TCL TECH.(SZ:000100) WitsView睿智显示·2026-02-11 09:49Core Viewpoint - TCL Huaxing Optoelectronics is actively expanding its OLED production capabilities through international equipment tenders, indicating a strategic move to enhance its manufacturing capacity and technology in the OLED sector [1][2][3]. Group 1: Equipment Tenders - On February 6, TCL Huaxing Optoelectronics announced 17 equipment tenders, including 4 inkjet printers, 1 deposition machine, 8 sputtering machines, 17 plasma-enhanced chemical vapor deposition (PECVD) machines, 12 dry etching machines, and 2 ion implanters [1]. - The tenders are part of the international bidding process, with a deadline set for February 27, 2026, for various equipment including scanning electron microscopes and focused ion beams, all located in Guangdong Province [2]. Group 2: Production Plans and Market Position - Compared to the investment plan announced in November 2025, the tender timeline has been slightly delayed, but the roadmap for mass production by the fourth quarter of 2027 remains intact [3]. - TCL Huaxing Optoelectronics plans to build an inkjet printing OLED production line in Guangzhou, based on 8.6-generation glass substrates (2290 mm × 2620 mm), with a monthly capacity of 22,500 sheets and a total investment of 29.5 billion RMB, expected to be completed by October 2027 [3]. - With this move, TCL Huaxing becomes the fourth player in the 8.6-generation OLED market, following Samsung Display, BOE, and Visionox [5].