以下文章来源于Counterpoint 咨询 ，作者Counterpoint Counterpoint 咨询 . Counterpoint Research 是一家专注于科技行业的全球性研究公司，在全球主要的市场有着强大的影响 力。我们致力于为合作伙伴提供准确、及时的市场数据，帮助他们做出明智的决策。 无论你是在看手腕上的智能手表，还是客厅里的115英寸巨幕电视，甚至是你现在正握着的手机，显 示玻璃都是这一切的基石。但这个行业正在经历一场翻天覆地的重心转移， Counterpoint Research 近日发布《显示玻璃行业白皮书（第一部分）》 ，深度剖析全球显示玻璃市场的区域演变、技术趋 势及核心竞争格局。 1. 产业重心迁移：中国大陆占据全球75%份额 报告指出，平面显示产业在经历美、日、韩及中国台湾的更迭后，过去十年发生了显著的格局重 塑。由于中国大陆的大规模投资建设，加之其他地区产能缩减，中国大陆已成为全球显示玻璃的主 导生产基地 。 按世代线尺寸划分的显示玻璃市场 – 2025 市场主导地位：截至2025年，中国大陆已占据全球显示玻璃市场75%的份额。 高世代线集聚：目前全球四座最大的第10.5世代 ...

Core Insights - BYD's domestic power battery installation volume reached 113.42 GWh in the first three quarters, with external supply accounting for over 20% [1][4] - Despite a slight decline in vehicle sales in Q3, BYD's battery usage surged, indicating a shift from self-supply to becoming a global battery supplier [3][6] Group 1: Sales and Market Position - BYD's cumulative vehicle sales reached 3.26 million units, a year-on-year increase of 18.6%, but Q3 sales dropped to 1.1142 million units, down 1.82% year-on-year [3][4] - In contrast, BYD's electric vehicle battery usage in Q3 was 55.1 GWh, ranking second globally and showing a year-on-year growth of 28.4% [3][6] Group 2: External Supply and Partnerships - BYD's external supply volume reached 23.65 GWh, with an external supply ratio of 20.85%, marking a significant transition to a global battery supplier [4][5] - Major external clients include automakers like Tesla, NIO, and Xiaomi, with partnerships involving customized battery solutions and joint ventures for battery production [4][6] Group 3: Strategic Collaborations - BYD's collaboration with FAW includes establishing a battery factory for specific models, while also providing customized "blade batteries" for Tesla's Berlin factory [6] - The partnerships are characterized by deep integration rather than simple battery supply, fostering long-term strategic relationships with major automakers [6]

人民财讯11月10日电，Omdia最新研究，2025年第三季度显示玻璃营收创下纪录，达到2700亿日元，受 价格与需求双重增长推动，同比增加14%，环比增长5%。目前，显示玻璃的交易货币仍以日元为主。 ...