Following the six core electrification rankings for power batteries, PACK, BMS, drive motors, multi-in-one electric drives, and motor controllers, the report "Electrification Supplier Installation Volume Rankings from January to July 2026: Accelerated Penetration of In-House Production by Automakers" presented the industry landscape for batteries and other sectors in the first seven months. This issue continues to delve deeper into electric drives and motor controllers. According to data from Gasgoo Research Institute, from January to July 2026, competition in the domestic NEV passenger car electric drive and power semiconductor supply chains continued to intensify. From 3-in-1 main drives and highly integrated main drives to power modules, IGBT, and SiC power modules, multiple installation volume rankings outline the overall industry trend of "divergence in integration routes, accelerated domestic substitution, and strategic positioning in third-generation semiconductors." Specifically, Tesla leads the 3-in-1 main drive market, with domestic forces such as Inovance, NIO, and Li Auto quickly following suit; the highly integrated main drive market shows a "one super, many strong" pattern led by Fudi Power; domestic players are expanding their advantages in the power module and IGBT fields; while the SiC track remains led by foreign companies with local enterprises closely trailing.
3-in-1 Main Drive System (Pure Electric) Supplier Installation Volume Rankings
Tesla: Installation volume of 266,647 sets from January to July 2026, market share of 13.2%.
Inovance United Power: Installation volume of 228,997 sets from January to July 2026, market share of 11.3%.
NIO Drive Technology: Installation volume of 198,278 sets from January to July 2026, market share of 9.8%.
Li Auto Drive: Installation volume of 145,292 sets from January to July 2026, market share of 7.2%.
Fudi Power: Installation volume of 113,796 sets from January to July 2026, market share of 5.6%.
Lingsheng Power: Installation volume of 93,651 sets from January to July 2026, market share of 4.6%.
Star Drive Technology: Installation volume of 90,558 sets from January to July 2026, market share of 4.5%.
Qingshan Industry: Installation volume of 85,067 sets from January to July 2026, market share of 4.2%.
BAIC BJEV: Installation volume of 83,373 sets from January to July 2026, market share of 4.1%.
Ruipai Technology: Installation volume of 74,197 sets from January to July 2026, market share of 3.7%.
From January to July 2026, the installation volume ranking of 3-in-1 main drive systems for domestic NEV pure electric passenger cars continued to show a pattern of "foreign companies leading, domestic companies quickly following." Tesla firmly topped the list with an installation volume of 266,647 sets and a market share of up to 13.2%, demonstrating a prominent leading advantage. Close behind is Inovance United Power, ranking second with 228,997 sets (11.3%); NIO Drive Technology and Li Auto Drive ranked third and fourth with shares of 9.8% and 7.2% respectively, showing that new force automakers continue to exert efforts in the in-house R&D of electric drives.
Fudi Power ranked fifth with 113,796 sets and a 5.6% market share, indicating that BYD tends to prefer highly integrated solutions in its pure electric main drive route selection, with relatively limited investment in 3-in-1 products. Lingsheng Power, Star Drive Technology, Qingshan Industry, BAIC BJEV, and Ruipai Technology ranked sixth to tenth respectively, with shares concentrated between 3.7% and 4.6%, indicating fierce competition at the tail end. Overall, the 3-in-1 main drive market has moderate concentration, with automaker in-house production and third-party supply each accounting for half of the market share, presenting a relatively balanced landscape. This segment has not yet formed an absolute monopoly. As electric drive integration solutions develop diversely, suppliers with different technical routes all have opportunities to compete for market share.
Highly Integrated Main Drive System (Pure Electric) Supplier Installation Volume Rankings
Fudi Power: Installation volume of 471,810 sets from January to July 2026, market share of 35.4%.
Grebo: Installation volume of 197,495 sets from January to July 2026, market share of 14.8%.
Lingsheng Power: Installation volume of 171,636 sets from January to July 2026, market share of 12.9%.
CRRC Times Electric: Installation volume of 116,345 sets from January to July 2026, market share of 8.7%.
Deepal: Installation volume of 101,254 sets from January to July 2026, market share of 7.6%.
Star Drive Technology: Installation volume of 38,934 sets from January to July 2026, market share of 2.9%.
