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1 / 46 Table_Main | | 2021 03 21 Table_Title Table_Summary G8.5 3%-4% 8 TV IT TV IT TV 6 G8.5 TV IT LCD Mini LED/OLED A TCL Table_Invest | Table_PicQuote Wind Table_DocReport 2021.01.30 2021 2020.12.12 Table_Author S0020520060001 021-51097188-1937 021-68869125 -3% 18% 40% 61% 82% 3/23 6/21 9/19 12/18 3/18 3002 / 46 Table_Forecast EPS PE 2019A 2020E 2021E 2019A 2020E 2021E 000100 TCL 9.44 121753.82 0.19 0.31 0.83 50.60 30.18 11.34 000725 A 6.02 209486.37 0.06 0.14 0.30 109.18 43.20 20.35 Wind3 / 46 . 6 1. . 8 1.1 . 8 1.2 . 12 2. . 15 2.1 . 15 2.1 . 17 2.1 . 18 3. . 20 3.1 . 21 3.1.1 . 21 3.1.2 . 22 3.2 TV IT . 24 3.2.1 TV . 24 3.2.2 IT “ ” . 28 3.2.3 . 30 3.3 . 32 4 . 36 5 . 39 5.1 . 39 5.2 TCL . 41 5.3 A . 43 6 . 45 1 . 7 2 TFT-LCD . 8 3 . 9 4 2019 LCD . 11 5 60 . 13 6 . 14 7 . 15 8 . 16 9 . 16 10 . 17 11 1993-2006 . 19 12 2016-2021 . 19 13 G10.5/G11 . 204 / 46 14 2020 . 21 15 2020-2021 . 24 16 19Q1-20Q4 . 25 17 2017-2021 LCD TV . 25 18 2020 . 26 19 2020 . 26 20 2020 . 27 21 4K . 28 22 LCD TV . 28 23 LCD Monitor . 28 24 . 28 25 100Hz . 29 26 . 29 27 . 29 28 . 29 29 . 30 30 LCD 9+ . 30 31 . 30 32 . 30 33 . 31 34 5G . 31 35 . 32 36 . 32 37 TV . 33 38 2020.5-2021.2 TV . 33 39 . 34 40 . 34 41 TV 5 . 35 42 IT 5 . 35 43 20192023 LCD TV % . 36 44 LCD . 37 45 IT a-Si/IGZO . 38 46 2020 LCD . 38 47 2025 LCD . 38 48 2015-2020H1 . 39 49 2015-2020H1 . 39 50 TFT-LCD . 40 51 TCL . 41 52 TCL . 41 53 TCL . 42 54 TCL . 42 55 2020 LCD TV . 425 / 46 56 2020 LCD TV . 42 57 . 43 58 . 43 59 . 43 60 . 44 61 . 44 1 LCD . 9 2 2020 . 10 3 OLED mini LED+LCD . 11 4 . 12 5 TFT-LCD . 18 6 . 18 7 5 . 22 8 7 2020 . 22 9 2020 . 31 10 IT . 37 11 IT . 37 12 LCD . 40 13 TCL . 426 / 46 16Q1-17Q3 15Q1- 16Q1 G8.5 LCD 32 8.5 LGD 6 7 16Q1 16Q1 5% 17Q2 25% 10.5/11 G8.5 3%-4% 8 TV IT TV 6 G8.5 TV IT 30 LCD 10.5/11 LCD 10.5/11 LCD OLED LCD LCD LCD 4K/8K LCD LCD Mini LED OLED Mini LED OLED 20207 / 46 1 Wind -10.00% -5.00% 0.00% 5.00% 10.00% 15.00% 20.00% 25.00% 30.00% 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 LGD TCL( ) 8 / 46 1. 