TCL TECH.(SZ:000100) Sou Hu Cai Jing·2025-09-05 07:26Core Viewpoint - TCL Huaxing has successfully developed and is set to mass-produce printed OLED technology, marking a significant advancement in China's display industry, transitioning from a follower to a leader in global display technology [3][18]. Group 1: Technology Development - TCL Huaxing began investing in printed OLED technology research in 2013 and will officially enter mass production in 2024 [3][18]. - Printed OLED is the first display technology led by a Chinese company to enter commercial use globally, showcasing a breakthrough in the display industry [3][18]. - The technology is characterized by its ability to achieve high resolution, low power consumption, and flexible displays, with significant improvements over traditional LCDs [6][10]. Group 2: Product Features - The printed OLED product family ranges from 6.5 inches to 65 inches, providing a high-end display experience across various devices, including smartphones, tablets, laptops, and TVs [4][10]. - Printed OLED displays utilize self-emissive technology, allowing for pixel-level brightness control, resulting in vibrant colors and a wider color gamut [6][8]. - The technology reduces harmful blue light emissions to 15%, promoting visual health for users who spend extended hours in front of screens [10]. Group 3: Production Advantages - Printed OLED technology offers a completely independent development path compared to traditional vapor-deposited OLED, which is dominated by Japanese and Korean companies [15][16]. - The production process of printed OLED is more efficient, achieving a 90% material usage rate and reducing costs by at least 20% compared to traditional methods [15][16]. - The technology requires less stringent vacuum conditions and lower temperature drying, leading to significant energy savings, estimated at 300-400 million kWh annually [15][16]. Group 4: Market Impact - The successful mass production of printed OLED technology is expected to make high-quality OLED displays more affordable and accessible to the general public [20]. - TCL Huaxing's commitment to long-term investment in technology has resulted in over 65,000 global patent applications, establishing a strong technological barrier in the printed OLED field [18][20].