SEA Deal Ticker
Vietnam is where the panel gets made now, not just assembled: TCL nearly doubles to $590M
TCL will lift its Vietnam investment from $310M to $590M by 2027 across four LCD-panel and display-module plants in Binh Duong and Quang Ninh. 2025 revenue there hit $1.39B.
Positive-sum angle: Eleven thousand workers sit inside a panel supply chain rather than a screwdriver line; the suppliers and skills that gather around display work outlast any single tenant.