Gasgoo Munich- On July 16, Geely Galaxy unveiled its "Thunder 16-in-1 Intelligent Electric Drive" at a launch event dubbed the "Star Drive Era."
The debut signals a new era of highly integrated electric drive technology. It thrusts five-year-old startup InfiMotion into the spotlight.
InfiMotion is the core of Geely's electric drive technology. It uses full-stack, self-developed capabilities to master the entire chain. Despite its youth, its market dominance is clear. Revenue is projected to reach 20 billion yuan in 2026. This would secure a top-tier spot among Chinese electric drive makers.
InfiMotion's goal was clear from the start: set the global benchmark for electric drive technology. It aims to make China's smart manufacturing solutions the global standard.
The event is over, but one conclusion is clear. InfiMotion has the potential to become the next CATL in the electric drive sector.
How Deep Is InfiMotion's Technological Moat?
The Geely Galaxy TT debuted at the event. The coupe set two Guinness World Records. It achieved the lowest energy consumption for a mass-produced EV sedan around Qinghai Lake. It also completed the longest continuous two-car drift on a wet surface.
Balancing low energy consumption with sharp handling is difficult for EVs. How did the Galaxy TT achieve this?
The answer lies in its "power heart."
The Galaxy TT is powered by the Thunder 16-in-1 Intelligent Electric Drive. The system integrates 16 core hardware components and functions. These include the motor, electronic controls, and reducer. It weighs just 75 kg.
InfiMotion, Geely's core ecosystem partner, enabled the mass production of the Thunder 16-in-1. The company demonstrated its deep technical expertise and global industrial capabilities.
As Geely's electric drive leader, InfiMotion has consistently pushed technological boundaries:
In 2021, InfiMotion pioneered a self-developed 400V silicon carbide electric drive for the ZEEKR 001. It remains a benchmark for efficiency and performance. In 2024, it launched the industry's first ultra-highly integrated 11-in-1 intelligent electric drive. It was the lightest and most efficient product of its kind. In 2025, it released the world's first 900V high-performance magnesium alloy coaxial dual electric drive. This set records for power and torque density.
Setting a global benchmark is not just a slogan for InfiMotion. It is a systematic capability. This is driven by two tracks: mass production and advanced R&D.
On the mass production side, 900V high-voltage drive assemblies and silicon carbide controls are in production. They are proving their reliability through large-scale validation. On the R&D side, next-generation technologies are in the pipeline. These include amorphous alloy motors and embedded controllers. This ensures ample "technology margin" for the future.
InfiMotion has expanded into intelligent driving and energy replenishment. The ADCU Ultra smart driving brain offers 1,400 TOPS of computing power. The HPC V4.0 liquid-cooled supercharger adds significant range in five minutes. These empower the next generation of smart mobility.
InfiMotion's business spans the development chain from software to hardware. It focuses on pure electric and hybrid system drives. It also produces power supplies and electronic products. The company is expanding into smart driving, charging, and battery management. It is also exploring AI power supplies and low-altitude flight.
What Is Fueling the Run Toward 20 Billion Yuan in Revenue?
Technological depth is measured by market speed.
InfiMotion has sketched a remarkably steep growth curve:
Revenue was 40 million yuan in 2022. It jumped to 600 million in 2023. It reached 1.7 billion in 2024 and is projected to hit 14.8 billion in 2025. A sixfold annual leap is rare in the auto parts sector. By 2026, revenue is forecast to exceed 20 billion yuan.
What is driving this pace?
The first keyword is manufacturing execution.
InfiMotion has established five smart manufacturing hubs. These are located in Wuxi, Jiaxing, Hangzhou, Ningbo, and Quzhou. Using highly automated production lines, the company maintains core assembly precision within ±25 microns.
The speed of plant construction is striking. In Wuxi, the company completed the entire cycle in 352 days. This set an industry record for same-year signing and production. The phase III project moved from signing to capping in 90 days.
This replicable, fast execution is the bedrock of "InfiMotion Speed."
In the first half of this year, InfiMotion's installations held a top-three industry spot. This places its technical prowess in the global first tier.
The second keyword is full supply chain integration.
InfiMotion covers the development chain from low-level software to hardware. Motors, electronic controls, and reducers are developed in-house. The company possesses full value-chain integration capabilities for multi-in-one assemblies.
On the software front, development meets ASPICE L3 certification. Functional safety reaches ASIL D levels. On the hardware front, InfiMotion has built multiple automated lines. These include shaft-gear machining and surface mounting. This enables the self-production of critical parts like gears and PCBA boards.
From chips to controllers, InfiMotion has forged a complete, self-contained technology loop.
InfiMotion's supply chain system supports this. Centered on "ecological synergy," it has built a network with global and local partners. It has close ties with giants like Infineon and Shell. It is also cultivating a localized supply chain.
Why Do Global Customers Keep Betting on InfiMotion?
"If we are going to do this, we are going to do it globally." This has been InfiMotion's creed since day one. It is the core of its globalization strategy.
InfiMotion lets its technology speak for itself. It is engaging the world through global expansion, turning ambition into reality.
Starting with Geely's brand portfolio, InfiMotion quickly gained traction. It has become the electric drive partner of choice for top automakers.
Why do global customers choose InfiMotion? The answer is simple: it can withstand the toughest tests.
That capability has been validated in collaborations with top-tier global clients.
This year, InfiMotion secured an order from a European luxury brand. The client laid out over 9,000 test metrics. One demand was that a large SUV achieve 107% gradeability. This translates to a slope angle of 47 degrees. Ordinary sedans typically manage 15 to 20 degrees. Professional off-roaders handle 30 to 40 degrees. Mass-produced vehicles hitting 45 degrees are rare.
InfiMotion delivered.
It is the ability to solve hard problems that has earned InfiMotion trust. Leading automakers rely on it after just a few years.
InfiMotion has entered the supply chains of Volvo, Polestar, Renault, and Jaguar Land Rover. Multiple projects are advancing. The company has secured 30 billion yuan in overseas orders. It expects exports to double in 2026.
Behind these orders is a refined global footprint. InfiMotion has set up R&D and service centers in Gothenburg and elsewhere. Chinese and European teams work in relay. This allows 24/7 response to global customers.
Shortly after its founding, InfiMotion assembled a top-tier R&D team in Europe. The team has grown to nearly 100 members.
To bridge gaps in time zones and culture, InfiMotion developed the "World Tree" platform. This cloud-based tool allows Chinese and European teams to collaborate in real time.
InfiMotion's globalization is accelerating. Its first overseas plant in Malaysia will begin production in 2026. This will serve as a bridgehead into the Southeast Asian market.
Conclusion:
In the new energy era, the power core has shifted to the electric drive. China is leading this global race.
Old industrial logic is being rewritten by companies like InfiMotion.
A five-year-old Chinese startup has covered ground that took traditional giants decades. It uses technological depth and manufacturing speed. This proves one thing: the global auto supply chain is being reshaped.
As a hidden champion in the electric drive sector, InfiMotion has the potential to become the next CATL.
(All images in this article are from Geely)
