（文/张志峰 编辑/周远方） "中国显示产业已经走过了从追赶到并跑的阶段，现在到了要领跑的关键时刻。印刷OLED就是我们实 现领跑的核心抓手。"11月14日，TCL科技高级副总裁、TCL华星首席执行官赵军在TCL华星全球显示 生态大会（DTC 2025）上，用这句话来表示企业的战略野心。 展厅现场，一块看上去"平平无奇"的5.65英寸的手机显示屏前围满了观众，当工作人员用专业仪器测出 其390PPI（每英寸像素数）的物理分辨率，但视觉等效钻石排布达到490PPI时，现场响起惊叹——这是 全球首款采用高精度印刷技术的小尺寸OLED产品。 它的亮相不仅标志着TCL华星在该领域的技术突破，更宣告了显示产业印刷OLED技术即将与以三星、 京东方为首的主流蒸镀OLED技术展开激烈竞争的开端。 蒸镀的"硬伤" 在过去，TCL华星与京东方这对"面板双雄"能够与老牌国际显示巨头三星形成竞争格局，依靠的更多是 中国强大供应链支撑下的成本与产能优势。 但在高端显示领域，由于三星的先发优势，掌握大量基础专利，尤其在蒸镀工艺、像素排列（如钻石排 列）、蒸镀设备结构、驱动电路等关键节点上布局密集，构成了两家中国厂商都难以绕开的专利网。 ...

Core Insights - TCL Huaxing has launched the T8 project with a total investment of approximately 29.5 billion yuan, marking the world's first mass production G8.6 generation printed OLED production line [1][2] - The T8 project is seen as a critical step in strengthening the semiconductor display industry cluster in the Guangdong-Hong Kong-Macao Greater Bay Area [1][7] Investment and Production Details - The T8 project is designed to process about 22,500 glass substrates measuring 2290mm x 2620mm per month, targeting the mid-size IT market including monitors, laptops, and tablets [2] - The project aims to achieve mass production by the second half of 2027, with a construction period of 24 months [4] Technology and Cost Advantages - The choice of printed OLED technology is based on its unique advantages in cost and display quality, with a material utilization rate exceeding 90%, compared to about 30% for traditional evaporation techniques [2][6] - TCL Huaxing expects a cost advantage of over 15% compared to other OLED technologies once the T8 project is scaled up [2] Competitive Landscape - The global competition in high-generation OLED production lines has intensified, with major players like Samsung Display and BOE investing heavily in G8.6 generation lines, while TCL Huaxing is the only major company betting on the printed route [5] - TCL Huaxing's T8 project is the fourth high-generation OLED line announced in the industry, with the company timing its entry based on its own progress and market demand forecasts [5] Strategic Implications - The T8 project is expected to enhance the collaboration within the Greater Bay Area's semiconductor display industry, leveraging existing production lines in Guangzhou, Shenzhen, and Huizhou [7] - The project aims to achieve a 50% localization rate for equipment in its first phase, addressing previous dependencies on overseas suppliers and enhancing China's capabilities in this field [7]