从“跟跑”到“领跑”！TCL科技公告拟投建8.6代印刷OLED产线

Core Insights - TCL Technology Group has signed a project cooperation agreement to jointly invest in a new 8.6-generation printed OLED display panel production line in Guangzhou, with a total investment of approximately RMB 29.5 billion [1][5] - The printed OLED technology is expected to accelerate TCL Huaxing's commercialization process, targeting high-end display markets [1][2] - The global AMOLED panel shipment is projected to reach 1.01 billion units in 2024, with a market share of 27%, and is expected to exceed 1.33 billion units by 2030, increasing its market share to 35% [2] Investment and Market Opportunity - The t8 project aims to enhance TCL Huaxing's market share in high-end products and optimize operational efficiency, leveraging the growing demand for OLED technology in various applications [2][4] - Printed OLED technology offers advantages such as excellent color performance, high resolution, low energy consumption, and lower investment and manufacturing costs, making it suitable for large-scale commercial use [2][4] Strategic Positioning - The t8 project will utilize TCL Huaxing's proprietary technology, positioning the company to seize strategic advantages in the global new display industry [2][4] - TCL Huaxing has built a robust patent portfolio with over 9,700 OLED patents, including more than 1,200 in printed OLED, establishing a strong technical barrier [4] - The successful operation of the t8 project is seen as a significant opportunity for Chinese manufacturers to surpass foreign competitors in the high-generation AMOLED field [5]