1.1 1 CRT 2 LCD 3 OLED CRT 20 CRT CRT 19 19 LCD CRT LCD CRT 2001 LCD LCD 4 LCD LCD CRT 2 TFT-LCD OLED AMOLED( ) PMOLED PMOLED AMOLED LCD LCD AMOLED LCD LCD OLED LCD TFT-LCD9 / 46 3 LCD a-Si IGZO LTPS TFT-LCD a-Si a-Si IGZO Oxide a-Si LTPS 1 LCD TFT a-Si IGZO LTPS 0.5cm 2 /Vs 10cm 2 /Vs 100cm 2 /Vs10 / 46 2 2020 G5 a-Si G4.5 a-Si G6 a-Si G8.5 a-Si G5.5 LTPS/ OLED G8.5 a-Si G8.5 a-Si G8.5 a-Si G10.5 a-Si G10.5 a-Si G6 OLED G6 OLED G6 OLED G6 OLED T1 G8.5 a-Si T2 G8.5 a-Si/Oxide T3 G6 LTPS T4 G6 OLED T6 G11 a-Si T7 G11 a-Si/ OLED NLT G2 a-Si NLT G3 a-Si G4.5 a-Si G5 a-Si G4.5 OLED G5.5 OLED G5.5 LTPS G6 LTPS G4.5 a-Si G4.5 a-Si G6 / OLED G8.5 a-Si G8.6 a-Si G8.6 a-Si 2019 67% 13% 711 / 46 4 2019 LCD Mini LED LCD Mini LED 50 200 m LED LCD Mini LED OLED OLED Mini LED LCD TCL Mini LED LGD Mini LED AVC Revo 2021 Mini LED 400 LCD Mini LED LCD 3 OLED mini LED+LCD OLED mini LED LED Backlight OLED Self Emission Mini LED Backlight / LED 300 100200 67% 13% 7% 3% 5% 1% 4% TV12 / 46 LCD LCD. LED LED LCD Mini LED LED PPI 800PPI 380PPI PenTile500PPI 800PPI NTSC 68%95% 100% 110%(B+QD film) 130%(RGB miniLED) 5000:1 300nit 1000nit 15mm 1mm 4mm ms us ms -40 C100 C -30 C85 C -40 C100 C RGB 1.2 LCD 1.8 TFT-LCD 11 4 / 1 320mm*400mm13 / 46 2 370mm*470mm 3 550mm*650mm 15 /4 4 680mm*880mm 15 /6 4.5 730mm*920mm 15 /8 5 1100mm*1300mm 27 /6 5.5 1300mm*1500mm 27 /8 6 1500mm*1850mm 32 /8 37 /6 7 1950mm*2250mm 42 /8 46 /6 8 2160mm*2460mm 46 /8 52 /6 8.5 2200mm*2500mm 55 /6 10 2880mm*3100mm 65 /6 60 /8 10.5 2940mm*3370mm 65 /8 11 3000mm*3320mm 70 /8 LCD 2009 2017 7 G8.5 5 G10.5 TFT-LCD LCD 60 65 70 LG 2020 LCD LCD 5 60 IHS 3.60% 54.80% 20.80% 20.80% 33.90% 45.10% 16.00% 5.00% 0.00% 10.00% 20.00% 30.00% 40.00% 50.00% 60.00% 2018Q1 2019Q114 / 46 50% 36 6 2017 10.5/11 18-19 2020 4-5 202115 / 46 7 Wind 2. 2.1 1888 179 145 D 20 60 TFT 1960 RCA 120 RCA AT&T -10.00% -5.00% 0.00% 5.00% 10.00% 15.00% 20.00% 25.00% 30.00% 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 LGD TCL( ) 16 / 46 8 TFT-LCD TFT-LCD IBM 917 / 46 2.1 TFT-LCD TFT-LCD 1993-1994 1995-1996 1997 LG LCD 5 5 5 LG 10 TFT-LCD LCD18 / 46 CPT ADT CMO Unipac HannStar QDI TFT-LCD 2008 5 TFT-LCD 1971.05 1996.08 1998.05 1990.11 1998.06 1999.07 1998.03 1998.03 1998.10 1998.08 2003.01 