According to Gasgoo Automotive Research Institute, China's new energy passenger vehicle electrification supply chain in H1 2026 featured high market concentration, intense multi-player competition, and deeper penetration of automakers' in-house solutions. In the power battery sector, CATL and FinDreams Battery jointly held 65.5% of the market, while CALB, ZENERGY, and Gotion High-Tech remained closely matched, with less than 0.6 percentage points separating their shares. Battery PACK and BMS markets were jointly led by FinDreams Battery and CATL, with automaker-backed solutions accounting for over half of the market. In drive motor and motor controller segments, FinDreams Powertrain led with nearly 20% share, while automakers continued to expand their in-house capabilities. Overall, competition has shifted from scale and capacity to integrated technologies, vehicle collaboration, and supply chain autonomy, accelerating industry transformation.Top EV battery suppliersCATL: 100,722 MWh installed, 42.7% market shareFinDreams Battery: 53,781 MWh installed, 22.8% market shareCALB: 13,233 MWh installed, 5.6% market shareZENERGY: 11,928 MWh installed, 5.1% market shareGotion High-tech: 11,812 MWh installed, 5.0% market shareLG Energy Solution: 8,607 MWh installed, 3.7% market shareSunwoda: 7,244 MWh installed, 3.1% market shareENERGEE: 6,548 MWh installed, 2.8% market shareSVOLT: 6,470 MWh installed, 2.7% market shareREPT BATTERO: 4,857 MWh installed, 2.1% market shareIn H1 2026, China's new energy passenger vehicle power battery market maintained a highly concentrated competitive landscape. CATL ranked first with 100,722 MWh installed and a 42.7% market share. FinDreams Battery, supported by BYD's in-house supply system, ranked second with 53,781 MWh installed and a 22.8% share. Together, the two leading players accounted for over 65% of the market, reinforcing a clear duopoly.Competition among the third to fifth-ranked suppliers remained intense. CALB, ZENERGY, and Gotion High-Tech recorded market shares of 5.6%, 5.1%, and 5.0%, respectively, with installed capacity ranging from 11.8 GWh to 13.2 GWh and a gap of less than 0.6 percentage points in market share. LG Energy Solution was the only overseas supplier in the top 10, ranking sixth with 8.6 GWh installed and a 3.7% share. Sunwoda, ENERGEE, SVOLT, and REPT BATTERO formed the third tier, with shares ranging from 2.1% to 3.1%. Overall, Chinese suppliers continued to dominate the market, with a clear leading structure, while competition among second-tier players remained fierce.Top EV battery pack suppliersFinDreams Battery: 1,121,303 sets installed, 25.2% market shareCATL: 940,554 sets installed, 21.1% market shareENERGEE: 358,315 sets installed, 8.1% market shareLeapEnergy: 258,080 sets installed, 5.8% market shareTesla: 238,800 sets installed, 5.4% market shareCALB: 193,265 sets installed, 4.3% market shareChangan Automobile: 169,052 sets installed, 3.8% market shareREPT BATTERO: 167,899 sets installed, 3.8% market shareGotion High-Tech: 137,702 sets installed, 3.1% market shareSVOLT: 133,485 sets installed, 3.0% market shareIn H1 2026, China's power battery pack market remained highly concentrated. FinDreams Battery ranked first with 1.12 million sets installed and a 25.2% market share, supported by strong sales of BYD models. CATL ranked second with 940,554 sets and a 21.1% share, with the two leaders accounting for nearly half of the market.ENERGEE, LeapEnergy, and Tesla ranked third through fifth, with shares ranging from 5.4% to 8.1%. CALB, Changan Automobile, REPT BATTERO, Gotion High-Tech, and SVOLT followed, each holding 3.0%-4.3% of the market. Overall, the market remains concentrated at the top, while the presence of multiple automaker-backed PACK suppliers highlights the accelerating shift toward in-house development and manufacturing, which could further reshape the competitive landscape.Top BMS suppliersCATL: 1,121,778 sets installed, 25.2% market shareFinDreams Battery: 980,466 sets installed, 22.0% market shareLIGOO: 422,250 sets installed, 9.5% market shareUAES: 319,379 sets installed, 7.2% market shareLeapEnergy: 258,080 sets installed, 5.8% market shareTesla: 238,800 sets installed, 5.4% market shareENERGEE: 175,025 sets installed, 