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TCL to Acquire LG Display’s Guangzhou Plant, CSOT to Secure Second Place in Global Large-Generation LCD Production Capacity
September 27, 2024 | TrendForceEstimated reading time: 1 minute
TCL Group officially announced on September 26th its plans to acquire 80% equity in LG Display’s 8.5-generation LCD panel plant in Guangzhou (including 10% previously held by Shenzhen Skyworth) and 100% equity of the module factory through its subsidiary, CSOT. The acquisition—with a base price of CNY 10.8 billion—includes the transfer of the necessary technology and support services to operate both facilities.
Guangzhou High-Tech Zone Technology Holding Group will retain the remaining 20% stake in LG Display’s Guangzhou plant. The acquisition is expected to be completed in the first half of 2025. TrendForce believes this deal will push CSOT’s market share in large-generation LCD production capacity beyond 20%, solidifying its position as the second-largest player in the industry.
The 8.5-generation line at LG Display’s Guangzhou plant primarily produces TV panels. It’s expected to put out an estimated 14 million units in 2024, with more than half of those being 55-inch or larger products. TrendForce predicts that upon completion of the acquisition, CSOT will account for over a quarter of the global TV panel supply (by area), increasing the combined market share of the top three panel manufacturers to nearly 70%.
TrendForce also notes that more than half of LG Display Guangzhou’s clients are South Korean brands, many of which overlap with CSOT’s existing customer base. This raises challenges for CSOT in maintaining orders as customers may seek to balance their supply chains. From an industry perspective, the acquisition could lead to potential shifts in the supply chain. For instance, Samsung Electronics may expand its collaboration with BOE, or LG Electronics could deepen its partnership with CSOT.
Post-acquisition, one of CSOT’s key tasks will be optimizing the plant’s production costs within the next one to two years. As the company’s influence in the industry grows, there will also be increasing interest in whether its expanded production capacity can accelerate the shift to larger panel sizes—a critical factor for future supply-demand dynamics in the LCD TV panel market.
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I-Connect007 Editor’s Choice: Five Must-Reads for the Week
10/03/2025 | Andy Shaughnessy, I-Connect007It’s been a busy week. We’ve been covering PCB West, and we’ll be bringing you a variety of news and interviews from the show in the next few weeks. We’ll also be attending SMTA International later this month, and productronica as trade show season rolls on. This week, we have a number of interesting columns and news items. We start with a positive story about North American PCB sales, which were heading in the right direction in August. Don Ball writes about the ins and out of working with overseas partners, and there’s a great column by Dan Beaulieu on avoiding the temptation to offer discounts when your customer gets squirrely.
Schweizer Ends Staff Restructuring Measures and Short-Time Working at the Schramberg Site
10/01/2025 | Schweizer Electronic AGSchweizer Electronic AG has implemented comprehensive measures to adjust its cost and personnel structure at its Schramberg site due to strong market fluctuations in the automotive and industrial electronics sector. Thanks to the successful restructuring, short-time working can now be ended with immediate effect. A stable order situation is expected for the fourth quarter, with signs of growth momentum returning in 2026.
New Podcast Episode: How Does UHDI Benefit SWaP?
10/01/2025 | I-Connect007In podcast episode 4, “SWaP Considerations,” host Nolan Johnson welcomes back industry expert John Johnson, Director of Quality and Advanced Technology at American Standard Circuits (ASC). Together, they explore how UHDI delivers measurable advantages in size, weight, and power (SWaP)—unlocking new possibilities in speed, efficiency, and miniaturization.
Compunetics Advances PCB Manufacturing with MicroCraft’s Dual-Ink CraftPix Inkjet Printer
09/30/2025 | MicroCraftMicroCraft, a global leader in advanced PCB testing and digital inkjet printing systems, has completed the installation of its CraftPix C2K6151PT dual-ink inkjet printer at Compunetics, Inc., a premier flex and rigid printed circuit board manufacturer located just outside Pittsburgh, Pennsylvania.
Samsung Cuts 2nm Wafer Prices to Undercut TSMC
09/30/2025 | I-Connect007 Editorial TeamSamsung Electronics has lowered the price of its 2-nanometer wafers to approximately $20,000, undercutting rival Taiwan Semiconductor Manufacturing Co. (TSMC) by about one-third, Digitimes reported on September 29.