进军LED芯片业务！TCL华星摘牌收购福建兆元光电80%股权

Core Viewpoint - TCL Technology Group Co., Ltd. has announced the acquisition of 80% equity and related debts of Fujian Zhaoyuan Optoelectronics Co., Ltd. to enhance its vertical integration in the LED chip industry [1][2] Group 1: Acquisition Details - TCL's subsidiary, TCL Huaxing, will acquire 80% of Fujian Zhaoyuan Optoelectronics and its total debts amounting to 1.759 billion yuan, including 1.64 billion yuan in principal and 143 million yuan in interest and penalties [1] - The transaction price for the acquisition is set at 490 million yuan [1] Group 2: Strategic Intent - The acquisition aims to enable TCL Huaxing to independently control the design and manufacturing of LED chips, creating a fully integrated supply chain from LED chips to display modules [1] - This move is expected to accelerate the development of high-end display technologies, particularly in Mini/Micro LED applications for high-quality display scenarios [2] Group 3: Market Outlook - According to TrendForce, the terminal LED display market is projected to reach 8.105 billion USD by 2026, driven by segments such as sports events and LED integrated screens [2] - The Mini LED backlight technology is gaining traction in high-end televisions, while LED direct display is becoming a mainstream technology in commercial displays, indicating a steady market expansion [2] Group 4: Future Prospects - TCL Technology anticipates that systematic optimization of production efficiency and gradual release of scale effects will enhance its product matrix and core competitiveness in high-performance display solutions [2] - The company aims to solidify its industry-leading position and improve operational efficiency and profitability [2]