3.9% market shareShanghai Jieneng: 167,843 sets installed, 3.8% market shareG-Pulse: 110,486 sets installed, 2.5% market shareDr. Octopus: 107,866 sets installed, 2.4% market shareIn H1 2026, China's new energy passenger vehicle BMS market remained dominated by automakers' in-house solutions. FinDreams Battery ranked first with 1.12 million sets installed and a 25.2% market share, followed by CATL with 980,466 sets and a 22.0% share. Together, the two accounted for nearly 48% of the market, highlighting strong concentration at the top.Automakers' in-house BMS solutions continued to gain ground, with six automaker-backed players making the top 10 and collectively accounting for over 51% of the market. This reflects the advantages of deep hardware-software integration and full-lifecycle battery management. Among third-party suppliers, LIGOO ranked third with 422,250 sets and a 9.5% share. Overall, the BMS market has formed a clear "automaker-led, third-party-supported" structure.Top electric drive motor suppliersFinDreams Powertrain: 1,078,928 sets installed, 19.7% market shareInfiMotion: 448,070 sets installed, 8.2% market shareINOVANCE Automotive: 333,698 sets installed, 6.1% market shareNIO Power Technology: 327,529 sets installed, 6.0% market shareHuawei Digital Power: 309,188 sets installed, 5.7% market shareTesla: 286,641 sets installed, 5.2% market shareLingsheng Powertech: 249,689 sets installed, 4.6% market shareHYCET: 212,643 sets installed, 3.9% market shareZhixin Technology: 186,450 sets installed, 3.4% market shareGLB Intelligent Power: 167,725 sets installed, 3.1% market shareIn H1 2026, China's electric drive motor market maintained a "one leader, multiple challengers" structure. FinDreams Powertrain ranked first with 1.08 million sets installed and a 19.7% market share, maintaining a clear lead. InfiMotion ranked second with 448,070 sets and an 8.2% share. INOVANCE Automotive, NIO Power Technology, and Huawei Digital Power ranked third to fifth, with shares ranging from 5.7% to 6.1%, reflecting intense competition within the tier.Tesla, Lingsheng Powertech, HYCET, Zhixin Technology, and GLB Intelligent Power ranked sixth to tenth. Notably, six of the top 10 suppliers are automaker-owned or affiliated companies, highlighting the growing trend of automakers building in-house supply capabilities for drive motors.Top suppliers of multi-in-one main drive system (dedicated to BEVs)FinDreams Powertrain: 475,112 sets installed, 17.0% market shareTesla: 238,800 sets installed, 8.6% market shareLingsheng Powertech: 213,626 sets installed, 7.7% market shareINOVANCE Automotive: 205,018 sets installed, 7.4% market shareNIO Power Technology: 195,542 sets installed, 7.0% market shareGLB Intelligent Power: 167,725 sets installed, 6.0% market shareCRRC Times Electric: 131,613 sets installed, 4.7% market shareLixiang Drive Technology: 128,951 sets installed, 4.6% market shareInfiMotion: 109,153 sets installed, 3.9% market shareDEEPAL: 105,547 sets installed, 3.8% market shareIn H1 2026, China's multi-in-one main drive system (dedicated to BEVs) market featured high concentration and accelerating penetration of automakers' in-house solutions. FinDreams Powertrain ranked first with 475,112 sets installed and a 17.0% market share, maintaining a clear lead. Tesla ranked second with 238,800 sets and an 8.6% share, followed by Lingsheng Powertech, INOVANCE Automotive, and NIO Power Technology. The top five suppliers together accounted for nearly half of the market, forming a strong leading tier.GLB Intelligent Power, CRRC Times Electric, and Lixiang Drive Technology ranked sixth to eighth, with shares ranging from 4.6% to 6.0%, while InfiMotion and DEEPAL rounded out the top 10. Notably, automaker-owned or affiliated players such as FinDreams Powertrain, Tesla, NIO Power Technology, Lixiang Drive Technology, and DEEPAL occupied more than half of the top 10, highlighting the industry's accelerating shift toward vertical integration of electric drive systems.Top electric motor controller suppliersFinDreams Powertrain: 1,092,768 sets installed, 20.0% market shareINOVANCE Automotive: 447,044 sets installed, 8.2% market shareInfiMotion: 396,133 sets installed, 7.3% market shareHuawei Digital Power: 363,656 sets installed, 