1999.05 1999.05 1999.07 1999.08 1999.10 2002.02 2001Q4 ADI IBM 2.1 2002- 2008 2002 NEC 100 5 2004 10 8 2003 5 TFT-LCD B1 2006 6 5 TFT-LCD 2008 B1 6 NEC G5 NEC 5 2004 G5 2005 G5 2006 G5 200819 / 46 2009 5 5 2009 6 6 120 30 8 8.5 280 8.5 2009-2018 2017 TCL 10.5 11 OLED 11 1993-2006 12 2016-2021 Murtha Witsview 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 0% 10% 20% 30% 40% 50% 60% 70% 2016 2017 2018 2019 2020 202120 / 46 3. 2017 G10.5 G11 2020 13 G10.5/G11 IHS 2020 2020 2020 12 60% 32 90% 43 55 60% 65 30% 75 4K 20% 1021 / 46 14 2020 Omdia 3.1 3.1.1 2020 2-3 18 10 32 2017 LCD 5 2021 2015 8.5 LCD OLED 2016 LCD 2017-2019 10.5 11 7 8 11 11 65 94% 7.5 53% LCD LCD LCD 7 7.5 8 8.5 2011 8.5 2011-2015 10.5 B9 B17 11 T6 2017-2019 2020 T7 $0 $50 $100 $150 $200 $250 32 43 50 55 65 5 6 7 8 9 10 11 1222 / 46 2020 7 5 / 7 L7-2 G7 160 8.5 L8-1 G8.5 200 8.5 L8-2 G8.5 150 LG 7.5 P7 G7.5 230 8.5 P8 G8.5 260 3.1.2 7 TFT-LCD 7 38 17 6 4 G8.5 2 G10.5 4 2 G8.5 2 G11 4 4 G8.6 3 1 G8.5 2 G8.6 LGD 9 2021 LGD 8.5 7 5 2020-2021 6 5 LCD LCD OLED 8 7 2020 / 8.5 B4 11Q3 120 8.5 B5) 14Q3 90 8.5 B8 15Q2 120 10.5 B9 17Q4 135 8.5 B10 17Q2 150 10.5 B17 19Q4 150 8.5 T1 11Q4 160 8.5 T2 15Q2 145 11 T6 19Q1 90 11 T7 20Q3 90 8.6 H1) 17Q1 100 8.6 H2 19Q2 155 8.6 H4) 20Q2 12023 / 46 8.6 H5 21Q3 132 8.5 C2 15Q3 75 8.6 C4 18Q2 120 8.6 18Q2 132 7.5 L7A 06Q4 75 7.5 L7B 09Q2 68 8.5 L8A 09Q2 40 8.5 L8B 11Q2 132 7.5 Fab7 07Q2 100 8.5 Fab8 10Q1 55 8.6 Fab8_b 17Q1 45 LGD 7.5 P7 06Q1 120 8.5 P8 09Q1 203 8.5 P9 G8 12Q2 110 8.5 GP1 14Q2 90 8.5 GP2 15Q2 100 Samsung 7 L7-2 06Q1 110 8.5 L8-1 07Q2 150 8.5 L8-2 09Q2 146 8.5 13Q4 115 Sharp 10 Sakai 09Q3 80 8 Kameyama 2 06Q3 90 8 Kameyama 2 Oxide 11Q4 50 10.5 20Q1 90 Panasonic 8.5 Himeji 1 10Q2 20 2019 LGD 2019 353K 2020 LGD 2021 L8-1 L8-2 L7-2 LGD 8.5 P7 P8 2021 8.5 888K/ 7 330K/ LG 2021 8.5 360K/ 7.5 360K/ 2021 5 560K/ 2021 2021 320K/ G11 T7 G8.6 H5 2021 85K/ 90K/ 2021 DSCC 2019 LCD 3.11 2020-2022 3.16 3.06 3.1624 / 46 2020-2021 6 2021 36.75 65.5 43 43 2021 LCD 1.2% 15 2020-2021 3.2 TV IT 3.2.1 TV 2020 Omdia 2020 2.254 2013 2020Q4 7020 5190 5000 4800 202125 / 46 16 19Q1-20Q4 TV 2020 55 1.1% 65 1.6% TV 2020 LCD TV 47.1 2021 