Counterpoint 发布显示玻璃白皮书：中国大陆市场份额跃升至 75%，产业重心加速东移

Core Insights - The display glass industry is undergoing a significant shift, with China mainland dominating the global market, accounting for 75% of the share by 2025 [6][7] - The report highlights the technological advancements in display glass that enhance performance boundaries [9] - The competitive landscape is characterized by a mix of international giants and local players, with three major international firms and two leading Chinese companies [10] Group 1: Industry Shift - The flat panel display industry has seen a notable restructuring over the past decade, transitioning from dominance by the US, Japan, South Korea, and Taiwan to China mainland due to large-scale investments and capacity reductions in other regions [6] - By 2025, China mainland is projected to hold 75% of the global display glass market share, with the largest 10.5 generation factories located there contributing 25% to the market [7] Group 2: Technological Drivers - Display glass serves as a foundational support for backplanes and is crucial for enhancing display performance [9] - The industry is witnessing a rise in standards for screen defect regulations, driven by devices achieving ultra-high pixel densities, such as the Samsung S25 Ultra with 498 ppi [12] - The evolution of backplane technologies, including LTPS, LTPO, and oxide backplanes, is prompting glass manufacturers to develop high-temperature resistant specialty glass for precision lithography [12] Group 3: Competitive Landscape - The global display glass market is currently led by three international manufacturers and two prominent local companies [10] - Corning, as the pioneer of the fusion draw method, maintains a leading market position with extensive production in China mainland and invests 8% of its revenue in R&D [12] - Local players like Irico and Tunghsu are showcasing unique advantages through vertical integration and face significant compliance challenges, respectively [12]