TCL TECH.(SZ:000100) Zhong Guo Zheng Quan Bao - Zhong Zheng Wang·2025-09-13 06:52Group 1 - TCL Technology announced a project cooperation agreement with the Guangzhou government to jointly invest in a new 8.6-generation printed OLED display panel production line, with an estimated total investment of approximately 29.5 billion yuan [1] - The T8 project will have a monthly processing capacity of about 22,500 glass substrates, targeting applications in tablets, laptops, and monitors [1] - TCL Huaxing will contribute 8.85 billion yuan to the registered capital of the project company, while the Guangzhou government and state-owned enterprises will contribute a total of 5.9 billion yuan [1] Group 2 - The printed OLED technology involves high-precision spraying of liquid luminescent materials onto substrates, which is expected to accelerate the commercialization of OLED displays [2] - TCL Huaxing has over ten years of experience in OLED technology research and has established mass production capabilities, with its G5.5 generation line set to achieve mass production by November 2024 [2] - The global AMOLED panel shipment is projected to reach 1.01 billion units in 2024, with an expected increase to over 1.33 billion units by 2030, indicating a growing market for high-end display technologies [2] Group 3 - The T8 project is expected to enhance TCL Huaxing's market share in high-end products and improve operational efficiency, leveraging the advantages of printed OLED technology such as excellent color performance and low energy consumption [3] - The project will utilize TCL Huaxing's proprietary technology, with the company holding over 9,700 OLED patents, including more than 1,200 related to printed OLED [4] - The T8 project is scheduled to commence construction in November 2025, with a planned construction period of 24 months, marking a strategic advancement for TCL Huaxing in the display sector [4]