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TCL shipped 21.08 million TVs in Q1-Q3 2025, led by 153.3% growth in Mini LED TVs
TCL Electronics has reported solid performance for the first three quarters of 2025, with both global TV shipments and revenue showing year-on-year growth. The company shipped 21.08 million TVs globally, up 5.3% compared to the same period last year. Revenue rose by 8.7% year-on-year, reflecting a stronger product mix and higher average selling prices.
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.
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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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.
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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.
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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.