Gasgoo Munich- According to data from Gasgoo Auto Research, the domestic new energy passenger vehicle electrification supply chain from January to May 2026 is characterized by dominance at the top, a stalemate in the middle, and comprehensive in-house production by automakers. In the three-in-one main drive market, Tesla commands a 13.9% share to lead, followed by Inovance, NIO, and Li Auto — the top four capturing more than 40% combined. In the high-integration main drive sector, Fudi Power stands alone with a 39% share, leaving rivals far behind. The DHT arena has solidified into a duopoly, with Xingqu Technology and SVolt combining for over 60%. For power modules, BYD Semiconductor tops both the overall and IGBT charts, signaling a significant rise in localization. Infineon still leads the SiC market, but it is closely pursued by BYD, Sike, and STMicroelectronics in a tight race. Overall, the battle has shifted to a comprehensive contest involving integrated technology, vehicle-system coordination, and supply chain autonomy, with industry iteration accelerating.
Three-in-One Main Drive System (BEV) Supplier Installation Rankings
Tesla, 186,700 installations from Jan-May 2026, 13.9% market share.
Inovance United Power, 156,182 installations from Jan-May 2026, 11.7% market share.
NIO Power Technology, 131,290 installations from Jan-May 2026, 9.8% market share.
Li Auto Drive, 106,729 installations from Jan-May 2026, 8.0% market share.
Fudi Power, 71,332 installations from Jan-May 2026, 5.3% market share.
Xingqu Technology, 65,216 installations from Jan-May 2026, 4.9% market share.
Lingsheng Power, 64,923 installations from Jan-May 2026, 4.8% market share.
Qingshan Industry, 63,519 installations from Jan-May 2026, 4.7% market share.
Ruipai Technology, 47,920 installations from Jan-May 2026, 3.6% market share.
Huawei Digital Energy, 45,922 installations from Jan-May 2026, 3.4% market share.
The rankings for three-in-one main drive system installations in domestic new energy passenger vehicles from January to May 2026 reveal a market defined by "foreign leadership and domestic pursuit" at the top. Tesla dominates the list with 186,700 installations and a 13.9% market share, holding a significant lead. Inovance United Power follows closely with 156,182 installations and an 11.7% share in second place. NIO Power Technology and Li Auto Drive take third and fourth with 9.8% and 8.0% respectively. The top four companies command over 40% of the market, forming a solid first tier. Fudi Power, Xingqu Technology, Lingsheng Power, and Qingshan Industry are locked in a fierce battle, with shares clustered in a narrow 4.7%–5.3% range. Ruipai Technology (47,920 sets, 3.6%) and Huawei Digital Energy (45,922 sets, 3.4%) round out the top ten.
Notably, in-house systems from Tesla, NIO, Li Auto, and Fudi Power claim half the market, demonstrating automakers' firm resolve to vertically integrate core drive components. By comparison, while third-party independent suppliers like Inovance are performing strongly, the overall landscape remains dominated by capacity built by the automakers themselves.
High-Integration Main Drive System (BEV) Supplier Installation Rankings
Fudi Power, 317,884 installations from Jan-May 2026, 39.0% market share.
Greabo, 130,881 installations from Jan-May 2026, 16.1% market share.
CRRC Times Electric, 79,000 installations from Jan-May 2026, 9.7% market share.
Lingsheng Power, 77,895 installations from Jan-May 2026, 9.6% market share.
Deepal Automobile, 63,317 installations from Jan-May 2026, 7.8% market share.
Huawei Digital Energy, 31,375 installations from Jan-May 2026, 3.9% market share.
Xingqu Technology, 22,501 installations from Jan-May 2026, 2.8% market share.
NIO Power Technology, 18,365 installations from Jan-May 2026, 2.3% market share.
Zhixin Technology, 13,201 installations from Jan-May 2026, 1.6% market share.
Inovance United Power, 9,448 installations from Jan-May 2026, 1.2% market share.
