Under the background of the intensification of uncertainties such as the global epidemic and geopolitical frictions, and the entry of global scientific and technological innovation into ecological competition, the 2021 TCL Global Ecological Partner Conference was held in Shenzhen. At the meeting, TCL released more than 20 billion "Rising Sun Plan" in order to build an industrial ecology with global partners and work together to promote industrial innovation and upgrading. It is understood that the "Rising Sun Plan" covers the three core main industries of TCL Industry, TCL Huaxing and Zhonghuan Semiconductor, and focuses on the three core industrial tracks, integrates the demand of the industrial market, grasps the development direction of product technology, and increases the ecological investment layout in the frontier fields of semiconductor power devices, semiconductor chip design, new materials, and intelligent manufacturing.
TCL's global ecological cooperation development strategy "Rising Sun Plan" was launched
Rising Sun builds a win-win ecosystem
In the next 5 years, TCL will invest more than 20 billion yuan to build an industrial ecology with global partners and jointly promote industrial innovation and upgrading by participating in the formulation of industry standards, open technology and data platforms, strategic business cooperation, joint research and development, industrial investment and other ways in the fields of intelligent terminals, semiconductor displays and materials, semiconductor photovoltaics and semiconductor materials industries.
TCL founder and chairman Li Dongsheng delivered a keynote speech
In the field of intelligent terminals, TCL Industry shares resources and capabilities in co-construction technology, network and content services with partners to build a smart space ecology. In terms of technology, we will jointly promote the world's leading display technology and the improvement of intelligent capabilities such as AI, cloud platform, and interconnection; in terms of network, jointly build a global user and sales network and a delivery network such as manufacturing, supply, research and development; and jointly create content service scenarios and solutions with home and enterprise as the core in terms of content services. In the future, TCL Industrial announced that it will build a world-leading intelligent IoT ecosystem and work with partners to build a comprehensive capability ecological cube. In 2025, the revenue of intelligent terminal business will reach 250 billion, the proportion of overseas revenue will reach 60%, and the proportion of innovative business will reach 30%.
TCL Industrial CEO Du Juan delivered a keynote speech
In the field of semiconductor display and materials, TCL Huaxing develops new materials, new equipment and new technologies through the construction of industrial chain standards, the establishment of a national innovation center, the establishment of a brand joint laboratory, and the cooperative research and development of industry,university and research; and jointly expands new products, new applications and new scenarios with Internet and terminal enterprises, comprehensively enhances the core competitiveness of Chinese enterprises, and leads the development of the global semiconductor display industry.
Jin Minshi, Senior Vice President of TCL Technology and CEO of TCL Huaxing, delivered a keynote speech
In the field of semiconductor photovoltaics and semiconductor materials, Zhonghuan has promoted the healthy development of the industry through in-depth cooperation with the Photovoltaic Intelligent Alliance and the 600w+ Photovoltaic Open Innovation Ecological Alliance, provided sustainable innovation and value for the entire photovoltaic industry chain, and achieved global carbon emission reduction and green development.
Shen Haoping, Senior Vice President of TCL Technology and General Manager of Zhonghuan Semiconductor, delivered a keynote speech
TCL strives to promote the core competitiveness of Chinese enterprises and help the development of the global pan-semiconductor industry. Li Dongsheng, founder and chairman of TCL, said that TCL will uphold the business philosophy of "open innovation, win-win cooperation", gather wisdom, gather strengths and strengths, deepen cooperation with partners, scientific research institutions, enterprises and institutions around the world, create the ultimate products, explore cutting-edge technologies, serve global users, and build a global cooperation alliance.
40 years of endeavor from efficiency leadership to ecological leadership
Since the Industrial Revolution, globalization has developed rapidly, and its scope, form and speed are mainly driven by the world economic structure, technological development and political ecology. With the development of globalization, an increasingly rich industrial ecology has gradually taken shape, and it has always sought the most economical realization model on a global scale.
With the support of national policies, Chinese enterprises have gradually integrated into the global industrial ecology after the reform and opening up, and in the process, a number of excellent global enterprises have been born, of which TCL is a typical representative. TCL's 40 years of development is also a history of symbiosis and co-prosperity with global industrial ecological partners, and is a typical case of the growth and development of China's leading enterprises. TCL has always actively integrated into the global industrial ecology, mutually beneficial with partners, and participated in the effective allocation of global industrial resources.
The development of TCL has successively experienced a decade of seizing opportunities and daring to think; a decade of establishing a modern enterprise system and implementing diversified strategies; a decade of boldly carrying out international operations from China to the world; and a decade of opening up the second development curve and transforming and upgrading enterprises. Li Dongsheng summed up the development history of TCL in the past 40 years, which is a history from leading efficiency to leading products, and then gradually achieving technology and ecological leadership, and then moving towards global leadership.