48.6 1.5 200K G8.5 17 2017-2021 LCD TV 2020 TV LCD 2020 V TV AVC Revo 2020 2.72 5.4% 1.69 3.6% 2018 53 54 61 72 50 51 74 70 0.0% -0.4% -1.0% 2.7% -4.8% -5.0% 20.8% -2.1% -10.0% -5.0% 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 0 10 20 30 40 50 60 70 80 19Q1 19Q2 19Q3 19Q4 20Q1 20Q2 20Q3F 20Q4F Shipment(Msets) YoY 43.5 43.9 45.3 47.1 48.6 40 41 42 43 44 45 46 47 48 49 2017 2018 2019 2020E 2021E26 / 46 2019 11.1% 6.1% 2020 18 2020 2020 32 32 37% 32 18% 55 2% 10.5 65/75 16% 43% 19 2020 64.2 65.7 71.9 70.4 38.6 40.3 46.1 44.9 -10% -9% -1% -2% -2% 1% 9% 5% -15% -10% -5% 0% 5% 10% 0 10 20 30 40 50 60 70 80 20Q1 20Q2 20Q3 20Q4 -37% -18% -25% -13% 288% -1% -49% 16% 2% 15% 25% 16% 43% 47% 64% -100% -50% 0% 50% 100% 150% 200% 250% 300% 350% 0 10 20 30 40 50 60 70 80 7527 / 46 2020 50% 2020 50% 2020 LGD 1.47 54% 2020 4643 17.06% 12% 2990 3% G10.5 2020 3970 14.6% 2% 2660 26% 20 2020 4K WitsView 2019 4K 53.4% 2023 63% 8K TrendForce 2021 2.23 2.8 8K 2022 4K 8K 8K 2016 2018 TV 10% 2021 8K/4K TV 46.4 41.8 39.7 31.4 27.7 25.4 20.1 15.7 13.3 10.6 29.9 18.6 26.6 12.6 21.0 18.4 14.4 10.1 9.2 9.1 -12% -5% -2% 53% -39% -17% -17% 27% 28% 63% 3% -7% 26% 91% -30% -14% -8% 25% 39% 77% -60% -40% -20% 0% 20% 40% 60% 80% 100% 0 5 10 15 20 25 30 35 40 45 50 BOE INX CSOT HKC LGD SDC AUO CEC CHOT Sharp28 / 46 21 4K 22 LCD TV WitsView Wind 3.2.2 IT IT 2020 1.4 8% 2020 1.6 17% 2021 1.73 9% 2020 24.3 23 LCD Monitor 24 Omdia AVC Revo (GPC) 2020 2020 1365.57 44.16% 4.88 9.65% Statista 2018 46.50% 40.10% 38.10% 35.30% 32.10% 53.40% 59.70% 61.20% 62.80% 63% 1.90% 4.90% -10.00% 0.00% 10.00% 20.00% 30.00% 40.00% 50.00% 60.00% 70.00% 2019 2020E 2021E 2022E 2023E 2K 4K 8K -4.0% -2.0% 0.0% 2.0% 4.0% 6.0% 8.0% 10.0% 12.0% 14.0% 0 0.2 0.4 0.6 0.8 1 1.2 1.4 1.6 2013 2014 2015 2016 2017 2018 2019 ( ) YoY% 2016 年法 国欧洲杯 2016年巴西奥运 会 2018年俄罗 斯世界杯 -30% -20% -10% 0% 10% 20% 30% 40% 50% 0 2 4 6 8 10 12 14 16 18 M/M Y/Y 22.7 23.1 23.6 24.3 21.5 22 22.5 23 23.5 24 24.5 2017 2018 2019 202029 / 46 (100Hz ) 540 2020 1110 25 100Hz 26 Statista TrendForce 2020 20% 20% Statista 2020 2 22.48% 2021 2.16 Omdia 2020 27% 2021 2.29 7% 2021 27 28 Statista Omdia 2020 Omdia 2020 64% 