全球供应链报告2025年12月

SummaryElectric VehicleSolar PV Contents Global Supply Chains in Transformation: Navigating Geopolitics, Technology,and Sustainability Across Four Strategic Industries........................................... 2 Appendix...................................................................................................... 30 Industry Summaries Where the Sun Shines: The Changing Landscape of the Global Solar SupplyChain............................................................................................................ 40 Expansion and Diversification: Securing EV Supply Chains Amid GlobalFragmentation.............................................................................................. 42 Threading a Green and Intelligent Tapestry:The Apparel Supply ChainLandscape in a Turbulent World.................................................................... 44 The Evolving Landscape of Global Medical Devices: Supply Chain Resilience and Innovation.................................................................................................... 48 Global Supply Chains in Transformation:Navigating Geopolitics, Technology, and The global supply chain landscape is undergoing profound transformation driven byconverging forces of geopolitical tensions, technological breakthroughs, environmentalimperatives, and shifting industrial policies. An analysis of four critical industries—medical Current Supply Chain Footprints: Geography and Dominance Medical Devices: A Triad of Power The global medical device market reached US$508.3 billion in 2024 and is projected to growtoUS$717.4 billion by 2030, with a compound annual growth rate (CAGR) of 5.9%. The USdominates as both the largest market (US$186 billion in 2024) and a manufacturingpowerhouse, hosting major players like Medtronic, Boston Scientific, andJohnson & Johnson. China has emerged as the third major player, with companies like Mindray Medicaladvancing up the value chain from budget and mid-value segments into high-end medicaldevices. Chinese medical device makers are pursuing aggressive overseas expansion throughmergers and acquisitions, establishing sales centres globally, and setting up R&D labs and Apparel: Asia's Enduring Dominance The apparel industry, valued at US$1.8 trillion in 2024 and expected to reach US$2.0 trillionby 2029, employs approximately 430 million workers globally across fashion, clothing, andtextile production. China remains the dominant force, leading in three of four key supply and apparel and textile machinery (35.1%), while ranking fourth in raw textile material Asia collectively dominates global clothing and textile exports, with China, Bangladesh,Vietnam, Turkey, and India among the top 10 global clothing exporters, accounting for nearlyhalf of world clothing exports. Six Asian countries contribute to two-thirds of global textileexports. Raw textile material suppliers are distributed across the Americas, Oceania, Asia,and Europe, with the US as the unshakable leader, followed by Brazil (which surged to On the consumption side,the US and China are the world's two largest apparel consumers, Solar: China's Unrivaled Leadership Solar power, the third-largest renewable energy source for global electricity generation,experienced remarkable growth with 597 GW of new solar PV capacity installed in 2024,representing an 81% share of newly installed renewable power generation capacity. China's In 2024, China produced 775.8 GW of solar wafers (96.6% of global total) and 695.1 GW ofsolar cells (92.3% of global production). China also leads in high-tech solar manufacturingequipment and automation, with companies like TCL Zhonghuan implementing Industry 4.0smart manufacturing systems using AI learning models. Besides China,other countriesproduce at various stages of the solar supply chain, though at significantly smaller scales. Forupstream stages, Germany, the US, and Malaysia maintain limitedpolysilicon production Electric Vehicles: The New Battleground Electric vehicle adoption accelerated dramatically between 2023 and 2025, with EV salesreaching about 17 million in 2024, accounting for over 20% of new car sales worldwide. The stock just three years prior. China, Europe, and the US together made up 95% of 2024 EV China stands as the undisputed manufacturing powerhouse, producing around 12.9 millionEVs in 2024—over 70% of global output—and dominating the battery supply chain. Chinesefirm BYD sold more than 4.27 million EVs in 2024, topping global rankings, while CATLsupplied about 38% of the world's EV batteries, with BYD ranking second at 17.2%. Tesla, theworld's second-largest EV seller, delivered 1.79 million units in 2024,retaining its lead in Critical minerals for EV batteries are unevenly distributed: Australia and Chile provide overthree-quarters of lithium; the Democratic Republic of Congo supplies over 70% of cobalt;and Indonesia has become the dominant producer and processor of nickel for battery