<p>新闻：LED</p>
<p>TCL 科技在深圳的子公司 TCL 中国星光电科技有限公司（TCL CSOT）最近收购了福建普瑞玛光电有限公司（也称为福建兆源光电）80% 的股权及债权。这笔交易标志着 TCL CSOT 正式进入 LED 芯片领域。市场分析公司 TrendForce 指出，这代表着完成从 LED 芯片到迷你 LED 视频墙应用的垂直整合供应链的重要一步。</p>
<p>此次收购凸显了品牌拥有者和面板制造商向上游 LED 芯片市场进军的趋势。自 2018 年以来，三星、友达光电、海信、京东方、群创光电和 HKC 等公司逐步扩大在该领域的参与。</p>
<p><img src="https://imageproxy.pbkrs.com/https://semiconductor-today.com/news_items/2026/jan/20251231_105324_c.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1080" height="560" original-src="https://imageproxy.pbkrs.com/https://semiconductor-today.com/news_items/2026/jan/20251231_105324_c.jpg"/></p>
<p>TrendForce 估计，全球 LED 芯片（外部销售）的商用市场价值将在 2025 年达到 28.41 亿美元。普瑞玛按收入排名第九，其 LED 芯片销售主要来自照明、背光和迷你 LED 视频墙应用。</p>
<p>TrendForce 的分析表明，随着品牌拥有者和面板制造商在 LED 芯片行业的关键整合，芯片供应与最终产品开发之间的协调成本显著降低。利用规模经济和更紧密的技术合作的战略可能会加速微/迷你 LED 技术在显示和非显示领域的采用，帮助维持整体 LED 芯片市场的增长。</p>
<p>TCL CSOT 最近以 4.9 亿元人民币（约合 7000 万美元）收购普瑞玛 80% 的股份，突显了品牌拥有者和面板制造商向 LED 芯片制造上游延伸的趋势。行业内也观察到类似的举动：三星在投资 PlayNitride 后推出了微 LED 电视产品；友达光电在投资 Ennostar 和 PlayNitride 后，已进入微 LED 智能手表和汽车通信显示器的量产；海信在收购了 Changelight 的股份后推出了 RGB 迷你 LED 背光电视。</p>
<p>与此同时，京东方在收购 HC Semitek 控股权后推出了基于玻璃的迷你 LED 视频墙，而 HKC 在 2023 年实现了迷你 LED 视频墙的量产。TCL CSOT 的苏州迷你 LED 视频墙生产线于 2025 年投入运营，目前月产能为 6000 平方米。凭借普瑞玛的 LED 芯片能力的支持，TCL CSOT 预计将增强其产品竞争力，并进一步成为品牌和面板制造商中的领先者。</p>
<p>京东方以 21 亿元人民币的投资成为 HC Semitek 的最大股东</p>
<p>LED 市场</p>
<p>https://en.tclcsot.com</p>

TCL电子

<p>TCL CSOT，TCL 科技的子公司，以 4.9 亿元人民币（约合 7000 万美元）收购了福建普瑞光电 80% 的股份，标志着其进入 LED 芯片市场。此次收购旨在从 LED 芯片到迷你 LED 应用创建一个垂直整合的供应链。这一举措反映了面板制造商向上游 LED 芯片生产拓展的趋势，三星和友达光电等公司也进行了类似投资。TrendForce 估计，到 2025 年，全球 LED 芯片市场将达到 28.41 亿美元，显示出该行业的显著增长潜力</p>

