On May 15, 2026, the Electronic Shelf Label (ESL) production equipment move-in ceremony for TCL CSOT's Vietnam Quang Ninh factory was held at the Dong Mai Industrial Zone in Quang Ninh Province, Vietnam. Liu Guanghui, General Manager of TCL CSOT's Specialty Display Business Unit, and Jiang Youdong, General Manager of TCL CSOT Overseas Base, attended the ceremony alongside the project team, witnessing this key milestone in TCL CSOT's global strategic expansion of its ePaper business.

The successful move-in of ESL production equipment marks a concrete step in the globalization of TCL CSOT's ePaper business, significantly enhancing overseas delivery efficiency, local service capabilities, and supply chain resilience. It provides stable and reliable core display products to support the digital upgrade of global smart retail.

Empowering Full-Spectrum Business Upgrade — Demonstrating Core Value of Overseas Deployment

The commissioning of TCL CSOT's Vietnam Quang Ninh factory production line represents a critical strategic move to optimize the company's global production capacity structure and strengthen the long-term development of its ePaper business. With this project, TCL CSOT will establish a coordinated dual-base (domestic + overseas) production framework, effectively alleviating peak-season capacity pressure and ensuring stable global order delivery.

Leveraging Vietnam's advantageous location and trade policies, the Quang Ninh factory can significantly compress delivery lead times to Southeast Asia, Europe, and North America, reduce cross-border operational costs, and comprehensively enhance global market responsiveness. Additionally, the factory strengthens TCL CSOT's automated ePaper manufacturing capabilities by establishing a complete vertical supply chain from substrates to finished products, reinforcing the company's core competitiveness in overseas manufacturing.

Aligned with the global retail digital upgrade trend, TCL CSOT is extending its ePaper industry chain in partnership with major end customers, deepening its presence in the ESL market and strengthening core competitiveness. The global deployment effectively hedges against external trade risks, building a flexible, secure, and efficient global manufacturing system. With highly automated production lines and excellent manufacturing and delivery management, TCL CSOT can improve quality and production efficiency, achieve scalable profitability, and provide solid support for the long-term stable development of its ePaper business and customer success.

First Overseas Standardized Line Replication

This project also marks the first successful overseas replication and validation of TCL CSOT's standardized ePaper production line, establishing a mature cross-regional project management, quality control, and compliance operations framework. Various business units collaborated efficiently to achieve high-quality overseas ePaper project execution, demonstrating the team's professional and efficient execution capabilities. It has accumulated valuable operational experience and talent reserves for future large-scale overseas business expansion.

Anchoring Long-Term Development Blueprint — Building an Overseas Smart Manufacturing Benchmark

As a key component of TCL CSOT's overseas ePaper strategy, the completion and operation of the Vietnam Quang Ninh factory fills a gap in TCL CSOT's global production capacity map, building new momentum for the internationalization and sustainable development of its ePaper business. Going forward, TCL CSOT will leverage the geographic and capacity advantages of its overseas base to continuously strengthen competitiveness in the ePaper sector and comprehensively advance its globalization strategy.

Market Deployment

Targeting the 2026–2030 global ESL industry growth window, TCL CSOT will continue expanding the Vietnam base's production capacity, focusing on key overseas markets in Southeast Asia, Europe, and North America. The company aims to steadily grow regional market share and accelerate its ePaper business into the global industry's top tier.

Technology Innovation

TCL CSOT will connect core R&D resources in China and use the Vietnam mass production line as a technology implementation platform to continuously advance core technology iterations such as low power consumption and high refresh rates. The company will continue expanding product application boundaries to cover diverse scenarios including ESL, smart office, smart education, and logistics smart labels, fully leveraging the green and low-carbon advantages of ePaper to empower digital upgrades across multiple sectors through technology innovation.

Industry Ecosystem

TCL CSOT will continue deepening upstream and downstream supply chain collaboration, building an open, win-win, and synergistically developing ePaper industry ecosystem. It will actively promote the application of green and low-carbon display technologies, supporting the global retail and IoT industries in completing their digital and green transformations, and continuously unlock the social and ecological value of the ePaper industry.

Looking ahead, TCL CSOT will adhere to its development philosophy of global vision, localized operations, and technology-led innovation, continuously strengthening its core ePaper business to create greater value for customers, partners, and the industry, and contributing to the sustained positive development of the new display industry.

Original article: EPIA (WeChat)