6.7% market shareNIO Power Technology: 327,529 sets installed, 6.0% market shareTesla: 286,641 sets installed, 5.2% market shareLingsheng Powertech: 247,167 sets installed, 4.5% market shareLixiang Drive Technology: 226,251 sets installed, 4.1% market shareTsingshan: 182,251 sets installed, 3.3% market shareGLB Intelligent Power: 164,986 sets installed, 3.0% market shareIn H1 2026, China's electric motor controller market featured a clear leader and expanding automaker in-house capabilities. FinDreams Powertrain ranked first with 1.09 million sets installed and a 20.0% market share, maintaining a significant lead. INOVANCE Automotive ranked second with 447,044 sets and an 8.2% share, followed by InfiMotion (7.3%), Huawei Digital Power (6.7%), and NIO Power Technology (6.0%), with intense competition among the leading challengers.Automakers' in-house motor controller capabilities continued to expand. Automaker-owned or affiliated players, including FinDreams Powertrain, NIO Power Technology, Tesla, Lingsheng Powertech, and Lixiang Drive Technology, collectively accounted for over 50% of the market, indicating that in-house development has captured more than half of the market. Tsingshan and GLB Intelligent Power maintained relatively stable volumes as specialized suppliers.Top suppliers of 3-in-1 E-Drive system (dedicated to BEVs) Tesla: 238,800 sets installed, 14.1% market shareINOVANCE Automotive: 193,083 sets installed, 11.4% market shareNIO Power Technology: 166,330 sets installed, 9.8% market shareLixiang Drive Technology: 128,951 sets installed, 7.6% market shareFinDreams Powertrain: 89,613 sets installed, 5.3% market shareLingsheng Powertech: 82,365 sets installed, 4.9% market shareInfiMotion: 77,404 sets installed, 4.6% market shareTsingshan: 69,255 sets installed, 4.1% market shareBAIC BJEV: 61,464 sets installed, 3.6% market shareRapow Technology: 60,476 sets installed, 3.6% market shareIn H1 2026, China's 3-in-1 E-Drive system (dedicated to BEVs) market continued to feature foreign players leading while domestic suppliers rapidly catching up. Tesla ranked first with 238,800 sets installed and a 14.1% market share, maintaining a clear lead. INOVANCE Automotive followed with 193,083 sets and an 11.4% share, while NIO Power Technology and Lixiang Drive Technology ranked third and fourth with shares of 9.8% and 7.6%, respectively, highlighting the growing strength of new energy vehicle makers in in-house electric drive development.FinDreams Powertrain ranked fifth with 89,613 sets installed and a 5.3% market share, indicating that BYD has increasingly favored higher-integration electric drive solutions for its pure-electric models, resulting in relatively limited penetration of three-in-one systems.Top suppliers of highly integrated E-Drive system (dedicated to BEVs) FinDreams Powertrain: 385,499 sets installed, 35.4% market shareGLB Intelligent Power: 164,755 sets installed, 15.1% market shareLingsheng Powertech: 131,261 sets installed, 12.0% market shareCRRC Times Electric: 97,141 sets installed, 8.9% market shareDEEPAL: 84,247 sets installed, 7.7% market shareHuawei Digital Power: 34,456 sets installed, 3.2% market shareInfiMotion: 31,749 sets installed, 2.9% market shareNIO Power Technology: 29,212 sets installed, 2.7% market shareTsingshan: 23,280 sets installed, 2.1% market shareZhixin Technology: 15,440 sets installed, 1.4% market shareIn H1 2026, China's highly integrated E-Drive system (dedicated to BEVs) market featured one clear leader and multiple challengers. FinDreams Powertrain ranked first with 385,499 sets installed and a 35.4% market share, capturing more than one-third of the market with its eight-in-one electric drive system and maintaining a significant lead. GLB Intelligent Power ranked second with 164,755 sets and a 15.1% share.Lingsheng Powertech, CRRC Times Electric, and DEEPAL ranked third to fifth, respectively. Huawei Digital Power, InfiMotion, NIO Power Technology, Tsingshan, and Zhixin Technology rounded out the top 10, with each holding less than 4% of the market. Notably, automaker-owned or automaker-affiliated players such as FinDreams Powertrain, DEEPAL, NIO Power Technology, and Zhixin Technology accounted for five of the top 10 positions, highlighting the growing role