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TCL triples printed OLED capacity as it bets on the next wave of displays

TCL-CSOT

TCL is making a bold push into the future of displays. On September 1, the company revealed through an investor relations update that it plans to triple the capacity of its printed OLED line in Wuhan. The G5.5 t12 line, which currently produces 3,000 sheets per month, will be scaled up to 9,000 as demand grows for mid-sized OLEDs used in laptops and monitors.

The move follows positive feedback from brand partners that have been co-developing printed OLED products with TCL. Unlike traditional evaporation OLEDs, printed OLED technology is designed to lower production costs and improve scalability, which makes it attractive for mainstream devices beyond premium TVs. TCL’s decision to aggressively expand this line signals confidence that the market is ready for broader adoption.

The company is not abandoning LCD either. TCL said long-term demand for large-size LCD panels remains stable and profitable. Its Guangzhou factory, acquired from LG Display and internally labeled as t11, will continue its existing product roadmap while also preparing new designs aimed at strengthening competitiveness.

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TCL brand

Beyond OLED and LCD, TCL is also investing in the next frontier: Micro LED. In its semi-annual report published at the end of August, the company confirmed that it had completed construction of its first Micro LED production line in Suzhou during the first half of 2025. TCL refers to the technology as MLED and is planning further investment in scaling production, developing materials, and building a stronger supply chain for future Micro LED products.

TCL’s aggressive capacity expansion reflects a broader industry shift. While Samsung and LG have dominated premium display manufacturing for years, Chinese companies like TCL and BOE are rapidly closing the gap with competitive technology and aggressive pricing.

TCL is also investing $2.75B to build an 8.6G printed OLED plant in Guangzhou, targeting 45K substrates monthly by 2026. The T8 site could expand to two lines, making it one of the world’s largest OLED facilities, rivaling Samsung and BOE.

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The timing couldn’t be better. Laptop and monitor manufacturers are desperately seeking OLED alternatives to reduce dependence on Korean suppliers, and TCL’s printed OLED process could offer a cost-effective solution. If the quality holds up and yields improve, TCL might just have found its ticket to the big leagues of display manufacturing.

In related news, we recently covered what TCL Chinese Cinema is and why it has been widely searched.

(Via)

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Xiaomi 18 Pro will retain the rear display with TCL CSOT expected to supply panels

Xiaomi 17 Pro Rear Display

Xiaomi has confirmed that its next-generation (likely Xiaomi 18 Pro) smartphones will continue to feature a rear display design. Lu Weibing, President of Xiaomi Group and head of the smartphone division, made the announcement during a recent livestream. He also revealed that the Xiaomi 17 Pro will introduce new interactive features on the rear display, including real-time translation.

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.

Xiaomi 17 Pro Rear Display

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.

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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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TCL completes full acquisition of LG Display’s China operations

LG display

TCL has officially completed its acquisition of LG Display’s business operations in mainland China. The announcement was made by TCL’s panel-making arm, China Star Optoelectronics Technology (CSOT), confirming that it has acquired 100% ownership of two former LG Display subsidiaries.

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.

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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.

LG display

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.

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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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China’s TV Market Shrinks Again: Q3 Shipments Drop 10.4%, Deeper Cuts Expected in Q4

TCL QM7K TV

China’s TV market is losing steam, and not just by inches. September shipments fell 8.5% year on year to 2.92 million units, according to new data from RUNTO Technology. The number may look decent next to August’s, which was 17.3% lower, but it’s a temporary lift driven by seasonal stocking. The broader trend? Steady decline.

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.

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China TV Shipments September 2025

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.

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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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