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赢家在上游:谁在定义一块“电竞好屏”?
经济观察报· 2025-08-11 11:57
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 ...
赢家在上游:谁在定义一块“电竞好屏”?
Jing Ji Guan Cha Bao· 2025-08-09 22:57
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]