TCL TECH.(SZ:000100) Zheng Quan Shi Bao·2025-10-21 17:37Core Insights - TCL Huaxing's T8 project marks the commencement of the world's first mass production G8.6 generation printed OLED production line, representing a significant technological leap for Chinese display companies from "catching up" to "leading" in the high-generation AMOLED sector [2][3] - The project has a total investment of approximately 29.5 billion yuan, co-funded by TCL Huaxing, the Guangzhou Municipal Government, and the Guangzhou Economic and Technological Development Zone Management Committee [2] - The T8 project aims to enhance the entire printed OLED ecosystem, facilitating the establishment of a comprehensive industrial chain covering materials, equipment, panels, and terminals [2] Company Developments - TCL Huaxing has invested 12 years in technological innovation in printed OLED, achieving mass production with the G5.5 generation production line (T12) starting in November 2024, which provides reliable experience for the T8 project [3] - The T8 project is designed to process approximately 22,500 glass substrates per month, accelerating the global market penetration of printed OLED technology in mid-to-high-end applications [3] - The project will prioritize applications in displays, laptops, and tablets, with plans to expand into more high-value display scenarios in the future [3] Industry Impact - The Guangdong-Hong Kong-Macao Greater Bay Area is recognized as a key region for innovation in the electronic information industry, with a complete industrial chain and deep integration of production, education, research, and application [2] - The collaboration with leading global material and equipment suppliers will enhance the construction of the printed OLED supporting system, further solidifying TCL Huaxing's position in the industry [2] - The T8 project is expected to provide competitive display solutions for companies like Lenovo, contributing to China's advancement in global display technology [3]