As of April 2025, only one major non-Chinese manufacturer remains in the large-size LCD TV panel business: Sharp’s SDP Gen 10.5 plant in Guangzhou, a Japanese outpost surrounded by an industry now dominated by China. Everywhere else, from fabrication to shipping, it’s Chinese panel makers setting the pace.

That shift is backed by numbers. Global shipments of large LCD TV panels fell to 18.7 million units in April, an 11.3 percent drop year-on-year and the lowest in over a year. But the distribution of those panels tells a clearer story. Chinese manufacturers, including those from mainland China and Taiwan, now account for more than 95 percent of global output.

Mainland China alone covered a commanding 71.1 percent of shipments last month, up significantly from last year. It is a surge not just in volume but in influence. TCL CSOT, BOE, CHOT, and HKC are now effectively steering the LCD panel market, from price setting to supply negotiations with global TV brands.

Even Taiwan’s legacy players are holding ground. Innolux and AUO combined to grab 24.5 percent of the market in April, signaling a resurgence that’s notable, though still dwarfed by mainland giants.

As for Sharp, it is now the lone foreign holdout, a relic of a time when Japan led the panel race. With a shrinking 4.4 percent market share, even that position looks increasingly fragile. If the current trend holds, the LCD panel business could soon be entirely operated by Chinese stakeholders, leaving little room for competition and even less for geopolitical neutrality in the global TV supply chain.

In related news, TCL has launched the Q6C Premium QD-Mini LED TV series in India, while the C7K QD-Mini LED TV is set to debut soon in the Philippines.

(Via)

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LG Display unlocks blue PHOLED tech

Historically, blue OLEDs have been a nightmare for engineers. They burn out faster, drain more power, and are notoriously difficult to stabilize due to their high-energy, short-wavelength emissions. While red and green phosphorescent OLEDs have long been in commercial use, blue has stubbornly remained fluorescent, offering lower efficiency and higher power demands.

Now LG Display, in collaboration with Universal Display Corporation (UDC), has cracked the code. The company’s new hybrid Tandem OLED stack places a blue fluorescent emitter below a blue phosphorescent one. The result is a display that cuts power consumption by about 15 percent without sacrificing lifespan, achieving a rare balance of efficiency and stability that has eluded OLED researchers for years.

LG’s dual-stack approach is not just a technical workaround, it is a manufacturing-ready solution. The company has already verified its viability on real production lines and filed patents in both South Korea and the United States. A prototype will debut at SID Display Week 2025 in San Jose, with small and mid-size panels aimed at smartphones, tablets, and eventually AI PCs and AR/VR devices.

For years, insiders expected Samsung to win this race, with rumors swirling around a debut in the Galaxy Z Fold 7. But LG got there first, and this might be the OLED revolution that makes your next screen brighter, thinner, and far more efficient.

While LG Display breaks new ground in OLED science, its sibling company LG Electronics is quietly leaning on TCL to stay competitive. LG’s latest QNED evo TVs, aimed at reclaiming lost ground from Samsung and Hisense, are built using MiniLED panels manufactured by TCL, the very rival that’s rapidly expanding its global footprint. In fact, after LG sold its final LCD factory to TCL, much of its new panel supply is now sourced straight from China.

(Source)

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After selling off its final LCD factories to TCL, LG is now sourcing its QNED evo lineup directly from China. The irony cuts deep: the same MiniLED tech that’s fueling TCL’s rise is now at the core of LG’s comeback attempt. Even more complicated, LG’s imported QNED TVs land in a U.S. market increasingly hostile to Chinese manufacturing, thanks to mounting tariffs.

LG claims the new QNED series offers richer, more realistic colors across light and dark environments. But unlike traditional QLEDs, the company is touting its proprietary “Dynamic QNED Colour” engine, a different path from the quantum dot technology dominating elsewhere.

Powering the experience is LG’s in-house Alpha AI Processor 3 and WebOS. But beyond sharper images and curated recommendations, there’s a much larger play happening quietly in the background: data collection. LG has admitted to raking in over $1.5 billion last year by selling user data harvested through its smart TVs, including browsing habits, viewing preferences, and even voice profiles through AI Voice ID.

Tightly integrated AI features like AI Concierge, AI Picture Pro, and AI Search further deepen the company’s behavioral tracking. Combined with Microsoft’s Copilot integration and a web of cloud-based analytics, LG’s televisions are becoming potent data hubs disguised as entertainment centers.

And if you think you can easily opt out? LG’s warranty terms suggest otherwise. Turning off tracking isn’t just hard, it’s almost impossible without crippling the TV’s smart features.

Meanwhile, TCL Electronics just reported an 11.4 percent rise in Q1 2025 TV shipments and a 22.3 percent surge in sales revenue, driven by strong demand for larger and MiniLED TVs. The company is expanding its premium footprint globally, even as North American shipments saw a slight dip.

(Via)

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