TCL TECH.(SZ:000100) Huan Qiu Wang·2025-12-12 03:21Core Viewpoint - TCL is committed to increasing investment in AI technology to drive innovation across the entire value chain, including research and development, manufacturing, supply chain, and operations, aiming for significant value realization by 2025 [1][3]. Group 1: AI Application and Impact - The theme of the 2025 TCL Global Technology Innovation Conference is "AI for Real," focusing on how AI can be applied in real-world scenarios to enhance efficiency and redefine various aspects of life, such as travel, health, and entertainment [3][4]. - TCL announced the launch of ten AI application scenarios and a global AI talent recruitment plan, projecting to create comprehensive benefits exceeding 1 billion yuan by 2025 through the implementation of AI applications [3][4]. - The "X-Intelligence 3.0" model, launched by TCL Huaxing, is the first domain-specific large model in the display field with strong reasoning capabilities, expected to penetrate more core areas of production and R&D, serving as a benchmark for intelligent transformation in China's manufacturing industry [4][5]. Group 2: AI in Manufacturing - In the manufacturing sector, TCL integrates AI into semiconductor display and new energy photovoltaic industries, enhancing quality and efficiency, which in turn improves the core value of consumer products [5][6]. - The ADC (Auto Defect Classification) technology implemented by TCL Huaxing has improved defect detection accuracy from 85% to 95%, with plans to upgrade to ADR (Auto Defect Repair) for automated defect repair processes [5][7]. - The "X-Intelligence" model ranks 11th globally in industrial large models and first in the display field, enhancing product development efficiency by 20% and material development efficiency by 30% [7]. Group 3: AI in New Energy Photovoltaics - TCL Zhonghuan utilizes the Deep Blue AI model for automated single crystal growth and digital twin analysis, achieving remote operation of up to 384 furnaces [8][10]. - The company has successfully implemented large-scale applications of G12-sized silicon wafers and has established product layouts across various technological routes, contributing to global energy structure transformation [10]. Group 4: AI in Consumer Products - TCL leverages AI to redefine consumer experiences in various scenarios, including travel, health, and entertainment, ensuring products return to their fundamental principles [11][13]. - The AI/AR glasses developed by TCL serve as personal AI assistants, while smart home appliances like the TCL air conditioner and refrigerator utilize AI for enhanced health and energy efficiency [11][12]. - The TCL AiMe robot represents a significant advancement in AI companionship, offering emotional support and interactive experiences for users [13].