58% WitsView 2019 2.099 1.4 2.5 5.4 8.5 11.1 0 2 4 6 8 10 12 2016 2017 2018 2019E 2020E 6.10% 10.40% 12.30% 0.00% 2.00% 4.00% 6.00% 8.00% 10.00% 12.00% 14.00% 2018 2019 2020E -20.00% -10.00% 0.00% 10.00% 20.00% 30.00% 40.00% 50.00% 0 50 100 150 200 250 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018E 2019 2020 2021E -40% -30% -20% -10% 0% 10% 20% 30% 40% 50% 60% 0 5 10 15 20 25 M/M Y/Y30 / 46 Omdia 2020 16.45% 2021 29 30 LCD 9 + Statista Omdia 3.2.3 2020 18.9 6% 2020 12.92 5.9% 5G 2020 20Q4 5.7 17% Statista LCD 2020 LCD 62% 4.08 a-Si 70% 31 32 Statista IDC Statista -20.00% -10.00% 0.00% 10.00% 20.00% 30.00% 40.00% 50.00% 60.00% 0 50 100 150 200 250 2012 2013 2014 2015 2016 2017 2018 2019 2020 -50% 0% 50% 100% 150% 200% 0 2 4 6 8 10 12 14 16 18 M/M Y/Y -10.00% 0.00% 10.00% 20.00% 30.00% 40.00% 50.00% 60.00% 70.00% 0 200 400 600 800 1000 1200 1400 1600 20102011201220132014201520162017201820192020 29.30% 32.80% 38.00% 37.60% 41.30% 38.60% 33.00% 25.90% 23.40% 0.00% 20.00% 40.00% 60.00% 80.00% 100.00% 120.00% 2018 2019E 2020E AMOLED LTPS LCD a-Si/IGZO LCD31 / 46 9 2020 2020 2020 2019 2019 YoY BOE 408 21.60% 388 21.80% 5.20% SDC 370 19.60% 398 22.30% -7.00% Tianma 194 10.30% 212 11.90% -8.50% 917 48.50% 784 44.00% 15.90% 1888 100.00% 1782 100.00% 6.00% 5G IDC 2020 5G 2.4 1.6 67.7% IDC 2023 5G 50 5G 2020 12 5G 1820 68.4% 5G 5G 33 34 5G IDC Canalys 2020 2021 2020 Canalys 2020 7600 15% 2531.1 1.9% 39% 310 2021 Omdia 2020 1.36 16% 10 3085 32.7% 0 200 400 600 800 1000 1200 1400 1600 2019 2020E 2021E 2022E 2023E 2024E 3G 4G 5G 172 305 42 92 31 76 29 57 13 0 100 200 300 400 500 600 2020E 2021E32 / 46 2020 12.3 32.7% 10.2 20.2% 50% 35 36 ResearchGate 3.3 TV 2020 2-3 4-5 TV IT/ TV 2020 6 2021 Witsview 2020 5 32/43/50/55/65 32/68/86/106/165 2020 12 97%/54%/63%/59%/36% 2021 2021 2 32/43/50/55/65 70/121/152/190/240 2020 5 119% 78% 77% 79% 45% -20.00% -15.00% -10.00% -5.00% 0.00% 5.00% 10.00% 15.00% 0 2000 4000 6000 8000 10000 12000 -20% -15% -10% -5% 0% 5% 10% 15% 0 20 40 60 80 100 120 140 160 180 2018 2019 2020 2021E33 / 46 37 TV Wind 38 2020.5-2021.2 TV IT 2020 8 TV 21 2020 8 21.5/23.8/27 43.5/51.6/73.6 2021 2 55.7/62.4/81.9 