of in-house and vertically integrated solutions.Top suppliers of power modulesBYD Semiconductor: 1,011,329 sets installed, 19.3% market shareCRRC Times Semiconductor: 553,112 sets installed, 10.5% market shareInfineon Technologies: 508,424 sets installed, 9.7% market shareSilan Microelectronics: 443,595 sets installed, 8.5% market shareLeadrive Technology: 326,430 sets installed, 6.2% market shareSTMicroelectronics: 299,718 sets installed, 5.7% market shareUnited Nova Technology: 292,174 sets installed, 5.6% market shareUAES: 282,750 sets installed, 5.4% market shareStarPower: 247,018 sets installed, 4.7% market shareCisco: 205,377 sets installed, 3.9% market shareIn H1 2026, China's power module market featured one clear leader, multiple strong players, and rising domestic competitiveness. BYD Semiconductor ranked first with 1.01 million sets installed and a 19.3% market share, followed by CRRC Times Semiconductor with 553,112 sets and a 10.5% share.Infineon Technologies, Silan Microelectronics, Leadrive Technology, STMicroelectronics, United Nova Technology, and UAES ranked third to eighth, with market shares ranging from 5.4% to 9.7%, reflecting intense competition among mid-tier suppliers. StarPower and Cisco ranked ninth and tenth, respectively, with shares below 5%. Notably, eight of the top 10 suppliers are domestic players, highlighting the large-scale adoption of Chinese power modules in automotive-grade IGBT and SiC applications.Top Suppliers of IGBT power modulesBYD Semiconductor: 833,219 sets installed, 27.2% market shareCRRC Times Semiconductor: 546,216 sets installed, 17.8% market shareSilan Microelectronics: 338,115 sets installed, 11.0% market shareInfineon Technologies: 220,212 sets installed, 7.2% market shareLeadrive Technology: 219,129 sets installed, 7.1% market shareStarPower: 191,633 sets installed, 6.3% market shareUnited Nova Technology: 118,333 sets installed, 3.9% market shareUAES: 113,961 sets installed, 3.7% market shareSTMicroelectronics: 76,462 sets installed, 2.5% market shareBorgWarner: 60,778 sets installed, 2.0% market shareIn H1 2026, China's IGBT power module market featured one clear leader and multiple strong players across distinct tiers. BYD Semiconductor ranked first with 833,219 sets installed and a 27.2% market share, securing more than a quarter of the market. CRRC Times Semiconductor ranked second with 546,216 sets and a 17.8% share.Silan Microelectronics, Infineon Technologies, Leadrive Technology, and StarPower ranked third to sixth, with market shares ranging from 6.3% to 11.0%, reflecting intense competition among mid-tier suppliers. United Nova Technology, UAES, STMicroelectronics, and BorgWarner ranked seventh to tenth, each with a market share below 4%.Top suppliers of SiC power modules Infineon Technologies: 290,466 sets installed, 13.4% market shareBYD Semiconductor: 239,870 sets installed, 11.1% market shareSTMicroelectronics: 222,752 sets installed, 10.3% market shareCisco: 205,377 sets installed, 9.5% market shareUnited Nova Technology: 195,320 sets installed, 9.0% market shareUAES: 168,789 sets installed, 7.8% market shareGEENER: 157,339 sets installed, 7.3% market shareonsemi: 120,883 sets installed, 5.6% market shareLeadrive Technology: 108,817 sets installed, 5.0% market shareSilan Microelectronics: 105,323 sets installed, 4.9% market shareIn H1 2026, China's SiC power module market featured intense competition between domestic and international suppliers. Infineon Technologies ranked first with 290,466 sets installed and a 13.4% market share, while BYD Semiconductor ranked second with 239,870 sets and an 11.1% share, demonstrating the growing strength of domestic in-house supply.STMicroelectronics, Cisco, and United Nova Technology followed with shares ranging from 9.0% to 10.3%, reflecting fierce competition among the leading challengers. UAES, GEENER, onsemi, Leadrive Technology, and Silan Microelectronics ranked sixth to tenth, with each holding less than 8% of the market.Notably, six China's local suppliers entered the top 10, collectively accounting for more than 47% of the market, highlighting accelerating technological progress and large-scale adoption of Chinese SiC power modules.
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