The rankings for high-integration main drive system installations from January to May 2026 reveal an extremely unbalanced market structure: "one giant, a gap, and the rest." Fudi Power sits comfortably at the top with 317,884 installations and a 39.0% share, commanding nearly 40% of the market with a standout advantage. Greabo is second with 130,881 installations and a 16.1% share, though the gap to the leader is massive. CRRC Times Electric (79,000 sets, 9.7%), Lingsheng Power (77,895 sets, 9.6%), and Deepal Automobile (63,317 sets, 7.8%) form a fiercely competitive third tier with shares between 7.8% and 9.7%. Huawei Digital Energy, Xingqu Technology, NIO Power Technology, Zhixin Technology, and Inovance United Power rank sixth through tenth, with tail-end players all holding less than 4% in a tight scramble.
Among the top ten for high-integration systems, four spots — Fudi Power, Deepal Automobile, NIO Power Technology, and Zhixin Technology — belong to in-house OEM production or their affiliates. Overall, market concentration is extremely high; Fudi Power leads with absolute superiority, while other manufacturers are fighting fiercely for the remaining share.
DHT Supplier Installation Rankings
Xingqu Technology, 224,035 installations from Jan-May 2026, 38.6% market share.
SVolt, 145,458 installations from Jan-May 2026, 25.1% market share.
Aotec, 52,203 installations from Jan-May 2026, 9.0% market share.
SAIC-GM, 30,123 installations from Jan-May 2026, 5.2% market share.
Zhixin Technology, 13,434 installations from Jan-May 2026, 2.3% market share.
China FAW, 12,202 installations from Jan-May 2026, 2.1% market share.
CRRC Times Electric, 11,872 installations from Jan-May 2026, 2.0% market share.
Dongfeng Electric Drive, 10,574 installations from Jan-May 2026, 1.8% market share.
JJ, 8,048 installations from Jan-May 2026, 1.4% market share.
Shanghai Transmission, 4,173 installations from Jan-May 2026, 0.7% market share.
The DHT installation rankings from January to May 2026 reveal an extremely unbalanced market characterized by an "oligopoly and a fractured field." Xingqu Technology tops the list with 224,035 installations and a 38.6% share, claiming nearly 40% of the market. SVolt follows with 145,458 installations and a 25.1% share. Together, they command over 60%, a dominant position. Aotec and SAIC-GM take third and fourth. Zhixin Technology, China FAW, CRRC Times Electric, and Dongfeng Electric Drive are locked in a close race with shares between 1.8% and 2.3%. JJ and Shanghai Transmission are ninth and tenth.
Notably, six of the top ten DHT suppliers — SVolt, SAIC-GM, Zhixin Technology, China FAW, Dongfeng Electric Drive, and Shanghai Transmission — are in-house OEM units or affiliates. This indicates that automakers are also deeply controlling the core supply chain in this niche. Overall, the DHT market is highly concentrated at the top; tail-end players hold less than 10%, and a diversified competitive landscape has yet to form.
Power Module Supplier Installation Rankings
BYD Semiconductor, 810,605 installations from Jan-May 2026, 19.7% market share.
CRRC Times Semiconductor, 465,055 installations from Jan-May 2026, 11.3% market share.
Infineon, 381,584 installations from Jan-May 2026, 9.3% market share.
Silan Microelectronics, 363,164 installations from Jan-May 2026, 8.8% market share.
Zhiqu Technology, 269,619 installations from Jan-May 2026, 6.5% market share.
UAES, 236,671 installations from Jan-May 2026, 5.7% market share.
STMicroelectronics, 229,061 installations from Jan-May 2026, 5.6% market share.
Sili Integration, 224,282 installations from Jan-May 2026, 5.4% market share.
Sike Semiconductor, 179,084 installations from Jan-May 2026, 4.3% market share.
StarPower, 165,016 installations from Jan-May 2026, 4.0% market share.
The power module installation rankings from January to May 2026 show a market concentrated at the top, featuring "one superpower and many strong contenders, led by domestic players." BYD Semiconductor holds the top spot firmly with 810,605 installations and a 19.7% share, a standout advantage that captures nearly one-fifth of the market. CRRC Times Semiconductor is second with 465,055 installations and an 11.3% share, creating a significant gap behind the leader. Infineon, Silan, Zhiqu, UAES, STMicroelectronics, and Sili Integration are locked in fierce competition with shares between 5.4% and 9.3%. Sike Semiconductor and StarPower rank ninth and tenth, with tail-end shares under 5%.
