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].

摘要 中科海钠钠离子电池配套厦门金龙。 最新发布的第399批中国工信部新车申报目录显示，整车企业进一步加速推行电池供应商多元化策 略。 本批次共有22家电池企业参与配套， 宁德时代的行业份额虽仍领先，在多个关键车型上并非是唯一 选择，而亿纬锂能、中创新航、蜂巢能源等供应商正抓住机遇，迅速扩大市场版图。 一个尤为显著的案例是零跑汽车的新车型LAFA5。 该车拥有多达四家电池供应商——宁德时代、中 创新航、国轩高科和正力新能 ，部分配置形成"电池盲盒"的供应模式，极致地体现了该车企保障供 应链弹性的意图。 吉利旗下的极氪X也呈现出相似策略，其磷酸铁锂版本换装了吉利自产的"金砖电池"，而三元锂高 性能版则继续由宁德时代供应，显示出车企正通过"外部多元化"与"部分自研"结合的方式加强自主 控制。 与此趋势相对，稳固的"独家供应"关系则凸显了深度绑定的战略价值。比亚迪旗下的弗迪电池是典 型代表，其配套的全部10款车型，从宋Pro、秦L到高端的腾势N9，均为比亚迪自有品牌。 同样，瑞浦兰钧也与上汽通用五菱深度合作，全部电池为其宏光MINIEV和新款SUV享境S9等关键 车型供货。 在技术路线上，磷酸铁锂电池的主流地位得到 ...