Huawei Digital Power: Installation volume of 37,071 sets from January to July 2026, market share of 2.8%.
NIO Drive Technology: Installation volume of 35,235 sets from January to July 2026, market share of 2.6%.
Qingshan Industry: Installation volume of 27,671 sets from January to July 2026, market share of 2.1%.
Zhixin Technology: Installation volume of 17,090 sets from January to July 2026, market share of 1.3%.
From January to July 2026, the installation volume ranking of highly integrated main drives for domestic pure electric passenger cars showed a "one super, many strong" pattern. Fudi Power took a distant lead with an installation volume of 471,810 sets and a 35.4% market share. Relying on its 8-in-1 electric drive products, it occupied over 30% of the market, solidifying its leading position; Grebo ranked second with 197,495 sets and a 14.8% share.
Lingsheng Power, CRRC Times Electric, and Deepal took third to fifth places in order. Star Drive Technology, Huawei Digital Power, NIO Drive Technology, Qingshan Industry, and Zhixin Technology ranked sixth to tenth. The market shares of these suppliers are generally below 3%, leaving limited room for competition. Among the top ten in the highly integrated main drive ranking, automaker in-house or supporting companies represented by Fudi Power, Deepal, NIO Drive Technology, and Zhixin Technology occupied half of the seats, demonstrating the in-depth layout of OEMs in the core technologies of highly integrated electric drives. Overall, the highly integrated electric drive assembly market has extremely high head concentration. Fudi Power maintains an absolute lead, making it difficult to reshape the landscape in the short term. The remaining manufacturers can only accelerate their competition for shares in the limited remaining space.
Power Module Supplier Installation Volume Rankings
BYD Semiconductor: Installation volume of 1,209,244 sets from January to July 2026, market share of 19.2%.
Infineon: Installation volume of 649,245 sets from January to July 2026, market share of 10.3%.
CRRC Times Semiconductor: Installation volume of 648,355 sets from January to July 2026, market share of 10.3%.
Silan Micro: Installation volume of 515,238 sets from January to July 2026, market share of 8.2%.
Zhenqu Technology: Installation volume of 376,475 sets from January to July 2026, market share of 6.0%.
United Nova Technology (UNT): Installation volume of 350,347 sets from January to July 2026, market share of 5.6%.
STMicroelectronics: Installation volume of 346,891 sets from January to July 2026, market share of 5.5%.
UAES: Installation volume of 318,745 sets from January to July 2026, market share of 5.1%.
StarPower Semiconductor: Installation volume of 312,614 sets from January to July 2026, market share of 5.0%.
Siko Semiconductor: Installation volume of 224,314 sets from January to July 2026, market share of 3.6%.
From January to July 2026, the installation volume ranking of power modules for domestic NEV passenger cars showed a pattern of "one super, many strong, with domestic forces continuously rising." Relying on the closed-loop internal supporting system of the complete vehicle, BYD Semiconductor took the first place with an installation volume of 1,209,244 sets and a 19.2% market share. Infineon and CRRC Times Semiconductor both had a share of 10.3%, ranking second and third respectively. The two are very close in size, resulting in fierce competition.
Silan Micro, Zhenqu Technology, United Nova Technology (UNT), STMicroelectronics, and UAES ranked fourth to eighth in order. The shares of the middle echelon are concentrated between 5.1% and 8.2%, with little difference among them. StarPower Semiconductor and Siko Semiconductor ranked ninth and tenth, with tail suppliers holding shares below 5%. Among the top ten on the list, domestic manufacturers took 8 seats, which fully illustrates that the domestic substitution process in the automotive-grade power module field is continuously accelerating, and domestic IGBT and silicon carbide products have been installed on a large scale. Overall, domestic forces have taken the lead in the power module track, with multiple manufacturers competing on the same stage. Although BYD Semiconductor is leading, it has not formed an overwhelming monopoly.
IGBT Power Module Supplier Installation Volume Rankings
BYD Semiconductor: Installation volume of 972,366 sets from January to July 2026, market share of 26.5%.
CRRC Times Semiconductor: Installation volume of 644,105 sets from January to July 2026, market share of 17.6%.