Notably, BYD Semiconductor holds an absolute lead as an in-house supplier, while CRRC Times Semiconductor also benefits from strong synergies with automakers. This suggests that OEMs are accelerating the move toward autonomy and internal sourcing for core power semiconductors. Overall, the localization rate for power modules is extremely high. Top-tier suppliers have built deep moats using scale and technology, and the landscape is shifting from diverse coexistence to high concentration at the top.
IGBT Power Module Supplier Installation Rankings
BYD Semiconductor, 672,407 installations from Jan-May 2026, 28.1% market share.
CRRC Times Semiconductor, 452,950 installations from Jan-May 2026, 18.9% market share.
Silan Microelectronics, 273,757 installations from Jan-May 2026, 11.4% market share.
Zhiqu Technology, 181,612 installations from Jan-May 2026, 7.6% market share.
Infineon, 153,849 installations from Jan-May 2026, 6.4% market share.
StarPower, 130,537 installations from Jan-May 2026, 5.4% market share.
UAES, 93,629 installations from Jan-May 2026, 3.9% market share.
Sili Integration, 82,551 installations from Jan-May 2026, 3.4% market share.
STMicroelectronics, 56,099 installations from Jan-May 2026, 2.3% market share.
BorgWarner, 51,832 installations from Jan-May 2026, 2.2% market share.
The IGBT module rankings from January to May 2026 reveal a highly concentrated market with "one superpower, many strong players, and distinct tiers." BYD Semiconductor leads with 672,407 installations and a 28.1% share, claiming nearly 30% of the market with a massive advantage. CRRC Times Semiconductor is second with 452,950 installations and an 18.9% share, though the gap to the top is clear. Silan, Zhiqu, Infineon, and StarPower form a fiercely competitive middle tier with shares ranging from 5.4% to 11.4%. UAES, Sili Integration, STMicroelectronics, and BorgWarner rank seventh through tenth, all with shares below 4%.
Notably, BYD Semiconductor's dominance as an in-house supplier in the top ten highlights the push by automakers to achieve autonomy in core power semiconductors. The IGBT market has a high localization rate, with top players building deep moats. The competitive landscape is consolidating rapidly at the top.
SiC Power Module Supplier Installation Rankings
Infineon, 230,951 installations from Jan-May 2026, 13.3% market share.
BYD Semiconductor, 183,908 installations from Jan-May 2026, 10.8% market share.
Sike Semiconductor, 179,084 installations from Jan-May 2026, 10.5% market share.
STMicroelectronics, 172,504 installations from Jan-May 2026, 10.1% market share.
Sili Integration, 143,927 installations from Jan-May 2026, 8.4% market share.
UAES, 143,042 installations from Jan-May 2026, 8.4% market share.
Jingneng Micro, 130,755 installations from Jan-May 2026, 7.6% market share.
Onsemi, 104,751 installations from Jan-May 2026, 6.1% market share.
Zhiqu Technology, 89,250 installations from Jan-May 2026, 5.2% market share.
Silan Microelectronics, 89,250 installations from Jan-May 2026, 5.2% market share.
The SiC module rankings from January to May 2026 show a diverse competitive landscape where "one superpower leads, and foreign and domestic giants stand side by side." Infineon leads with 230,951 installations and a 13.3% share. BYD Semiconductor is second with 183,908 installations and a 10.8% share, demonstrating strong domestic in-house capabilities. Sike Semiconductor, STMicroelectronics, Sili Integration, and UAES are locked in a tight race with shares between 8.4% and 10.5%. Jingneng Micro (130,755 sets, 7.6%), Onsemi (104,751 sets, 6.1%), Zhiqu Technology (89,250 sets, 5.2%), and Silan (89,250 sets, 5.2%) rank seventh through tenth.
Notably, BYD Semiconductor takes second place in the SiC top ten as an in-house supplier, indicating automakers are accelerating self-control in third-generation semiconductors. Localization in the SiC market is rising significantly. Top suppliers are leveraging tech iteration and scale to build deep moats, and the market is consolidating at the top.
Source: Gasgoo Auto Research Electrification Configuration Database
