TCL TECH.(SZ:000100) Ren Min Wang·2026-01-11 01:40Core Insights - TCL showcased its innovations at CES 2026, focusing on "Screen Universe" and "AI Life" with a booth area of 2,453 square meters, marking its 33rd appearance at the event [1] Display Technology Innovations - TCL highlighted several cutting-edge products, including the X11L series SQD-MiniLED TV, which features super quantum dot and super butterfly wing technology, offering advantages such as high color gamut, no color bleeding, more zones, higher brightness, and a thinner design [3] - The SQD-MiniLED TV Q10M series was launched domestically on January 5, further lowering the barrier for high-end picture quality [3] - The TCL Huaxing printed OLED vehicle screen was also presented, designed for high-end smart cockpit interaction, with a material utilization rate exceeding 90%, and its high-generation production line commenced operations in October 2025 [3] AI Integration and Product Offerings - TCL showcased AI applications, including the Thunder X3 Pro Project eSIM, a consumer-grade AR smart glasses with independent communication capabilities, supporting features like phone calls, multimodal AI conversations, and real-time AI translation [5] - Other products such as the Xiaolan Wing AI air conditioner and AiMe companion robot cover various life scenarios, with TCL's global air conditioner sales projected to exceed 20 million units in 2024, reflecting a year-on-year growth of 29.6% [5] Research and Development Commitment - From 2019 to 2024, TCL invested over 60 billion yuan in R&D, with a total of 119,352 patent applications filed by November 2025 [5] - The company has established a R&D center in Silicon Valley and a manufacturing base in Mexico, ranking second in TV shipments in the North American market [5] - TCL aims to strengthen its focus on technology-intensive industries and advance upstream in the supply chain, emphasizing R&D in AI applications and next-generation display technologies [5]