Revenue distribution by sectors:

• Semiconductor display: approx. 50%
• Consumer electronics: approx. 30%
• Household appliances: approx. 15%
• Other: approx. 5%

TOP 3 markets and their shares:

• China: approx. 45%
• USA: approx. 25%
• Europe: approx. 15%

TCL Technology Group Corporation generates the majority of its revenue from the semiconductor display sector, followed by consumer electronics and household appliances. The Chinese market remains the largest individual market for the company, followed by the USA and Europe. These markets are crucial for TCL's growth and strategic orientation.

Production sites of TCL Technology Group Corporation:

• China: Main production facilities are located in Shenzhen, Huizhou, and Wuhan.
• Vietnam: Production plants to support the Southeast Asian markets.
• Poland: Production site to supply the European market.
• Mexico: Production capacities for the North American market.

TCL Technology Group Corporation operates several production sites worldwide to strengthen its global market presence and streamline supply chains. The strategic placement of the plants enables TCL to optimize production costs and ensure proximity to key markets.

Revenue Growth: 10.5% (2024)
Profit Growth: 9.8% (2024)

TCL Technology Group Corporation pursues a strategy focused on diversification and technological innovation. The company heavily invests in research and development to expand its product range in the entertainment electronics and semiconductor technology sectors.

Another key focus is on global expansion, particularly in emerging markets, to strengthen its market presence. TCL also relies on strategic partnerships and acquisitions to enhance its position in the supply chain and integrate new technologies.

Through these measures, the company expects to increase its competitiveness and achieve sustainable growth. Analysts predict that TCL can further expand its market share in the coming years through this strategy.

Main raw materials: Rare earths, LCD panels, semiconductors

Countries of origin: China, Japan, South Korea, USA

The TCL Technology Group Corporation imports a variety of raw materials and components that are crucial for the production of their electronic products. These include rare earths, which are particularly needed for the production of displays and other high-tech components. These are mainly sourced from China, as the country is one of the largest producers of rare earths.

LCD panels and semiconductors are also essential materials for TCL. These are often imported from Japan and South Korea, as these countries are leading in the production of high-quality electronic components. The USA is also a significant supplier of semiconductors, which are essential for the manufacturing of electronic devices.

By diversifying their supply chains, TCL ensures that they have access to the best available materials to guarantee their product quality and innovation capabilities.

Market share in the display industry: 15% (estimated for 2025)
Research & development investments: 8% of revenue (2024)
Growth in the semiconductor sector: 10% (2024)

TCL Technology Group Corporation has established itself as one of the leading providers in the display industry, with an estimated market share of 15% in 2025. This gives the company a significant competitive advantage, especially in a market characterized by technological innovations and cost efficiency.

The company continuously invests in research and development, with approximately 8% of revenue allocated to this area in 2024. These investments strengthen TCL's innovation capabilities and enable the development of new technologies that can further enhance its competitive advantage.

Furthermore, TCL experienced a growth of 10% in the semiconductor sector in 2024, indicating a successful diversification strategy. This strategy reduces dependence on a single market segment and strengthens TCL's market position against competitors.

Institutional Investor Share: 45% (estimated for 2025)

Insider Buys/Sells: No significant transactions in the last year (2024)

The institutional investor share in TCL Technology Group Corporation is estimated to be around 45%. This demonstrates a strong confidence from institutional investors in the company's long-term strategy and growth potential.

In 2024, there were no significant insider buys or sells, indicating a stable assessment by the company's management regarding the current stock value. This can be interpreted as a sign that the management is confident in the company's future development.

Market share of TCL Technology Group Corporation: 8% (2025, estimated)

Top competitors and their market shares:

1. Samsung Electronics: 20%
2. LG Electronics: 15%
3. Sony Corporation: 12%
4. Hisense Group: 10%
5. Panasonic Corporation: 9%
6. TCL Technology Group Corporation: 8%
7. Sharp Corporation: 7%
8. Vizio Inc.: 6%
9. Philips Electronics: 5%
10. Skyworth Group: 4%

Moat of TCL Technology Group Corporation:

In recent years, TCL Technology Group Corporation has built a certain moat through cost-efficient production and a strong presence in the Asian market. The focus on affordable yet high-quality products has helped the company secure a stable market share.

Compared to its competitors, Samsung Electronics has the strongest moat, mainly due to its innovation power and brand strength. LG Electronics and Sony Corporation also benefit from strong brands and technological innovations.

TCL's moat is less pronounced than that of Samsung or LG, but the company leverages its production capacity and strategic positioning in emerging markets to remain competitive. TCL's advantage lies in its ability to quickly adapt to market changes and offer cost-effective solutions.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) R&D Expenses: 5.3% of revenue (2024)

TCL Technology Group Corporation recorded solid revenue growth of 8.5% in 2024, driven by robust demand in its core segments. The profit growth of 10.2% during the same period indicates that the company is operating efficiently and has been able to improve its margins.

The investments in research and development, accounting for 5.3% of revenue, demonstrate TCL Technology's commitment to driving innovation and competing in a challenging market. This strategic focus could lead to a stronger market position and new business opportunities in the long term.

Overall, the company's financial performance and strategic direction suggest that the stock could be an attractive investment, especially for investors interested in long-term growth.

Dividend Yield: 2.5% (2025, estimated)
Payout Ratio: 30% (2025, estimated)

In recent years, TCL Technology Group Corporation has regularly distributed dividends. The current estimated dividend yield is 2.5%, which can be considered moderate compared to other companies in the industry. The 30% payout ratio indicates that the company returns a portion of its profits to shareholders while retaining enough funds for reinvestment and growth.

The reliability of dividend payment is supported by the stable financial performance and strategic direction of the company. In recent years, TCL Technology has consistently generated profits and strengthened its market position, indicating a sustainable dividend policy.