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 T7 QLED TVs unveiled with 4K, 144Hz refresh & Google TV, starting at $599.99
TCL is expanding its 2025 Google TV lineup with the new T7 Series, a range of 4K QLED TVs that promise high refresh rates, rich visuals, and strong gaming credentials without breaking the bank. Announced as a more affordable alternative to its high-end QD-Mini LED sets, the TCL T7 QLED TVs slot neatly into the mid-tier with plenty of premium touches.
TCL T7 4K QLED TV Specifications
The T7 Series is available in four sizes: 55, 65, 75, and 85 inches. While the 55-inch model sticks to a 120Hz native refresh rate, the larger models bump that up to 144Hz, making them suitable for fast-paced gaming and sports. TCL pairs its Quantum Dot panels with the AiPQ Pro processor, which handles real-time color and contrast adjustments for better 4K HDR visuals. Support for HDR10, HDR10+, Dolby Vision, HLG, and Open HDR is standard across the lineup.
Audio gets a solid upgrade too. All models feature Dolby Atmos and Dolby Digital+ support, with the 85-inch version stepping up to a 2.1-channel Onkyo speaker setup with 40W output. For connectivity, users get four HDMI ports (including eARC), USB 3.0 and 2.0, Ethernet, and Wi-Fi 5. The TVs also support Chromecast, AirPlay 2, and voice assistants like Alexa, Google Assistant, and Apple HomeKit.
Running on Google TV, the T7 Series offers access to thousands of apps, hands-free voice control via far-field mics, and smart home integration. It also supports Apple and Android casting, plus advanced gaming features like Game Accelerator 288 and Auto Low Latency Mode.
Prices start at $599.99 for the 55-inch model and go up to $1,399.99 for the 85-inch. TCL hasn’t confirmed an exact release date yet, but the T7 Series looks positioned to challenge more expensive QLED and Mini LED rivals in 2025.
In related news, we recently explored what makes the RayNeo Air 4 AR glasses stand out.
Featured
What’s So Special About the RayNeo Air 4 AR glasses?
RayNeo has officially launched the Air 4 series in China, bringing major improvements in display, performance, audio, and comfort. The lineup includes the standard Air 4 and the premium Air 4 Pro. While its predecessor, the Air 3s Pro, continues to sell globally, the Air 4 series has just debuted in China and is expected to expand internationally in 2026. Let’s take a closer look at what makes this new generation of AR glasses stand out.
World’s First HDR10 AR Glasses
The RayNeo Air 4 is the first AR glasses product to support HDR10, setting a new benchmark for display technology in the category. The glasses include AI-powered SDR-to-HDR conversion, which upgrades non-HDR content to HDR quality on the fly. This enhancement improves contrast, deepens blacks, and boosts color depth without user intervention. The 1200-nit peak brightness ensures clarity even in well-lit environments.
Vision 4000 Display Processor
Both the Air 4 and Air 4 Pro use the Vision 4000 image-processing chip, co-developed by RayNeo and Pixelworks. The chip handles real-time tone mapping, white balance adjustment, and contrast enhancement. The Air 4 Pro supports 10-bit color output, delivering 10.7 billion colors, which results in a 64x improvement in tonal depth over standard 8-bit displays. This processing power ensures that image quality remains consistent across varied content and lighting conditions.
Micro-OLED Display and 3D Support
The glasses use 0.6-inch dual-layer Micro-OLED panels with support for 1920×1080 resolution in 2D and 3840×1080 in 3D mode. They simulate a 135-inch virtual screen viewed from 4 meters, suitable for streaming, gaming, or multitasking. With a 200,000:1 contrast ratio and 98% DCI-P3 color coverage, the display produces rich blacks, vibrant highlights, and accurate tones. The 120Hz refresh rate supports fluid motion during gameplay and high-frame-rate video.
TCL Optical Engine
RayNeo integrates TCL’s second-generation Peacock Optical Engine 2.0 across both models. The optics system benefits from TCL’s display calibration expertise and pushes color coverage up to 145% sRGB. The engine supports precise color tuning that meets the needs of video professionals and content creators. Visuals remain accurate, natural, and free from color drift, even in high-contrast scenes.
Bang & Olufsen Audio
The Air 4 series introduces a four-speaker audio system co-engineered with Bang & Olufsen. It supports spatial 3D surround sound, uses large polymer diaphragms, and employs a proprietary DAC algorithm to maintain clarity and balance. The sound-guiding fins reduce leakage by up to 80%. Whisper Mode focuses sound into the ears, ideal for quiet environments. The Air 4 Pro adds Surround Mode, expanding the soundstage for immersive content.
Comfort and Fit
RayNeo maintains a lightweight design at 76 grams across both models. The frame uses a balanced 46.7:53.3 front-to-back weight ratio to reduce strain on the nose and ears. The temples offer nine levels of adjustment, while the nose pads include three positioning levels, allowing the headset to fit a wide range of face shapes. Prescription lens support adds flexibility for nearsighted users.
Compatibility and Charging
The Air 4 series connects to smartphones, tablets, laptops, and gaming consoles, including the upcoming Nintendo Switch 2, using USB-C or HDMI adapters. The glasses support up to 100W Power Delivery passthrough charging, allowing users to continue viewing or gaming while their device charges in the background. This makes them suitable for long usage sessions without power interruptions.
Buy RayNeo Air 3s Pro From Official Website
In related news, global TV shipments fell below 50 million units in Q3 2025, marking a 4.9% year-over-year decline, and Redmi’s product manager stated that RGB OLED represents the future of display technology.
News
Global TV Shipments Slip Below 50 Million Units in Q3 2025, Down 4.9% YoY
Global TV shipments are showing signs of fatigue. According to the latest data from TrendForce, total shipments in the third quarter of 2025 dropped to 49.75 million units, a 4.9% year-over-year decline, and the first time Q3 figures have dipped below the 50 million mark. Despite a 6% sequential uptick from Q2, the market continues to face headwinds from weaker consumer demand and shifting global dynamics.
TrendForce attributes the slump to extended replacement cycles and the early pull-forward of demand caused by economic uncertainty. In China, where government subsidies previously helped boost local sales, the fading of those incentives has led to a measurable contraction in the domestic market. Together, these factors have slowed momentum for an industry still recovering from the post-pandemic surge in TV upgrades.
The research firm expects a rebound in Q4 as brands push through heavy promotional activity during key shopping seasons like Double 11 and Double 12 in China, as well as Black Friday in Western markets. Shipments are forecast to climb 7.3% quarter-on-quarter to 53.21 million units. Even so, full-year figures are projected to total just 195.59 million units, a 1.2% annual decline.
Samsung maintained its lead as the top global TV brand, followed by Hisense, TCL, LG Electronics, and Xiaomi, together commanding 64.3% of total shipments. Hisense saw the biggest momentum shift, moving from a conservative first half to an assertive pricing strategy in the second. Its Q3 shipments rose 9.7% quarter-on-quarter to 7.66 million units, securing the second spot globally and a 15.4% market share, its highest yet.
While the U.S. market remains relatively stable, the global TV landscape appears to be entering a mature phase, one where innovation, affordability, and brand agility will define who leads the next growth cycle.
(Via)