Silan Micro: Installation volume of 397,723 sets from January to July 2026, market share of 10.9%.
Infineon: Installation volume of 294,976 sets from January to July 2026, market share of 8.0%.
Zhenqu Technology: Installation volume of 253,347 sets from January to July 2026, market share of 6.9%.
StarPower Semiconductor: Installation volume of 238,653 sets from January to July 2026, market share of 6.5%.
United Nova Technology (UNT): Installation volume of 139,580 sets from January to July 2026, market share of 3.8%.
UAES: Installation volume of 129,016 sets from January to July 2026, market share of 3.5%.
STMicroelectronics: Installation volume of 93,359 sets from January to July 2026, market share of 2.5%.
BorgWarner: Installation volume of 70,719 sets from January to July 2026, market share of 1.9%.
From January to July 2026, the installation volume ranking of IGBT power modules for domestic NEV passenger cars showed a competitive landscape of "one super, many strong, with clear echelon levels." Relying on its internal complete vehicle supporting system, BYD Semiconductor led the pack with 972,366 sets and a 26.5% share; CRRC Times Semiconductor closely followed with 644,105 sets and 17.6%, holding the second seat.
Silan Micro, Infineon, Zhenqu Technology, and StarPower Semiconductor form the second echelon, with shares distributed in the range of 6.5% to 10.9%. The competition among manufacturers in this range is intense, and their rankings may change at any time. United Nova Technology (UNT), UAES, STMicroelectronics, and BorgWarner ranked seventh to tenth, with all shares below 4%. Domestic suppliers account for the majority in the top ten of the list, and the domestic substitution process of IGBT in the automotive-grade market continues to move forward. In general, the achievements of IGBT module localization have become prominent. Leading enterprises have established competitive barriers relying on mature products and stable customer resources. Market resources continue to concentrate on the head, and the difficulty for small and medium-sized manufacturers to break through is continuously increasing.
SiC Power Module Supplier Installation Volume Rankings
Infineon: Installation volume of 371,990 sets from January to July 2026, market share of 14.3%.
BYD Semiconductor: Installation volume of 317,557 sets from January to July 2026, market share of 12.2%.
STMicroelectronics: Installation volume of 252,970 sets from January to July 2026, market share of 9.7%.
United Nova Technology (UNT): Installation volume of 245,635 sets from January to July 2026, market share of 9.5%.
Siko Semiconductor: Installation volume of 224,314 sets from January to July 2026, market share of 8.6%.
UAES: Installation volume of 189,742 sets from January to July 2026, market share of 7.3%.
Jingneng Micro: Installation volume of 173,599 sets from January to July 2026, market share of 6.7%.
onsemi: Installation volume of 136,295 sets from January to July 2026, market share of 5.2%.
Zhenqu Technology: Installation volume of 125,021 sets from January to July 2026, market share of 4.8%.
Silan Micro: Installation volume of 117,358 sets from January to July 2026, market share of 4.5%.
In the first half of 2026, the installation volume ranking of SiC power module suppliers for domestic NEV passenger cars showed a competitive situation of "foreign companies leading, local companies closely trailing." Infineon held the first position with 371,990 sets and a 14.3% share; BYD Semiconductor closely followed with 317,557 sets and a 12.2% share, demonstrating strong domestic self-supply capabilities.
The shares of STMicroelectronics, United Nova Technology (UNT), and Siko Semiconductor fell between 8.6% and 9.7%, with very little difference among them, making the competition for rankings extremely fierce. UAES, Jingneng Micro, onsemi, Zhenqu Technology, and Silan Micro ranked sixth to tenth, with all these companies holding shares below 8%. Local suppliers took 6 seats in the top ten list, and the installation scale of domestic SiC is steadily expanding. Relying on the implementation of 800V high-voltage platforms, the market demand for SiC continues to expand. The track has not yet taken shape, and the rankings of various companies have room for change at any time. Enterprises with stable capacity supply and mature automotive-grade certifications are more likely to seize this growth dividend. In general, the SiC track is breaking the past situation of foreign dominance and moving towards a new pattern of competition between domestic and foreign capital on the same stage. There are many highlights in the subsequent competition.
Data Source: #Gasgoo Research Institute Electrification Configuration Database