4Q25 Global Automotive Market Decode

Last Modified

2025-12-29

Update Frequency

Quarterly

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PDF

The power battery sector is concentrating, as Chinese firms scale globally and Korean competitors realign their technology strategies. Vehicle display panel market is undergoing technological transformation, with OLED panel capacity expansion driving price competition and narrowing price gaps among display technologies. Smart driving continues to evolve as automakers accelerate commercialization of advanced driver assistance systems.

Key Highlights

Vehicle Display Technology Evolution: New OLED panel capacity gradually coming online, driving panel price competition and narrowing price gaps between different technologies.
Infrastructure Growth: China launched a plan to upgrade charging networks and boost EV confidence.
Industry Shifts: Top battery makers lead significantly; others are shifting to LFP technology.
Price Surge: Unexpected market growth caused supply shortages, driving a sharp rebound in battery material prices.
Smart Driving Development: Next-gen large-parameter driving models are debuting, with some makers already deploying them in production cars.