Tai Mei Ti A P P·2025-03-24 07:17Core Insights - The article discusses the current state of the television market in China, highlighting a recovery driven by government subsidies and a shift towards larger screens and AI integration in products [1][3][10] - TCL's strategy focuses on leveraging AI technology to enhance product efficiency and user experience, positioning itself as a leader in the AI home appliance sector [4][6][7] - The rise of Mini LED technology is noted as a significant trend, surpassing OLED in the high-end market, with TCL achieving substantial sales growth in this segment [8][10] Market Trends - The Chinese television market saw a total shipment of 6.27 million units from January to February 2024, marking a 4.3% increase year-on-year [1] - Mini LED televisions are projected to reach retail sales of 3.793 million units by November 2024, with a year-on-year growth of 347.1% in volume and 192.0% in revenue [8][10] - The average size of televisions is increasing, with consumers demanding higher quality displays, leading to a shift towards larger and more advanced models [8] Company Strategy - TCL aims to integrate AI deeply into its product offerings, enhancing user interaction and operational efficiency across various appliances [4][6][7] - The company has been investing in AI technology for over a decade, focusing on creating smart home products that cater to consumer needs [6][10] - TCL's AI model, Fuxi, is being applied across multiple product lines, including televisions, refrigerators, and washing machines, to improve user experience and energy efficiency [6][10] Competitive Landscape - The television industry is experiencing intense price competition, which could undermine innovation and long-term growth [10][11] - Despite the benefits of lower prices for consumers, the article warns that unregulated price wars may detract from companies' willingness to invest in technological advancements [10][11] - The shift in consumer preferences from "parameter sensitivity" to "experience sensitivity" necessitates a focus on enhancing user experience through technology rather than competing solely on price [11]