel it was when LG introduced its first OLED TVs over a decade ago.

What we are seeing is the tech maturing at scale. Production bottlenecks, yields, and backend integration have reached a point of steady optimization. In short, OLED’s premium tax is eroding.

Cheaper Panels, Cheaper TVs

Lower upstream costs mean downstream brands, whether it is LG Electronics, Sony, or even budget disruptors like TCL, have more room to play with pricing. With OLED panels now at a much more palatable cost base, brands can aggressively push mid-premium and even upper mid-range OLED models without bleeding margin.

This accelerates the trickle-down of OLED tech into living rooms that would have otherwise defaulted to high-end LCD or QLED. We are talking about mainstream 65-inch TVs that look like flagship models from just two or three years ago, but without the eye-watering price.

RGB Mini LED Has Work to Do

On the other side of the fence, RGB Mini LED is still finding its rhythm. While it delivers stunning brightness and refined backlight control, it remains a newer technology with more complex manufacturing and quality control overhead. Component tuning, consistency in dimming zones, and supply chain optimization are still very much in progress.

This does not mean Mini LED is falling behind. It still outperforms OLED in raw brightness and is often a better pick in bright-room environments. But the value calculus is shifting fast. OLED now has momentum, scale, and price on its side.

The Takeaway

For years, OLED held the crown for picture quality, but its price kept it out of reach for most buyers. That is changing quickly. By 2026, OLED may no longer be the premium pick. It may become the default choice. Unless RGB Mini LED can compress its cost curve at a similar pace, OLED’s renaissance could turn into total dominance.

In related news, LG Display CEO Jeong Cheol-dong also said LCD panels need 1.5 million dimming zones to match OLED, highlighting OLED’s superior contrast and precision. He added that LG is cautiously evaluating new OLED lines while investing in Micro LED and other next-gen display technologies.

(Source, Via)

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The partnership debuted during the Call of Duty: Next showcase event, where TCL displayed its new monitors ahead of the Black Ops 7 Beta. The monitors were featured during the livestream, and fans had a chance to win them during TCL’s “Power Hour” segment.

TCL introduced two models in the G64 Series: the 27-inch 27G64 and the 32-inch 32G64. Both monitors use TCL’s QD-Mini LED display technology, which combines Quantum Dot and Mini LED backlighting. The displays support QHD resolution (2560×1440), a 180Hz native refresh rate, and 1ms GTG response time. Each monitor also supports AMD FreeSync and is G-Sync compatible for smooth, tear-free gaming.

The 27G64 includes 180 local dimming zones and covers 97% of the DCI-P3 color gamut. The 32G64 increases the dimming zones to 336 and includes built-in stereo speakers. Both models feature DisplayHDR 600 certification, a peak brightness of 600 nits, and TCL’s proprietary Precise Dimming and Halo Control technologies to reduce blooming and improve contrast in dark scenes.

TCL also focused on color accuracy and consistency. Both monitors support 10-bit color (via 8-bit+FRC), factory tuning with ΔE<2, Demura pixel-level uniformity tuning, and professional color modes including DCI-P3, sRGB, and Adobe RGB. These features are designed for both gamers and content creators.

TCL equipped the monitors with ergonomic stands offering tilt, swivel, height, and pivot adjustments. Both models received TÜV Rheinland certifications for low blue light and flicker-free operation to reduce eye strain during long gaming sessions.

TCL has priced the 32-inch 32G64 QD-Mini LED Monitor at $649.00 in the U.S., but it is currently available at Walmart for $449.99. The company has not yet confirmed pricing for the 27-inch 27G64 model.

In related news, LG Display claims LCDs need 1.5 million dimming zones to rival OLED quality, while TCL’s printed OLED tech positions it strongly for the AI era.

(Source)

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