According to Gasgoo Automotive Research Institute, China's new energy passenger vehicle electrification supply market continued to expand from January to July 2026, with vertical integration emerging as a key industry trend. Battery packs, BMS, drive motors, motor controllers, and integrated e-drive systems all saw rapid growth in automaker in-house capabilities. Some leading automakers ranked high in the market, benefiting from their vehicle sales volumes, while third-party Tier 1 suppliers competed alongside automakers' in-house divisions. Competitive tiers varied across segments, the adoption of integrated e-drive solutions continued to rise, and a dual-track development model combining in-house development with external supply became increasingly established.
Top EV battery suppliers
CATL: 123,754 MWh installed, 42.4% market share
FinDreams Battery: 67,227 MWh installed, 23.0% market share
CALB: 16,160 MWh installed, 5.5% market share
Gotion High-tech: 14,710 MWh installed, 5.0% market share
ZENERGY: 14,135 MWh installed, 4.8% market share
Sunwoda: 12,899 MWh installed, 4.4% market share
LG Energy Solution: 9,425 MWh installed, 3.2% market share
ENERGEE: 8,382 MWh installed, 2.9% market share
SVOLT: 8,030 MWh installed, 2.8% market share
REPT BATTERO: 5,904 MWh installed, 2.0% market share
From January to July 2026, China's new energy passenger vehicle power battery market remained highly concentrated, with a clear structure of "two leading players followed by intense competition among the second tier." CATL ranked first with 123,754 MWh installed and a 42.4% market share, followed by FinDreams Battery with 67,227 MWh and a 23.0% share. Together, the two accounted for 65.4% of the market, reinforcing their leading positions. CALB, Gotion High-tech, and ZENERGY ranked third to fifth, with market shares of 5.5%, 5.0%, and 4.8%, respectively. The gap among the three was within 0.7 percentage points, indicating close competition within the second tier.
By supplier type, Chinese companies continued to dominate the market. LG Energy Solution was the only overseas supplier in the top 10, with a 3.2% market share. Sunwoda, ENERGEE, SVOLT, and REPT BATTERO formed the third tier, with shares of 4.4%, 2.9%, 2.8%, and 2.0%, respectively. The top 10 suppliers together accounted for 96.0% of the market, highlighting the market's high concentration.
Top EV battery pack suppliers
FinDreams Battery: 1,368,406 sets installed, 25.6% market share
CATL: 1,151,697 sets installed, 21.5% market share
ENERGEE: 442,354 sets installed, 8.3% market share
LeapEnergy: 321,422 sets installed, 6.0% market share
Tesla: 266,647 sets installed, 5.0% market share
CALB: 236,342 sets installed, 4.4% market share
REPT BATTERO: 210,504 sets installed, 3.9% market share
Changan Automobile: 204,431 sets installed, 3.8% market share
Gotion High-Tech: 176,884 sets installed, 3.3% market share
SVOLT: 163,554 sets installed, 3.1% market share
From January to July 2026, China's new energy passenger vehicle battery PACK market featured a "two strong leaders followed by broad competition" structure. FinDreams Battery ranked first with 1,368,406 sets installed and a 25.6% market share, followed by CATL with 1,151,697 sets and a 21.5% share. Together, the two accounted for 47.1% of the market, giving them a clear advantage at the top. LIGOO and LeapEnergy ranked third and fourth with shares of 8.3% and 6.0%, respectively, trailing the top two by a noticeable margin.
Automakers and affiliated suppliers had a significant presence in the PACK segment. Tesla and Changan Automobile ranked among the top 10, with market shares of 5.0% and 3.8%, respectively. Suppliers such as LIGOO and LeapEnergy also held relatively substantial market shares.
Top BMS suppliers
CATL: 1,369,022 sets installed, 25.6% market share
FinDreams Battery: 1,203,399 sets installed, 22.5% market share
LIGOO: 497,623 sets installed, 9.3% market share
UAES: 380,591 sets installed, 7.1% market share
LeapEnergy: 321,422 sets installed, 6.0% market share
Tesla: 266,647 sets installed, 5.0% market share
ENERGEE: 213,621 sets installed, 4.0% market share
Shanghai Jieneng: 210,917 sets installed, 3.9% market share
G-Pulse: 135,349 sets installed, 2.5% market share
Dr. Octopus: 132,682 sets installed, 2.5% market share
From January to July 2026, China's new energy passenger vehicle BMS market featured a "two strong leaders followed by broad competition" structure. FinDreams Battery ranked first with 1,369,022 sets installed and a 25.6% market share, followed by CATL with 1,203,399 sets and a 22.5% share. Together, the two accounted for 48.1% of the market, giving them a clear advantage at the top. LIGOO and UAES ranked third and fourth with shares of 9.3% and 7.1%, respectively, forming the second tier.
Automakers and affiliated suppliers had a strong presence in the BMS segment. Lingsheng Energy, Tesla, LIGOO, and Shanghai Jieneng all ranked among the top 10, together accounting for 18.9% of the market. Suppliers such as G-Pulse and Dr. Octopus also maintained a meaningful market presence. The top 10 companies accounted for 88.4% of the market, indicating a relatively high level of market concentration.
