Following the six core electrification rankings, this report further examines China's new energy passenger vehicle e-drive and power semiconductor supply chain. According to Gasgoo Automotive Research Institute, competition intensified from January to July 2026, with rankings for three-in-one main drive systems, highly integrated main drive systems, power modules, IGBT modules, and SiC power modules highlighting three trends: diverging integration routes, faster adoption of domestic suppliers, and growing competition in third-generation semiconductors.Tesla led the three-in-one main drive segment, while INOVANCE Automotive, NIO, and Lixiang gained ground. FinDreams Powertrain led the highly integrated segment, domestic suppliers strengthened their positions in power modules and IGBT modules, and foreign suppliers remained ahead in SiC, with local players continuing to close the gap.Top suppliers of 3-in-1 E-Drive system (dedicated to BEVs)Tesla: 266,647 sets installed, 13.2% market shareINOVANCE Automotive: 228,997 sets installed, 11.3% market shareNIO Power Technology: 198,278 sets installed, 9.8% market shareLixiang Drive Technology: 145,292 sets installed, 7.2% market shareFinDreams Powertrain: 113,796 sets installed, 5.6% market shareLingsheng Powertech: 93,651 sets installed, 4.6% market shareInfiMotion: 90,558 sets installed, 4.5% market shareTsingshan: 85,067 sets installed, 4.2% market shareBAIC BJEV: 83,373 sets installed, 4.1% market shareRapow Technology: 74,197 sets installed, 3.7% market shareFrom January to July 2026, China's new energy pure-electric passenger vehicle three-in-one main drive system market remained led by foreign players, while local suppliers continued to gain ground. Tesla ranked first with 266,647 sets installed and a 13.2% market share, followed by INOVANCE Automotive at 11.3%. NIO Power Technology and Lixiang Drive Technology ranked third and fourth with 9.8% and 7.2%, respectively.FinDreams Powertrain ranked fifth with a 5.6% share. Lingsheng Powertech, InfiMotion, Tsingshan, BAIC BJEV, and Rapow Technology rounded out the top 10, with shares of 3.7%-4.6%. Overall, the market remained moderately concentrated, with automaker in-house production and third-party suppliers accounting for roughly equal shares.Top suppliers of highly integrated E-Drive system (dedicated to BEVs)FinDreams Powertrain: 471,810 sets installed, 35.4% market shareGLB Intelligent Power: 197,495 sets installed, 14.8% market shareLingsheng Powertech: 171,636 sets installed, 12.9% market shareCRRC Times Electric: 116,345 sets installed, 8.7% market shareDEEPAL: 101,254 sets installed, 7.6% market shareInfiMotion: 38,934 sets installed, 2.9% market shareHuawei Digital Power: 37,071 sets installed, 2.8% market shareNIO Power Technology: 35,235 sets installed, 2.6% market shareTsingshan: 27,671 sets installed, 2.1% market shareZhixin Technology: 17,090 sets installed, 1.3% market shareFrom January to July 2026, China's pure-electric passenger vehicle highly integrated main drive system market showed a "one clear leader and multiple strong players" structure. FinDreams Powertrain ranked first with 471,810 sets installed and a 35.4% market share, supported by its eight-in-one e-drive systems. GLB Intelligent Power ranked second with 197,495 sets and a 14.8% share.Lingsheng Powertech, CRRC Times Electric, and DEEPAL ranked third to fifth, followed by InfiMotion, Huawei Digital Power, NIO Power Technology, Tsingshan, and Zhixin Technology. Most of these suppliers held shares below 3%. Automaker in-house or affiliated suppliers accounted for around half of the top 10, highlighting automakers' growing involvement in highly integrated e-drive systems.Top suppliers of power modulesBYD Semiconductor: 1,209,244 sets installed, 19.2% market shareInfineon Technologies: 649,245 sets installed, 10.3% market shareCRRC Times Semiconductor: 648,355 sets installed, 10.3% market shareSilan Microelectronics: 515,238 sets installed, 8.2% market shareLeadrive Technology: 