TCL TECH.(SZ:000100) Nan Fang Du Shi Bao·2025-12-04 14:27Core Insights - The expo themed "Bay Area Intelligent Manufacturing · Global Sharing" attracted over 1,100 Fortune 500 and industry-leading companies to participate [1] - The Guangdong-Hong Kong-Macao Greater Bay Area is becoming a crucial source of technological innovation in China, transitioning from "scale advantage" to "technological advantage" [1] - TCL has invested over 60 billion yuan in R&D over the past six years and has applied for more than 110,000 patents, indicating a strong focus on building a "technological moat" [1] Industry Trends - The demand for AI in manufacturing is shifting from experimental to practical applications, with the core AI industry in Guangdong expected to exceed 220 billion yuan by 2024 [2] - The manufacturing sector is increasingly integrating AI technologies to optimize costs, enhance efficiency, and improve quality [2] - The semiconductor display industry is highlighted as a key area for technological breakthroughs, with a focus on selecting the right technological pathways amid intense global competition [1][2] Company Developments - TCL has initiated the construction of its T8 project in the printed OLED field, marking a significant step in next-generation display technology [2] - The company emphasizes the need for AI to be deeply integrated into all stages of industrial development, from manufacturing to R&D and operations [2]