Top electric drive motor suppliers
FinDreams Powertrain: 1,322,382 sets installed, 20.2% market share
InfiMotion: 515,457 sets installed, 7.9% market share
INOVANCE Automotive: 390,435 sets installed, 6.0% market share
NIO Power Technology: 388,052 sets installed, 5.9% market share
Huawei Digital Power: 374,866 sets installed, 5.7% market share
Tesla: 320,594 sets installed, 4.9% market share
Lingsheng Powertech: 312,586 sets installed, 4.8% market share
HYCET: 265,081 sets installed, 4.0% market share
Zhixin Technology: 230,598 sets installed, 3.5% market share
GLB Intelligent Power: 200,676 sets installed, 3.1% market share
From January to July 2026, China's new energy passenger vehicle drive motor market showed a "one clear leader followed by multiple strong players" structure. FinDreams Powertrain ranked first with 1,322,382 sets installed and a 20.2% market share, maintaining a clear lead over other suppliers. InfiMotion ranked second with 515,457 sets and a 7.9% share. INOVANCE Automotive, NIO Power Technology, and Huawei Digital Power ranked third to fifth, with market shares of 6.0%, 5.9%, and 5.7%, respectively. The second-tier suppliers held relatively similar shares, resulting in close competition.
Automakers' in-house production and affiliated supply systems had a strong presence in the drive motor market. NIO Power Technology, Tesla, Lingsheng Powertech, HYCET, and Zhixin Technology all ranked among the top 10, joining FinDreams Powertrain and InfiMotion as key market participants. The top 10 companies accounted for 66.0% of the market, indicating a relatively balanced level of market concentration rather than a highly concentrated competitive landscape.
Top suppliers of multi-in-one main drive system (dedicated to BEVs)
FinDreams Powertrain: 585,606 sets installed, 17.4% market share
Tesla: 266,647 sets installed, 7.9% market share
Lingsheng Powertech: 265,287 sets installed, 7.9% market share
INOVANCE Automotive: 243,226 sets installed, 7.2% market share
NIO Power Technology: 233,513 sets installed, 7.0% market share
GLB Intelligent Power: 200,676 sets installed, 6.0% market share
CRRC Times Electric: 156,733 sets installed, 4.7% market share
Lixiang Drive Technology: 145,292 sets installed, 4.3% market share
InfiMotion: 129,492 sets installed, 3.9% market share
DEEPAL: 126,534 sets installed, 3.8% market share
From January to July 2026, China's new energy passenger vehicle pure-electric integrated main drive system market showed a "one clear leader and multiple competing players" structure. FinDreams Powertrain ranked first with 585,606 sets installed and a 17.4% market share, maintaining a clear lead. Tesla and Lingsheng Powertech tied for second with 7.9% each, followed by INOVANCE Automotive and NIO Power Technology at 7.2% and 7.0%, respectively. The market shares among the leading players were relatively close.
Automakers' in-house production and affiliated supply systems accounted for a significant share of the pure-electric integrated main drive system market. Tesla, NIO Power Technology, Lixiang Drive Technology, and DEEPAL all ranked among the top 10, alongside automaker-affiliated suppliers such as FinDreams Powertrain and Lingsheng Powertech. Meanwhile, specialized suppliers including INOVANCE Automotive, GLB Intelligent Power, CRRC Times Electric, and InfiMotion also remained highly competitive.
Top electric motor controller suppliers
FinDreams Powertrain: 1,340,281 sets installed, 20.5% market share
INOVANCE Automotive: 527,548 sets installed, 8.1% market share
InfiMotion: 456,768 sets installed, 7.0% market share
Huawei Digital Power: 431,185 sets installed, 6.6% market share
NIO Power Technology: 388,052 sets installed, 5.9% market share
Tesla: 320,594 sets installed, 4.9% market share
Lingsheng Powertech: 306,940 sets installed, 4.7% market share
Lixiang Drive Technology: 265,432 sets installed, 4.1% market share
Tsingshan: 217,271 sets installed, 3.3% market share
GLB Intelligent Power: 197,937 sets installed, 3.0% market share
From January to July 2026, China's drive motor market showed a clear concentration at the top, with FinDreams Powertrain far ahead of other suppliers. It recorded 1,340,281 sets installed and a 20.2% market share, supported by the large vehicle volumes of the BYD ecosystem. Competition in the second tier was highly intense, with InfiMotion, INOVANCE Automotive, NIO Power Technology, and Huawei Digital Power holding shares ranging from 5.7% to 7.9%. Automakers' in-house development and third-party suppliers competed side by side, creating a diversified supply landscape that included both automaker-developed systems and independent Tier 1 suppliers supplying external customers.
The motor controller market was characterized by a strong presence of automaker in-house production, which accounted for more than 50% of the market. FinDreams Powertrain also ranked first, with a 20.5% market share. The close integration of motors and controllers has enabled the in-house development of integrated e-drive systems to drive parallel growth in motor control systems. Third-party suppliers such as INOVANCE Automotive and InfiMotion followed, while automaker-affiliated players including Huawei Digital Power and NIO Power Technology also ranked among the top suppliers.
