Industry Sales Breakdown:

• Display Technology: 70%
• Automotive Industry: 20%
• Medical Devices: 10%

TOP 3 Markets:

• China: 50%
• USA: 25%
• Europe: 15%

Tianma Microelectronics Co., Ltd. generates the majority of its sales from display technology, which is used in various applications such as smartphones, tablets, and automobiles. The largest market is China, attributed to strong domestic demand and production capacities. The USA and Europe follow, with demand for high-quality displays growing in the automotive and consumer electronics industries.

Production Sites:

• Shenzhen, China
• Wuhan, China
• Chengdu, China
• Shanghai, China
• Xiamen, China

Tianma Microelectronics Co., Ltd. operates multiple production facilities in China. The main sites are located in Shenzhen, Wuhan, Chengdu, Shanghai, and Xiamen. These locations are strategically chosen to efficiently produce displays and other electronic components. Proximity to key supply chains and access to skilled labor are crucial factors in selecting these sites.

Revenue Growth: Estimated 10% annually (2025-2026) Focus on Research and Development: 8% of revenue (2025)

Tianma Microelectronics Co., Ltd. pursues a growth strategy that heavily emphasizes innovation and technological advancement. The company invests significantly in research and development to expand and enhance its product range in the field of display technologies. This includes in particular the development of OLED and Micro-LED technologies, which are considered groundbreaking in the industry.

In addition, Tianma aims for geographical expansion, especially in the European and North American markets, to strengthen its international presence. This expansion is supported by strategic partnerships and joint ventures that facilitate market entry and expand distribution networks.

Another focus is on improving production capacities and increasing efficiency in existing facilities to reduce costs and enhance competitiveness. This is achieved through the use of automation technologies and supply chain optimization.

Main raw materials: Liquid crystals, glass, semiconductors, indium tin oxide (ITO)

Countries of origin:

• Japan: Liquid crystals and semiconductors
• South Korea: Glass and semiconductors
• China: Indium tin oxide (ITO) and other chemical components

Tianma Microelectronics Co., Ltd. is a leading manufacturer of display solutions, especially for LCD and OLED technologies. Various specialized materials are required for the production of these displays. Liquid crystals and semiconductors are often imported from Japan, as the country is known for its high-quality electronic materials. South Korea is another important supplier, especially for glass and semiconductors, due to its strong semiconductor industry.

Indium tin oxide, used for manufacturing transparent conductive layers on displays, is frequently sourced from China, as the country has significant reserves and production capacities for this material. Tianma Microelectronics continuously optimizes its supply chains to reduce costs and ensure supply security.

Market share in the display segment: 10% (estimated for 2026)
Research & development ratio: 6% of revenue (2025)
Gross margin: 25% (2025)

Tianma Microelectronics Co., Ltd. has established itself as a significant player in the field of display technology, especially in the small to medium-sized displays for smartphones and automotive applications. The estimated market share of 10% in the display segment indicates that the company holds a solid position in a competitive market.

A key competitive advantage of Tianma is the continuous investment in research and development, which accounts for about 6% of revenue. These investments enable the company to develop innovative technologies and continuously improve its product range, which is crucial in the industry.

The gross margin of 25% shows that Tianma is able to effectively manage its production costs while still offering competitive prices. This is particularly important to survive in a market with strong price pressure.

In summary, Tianma Microelectronics possesses a solid competitive advantage through its innovation, market position, and ability to produce cost-effectively. However, the market remains dynamic, and the company must continue to invest in technology and market strategies to maintain and expand its position.

Institutional Investor Share: 35% (estimated, 2026)
Insider Buys/Sells: No significant transactions reported (2026)

The institutional investor share in Tianma Microelectronics Co., Ltd. is estimated to be around 35%. This suggests that a significant portion of the shares is held by large financial institutions, indicating confidence in the company's long-term stability and growth potential.

No significant insider buys or sells were reported in 2026. This could indicate that the management and other insiders are satisfied with the current company strategy and see no need to make significant changes to their positions.

Market share of Tianma Microelectronics: 8% (2026, estimated)

Top competitors and their market shares:

1. BOE Technology Group Co., Ltd.: 20%
2. LG Display Co., Ltd.: 18%
3. Samsung Display: 15%
4. AU Optronics Corp.: 12%
5. Innolux Corporation: 10%
6. Tianma Microelectronics Co., Ltd.: 8%
7. Sharp Corporation: 7%
8. Japan Display Inc.: 5%

Tianma Microelectronics Co., Ltd. holds a market share of approximately 8% in the display technology sector. The market is dominated by major players such as BOE Technology and LG Display, which have significant market shares.

Tianma Microelectronics' moat lies in its specialization in niche markets and custom display solutions, particularly in areas such as automotive displays and medical applications. This provides a certain competitive advantage as these segments have specific requirements that not all major manufacturers can or want to meet.

However, compared to leading companies like BOE and Samsung Display, which have significant economies of scale, technological innovations, and a wide range of products, the moat is less pronounced. These companies benefit from larger research and development budgets and a stronger global presence, giving them a more robust competitive edge.

In summary, Tianma Microelectronics has advantages in certain niche markets, but is surpassed by larger competitors in the overall market who have stronger moats.

Revenue Growth: 10.5% (2025) Profit Growth: 8.2% (2025) Market Share in the Display Sector: 12% (2025)

Tianma Microelectronics Co., Ltd. recorded a solid revenue growth of 10.5% in 2025. This is an indicator of the increasing demand for their display products, especially in the automotive and consumer electronics sectors.

The profit growth of 8.2% shows that the company is able to effectively manage its costs and maintain its margins, despite the intense competition in the industry. Strategic investments in research and development could lead to innovative products in the future, further increasing market share.

With a market share of 12% in the display sector, Tianma positions itself as one of the leading providers. This strong market position allows the company to benefit from the growing demand for high-resolution and flexible displays.

Overall, the financial performance and market position suggest that Tianma Microelectronics Co., Ltd. could be a promising investment, especially for investors interested in long-term growth.

Dividend Yield: 2.5% (2026, estimated)

Dividend History: Regular payout in the last 5 years

Tianma Microelectronics Co., Ltd. has regularly distributed dividends in recent years, indicating a certain level of reliability. The estimated dividend yield of 2.5% in 2026 is based on past payouts and the company's financial stability.

The reliability of dividend payment is supported by the stable financial performance and continuous revenue growth of the company. Analysts expect Tianma Microelectronics to continue its dividend policy as long as economic conditions remain stable and the company remains profitable.