TCL TECH.(SZ:000100) Ju Chao Zi Xun·2025-09-13 02:12Core Viewpoint - TCL Technology and its subsidiary TCL Huaxing have signed a project cooperation agreement with the Guangzhou government to invest in a new 8.6-generation printed OLED production line, with a total investment of approximately RMB 29.5 billion [2][6] Group 1: Project Details - The new production line will have a monthly processing capacity of about 22,500 glass substrates sized 2290mm x 2620mm, targeting applications in flat panels, laptops, and monitors [2] - The t8 project is expected to commence construction in November 2025, marking it as the world's first high-generation printed OLED production line [6] Group 2: Technology and Market Position - Printed OLED technology allows for high-precision application of liquid light-emitting materials, leading to high color performance, resolution, and energy efficiency, making it suitable for various display sizes [4] - TCL Huaxing has over 9,700 OLED patents, with more than 1,200 related to printed OLED technology, establishing a strong technological barrier in the industry [5] Group 3: Market Trends and Growth Potential - The global new display market is stabilizing, with OLED expected to become the mainstream high-end display technology, driven by growth in foldable screens, automotive displays, and wearable devices [3] - Omdia forecasts that global AMOLED panel shipments will reach 1.01 billion units in 2024, with a market share of 27%, and will exceed 1.33 billion units by 2030, increasing its market share to 35% [3]