News
Trade Talks Ease Tensions as Display Panel Industry Sees Stable Growth; TCL Positioned to Benefit
Recent progress in China-US trade negotiations has eased a major short-term risk for the global consumer electronics supply chain. The display panel industry, which faced significant pressure from geopolitical uncertainty, is now showing signs of stability. Analysts expect the sector to return to a steady growth trajectory, supported by improved inventory levels and a shift toward demand-driven production. Major panel makers, including TCL, are expected to maintain strong profitability through the second quarter and beyond.=
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)
News
TCL 60 Ultra Nxtpaper Appears on Retail Site with Full Specifications and Images
TCL has quietly introduced a new large-screen smartphone in its NXTPAPER lineup. The TCL 60 Ultra Nxtpaper has been listed on a Colombian e-commerce website, revealing its design and full specifications. While the device is currently marked as out of stock, the listing provides a detailed look at what appears to be TCL’s latest mid-range model with a focus on eye comfort.
The phone features a 7.2-inch LCD display with a resolution of 1080×2340 and a 120Hz refresh rate. TCL uses its proprietary NXTPAPER technology, which aims to reduce glare and blue light exposure. This display is designed to provide a paper-like viewing experience that makes reading and prolonged screen use more comfortable.
TCL has equipped the device with a MediaTek Dimensity 7400 processor. It includes 12GB of RAM and 512GB of internal storage. The phone runs on Android 15 with TCL’s custom user interface on top. The device is powered by a 5,200mAh battery and also features IP68-rated water and dust resistance.
The camera setup consists of a 50MP main sensor, a 50MP periscope telephoto lens with optical image stabilization and 3x optical zoom, and an 8MP ultrawide camera. The front camera features a 32MP sensor for selfies. TCL has placed the fingerprint scanner on the side of the device and is offering the phone in a single black color variant.
TCL has not announced an official price for the 60 Ultra Nxtpaper. However, other models in the TCL 60 XE series start at $249.99. Given its larger screen, better camera system, and IP68 rating, the new model is expected to cost more while staying within the mid-range segment.
In related news, TCL has launched a new washing machine priced lower than most budget smartphones, while its display arm CSOT has begun mass production of Oxide technology, now featured in select Lenovo and Xiaomi tablets.
News
TCL Just Launched a Washing Machine That’s Cheaper Than a Budget Smartphone
TCL has launched a new front-loading washing machine in China under its Super Cyclone series. The Super Cyclone V3R features a 10kg capacity and comes in Black and White color options.
It is priced officially at 1,499 yuan ($208), but early buyers can purchase it for an effective price of just 649.5 yuan ($90) after applying subsidies and review-based rebates. It is also available as a washer-dryer combo in the same series, which follows the same discount structure and brings the effective price down to 824.5 yuan ($114).
TCL Super Cyclone V3R Specifications
The machine is powered by a high-performance BLDC variable frequency motor that supports spin speeds of up to 1400 RPM. TCL has backed the motor with a 10-year replacement guarantee. The motor not only improves water extraction efficiency but also operates with reduced noise levels.
TCL has equipped the machine with a 1.2 washing ratio, which exceeds the national standard for drum washing machines. This ratio improves stain removal and overall cleaning performance. The V3R also uses a three-stage heating system with precise temperature control between 30°C and 60°C to target different types of stains, including oil, milk, wine, and sweat.
The machine supports a wide range of fabric care modes. It includes a gentle basket swing mode to reduce wear on clothes, separation washing to avoid cross-contamination, and hand-wash simulation through tumble and pounding modes. For faster cleaning, the turbo quick wash mode delivers the effect of a 60-minute cycle in just 35 minutes.
TCL has also prioritized hygiene with this model. The V3R integrates high-temperature steam sterilization and mite removal features. TCL claims the machine achieves a 99.99% sterilization rate and 100% mite removal rate. It also includes high-temperature tub cleaning and an antibacterial door seal to maintain hygiene over time.
The machine includes preset programs for wool and down jackets. The wool wash mode protects against shrinkage and fuzzing, while the down jacket cycle uses staged water inflow and gentle agitation to preserve coating layers.
TCL has reinforced the machine with a multi-dimensional damping system. It includes shock absorbers, anti-vibration pads, and suspension springs to ensure stability during high-speed spins. The V3R has received international CB and CE certifications along with Chinese energy and water-saving labels.
In related news, TCL CSOT’s Oxide technology has entered mass production, debuting on Lenovo and Xiaomi tablets, while the global smart glasses market surged 110% in H1 2025 with Meta leading and TCL expanding its share.
(JD)
News
TCL CSOT’s Oxide Technology Enters Mass Production, Debuts on Lenovo and Xiaomi Tablets
TCL CSOT has announced the mass production of its Oxide TFT display technology for mid-size tablets. Between May and August 2025, the company began supplying these panels to major partners, starting with the Lenovo Xiaoxin Pad 11 and Xiaomi Redmi Pad 2. TCL CSOT confirmed that this marks the first commercial rollout of its Oxide panels in the mid-size segment, signaling a new phase in the company’s display manufacturing capabilities.
The 11-inch displays on both tablets feature Oxide TFT technology, which offers higher stability and lower power consumption compared to traditional a-Si panels. The screens support a 2.5K resolution and have been optimized for improved clarity, detail reproduction, and brightness uniformity. TCL CSOT stated that these enhancements help improve overall user experience while reducing power draw, which is critical for battery-powered devices like tablets.
TCL CSOT also revealed that it continues to collaborate with brands such as Lenovo and Xiaomi across multiple product categories, including smartphones, laptops, and in-car displays. The company serves as the exclusive display supplier for Xiaomi’s flagship Pad 7 Ultra, which uses a flexible OLED panel with an integrated driver IC. This is the first mid-size product from TCL CSOT to adopt such an integration, and the company views it as a key step in expanding its OLED portfolio.
The commercial deployment of Oxide panels demonstrates TCL CSOT’s readiness to produce and deliver these displays at scale. According to the company, Oxide technology provides performance advantages that help OEMs differentiate their products in a competitive market. TCL CSOT aims to support its partners by supplying advanced display solutions that meet the growing demand for higher resolution and energy-efficient panels in the tablet segment.
TCL CSOT plans to continue expanding the use of Oxide technology across its product lines. The company emphasized that it is positioning Oxide TFT as a reliable and scalable solution for future mid-size devices.
In related news, the global smart glasses market surged 110% in the first half of 2025, with Meta holding the lead while TCL made notable gains. Meanwhile, TCL is preparing to showcase its most ambitious tech innovations yet at IFA 2025.
(Via)