Jan–Nov 2025 Electrification Supplier Installation Rankings

According to Gasgoo Auto Research Institute data, China's new-energy passenger-car supply chain for core electrification components continued to show "high concentration at the top, a firm domestic lead, and deeper automaker control" from January to November 2025. In power batteries, battery PACKs, BMS, drive motors and power devices, leading suppliers, backed by scale and technology, hold the lion's share. Among them, FinDreams-affiliated companies stood out, leading across multiple fields.

Domestic substitution is making clear headway: in power devices and drive motors, Chinese suppliers have already overtaken some foreign brands, becoming the backbone of the market. Meanwhile, in-house components from Tesla, Leapmotor and NIO Power Technology have all cracked the TOP 10 in their categories — evidence that automakers are pushing to secure control over core parts.

Broadly, market leaders dominate thanks to capacity, R&D and supply-chain integration, while smaller firms need to zero in on niches to sharpen differentiation. System-level integration is accelerating; automakers' in-house layouts and external supplier partnerships are advancing in parallel, shaping a dynamic landscape where competition and cooperation coexist.

Power batteries supplier installation rankings

CATL, January–November 2025 installation: 200,854 MWh; market share: 40.7%.

FinDreams Battery, January–November 2025 installation: 130,007 MWh; market share: 26.3%.

CALB, January–November 2025 installation: 32,937 MWh; market share: 6.7%.

Gotion High-tech, January–November 2025 installation: 27,214 MWh; market share: 5.5%.

SVOLT Energy, January–November 2025 installation: 15,854 MWh; market share: 3.2%.

JEVE, January–November 2025 installation: 15,841 MWh; market share: 3.2%.

Sunwoda, January–November 2025 installation: 13,115 MWh; market share: 2.7%.

Jiyao Tongxing, January–November 2025 installation: 11,907 MWh; market share: 2.4%.

LG Energy Solution, January–November 2025 installation: 11,213 MWh; market share: 2.3%.

EVE Energy, January–November 2025 installation: 9,102 MWh; market share: 1.8%.

From the January–November 2025 ranking of power-battery installation volumes, the market remains "highly concentrated, with domestic suppliers in the lead."

CATL leads with 200,854 MWh and a 40.7% share; FinDreams Battery follows at 130,007 MWh and 26.3%. Together they exceed 67% — the core force driving scale growth. CALB and Gotion High-tech sit in the 5%–7% band: far behind the top two, yet still key complements to the market. SVOLT Energy and JEVE are tied at fifth with 3.2%, while Sunwoda and Jiyao Tongxing anchor the third tier, where competition is more about specific OEM partnerships and differentiated technology routes.

Resources are increasingly clustering at the top: the first five suppliers capture 82% of the market. That concentration reflects the leaders' combined advantages in capacity, technology and supply chains — and it means smaller vendors must cultivate niche strengths to secure a place on the track.

Battery PACK supplier installation rankings

FinDreams Battery, January–November 2025 installation: 3.383 million units; market share: 30.3%.

CATL, January–November 2025 installation: 2.231 million units; market share: 20.0%.

REPT BATTERO, January–November 2025 installation: 574,501 units; market share: 5.2%.

Gotion High-tech, January–November 2025 installation: 554,107 units; market share: 5.0%.

Tesla, January–November 2025 installation: 533,900 units; market share: 4.8%.

CALB, January–November 2025 installation: 527,427 units; market share: 4.7%.

Flash Battery, January–November 2025 installation: 509,870 units; market share: 4.6%.

SVOLT Energy, January–November 2025 installation: 414,751 units; market share: 3.7%.

Leapmotor, January–November 2025 installation: 311,395 units; market share: 2.8%.

Sunwoda, January–November 2025 installation: 202,831 units; market share: 1.8%.

January–November 2025 data show in-house PACKs already account for over half the market. FinDreams Battery leads the field with 3.383 million units and a 30.3% share, followed by CATL at 2.231 million and 20.0%. Together they take more than half the market — FinDreams on the back of BYD's strong model sales, and CATL through multi-brand partnerships. In the next tier, specialist suppliers like REPT BATTERO and Gotion High-tech sit alongside in-house players such as Tesla and Leapmotor, with shares clustered between 2.8% and 5.2%. The former expand via flexible technical fit across clients; the latter install on their own lineups. Others, including Flash Battery and CALB, are pursuing breakthroughs via specific technology routes or targeted collaborations, adding to the market's differentiated supply.

BMS supplier installation rankings

FinDreams Battery, January–November 2025 installation: 3.434 million units; market share: 30.8%.

CATL, January–November 2025 installation: 2.037 million units; market share: 18.3%.

Ligao Technology, January–November 2025 installation: 1.668 million units; market share: 15.0%.

United Automotive Electronic Systems, January–November 2025 installation: 858,280 units; market share: 7.7%.

Tesla, January–November 2025 installation: 533,900 units; market share: 4.8%.

Leapmotor, January–November 2025 installation: 391,916 units; market share: 3.5%.

Dr. Octopus, January–November 2025 installation: 318,274 units; market share: 2.9%.

