At 7:58 on April 3, a 7.3-magnitude earthquake occurred in the sea area of Hualien County, Taiwan, China, which was the largest earthquake in Taiwan, China since the "921 earthquake" in 1999. Taiwan, China, has gathered a series of panel suppliers such as Innolux, AUO, Hann, etc., accounting for about 20% of the global LCD TV panel production capacity, according to a number of authoritative media reports, the earthquake has affected the head enterprises of Taiwan's display panel industry, AUO, Innolux and other enterprises.
The panel is the core element of the TV
Some netizens may be worried,Will the LCD TV market cause price fluctuations?It is reported that the earthquake has affected the production of some manufacturers,Theoretically, it will indeed reduce the supply of TV panels,In the case of strong market demand, the price of panels may be pushed up,According to industry sources,Many factories producing TV panels were running at full capacity before the earthquake,Therefore, it may lead to a certain degree of tension in market supply。
The impact will be there, but it will be limited
There is no doubt that the earthquake will have a certain impact on the TV industry, but it is a bit arbitrary to judge that TV prices will fluctuate immediately or even rise in general. According to a report released by TrendForce, the impact of the earthquake on the production capacity of Taiwan's panel factories is about 1-2 days. Unless the impact of the earthquake on the production line shutdown reaches more than a week, the impact on the development trend of panel prices is still very limited.
The next and most critical point is,With the rise of mainland panel manufacturers such as Huaxing Optoelectronics,At present, the influence of Taiwan's panel factories on TV panel prices has declined。 As of this year, there are now only eight of the world's top ten large-size LCD panel manufacturers, and the mainland's CSOT, BOE, AND HKC rank among the top three, accounting for nearly 70% of the annual shipments in 2023, and the share has reached a record high.
Especially for the current popular Mini LED TV in the mainstream market above the mid-range,Mainland panel manufacturers led by Huaxing Optoelectronics, a subsidiary of TCL Group, occupy half of the country,Both market share and technical strength can compete head-on with traditional panel powers such as South Korea and Japan。 According to Zhongyikang data, in 2023, TCL will win the sales championship of Mini LED TVs with a market share of 50.9%, and its market share in the field of 98-inch large-screen Mini LED is as high as 52.3%. Such excellent results can show that users highly recognize the TCL brand,And TCL Mini LED TV The main panel source is TCL Group's Huaxing Optoelectronics,It has laid a solid foundation for the rise of domestic high-quality Mini LED TVs。
Refusing to be "stuck", TCL has established a reliable and stable industrial supply chain
As the head brand of domestic TV,TCL in order to change the dilemma of lack of core and few screens in domestic TV,No longer be "stuck neck" by foreign manufacturers in the supply channel,Through the layout, the upstream and downstream supply chain of the TV industry has been opened,After the acquisition of Huaxing Optoelectronics,It can get a stable、Reliable and high-quality TV panel supply,And it is more conducive to the control of TV quality。
Especially in the field of mid-to-high-end and above, TCL has taken the lead in market share and technology by taking the lead in the layout of Mini LED and vigorously researching and developing. At present, TCL has achieved 48 technical commanding heights and accumulated 470 patented technologies in 12 fields such as backlight design, backlight technology, and complete machine modules, and has specially established Pangu Laboratory in 2021 to focus on the technology research and development and innovation of Mini LED, and has opened up the whole process capability from material research, design and development to manufacturing.
TCL X11H QD-Mini LED TV
Take TCL Mini LED TV flagship X11H as an example,It is equipped with an industry-leading new generation of Mini LED technology,Amazing14112The number of backlight partitions (98 inches) is twice as high as that of the previous generation flagshipX11G,It is the only TV with more than 10,000 backlight partitions in the world's models below 100 inches。 Using unique global halo control technology, the industry-leading solutions are adopted in terms of light-emitting chips, lens technology, backlight response algorithms, OD (light mixing distance) and screen materials, etc., bringing more refined backlight control capabilities, richer and more delicate picture levels, and eliminating halo interference to be more pure and transparent, bringing users an unprecedented archival-level image experience.
It is no exaggeration to say,TCL has mastered the industry's leading Mini LED technology,Coupled with the stable supply brought by Huaxing Optoelectronics,Except for a few force majeure,It is difficult for the outside world to cause great interference to TCL's TV production represented by Mini LED。 The change factors from friends in the panel field,The impact on the head brand of domestic TV like TCL that has mastered the whole industry chain,It will be minimal,This also reflects the stable and reliable supply,How great is it for the guarantee of smooth production。
And for consumers,When buying TVs, aim at leading technical strength like TCL,At the same time, it can master the core technology,Raw material supply,Quality control is very stable,Naturally, it is a very wise choice!