<p>News: LEDs</p>
<div class="lb-trans"><p>新闻：LED</p>
</div><p>TCL Technology’s Shenzhen-based subsidiary TCL China Star Optoelectronic Technology Co Ltd (TCL CSOT) recently acquired an 80% equity stake — along with creditor rights — in Fujian Prima Optoelectronics Co Ltd (also known as Fujian ZhaoYuan Optoelectronics). This transaction marks TCL CSOT’s formal entry into the LED chip segment. It represents a critical step toward completing a vertically integrated supply chain spanning from LED chips to mini-LED video wall applications, notes market analyst firm TrendForce.</p>
<div class="lb-trans"><p>TCL 科技在深圳的子公司 TCL 中国星光电科技有限公司（TCL CSOT）最近收购了福建普瑞玛光电有限公司（也称为福建兆源光电）80% 的股权及债权。这笔交易标志着 TCL CSOT 正式进入 LED 芯片领域。市场分析公司 TrendForce 指出，这代表着完成从 LED 芯片到迷你 LED 视频墙应用的垂直整合供应链的重要一步。</p>
</div><p>The acquisition underscores the increasing trend of brand owners and panel manufacturers venturing into the upstream LED chip market. Since 2018, companies like Samsung, AUO, Hisense, BOE, Innolux, and HKC have been progressively expanding their involvement in this sector.</p>
<div class="lb-trans"><p>此次收购凸显了品牌拥有者和面板制造商向上游 LED 芯片市场进军的趋势。自 2018 年以来，三星、友达光电、海信、京东方、群创光电和 HKC 等公司逐步扩大在该领域的参与。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://semiconductor-today.com/news_items/2026/jan/20251231_105324_c.jpg" alt="" original-src="https://semiconductor-today.com/news_items/2026/jan/20251231_105324_c.jpg"/></p>
<p>TrendForce estimates that the global merchant market value for LED chips (external sales) will reach US$2.841bn in 2025. Ranked ninth by revenue, Prima derives most of its LED chip sales from lighting, backlight, and mini-LED video wall applications.</p>
<div class="lb-trans"><p>TrendForce 估计，全球 LED 芯片（外部销售）的商用市场价值将在 2025 年达到 28.41 亿美元。普瑞玛按收入排名第九，其 LED 芯片销售主要来自照明、背光和迷你 LED 视频墙应用。</p>
</div><p>TrendForce’s analysis indicates that, as brand owners and panel makers advance critical integration in the LED chip industry, coordination costs between chip supply and end-product development are being significantly reduced. A strategy of leveraging economies of scale and closer technological cooperation is likely to speed up the adoption of micro/mini-LED technologies in both display and non-display sectors, helping to sustain growth in the overall LED chip market.</p>
<div class="lb-trans"><p>TrendForce 的分析表明，随着品牌拥有者和面板制造商在 LED 芯片行业的关键整合，芯片供应与最终产品开发之间的协调成本显著降低。利用规模经济和更紧密的技术合作的战略可能会加速微/迷你 LED 技术在显示和非显示领域的采用，帮助维持整体 LED 芯片市场的增长。</p>
</div><p>TCL CSOT’s recent acquisition of an 80% stake in Prima for CNY490m (about US$70m) highlights the growing trend of brand owners and panel makers extending upstream into LED chip manufacturing. Similar moves have been observed across the industry: Samsung launched micro-LED TV products following its investment in PlayNitride; AUO, after investing in Ennostar and PlayNitride, has entered mass production of micro-LED smartwatches and automotive communication displays; and Hisense introduced TVs featuring RGB mini-LED backlight after acquiring a stake in Changelight.</p>
<div class="lb-trans"><p>TCL CSOT 最近以 4.9 亿元人民币（约合 7000 万美元）收购普瑞玛 80% 的股份，突显了品牌拥有者和面板制造商向 LED 芯片制造上游延伸的趋势。行业内也观察到类似的举动：三星在投资 PlayNitride 后推出了微 LED 电视产品；友达光电在投资 Ennostar 和 PlayNitride 后，已进入微 LED 智能手表和汽车通信显示器的量产；海信在收购了 Changelight 的股份后推出了 RGB 迷你 LED 背光电视。</p>
</div><p>Meanwhile, BOE introduced glass-based mini-LED video walls after acquiring a controlling stake in HC Semitek, while HKC achieved mass production of mini-LED video walls in 2023. TCL CSOT’s Suzhou mini-LED video wall production line commenced operations in 2025 and currently has a monthly capacity of 6000m2. With the added support of Prima’s LED chip capabilities, TCL CSOT is expected to strengthen its product competitiveness and further emerge as a leading player among brand and panel makers.</p>
<div class="lb-trans"><p>与此同时，京东方在收购 HC Semitek 控股权后推出了基于玻璃的迷你 LED 视频墙，而 HKC 在 2023 年实现了迷你 LED 视频墙的量产。TCL CSOT 的苏州迷你 LED 视频墙生产线于 2025 年投入运营，目前月产能为 6000 平方米。凭借普瑞玛的 LED 芯片能力的支持，TCL CSOT 预计将增强其产品竞争力，并进一步成为品牌和面板制造商中的领先者。</p>
</div><p>BOE becomes largest shareholder in HC Semitek with RMB2.1bn investment</p>
<div class="lb-trans"><p>京东方以 21 亿元人民币的投资成为 HC Semitek 的最大股东</p>
</div><p>LED market</p>
<div class="lb-trans"><p>LED 市场</p>
</div><p>https://en.tclcsot.com</p>
<div class="lb-trans"><p>https://en.tclcsot.com</p>
</div>

面板制造商 TCL 华星光电收购 LED 芯片制造商 Prima