Since the reform and opening up, China's modern manufacturing industry has risen rapidly, and with the continuous liberalization of national policies and the gradual improvement of the degree of openness in coastal areas, private enterprises have gradually risen. The low cost of labor, land and raw materials and the huge Chinese market, resulting in the accumulation of special efficiency advantages, have become an important feature of China's industrial ecological development. Chinese manufacturing enterprises give full play to the advantages of low cost, obtain a large number of OEM orders, and gradually form an international competitiveness. In 1981, one of the first batch of Sino-foreign joint ventures in China - the predecessor of TCL, TTK Home Appliances Co., Ltd. was established, TTK started from processing and manufacturing, and introduced the management mode of foreign enterprises. After Deng Xiaoping's southern speech in 1992, TCL took the lead in exploring the company's development strategy, completed the structural reform, and the company's business field continued to expand, successively entering the fields of color TV, mobile phone, computer, low-voltage electrical appliances, etc., and gradually established an efficiency leading advantage in the market. The competitiveness accumulated in the efficiency leadership has also become an important part of TCL's management DNA, and today's extreme cost efficiency is rooted in this.
With China's accession to the WTO, China's manufacturing industry began to rapidly integrate into the global economy, and China's outstanding manufacturing enterprises such as TCL began to accelerate to the world. Product innovation ability has become an important driving force for the development of industrial ecology. In 1999, the sales volume of ace color TV ranked first in China; in 2001, TCL mobile phone sales ranked first in the country. TCL also ranks among the top three of China's top 100 electronics companies. TCL is more accurate to see the trend, boldly go out, and become the forerunner of Chinese enterprises to carry out international operations. At this stage, the high-quality efficiency of TCL's products has gradually become prominent, and TCL has gradually explored the experience and path of creating high-quality products loved by consumers, laying the foundation for many "explosive" products of TCL later. At the same time, TCL has also formed the original accumulation of technological innovation advantages through the exchange and integration of the global industrial chain, independent innovation + mergers and acquisitions, etc.
In the past decade, China's industrial ecology has accelerated the pace of transformation and upgrading, and entered a concentrated outbreak period of breakthroughs in efficiency, products and technological advantages. The development of TCL in these areas is also very representative, and it has gradually formed three core businesses: intelligent terminal business with TCL industry as the core, semiconductor display and material business with TCL Huaxing as the core, and semiconductor photovoltaic and semiconductor materials with Zhonghuan as the core. Under the guidance of openness and win-win results, TCL's three major business sectors have built their own ecosystems with partners, and their respective ecosystems have jointly built TCL's global ecological clusters. TCL itself will also transform into a technology-intensive and knowledge-intensive intelligent technology company with higher innovation content in the process of ecological construction.
TCL started as a local small business, and with the joint efforts of partners from all walks of life, it has now become a global technology manufacturing industry group. In the first half of this year, TCL (Group) achieved revenue of 115.2 billion yuan, an increase of 89% year-on-year, of which overseas revenue accounted for about 52%, and net profit was 10.7 billion yuan, an increase of 460%. TCL relies on a round of changes from system, strategy, organization to culture, breaking the path dependence and mediocrity trap, while establishing market scale and technology and ecological advantages, the company's efficiency and benefit indicators continue to maintain industry leadership, through the cycle, to achieve breakthrough and leap. As a result, TCL has opened the process of the era from leading efficiency to leading ecology, and the release of the "Rising Sun Project" is an important symbol of the acceleration of this process.
The current business competition is no longer the competition between a single enterprise, but the competition between the industrial chain and the ecosystem. Today's China has a stronger comprehensive strength in the global industrial ecology than in the past, and will move forward in the direction of shaping higher productivity in the future. In the future, China's industry will also develop along the following aspects: manufacturing power strategy and high-quality development of manufacturing industry; increase investment in basic scientific research and independently develop key core technologies; strengthen the development of high-value-added service industries; and industrial integration and development have become the main direction of industrial structure evolution. TCL has an ecological layout in these core directions, which will have a positive significance for future industrial competition.
Ding Jie, senior global partner of bain & company, a consulting firm, said: "Globalization is a long-term irreversible trend, and it is an inevitable choice for Chinese enterprises to closely unite with more global industrial ecological partners and be in the same boat through thick and thin. The 40-year development of TCL is also a history of symbiosis and co-prosperity with global industrial ecological partners, and is a typical case of the growth and development of China's leading enterprises. In the future, Chinese enterprises will not only integrate, but also lead the global industrial ecology, and the exploration of leading enterprises like TCL is even more precious. ”
The global industrial environment is ushering in a new round of headwinds, and Chinese enterprises must continue to integrate into the global industrial ecology with a more open and cooperative mentality and contribute their own strength. With the progress of science and technology and the development of society, the global industrial chain has increasingly become a "community of destiny" of "you have me, I have you".
(Editor: Small Shares)
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