28%/21%/11% 13.3/14/15.6 2020 8 67.7/28.5/27.7 2021 2 72.4/35.1/34.5 7%/23%/25% 0 50 100 150 200 250 300 : :32 :Open Cell:HD : :43 :60Hz Open Cell:FHD : :49 :60Hz Open Cell:UHD : :50 :60Hz Open Cell:UHD : :55 :60Hz Open Cell:UHD : :65 :60Hz Open Cell:UHD 119% 78% 77% 79% 45% 0% 20% 40% 60% 80% 100% 120% 140% 32 43 50 55 6534 / 46 IT TV 21 IT 39 40 5 TV IT 16 16Q1 5% 17Q1 25% 15 8.5 21 10.5 11 1.19% 0.94% 1.64% 1.61% 3.39% 5.47% 3.11% 6.04% 5.69% 0.00% 0.00% 0.98% 0.58% 1.93% 2.84% 3.68% 5.32% 5.05% 0.00% 0.00% 0.96% 0.00% 0.68% 2.02% 1.72% 3.25% 3.15% -1.00% 0.00% 1.00% 2.00% 3.00% 4.00% 5.00% 6.00% 7.00% 2020-06 2020-07 2020-08 2020-09 2020-10 2020-11 2020-12 2021-01 2021-02 21.5 LED 23.8 WVA LED 27 WVA LED 0.15% 0.15% 0.59% 0.74% 0.44% 0.44% 0.73% 2.16% 2.26% 0.73% 1.09% 2.15% 2.46% 2.74% 2.67% 3.25% 4.40% 5.72% 0.75% 1.50% 2.21% 2.53% 2.82% 3.42% 3.31% 4.49% 5.83% 0.00% 1.00% 2.00% 3.00% 4.00% 5.00% 6.00% 7.00% 2020-06 2020-07 2020-08 2020-09 2020-10 2020-11 2020-12 2021-01 2021-02 13.3 LED (Wide View Angle) 14.0 LED (Slim) 15.6 LED (Slim35 / 46 41 TV 5 Wind 42 IT 5 Wind 0.00 50.00 100.00 150.00 200.00 250.00 300.00 2016-08 2016-10 2016-12 2017-02 2017-04 2017-06 2017-08 2017-10 2017-12 2018-02 2018-04 2018-06 2018-08 2018-10 2018-12 2019-02 2019-04 2019-06 2019-08 2019-10 2019-12 2020-02 2020-04 2020-06 2020-08 2020-10 2020-12 2021-02 2021-04 2021-06 : :32 :Open Cell:HD : :43 :60Hz Open Cell:FHD : :55 :60Hz Open Cell:UHD 0 20 40 60 80 100 120 : :13.3 :LED(Wide View Angle):FHD : :14.0 :LED(Slim):HD : :15.6 :LED(Slim):HD : :21.5 :LED:FHD(16:9) : :23.8 :WVA LED:FHD(16:9) : :27 :WVA LED:FHD(16:936 / 46 4 17Q2 G10.5 OLED 2020 54.7% TCL 34.3% 2021 43 20192023 LCD TV % LCD LCD LCD37 / 46 44 LCD Statista IT IT a-Si/LGZO 55 TV 15 38% 10 76% G8 27% IT IT 10 IT G8 15 27% G6-G7.5 12 22% G6 28 51% 55 100% TCL 11 IT 15 21 38% 10-15 21 38% 10 13 24% 55 100% TCL 30% 36% 41% 48% 56% 65% 68% 69% 69% 69% 8% 7% 7% 6% 6% 5% 5% 5% 5% 5% 33% 27% 24% 21% 13% 5% 2% 2% 2% 2% 29% 30% 28% 25% 25% 25% 25% 24% 24% 24% 0% 10% 20% 30% 40% 50% 60% 70% 80% 2016 2017 2018 2019E 2020E 2021E 2022E 2023E 2024E 2025E38 / 46 45 IT a-Si/IGZO TCL 1 21 46 2020 LCD 47 