Samsung closed its last LCD panel production line in South Korea in June last year, ending its LCD panel business after 30 years of operation. LG Display also decided to stop producing LCD panels for the Korean TV market at the end of last year. For domestic manufacturers represented by TCL CSOT, they won the victory of this war by seizing the initiative of production capacity control, and even achieved the advantage of almost monopoly -- they have the highest proportion of LCD lines and panel production capacity in the world, which makes it difficult for new entrants to get a share of the business.
Domestic display manufacturers, far stronger than you think
According to data from DSCC, an authoritative advisory body in the global display sector, domestic display panel production capacity accounted for 40 percent of the global total in 2018, but reached 61 percent in 2021, 70 percent in 2024 and 72 percent in 2026. Data show that in the past five years, the domestic display manufacturers through the continuous "volume", has already had an unshakeable market position. 6~7 out of every 10 electronic products with screens around us are domestic screens.
TCL CSOT mentioned at the beginning of this article is not only a panel supplier of domestic TV brands such as Hisense and Skyworth, but also a supplier of international first-tier TV brands such as Samsung, SONY and LG. Taking large-size TV display panel as an example, TCL's TV display panel market share ranks the second in the world, among which 55-inch and 75-inch products rank the first in the world, 65-inch products rank the second in the world, and 8K and 120Hz high-end TV display panel market share ranks the first in the world. For example, the "official" TV 91K series of SONY's next-generation game console PS5 is equipped with TCL CSOT panels.
In addition, there is an interesting phenomenon. In the past, when Chinese phone makers advertised new products, they would emphasize Samsung's screens. But now domestic phone makers are proud to carry their own screens, and even spend a lot of time introducing them at launch events. This is something that any reader who has paid attention to and known about smartphones should know. Xiaomi, for example, has repeatedly stressed at its new product launch events that it is equipped with a screen jointly developed with TCL CSOT.
The detailed data in the reports of relevant research agencies, as well as the various phenomena we can see as consumers, actually point to domestic display manufacturers, are gradually replacing Japanese and Korean manufacturers in the middle and high-end consumer and professional markets. Admittedly, we did rely on their technology in the early days of development, but we eventually managed to bypass their blockade of high-end technology through innovation and counterattack.
Not only achieve "large quantity", but also achieve "full tube"
Domestic display manufacturers can "Involution" to win, on the one hand, because through continuous technological innovation, greatly enhance the competitiveness of the product, from "made in China" upgrade to "created in China". On the other hand, they understand the essence of the domestic manufacturing industry -- China is the world's largest consumer market, we can freely transfer high-end technology to low - and medium-end products, through the scale effect of huge upfront research and development costs even lower.
To be more specific, take TCL CSOT as an example. It applies the technology originally applied in high-end panels to mid - and low-end panels as much as possible, realizing "large quantity and full tube". Recently, TCL CSOT held a mass production ceremony at the t9 project in Guangzhou, announcing that the 14-inch and 23.8-inch panels of the Gen 8.6 TFT-LCD production line have officially entered mass production.
Although these two panels are mainly used in mid - and low-end notebooks and monitors, the t9 project has fully deployed HFS, high mobility oxide and other technologies, so that the panels not only have high penetration, high contrast, high uniformity and other advantages, but also achieve the "better optical grade" display effect, and the cutting rate of 14-inch panels is the first in the world. It further reduces the cost of panel production and screen manufacturing.
The charm of "Created in China" lies in its ability to turn sky-high prices into cabbage prices.
Looking back at the development history of China's manufacturing industry, we can also find a phenomenon that once domestic manufacturers achieve a breakthrough in a key field, the high-end technology or product in this field and market will change from the original "sky-high" to "cabbage price" in a short time. The LCD panel industry is a typical representative. It is worth mentioning that TCL CSOT T9 project is also the world's only compatible with LCD, OLED, Mini LED, Micro LED high generation panel production line.
This also means that if domestic display manufacturers, represented by TCL CSOT, can achieve major technological breakthroughs in such fields as Mini LED and Micro LED, then the third-generation panel may become "cabbage price" in the future, and the 100,000-level or even million-level TV, which is beyond the reach of ordinary people, may also "fly into ordinary households".
Gestant Display Technology Co.,Ltd. could provide a series of LCD and OLED products, such as AMOLED Screen, PMOLED Screen, Round Display Screen, Flexible Display Screen, TFT LCD, Mono-LCD and Bar Display Screen. Customize PCBA/LCD/OLED/FPC/Backlight/Coverlens/TP solutions.
Gestant Display Technology Co.,LTD was founded in 2012 in Shenzhen China. Even, the founder of the company, has more than 15 years of rich experience in LCD display industry. He has been engaging in the basic research of LCD display technology in Japan since his graduate school and has been working in the flat panel display industry after graduation.
Proficient in the manufacturing process and technology development of LCD / OLED / polarizer, Even was also one of the members of China liquid crystal Association who has a senior industry background and supply chain resources. In the past three years, he assisted his shareholders in building factories, purchasing equipment，establishing production lines, and successfully obtaining ISO9001 and ISO14001 system certificates.
He has established good business relations with major panel manufacturers in China (BOE /Tianma / IVO /EDO / Visionox), and the glass supply is stable and sufficient.
Gestant Display's products are widely used in Smart wear，Smart home，Outdoor photography，IP phones, Medical care, Industrial control equipment, Automotive and Vehicle displays, Instrumentation, and other Information terminal applications which could offer long-term after-sale services(such as 2 years quality warranty, long-term supply) .