TCL Drives the Future of the Smart Display Industry
TCL is the abbreviation of "The Creative Life".
TCL Electronics Holdings Limited (01070.HK, incorporated in the Cayman Islands with limited liability) has been listed on the Main Board of The Stock Exchange of Hong Kong Limited since November 1999. Its business scope covers display business, innovative business, and internet business. Guided by the business philosophy of “Strategy Guidance, Innovation Driven, Advanced Manufacturing and Global Operation”, TCL Electronics actively embraces transformation and innovation and focuses on breaking into the mid-to-high-end global market and strives for an all-category layout for the “Smart IoT Ecosystem”. Dedicated to providing users with all-scenario smart healthy living experiences, TCL Electronics aims to become a leading global intelligent terminal enterprise. TCL Electronics is included in the list of eligible shares for the Shenzhen-Hong Kong Stock Connect. It is a constituent stock of the Hang Seng Stock Connect Hong Kong Index, the Hang Seng Composite LargeCap & MidCap Index, and the Hang Seng SCHK Electronics Theme Index. Since 2018, the Company has been awarded an ESG rating of A by Hang Seng Indexes Company for several consecutive years.
The results of “Globalisation” and “Mid-to-High-End Positioning” are Demonstrating Effectiveness, with a Continuous Enhancement of Global Brand Reputation
Having been developing overseas markets for over 20 years, TCL Electronics took the lead in implementing a global development strategy. Leveraging its vertically integrated supply chain, the Company is becoming a leading player in global consumer electronics industry. In the first half of 2026, TCL Electronics continued to expand and deepen the coverage of key channels in multiple regions such as North America, Europe, Latin America, Asia-Pacific, Middle East and Africa, driving TCL TV to rank among the top three in terms of sales volume across more than 20 countries around the world 1. In the first half of 2026, the global shipment of the TCL TV remained among the top two globally2, while global shipments of Mini LED TVs increased by 77.1% year-on-year, maintaining the No. 1 position globally in terms of shipment volume3. On 31 March 2026 (after trading hours), the Company entered into a framework agreement with Sony in the home entertainment sector. The two parties proposed to establish a joint venture to integrate their respective strengths in technology, brands and supply chains and build a new global home entertainment ecosystem, providing important strategic support for the Company’s expansion in the mid-to-high-end market.
Meanwhile, the Company continues to focus on key areas including AI-enabled smart interaction, next-generation display technologies and smart hardware. Leveraging its AI interaction and content service capabilities, the Smart Screen business is optimising and upgrading its product mix, with relevant TV products receiving the first batch of L3 certifications under the TV intelligence grading system. The Company has also launched innovative hardware such as the AiMe Smart Companion Robot, expanding into new consumer electronics categories. In addition, the Company’s Mini LED products equipped with flagship SQD technology continue to gain traction. In the AR/XR field, the Company has achieved mass production of full-colour Micro-LED products and completed R&D preparations for its next-generation AI glasses. Currently, AI applications cover the Company’s entire value chain, including R&D, manufacturing, supply chain and sales, laying a solid foundation for improving operational efficiency.
As the “Globalisation 3.0” strategy progresses, the Company is leveraging integration, platformisation, digitalisation and AI-driven development to advance its global distributed production capacity and continuously build a highly resilient global supply chain network. At the capital markets level, in the first half of 2026, the Company was included for the first time in several authoritative indices, including the “Hang Seng Composite LargeCap & MidCap Index” and the “Hang Seng SCHK Electronics Theme Index”. At the same time, the Company received investment-grade ratings from three international credit rating agencies, Moody’s, S&P Global Ratings and Fitch Ratings for the first time.
Going forward, TCL Electronics will continue to deepen its “Mid-to-High-End + Globalisation” layout. The Company will continue to uphold the concept of sustainable development and aims to create value for customers, build platforms for employees, generate returns for Shareholders, and take social responsibilities, striving towards the vision of becoming a “world-leading smart device enterprise”.
1 Source: TV retail volume of the first half of 2026 from the Group’s internal reports.
2 Source: Global brand TV shipment of the first half of 2026 from Omdia.
3 Source: Global Mini LED TV shipment of the first half of 2026 from Omdia.