证券日报网讯 TCL科技（000100）9月17日在互动平台回答投资者提问时表示，公司在IFA2025展示了 多款创新显示技术产品。公司星智大模型在半导体显示研发、生产等方面均有较好应用。 ...

将"一块好屏"，从一个模糊的消费者概念，变为一个清晰的、 产业约定俗成的"行业标准"，TCL华星的探索还在继续。 作者： 郑晨烨 封图：图片资料室 在一个以残酷周期性和价格战为特征的行业，一家上游企业，究竟是如何摆脱 "供应商"的宿命，将自己的技术，经营成了一个所有顶级品牌都无法绕 开的"行业标准"与"基础设施"？ 一个现象 8 月 1 日， ChinaJoy 开幕首日 ， 在三星的展 区 中心，一块首次公开亮相的屏幕成为全场的焦点之一。 这是三星最新的玄龙骑士 G90XF 裸眼 3D 电竞显示器 ， 在现场演示中，这块 27 英寸的屏幕无需用户佩戴特制眼镜，通过其内置的光场显示技术， 便将游戏画面以三维形态呈现。 2025 年 8 月 4 日，创下 41 万人次观众纪录的第二十二届中国国际数码互动娱乐展览会（ ChinaJoy ）在上海落幕 ， 作为全球数字娱乐产业的核 心舞台之一，这里历来是消费电子品牌激烈角逐的场所。 但在今年的硬件展区， 却有 一个 值得注意的 反常现象 ， 三星的 "玄龙骑士"、联想的"拯救者"、华硕的"玩家国度"等在市场上激烈竞争的旗舰产 品线，罕见地围绕着同一个上游供应商—— T ...

Core Insights - The integration of AI and display technology is reshaping the consumer electronics industry, with a focus on enhancing user experience through improved display capabilities [1][2] - TCL Technology's strategy involves a "dual integration" approach, emphasizing both AI for display and display for AI, highlighting the interdependent relationship between the two [2] Industry Trends - By 2025, global AI PC shipments are expected to exceed 80 million units, with AI smartphones achieving a penetration rate of over 60% [1] - AI glasses are evolving from voice interaction to augmented reality (AR) forms, necessitating advancements in display technology to meet consumer demands for immersive experiences [1][4] Technical Challenges - The power consumption of display panels poses a significant challenge, accounting for 20%-40% of energy use in wearable devices, and over 50% in some lightweight laptops and AR glasses [4][5] - As the demand for computational power increases, addressing power consumption in displays is critical to maintaining device battery life and overall AI experience [5] Company Strategy - TCL Huaxing is focusing on low-power technology as a core strategy to address the challenges of AI integration across various product categories, including smartphones, tablets, and monitors [5] - The "Star Intelligence Model," launched by TCL Huaxing, aims to enhance efficiency in research and manufacturing processes, achieving a 20% improvement in product mechanism analysis and a 30% reduction in new material development cycles [6] Future Exploration - TCL Huaxing is exploring new application scenarios for AI in the display field, although specific details remain undisclosed as this area is still in a "fuzzy exploration phase" [6] - There is potential for displays to evolve into "intelligent interaction hubs," integrating sensors and AI algorithms to enhance user interaction and experience [7]

Core Viewpoint - The integration of AI and display technology is reshaping the consumer electronics industry, with a focus on enhancing local computing power, extending battery life, and providing immersive visual interactions [1][6]. Group 1: Industry Trends - The global AI PC shipment is expected to exceed 80 million units by 2025, with AI smartphones penetrating over 60% of the market [1]. - AI glasses are evolving from voice interaction to augmented reality (AR) forms, highlighting the need for display capabilities [1][6]. Group 2: Company Strategy - TCL Huaxing's strategy is defined as "dual integration": AI for Display and Display for AI, emphasizing the interdependent relationship between AI and display technology [2]. - The company is focusing on low-power technology as a core strategy to address the power consumption challenges posed by AI devices [6]. Group 3: Technological Innovations - The "Star Intelligence Model" developed by TCL Huaxing has improved efficiency in R&D and manufacturing, achieving a 20% increase in problem-solving efficiency and a 30% reduction in new material development cycles [7]. - The AI-driven inspection system has enhanced panel yield rates, positioning TCL Huaxing as a leader in the display industry [7]. Group 4: Future Exploration - TCL Huaxing is exploring new application scenarios for AI in the display field, aiming to redefine the role of display panels from mere output devices to intelligent interaction hubs [8].

Core Insights - The 22nd ChinaJoy showcased a notable collaboration among leading brands like Samsung, Lenovo, and ASUS, all utilizing TCL Huaxing as a common upstream supplier for their flagship gaming products [2][4] - TCL Huaxing has established itself as a dominant player in the gaming monitor panel market, holding the top global market share for three consecutive years, with one in three gaming monitors using its screens [2][4] - The company has shifted from being a passive supplier to actively defining market standards and addressing gamer experience pain points through collaborative innovation with downstream brands [10][11] Market Dynamics - The gaming display market is evolving from a performance-driven focus to a comprehensive experience-oriented approach, with players seeking improved visual quality, comfort, and energy efficiency [7][8] - TCL Huaxing's technology offerings, such as HVA Black, HFS Shoot, and HVA Fast, cater to these new user demands by enhancing contrast, refresh rates, and response times [5][8] Strategic Moves - In 2019, TCL Huaxing recognized the need to escape the cyclical nature of the display industry and identified the gaming sector as a strategic growth area [9][10] - The company transitioned from an order-driven model to a proactive market-defining approach, engaging directly with gamers to identify and address unmet needs [10][11] Technological Advancements - The acquisition of Samsung's 8.5-generation LCD panel production line in 2020 allowed TCL Huaxing to rapidly enhance its production capabilities and establish itself as a reliable industry standard [15] - The company is leveraging AI technologies to optimize manufacturing processes and reduce costs, while also focusing on developing low-power display technologies to meet the demands of AI-driven devices [19][24] Future Outlook - TCL Huaxing aims to position itself as a key enabler for top brands in the gaming market, embedding its technology into high-performance products to set industry standards [25] - The company is exploring new possibilities at the intersection of AI and display technology, indicating a forward-looking strategy to remain relevant in an evolving tech landscape [25]