376,475 sets installed, 6.0% market shareUnited Nova Technology: 350,347 sets installed, 5.6% market shareSTMicroelectronics: 346,891 sets installed, 5.5% market shareUAES: 318,745 sets installed, 5.1% market shareStarPower: 312,614 sets installed, 5.0% market shareCisco: 224,314 sets installed, 3.6% market shareFrom January to July 2026, China's new energy passenger vehicle power module market showed a "clear leader followed by multiple strong players, with local suppliers gaining ground" structure. BYD Semiconductor ranked first with 1,209,244 sets installed and a 19.2% market share, supported by BYD's in-house supply chain. Infineon Technologies and CRRC Times Semiconductor ranked second and third, both with a 10.3% share.Silan Microelectronics, Leadrive Technology, United Nova Technology, STMicroelectronics, and UAES ranked fourth to eighth, with shares ranging from 5.1% to 8.2%. StarPower and Cisco ranked ninth and tenth, respectively, both with shares below 5%. Local suppliers took eight of the top 10 spots, highlighting the accelerating adoption of domestically developed automotive power modules, including IGBT and silicon carbide products.Top Suppliers of IGBT power modulesBYD Semiconductor: 972,366 sets installed, 26.5% market shareCRRC Times Semiconductor: 644,105 sets installed, 17.6% market shareSilan Microelectronics: 397,723 sets installed, 10.9% market shareInfineon Technologies: 294,976 sets installed, 8.0% market shareLeadrive Technology: 253,347 sets installed, 6.9% market shareStarPower: 238,653 sets installed, 6.5% market shareUnited Nova Technology: 139,580 sets installed, 3.8% market shareUAES: 129,016 sets installed, 3.5% market shareSTMicroelectronics: 93,359 sets installed, 2.5% market shareBorgWarner: 70,719 sets installed, 1.9% market shareFrom January to July 2026, China's new energy passenger vehicle IGBT power module market showed a "clear leader followed by multiple strong players" structure. BYD Semiconductor ranked first with 972,366 sets installed and a 26.5% market share, supported by BYD's in-house supply chain. CRRC Times Semiconductor followed with 644,105 sets and a 17.6% share.Silan Microelectronics, Infineon Technologies, Leadrive Technology, and StarPower formed the second tier, with shares ranging from 6.5% to 10.9%. United Nova Technology, UAES, STMicroelectronics, and BorgWarner ranked seventh to tenth, each with a share below 4%. Local suppliers dominated the top 10, highlighting the continued shift toward domestic IGBT solutions in the automotive market.Top suppliers of SiC power modulesInfineon Technologies: 371,990 sets installed, 14.3% market shareBYD Semiconductor: 317,557 sets installed, 12.2% market shareSTMicroelectronics: 252,970 sets installed, 9.7% market shareUnited Nova Technology: 245,635 sets installed, 9.5% market shareCisco: 224,314 sets installed, 8.6% market shareUAES: 189,742 sets installed, 7.3% market shareGEENER: 173,599 sets installed, 6.7% market shareonsemi: 136,295 sets installed, 5.2% market shareLeadrive Technology: 125,021 sets installed, 4.8% market shareSilan Microelectronics: 117,358 sets installed, 4.5% market shareIn the first half of 2026, China's new energy passenger vehicle SiC power module market saw foreign suppliers lead while local players continued to close the gap. Infineon Technologies ranked first with 371,990 sets installed and a 14.3% market share, followed by BYD Semiconductor with 317,557 sets and a 12.2% share.STMicroelectronics, United Nova Technology, and Cisco ranked third to fifth, with shares ranging from 8.6% to 9.7%. UAES, GEENER, onsemi, Leadrive Technology, and Silan Microelectronics ranked sixth to tenth, each with a share below 8%. Local suppliers took six of the top 10 spots, reflecting the steady growth of domestically produced SiC solutions. With 800V high-voltage platforms gaining traction, SiC demand continues to expand, leaving the competitive landscape open to further shifts.
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