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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In the first quarter of 2025, overseas policy support and Chinese subsidies drove a wave of restocking by set manufacturers. According to RUNTO Technology, global shipments of large-size LCD TV panels reached 63 million units, up 11.5% year-on-year and 4.8% quarter-on-quarter. Shipment area also rose 13.8% compared to last year. Panel prices increased by about $2 across most sizes.

Concerns about a possible slowdown in Q2 have eased. Sigmaintell Consulting estimates that procurement from the world’s top nine TV brands will decline just 2.4% in the second quarter, suggesting stable demand. Supply-side producers have responded with careful capacity management. TrendForce reports that industry utilization in May dropped by 6% to 7%, reaching around 80%. This adjustment has helped stabilize panel prices. Average prices for 55-inch and 65-inch TV panels remain unchanged at $127 and $177, the highest since the fourth quarter of last year.

TCL expects the current industry trends to support better results in 2025. The company recently highlighted long-term supply-demand improvements during its investor briefing. It projected higher average utilization and pricing levels compared to last year. TCL is also finalizing the full integration of LG Display’s Guangzhou assets in Q2. In addition, its planned acquisition of minority stakes in CSOT’s t6 and t7 Gen-11 lines is expected to enhance profitability.

While trade risks still exist, market experts believe their direct impact on the panel industry may be limited. TCL’s global presence and production scale continue to strengthen its position as demand stabilizes.

In related news, TCL CSOT has unveiled the world’s first inkjet-printed OLED smartphone panel and introduced new Micro LED technology at SID 2025.

(Source)

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Amid this shift, TCL continues to maintain a steady presence both in the domestic and global markets. Together with Hisense and Skyworth, TCL contributed to a combined total of 1.41 million units shipped in April, representing 59.6% of the market share for the top three domestic brands. This reflects a relatively stable performance compared to the broader market decline.

In contrast, Xiaomi recorded a 2.2% year-on-year growth in April shipments, reaching approximately 460,000 units and capturing 19.5% of the market. While Xiaomi holds a firm second place domestically, TCL’s focus remains increasingly global.

According to industry research firm Omdia, TCL led in several global TV segments in 2024. The brand ranked first in three categories: 85-inch and larger TVs (22.1% global share), Mini LED TVs (28.8% share), and Google TVs, where it has held the top spot for four consecutive years. These results suggest continued consumer interest in larger, high-performance displays.

TCL’s product strategy has emphasized advanced technologies, including Mini LED backlighting and quantum dot displays. New models like the Thunderbird Crane 7 Pro, with a peak brightness of 4200 nits, reflect that direction.

As foreign brands like Samsung, Sony, and Philips face shipment pressures in China, and as competition from Xiaomi and Hisense remains tight, TCL’s dual focus on innovation and global scale may offer resilience in a cooling market.

In related news, TCL CSOT has unveiled the world’s first inkjet-printed OLED smartphone panel and introduced new Micro LED technology at SID 2025.

(Source)

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The shift to bigger TVs is paying clear dividends. Shipments of 65-inch and larger models rose 33% compared to a year ago, now accounting for nearly 28% of TCL’s total TV sales. The average TV size grew to 53.4 inches, up nearly two inches year-over-year. But it’s not just about size, TCL’s focus on premium tech like Mini LED is starting to show real results. Shipments of its Mini LED TVs soared by a massive 233% year-over-year, with these advanced models now making up 8.8% of TCL’s global TV sales.

In China, TCL’s home market, domestic shipments rose 10.8%, with even sharper gains in the large-screen and Mini LED categories. Internationally, the company capitalized on its recent partnership with the Olympics to boost brand presence, notching a solid 11.6% shipment growth overseas. Performance was particularly strong in Europe, emerging markets, and Australia, where TCL now claims the top spot in TV sales.

There was a minor speed bump in North America, where overall shipments dipped 3.8% as TCL shifted its strategy toward higher-end channels. Still, sales of 75-inch and larger TVs in the region soared 79%, showing the pivot is beginning to pay off.

TCL’s stock rallied 5.8% in Hong Kong trading following the report, and the company’s shares have surged roughly 50% year-to-date. With a clear focus on bigger, better displays and a growing global footprint, TCL seems determined to move beyond just being a value brand and step firmly into the premium conversation.

In related news, TCL has launched the Q51K 4K QLED TVs with Dolby Atmos and Google TV in the US, while TCL Solar has officially debuted in South Korea, marking its entry into the renewable energy market.

(Source)

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The numbers speak for themselves. TCL captured a commanding 22.1% share of global shipments for 85-inch and larger TVs last year, outperforming its rivals in the ultra-large category. In the red-hot Mini LED space, it did even better, locking down the No. 1 spot with a 28.8% market share. And when it comes to Google TVs, TCL isn’t just leading, it’s been number one for four straight years, from 2021 through 2024.

TCL claims the global top spot in three key TV categories

This triple win isn’t a fluke. It mirrors a bigger industry shift where consumers, spending more time at home, are craving bigger, brighter, and smarter screens. Omdia projects that shipments of 80-inch and larger TVs will grow by 35% year over year, taking up 7% of the display market in 2025 and on track to hit 11% by 2030. Meanwhile, Mini LED TVs are expected to reach 9.3 million units shipped by next year.

TCL’s been playing the long game here. It introduced the world’s first Mini LED TV in 2019 and hasn’t slowed down since. Today, its Mini LED lineup boasts ultra-high peak brightness, deep contrast, wide color gamuts, and exceptional longevity, all wrapped in massive screen sizes.

Add to that a tight integration with Google TV, and TCL is shaping up to be more than just a display brand. It’s building a full-stack smart entertainment ecosystem, blending cutting-edge visuals with personalized, AI-driven content. And judging by these numbers, consumers are very much on board.

To keep that momentum going, TCL is doubling down on the high-end segment in its home market. The company recently rolled out several new Mini LED models in China, headlined by the Thunderbird Crane 7 Pro QD-Mini LED TV (2025). This flagship pushes the envelope with an eye-searing 4200 nits of peak brightness, 144Hz refresh rate, and advanced quantum dot tech for richer, more lifelike colors.

It doesn’t stop there. TCL also launched the Crane 6 Ultra and Crane 6 Pro Mini LED TVs for 2025, both designed to deliver finely tuned backlight control and smooth motion performance across a range of content, from high-speed gaming to cinematic HDR viewing. These additions underscore TCL’s ambition to lead not just in volume, but in next-gen visual innovation.

(Source)

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