Jinmai Electronics, January–November 2025 installation: 279,446 units; market share: 2.5%.

VREMT, January–November 2025 installation: 258,097 units; market share: 2.3%.

SAIC Jieneng, January–November 2025 installation: 233,917 units; market share: 2.1%.

BMS data for January–November 2025 point to a clear push for in-house control: FinDreams Battery tops the list with 3.434 million units and 30.8%, while Tesla and Leapmotor's self-developed BMS also made the TOP 10. FinDreams and CATL, for their part, bind customers with "battery + BMS" integrated offerings. Ligao Technology — thanks to broad technical compatibility and multi-brand ties — climbed into the top three, standing out among third-party suppliers. The fourth to tenth spots cluster between 2.1% and 7.7%, far below the first tier.

Drive motor supplier installation rankings

FinDreams Power, January–November 2025 installation: 3.420 million units; market share: 25.8%.

Huawei Digital Power, January–November 2025 installation: 915,628 units; market share: 6.9%.

Inovance Automotive, January–November 2025 installation: 737,754 units; market share: 5.6%.

Tesla, January–November 2025 installation: 665,783 units; market share: 5.0%.

United Automotive Electronic Systems, January–November 2025 installation: 477,056 units; market share: 3.6%.

StarDrive Technology, January–November 2025 installation: 471,524 units; market share: 3.6%.

SVOLT E‑Chuang, January–November 2025 installation: 466,675 units; market share: 3.5%.

Grebo, January–November 2025 installation: 461,108 units; market share: 3.5%.

NIO Power Technology, January–November 2025 installation: 452,896 units; market share: 3.4%.

Saike Technology, January–November 2025 installation: 409,047 units; market share: 3.1%.

In the January–November 2025 drive-motor rankings, FinDreams Power dominates with 3.420 million units and 25.8% — far ahead of Huawei Digital Power at 6.9%. Huawei Digital Power and Inovance Automotive take second and third, but together hold only 12.5%; Tesla and those behind it are each below 5%, with minimal gaps between rivals. The list mixes in-house players such as FinDreams Power and Tesla with specialist suppliers like Huawei Digital Power and Inovance, underscoring a parallel model of "OEM self-supply + specialist external supply."

Motor controllers supplier installation rankings

FinDreams Power, January–November 2025 installation: 3.420 million units; market share: 25.8%.

Inovance Automotive, January–November 2025 installation: 1.304 million units; market share: 9.9%.

Huawei Digital Power, January–November 2025 installation: 917,278 units; market share: 6.9%.

Tesla, January–November 2025 installation: 665,783 units; market share: 5.0%.

United Automotive Electronic Systems, January–November 2025 installation: 514,809 units; market share: 3.9%.

NIO Power Technology, January–November 2025 installation: 452,896 units; market share: 3.4%.

Grebo, January–November 2025 installation: 419,454 units; market share: 3.2%.

Leapmotor, January–November 2025 installation: 410,852 units; market share: 3.1%.

Saike Technology, January–November 2025 installation: 391,352 units; market share: 3.0%.

SVOLT E‑Chuang, January–November 2025 installation: 357,685 units; market share: 2.7%.

In the motor-controller market over January–November 2025, FinDreams Power holds the top spot with 25.8%. In-house developers — including Tesla, NIO Power Technology and Leapmotor — all made the TOP 10, underscoring an industry trend in which "OEM-made controllers account for more than half." Self-development improves system-to-vehicle fit and helps fortify technological moats.

By tiers, FinDreams Power, Inovance Automotive and Huawei Digital Power together control 42.6%, forming the first tier. FinDreams leverages strong model sales for installation leadership, while Inovance and Huawei serve multiple brands as specialist suppliers. The fourth to tenth spots cluster between 2.7% and 5.0%, with tight spreads — a sign that rising OEM self-supply is steadily squeezing third-party suppliers' space.

Power devices (drive) supplier installation rankings

BYD Semiconductor, January–November 2025 installation: 3.416 million units; market share: 25.8%.

CRRC Times Semiconductor, January–November 2025 installation: 1.696 million units; market share: 12.8%.

Xinlian Integrated, January–November 2025 installation: 1.193 million units; market share: 9.0%.

Silan Microelectronics, January–November 2025 installation: 1.068 million units; market share: 8.1%.

Infineon, January–November 2025 installation: 903,037 units; market share: 6.8%.

StarPower Semiconductor, January–November 2025 installation: 863,775 units; market share: 6.5%.

United Automotive Electronic Systems, January–November 2025 installation: 688,233 units; market share: 5.2%.

STMicroelectronics, January–November 2025 installation: 682,912 units; market share: 5.2%.

Xinjuneng, January–November 2025 installation: 301,961 units; market share: 2.3%.

MACMIC Technology, January–November 2025 installation: 188,631 units; market share: 1.4%.

