惠科、TCL、海信突遭美国337调查，中国显示产业遭系统围猎

Core Viewpoint - A systematic attack on China's display industry has begun as its global market share surpasses 70%, initiated by the U.S. International Trade Commission (ITC) launching a 337 investigation into specific liquid crystal devices [1][10]. Group 1: Investigation Details - The ITC's investigation targets "specific liquid crystal devices, components, and their downstream products," potentially affecting everything from LCD panels to complete televisions and displays [2][11]. - The plaintiffs are three specialized patent operating entities: BH Innovations LLC, Longitude Licensing Limited, and 138 East LCD Advancements Ltd., claiming infringement of two U.S. patents and seeking exclusion and cease-and-desist orders [2][11]. Group 2: Implications of the Investigation - If infringement is confirmed, affected products will be barred from the U.S. market, including existing inventory, creating a significant market evaporation crisis for Chinese display companies reliant on North America [3][12]. - The 337 investigation is characterized by its rapid decision-making, typically concluding within 12 to 16 months, much faster than traditional court proceedings [3][12]. Group 3: Context and Strategy - The timing of this large-scale investigation follows a recent "337 rights defense battle" where Chinese companies successfully pressured U.S. glass giant Corning to withdraw most of its patent infringement claims [4][13]. - Corning's strategy involved multiple withdrawals of claims, suggesting a tactic to exhaust the resources and time of Chinese companies rather than a genuine pursuit of justice [4][13][14]. Group 4: Industry Dynamics - The U.S. has significantly increased 337 investigations against China's display industry since 2024, indicating a coordinated effort between government and industry [6][15]. - The global LCD production capacity is over 70% controlled by China, with U.S. brands heavily reliant on Chinese panels, highlighting a shift in the global industrial landscape [7][16]. Group 5: Future Directions - The Chinese display industry faces challenges due to fragmented responses and a lack of coordinated defense against U.S. strategies, necessitating a shift from quantity-based competition to quality-based resistance [17][18]. - To overcome these challenges, companies must leverage international rules more effectively and collaborate in legal defenses while advancing towards new display technologies like OLED and Mini/Micro LED [18].