TCL华星：从0到1，建立电竞显示“三高”优势｜供应链隐形冠军

Core Insights - The esports market is experiencing rapid growth, significantly impacting the demand for esports monitors, which have a penetration rate of 62% in the online display market [2] - The shipment volume of esports monitors is projected to reach 2.58 million units in Q1 2025, representing a year-on-year increase of 56% [2] - Domestic manufacturers, particularly TCL Huaxing, are gaining prominence in the esports monitor sector, contributing to technological advancements and market penetration [2][5] Market Performance - In H1 2025, the total sales volume of the online retail market for displays in mainland China is expected to reach 6.42 million units, a year-on-year growth of 29.7% [3] - The sales penetration rate of esports products in traditional e-commerce channels has reached 63%, with 3.75 million units sold, marking a 40% increase [3] - The retail market for global esports monitors is anticipated to grow by 34% year-on-year this year, while the gaming laptop market is expected to grow by 15% in H1 [5] Technological Advancements - TCL Huaxing has become the global market leader in esports MNT displays, with one in three esports monitors utilizing its screens [8] - The company has introduced various display technologies, such as HVA Fast, HVA Black, and HFS Shoot, to cater to different gaming needs, enhancing performance metrics like response time and color accuracy [9][11] - The acquisition of advanced production lines has enabled TCL Huaxing to scale up production across multiple display technologies, including HVA, HFS, and IPS [13] Consumer Trends - The demand for esports monitors is shifting from performance-driven to experience-oriented, with consumers seeking personalized features such as eye care and low carbon emissions [8] - The esports display market is adapting to a wider range of applications beyond gaming, driven by technological advancements and competitive pricing [13] - The competitive landscape is intensifying, leading to a focus on performance and user experience rather than solely on price [13]