Core Viewpoint - The article discusses the evolving relationship between smartphone manufacturers and panel suppliers, highlighting a shift from a traditional procurement model to a collaborative co-creation model, which enhances competitive advantages in the smartphone market [2][10]. Group 1: New Collaboration Paradigm - Smartphone manufacturers are no longer passive "purchasers" but are deeply involved in defining, developing, and producing display technologies, forming strategic partnerships with panel giants [2][5]. - This shift from "procurement" to "co-creation" is a natural outcome of the smartphone industry's transition from product-level competition to supply chain-level competition, accelerating technology iteration and reshaping the global display panel industry's power dynamics [2][10]. Group 2: Case Studies of Collaboration - OPPO has invested over 1 billion in establishing its own "display science production line" and has customized a dedicated production line with Tianma, allowing it to control the entire process from design to production [5][11]. - Xiaomi and TCL Huaxing have established an "Innovation Display Joint Laboratory," creating a complete closed loop from technology research to mass production, which enhances their collaborative growth [6][10]. - The relationship between Apple and Samsung is characterized by a unique "co-opetition," where Apple drives Samsung's technological innovation through stringent standards and large orders, influencing industry technology trends [7][10]. Group 3: Industry Impact and Market Dynamics - The deepening collaboration between smartphone manufacturers and panel suppliers is fundamentally reshaping the supply chain's power structure and the speed of technology iteration [9][10]. - The rise of Chinese panel manufacturers like BOE and TCL Huaxing is changing the competitive landscape, with predictions that their market share in the global smartphone panel market will exceed 70% by 2025 [10]. - The traditional linear supply chain is evolving into a networked "industry alliance," where smartphone manufacturers provide precise market demands and panel manufacturers contribute their expertise in materials and processes [10][11]. Group 4: Future Considerations - The deep customization and joint development require significant upfront investment, raising questions about whether these costs will be passed on to consumers, potentially increasing flagship smartphone prices [12]. - The trend towards exclusive custom screens may reduce their universality, leading to higher repair costs for consumers, prompting ongoing observation of whether the industry will continue down a path of deeper customization or establish new, higher industry standards [12].

Core Insights - The article highlights the accelerating trend of battery supplier diversification among automotive manufacturers in China, with multiple suppliers being utilized for new vehicle models [4][5][6]. Group 1: Battery Supplier Landscape - The latest vehicle declaration list from the Ministry of Industry and Information Technology includes 22 battery suppliers, indicating a shift towards a more diversified supply chain [4]. - CATL remains the leading supplier with 41 models, but faces increasing competition as several models now feature multiple battery suppliers [7][8]. - Other notable suppliers like EVE Energy, Zhongxin Innovation, and Honeycomb Energy are rapidly expanding their market presence by securing new orders from various automakers [5][6][7]. Group 2: Vehicle Manufacturer Strategies - Leap Motor's new model LAFA5 utilizes four different battery suppliers, showcasing a strategy to enhance supply chain flexibility [5]. - Geely's Zeekr X employs both self-produced and externally sourced batteries, reflecting a hybrid approach to battery sourcing [5]. - The shift in strategy is also evident as companies like Xiaopeng Motors and BAIC's Arcfox are now introducing range-extended electric vehicles to address consumer range anxiety, creating new opportunities for battery suppliers [6][9]. Group 3: Technological Developments - Lithium iron phosphate (LFP) batteries are solidifying their position in the market, with applications extending to high-end models, as seen with BYD's Fudi battery supplying the Tengshi N9 [6][9]. - Sodium-ion batteries are making their commercial debut in the commercial vehicle sector, as demonstrated by a model from King Long equipped with sodium-ion technology, indicating a potential shift in future battery technology trends [9].