1. Overall Situation: Installation Rate Steadily Climbs, Reaching 66.9% in May
In May 2026, the standard installation volume of cockpit domain controllers for domestic passenger vehicles reached 990,000 units, a slight year-on-year decrease of 1.4%. The installation rate reached 66.9%, an increase of 12.4 percentage points year-on-year, showing a steady upward trend overall.
In terms of OEM installation volume, BYD took a clear lead with 150,000 units installed, capturing a market share of 15.2%. Leapmotor followed closely with an installation volume of 63,000 units, a substantial year-on-year increase of 102.7%. Its market share climbed to 6.4%, up 3.3 percentage points year-on-year and 0.9 percentage points month-on-month.
2. Supplier Landscape: Huawei Enters the Top Three, Leapmotor Rises to Fourth
In May 2026, the cumulative installation volume of the top 10 domestic cockpit domain controller suppliers reached 673,000 units, with a combined market share of 67.9%, indicating further market concentration.
BYD Electronics maintained its leading position with an installation volume of 187,000 units and a market share of 18.9%, although its share declined both year-on-year and month-on-month.
ECARX ranked second with a market share of 8.3% and an installation volume of 82,000 units, down 9.2% year-on-year.
Huawei's installation volume advanced steadily, growing 11.7% year-on-year to 66,000 units. Its market share reached 6.7%, up 0.8 percentage points year-on-year, securing the third place.
Leapmotor continued to expand its advantages with an installation volume of 63,000 units, a massive year-on-year surge of 102.7%. Its market share reached 6.4%, up 3.3 percentage points year-on-year and 0.9 percentage points month-on-month, primarily benefiting from the rapid volume ramp-up of new models such as the Leapmotor A10 and C10.
3. Price Segment Analysis: BYD Electronics Holds Ground Below 150,000 RMB, Aptiv Expands Competitiveness Above 350,000 RMB
By price segment, the installation volume proportion of cockpit domain controllers in vehicles priced below 100,000 RMB was 12.0%, an increase of 5.4 percentage points year-on-year, primarily driven by brands such as Leapmotor, BYD, and Arcfox. The 100,000-150,000 RMB segment accounted for 29.8%, a slight year-on-year decrease of 1.7 percentage points. The 150,000-350,000 RMB segment accounted for 46.9%, up 1.1 percentage points year-on-year.
Competition across price segments has intensified, with the following main characteristics:
(1) Market Below 100,000 RMB: Leapmotor Rises Strongly, Market Share Approaches 20%
BYD Electronics still ranks first, but its market share has been steadily declining, reaching 42.0% in May, a drop of nearly 30% compared to the previous period, and a month-on-month decrease of over 5 percentage points, mainly affected by the decline in installation volume of models such as the Seagull and Qin L;
Relying on models like the A10, Leapmotor rapidly captured the market, with its market share increasing from 5.5% to 19.5%, a substantial growth of 14.0 percentage points.
(2) 100,000-150,000 RMB Market: Mega Tech Enters the Top Three
The market shares of BYD Electronics and ECARX both declined, facing rapid squeeze from Mega Tech and Leapmotor. Specifically, Mega Tech's market share reached 8.8%, up 3.3 percentage points year-on-year; Leapmotor's market share was 8.5%, up 4.2 percentage points year-on-year.
(3) 150,000-350,000 RMB Market: Huawei and Tesla Stand Out, Market Share Increases Both Exceed 2 Percentage Points
Huawei's market share reached 11.0%, ranking second and closing in on BYD Electronics (12.6%). Tesla ranked third with a market share of 9.0%, up 2.0 percentage points year-on-year. Both saw market share increases of over 2 percentage points.
(4) Market Above 350,000 RMB: Foreign Enterprises and New Forces Compete on the Same Stage, Aptiv and NIO Are Particularly Outstanding
Bosch ranked first with a 20.2% market share, although its share declined year-on-year;
Aptiv showed rapid growth, with its market share reaching 19.0%, a substantial increase of 11.3 percentage points from 7.7% in May 2025;
NIO's market share reached 11.9%, up 9.1 percentage points year-on-year. Its ranking rose from fourth last month to third, accelerating its penetration in the high-end market.
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