The January–November 2025 power-device (drive) rankings show "domestic leadership and high concentration." BYD Semiconductor tops the list with 3.416 million units and 25.8%, securing core demand through deep ties to BYD's vehicle lineup and vertically integrated supply. The TOP 5 together hold 63%: BYD Semiconductor, CRRC Times Semiconductor, Xinlian Integrated and Silan Microelectronics take four of those slots — a sign that domestic substitution in power devices has made real progress. Traditional foreign giants Infineon and STMicroelectronics sit at 6.8% and 5.2%, respectively. They still have room, but have been overtaken by multiple domestic players — suggesting local suppliers' cost and technology advantages are gaining traction.

OBC supplier installation rankings

FinDreams Power, January–November 2025 installation: 3.097 million units; market share: 27.8%.

Weimas, January–November 2025 installation: 2.046 million units; market share: 18.3%.

Fute Technology, January–November 2025 installation: 987,848 units; market share: 8.9%.

Shinry Technologies, January–November 2025 installation: 976,218 units; market share: 8.8%.

Yingboer, January–November 2025 installation: 883,860 units; market share: 7.9%.

Huawei Digital Power, January–November 2025 installation: 686,848 units; market share: 6.2%.

Xinmeiya, January–November 2025 installation: 533,900 units; market share: 4.8%.

Megmeet, January–November 2025 installation: 414,654 units; market share: 3.7%.

Tiecheng Technology, January–November 2025 installation: 255,485 units; market share: 2.3%.

Inovance Automotive, January–November 2025 installation: 221,004 units; market share: 2.0%.

The OBC market over January–November 2025 is "highly concentrated" at the top, with the first five suppliers together at 72%. FinDreams Power leads with 3.097 million units and 27.8%, followed by Weimas at 2.046 million and 18.3% — forming the first tier. Fute Technology, Shinry Technologies and Yingboer make up the second tier, clustered between 7% and 9%, serving multiple brands with broadly compatible solutions and providing vital supplement to OBC supply. From sixth to tenth, all players sit below 6% and fade gradually. The remainder is fragmented among diverse suppliers; smaller firms tend to focus on specific models or niche customers to carve out space.

Multi-in-one main drive systems (BEV) supplier installation rankings

FinDreams Power, January–November 2025 installation: 1.474 million units; market share: 24.5%.

Tesla, January–November 2025 installation: 533,900 units; market share: 8.9%.

Grebo, January–November 2025 installation: 461,108 units; market share: 7.7%.

Inovance Automotive, January–November 2025 installation: 313,307 units; market share: 5.2%.

Leapmotor, January–November 2025 installation: 298,843 units; market share: 5.0%.

United Automotive Electronic Systems, January–November 2025 installation: 280,699 units; market share: 4.7%.

NIO Power Technology, January–November 2025 installation: 280,520 units; market share: 4.7%.

CRRC Times Electric, January–November 2025 installation: 250,478 units; market share: 4.2%.

Quzhou Jidian, January–November 2025 installation: 199,271 units; market share: 3.3%.

Deepal, January–November 2025 installation: 177,775 units; market share: 3.0%.

In the BEV multi-in-one main drive system market, "OEM self-supply" is strikingly prominent. FinDreams Power leads with 1.474 million units and 24.5%, while in-house players — Tesla, Leapmotor, NIO Power Technology and Deepal — all make the TOP 10. The core driver is the high technical barrier: by developing and supplying in-house, carmakers can better manage system-to-vehicle fit and take the lead in performance tuning and cost control. Specialist suppliers such as Grebo and Inovance serve non-self-supplying OEMs with more universal solutions, providing essential complement — though their shares lag well behind the leading in-house players.

Electriccompressors supplier installation rankings

FinDreams Technology, January–November 2025 installation: 2.923 million units; market share: 26.2%.

HASCO SDE, January–November 2025 installation: 1.925 million units; market share: 17.3%.

Aotecar, January–November 2025 installation: 1.472 million units; market share: 13.2%.

Welling, January–November 2025 installation: 972,447 units; market share: 8.7%.

Highly, January–November 2025 installation: 862,645 units; market share: 7.7%.

Zhongcheng New Energy, January–November 2025 installation: 822,069 units; market share: 7.4%.

Chongqing Chaoli, January–November 2025 installation: 299,420 units; market share: 2.7%.

Sanden, January–November 2025 installation: 266,950 units; market share: 2.4%.

Hanon Systems, January–November 2025 installation: 242,625 units; market share: 2.2%.

Weile, January–November 2025 installation: 208,864 units; market share: 1.9%.

The electric-compressor market over January–November 2025 is "highly concentrated" at the top, with the first five suppliers together at 73%. FinDreams Technology leads with 2.923 million units and 26.2%, reflecting OEMs' use of vertical integration to lock in compressor supply and bind closely to in-house vehicle platforms.

HASCO SDE and Aotecar follow with 17.3% and 13.2%, respectively — established technical players that fill demand for OEMs without self-supply. From seventh to tenth, shares are all below 7% and taper off, with the remainder fragmented among smaller firms. These players tend to focus on particular models or niche customers. Headwinds for challengers are real; differentiation or anchoring emerging-brand customers will be key to finding room in the current structure.