2025 LCD TCL TCL 0.00% 10.00% 20.00% 30.00% 40.00% 50.00% 60.00% 70.00% 80.00% 90.00% 100.00% 2020 2021 2022 2023 2024 202539 / 46 2 LCD LCD OLED Mini-LED LCD Mini LED OLED TCL Mini LED 2021 AVC Revo 2021 Mini LED 400 Mini LED LCD 5 5.1 BOE LCD 1993 4 D S H 9 LCD 5 OLED 9 LCD 1 G5 1 G4.5 1 G6 4 8.5 2 10.5 5 OLED 1 G5.5 4 G6 11 LCD 2020 IT TV 6 2020 48-51 150%-166% 48 2015-2020H1 49 2015-2020H1 , 2020 486.24 688.96 938 971.09 1160.6 608.67 32.07% 41.69% 36.15% 3.53% 19.51% 10.59% 0.00% 5.00% 10.00% 15.00% 20.00% 25.00% 30.00% 35.00% 40.00% 45.00% 0 200 400 600 800 1000 1200 1400 2015 2016 2017 2018 2019 2020H1 20.30% 17.87% 25.07% 20.39% 15.18% 15.77% 3.37% 2.73% 8.07% 3.54% 1.65% 1.87% 0.00% 5.00% 10.00% 15.00% 20.00% 25.00% 30.00% 2015 2016 2017 2018 2019 2020H140 / 46 LCD 15% 10% 2020 LCD TV 4700 50 TFT-LCD Statista, 2021 G10.5 120 / 2021 B17 G8.5 60 G8.6 120 5 LCD LCD OLED 2021 12 LCD / B1 G5 60 2005 110 B2 G4.5 45 2009 34 B3 G6 90 2010 175 B4 G8.5 90 2011 280 B5 G8.5 110 2014 285 B8 G8.5 120 2015 328 B9 G10.5 120 2017 400 B10 G8.5 150 2017 300 B17 G10.5 120 2020 460 13.0% 20.7% 23.0% 24.6% 25.0% 21.0% 20.0% 18.8% 15.0% 16.0% 17.0% 16.0% 13.0% 15.4% 20.0% 9.6% 8.0% 6.0% 17.3% 40.0% 40.6% 0.0% 10.0% 20.0% 30.0% 40.0% 50.0% 60.0% 70.0% 80.0% 90.0% 100.0% 2016 2017 2018 2019 BOE LG Display Innolux Corp. AUO Samsung China Star Others41 / 46 5.2 TCL TCL TCL 6 TCL 2020 TV 55 TCL TCL LCD 5 2 G8.5 1 G6 2 G11 1 G6 OLED 11 TCL 2021 TCL TCL 2020 37.6% 2020 767 33.9% 50.7 42.1% 2020 TCL 16.89% 8.5 TFT- LCD 11 TFT-LCD TCL 2020 468 38% 24.2 151% 51 TCL 52 TCL , , TCL 2020 290 53.1% 60.99% 2767 33% 4575 11.0% TV 55 32 65 75 TV 2020 6 305.74 276.66 339.94 467.65 152.35 165.67 208.36 225.18 -9.51% 22.87% 37.57% 8.74% 25.77% 8.07% -20.00% -10.00% 0.00% 10.00% 20.00% 30.00% 40.00% 0 50 100 150 200 250 300 350 400 450 500 2017 2018 2019 2020 TCL TCL 20.54% 18.31% 11.47% 13.61% 28.00% 18.75% 10.34% 16.89% 0.00% 5.00% 10.00% 15.00% 20.00% 25.00% 30.00% 2017 2018 2019 2020 TCL TCL42 / 46 53 TCL 54 TCL , , 55 2020 LCD TV 56 2020 LCD TV , , TCL Sony VD 2020 38.9% 2021 TCL G11 120 / G11 2021 Q1
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