TCL on the Comeback Trail With Samsung Tie-Up TCL与三星结盟 重振旗鼓

Chinese TV maker TCL (HKEx: 1070; Shenzhen: 000100) is making all the right moves these days, after its disastrous purchase of Thomson’s European and North American TV business a few years back. In the latest smart move for the company, in my view the sharpest of China’s major TV brands, TCL has signed Samsung (Seoul: 005930) up as a partner in its relatively state-of-the-art LCD plant in Shenzhen, with Samsung taking a 15 percent stake from one of the factory’s other partners (English report; Chinese report). As part of the package, Samsung — already the world’s top LCD maker — will also buy 2.55 million LCDs from the venture annually, or 15 percent of its output. This deal is great for TCL, not only bringing in a major new customer but also making sure the plant gets the cutting-edge technology it needs to keep up with other global leaders like LG Display (Seoul: 034220) and Chimei Innolux (Taipei: 3481). TCL already enjoys a solid reputation at home, and with this new partnership could finally start to make some serious inroads toward developing a name as a quality global brand, much the way that Samsung has done over the last 20 years.

Bottom line: TCL’s LCD tie-up with Samsung will give it a major boost towards becoming China’s first global quality TV brand.

虽然几年前中国电视机生产商TCL<0743.HK><000100.SZ>曾作出收购汤姆逊彩电部门欧美业务这个灾难性的决定,但TCL最近的动作却都中规中矩。例如TCL与三星电子<005930.KS>签约,合资在深圳建立LCD生产厂。三星持有这家工厂的另一个合资方15%的股份。作为合同的一部分,三星每年将从这个合资公司购买255万台LCD,约占其产量的15%。对於TCL来说这是一笔绝妙的买卖,因为它不仅会带来一个新的大主顾,还能确保工厂获得最尖端技术,以与LG显示器<034220.KS>、奇美电<3481.TW>等全球领先企业保持同步。TCL已在国内建立了稳定的口碑,新合约可能有助其最终成长为全球性高品质品牌,正如同三星在最近20年来走过的路。

一句话:TCL与三星签署的LCD工厂项目有助於TCL成为中国首个走向世界的彩电品牌。

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