Recently, Gaishi Automotive Research Institute released the list of installed capacity of suppliers in the electrification field from January to August 2024, including power battery, battery PACK, BMS, hybrid generator, drive motor and other nine major areas of supplier installed capacity ranking, to provide the industry with the latest market data reference.
First, the installed capacity of power battery suppliers ranking, Ningde Times and Fudi battery as the top two suppliers in the market, accounting for more than 70% of the market share.
Specifically, Ningde era topped the list with a market share of 44.
3%, followed by Fudi batteries with a market share of 28.4%. In addition, China New Airlines, Guoxuan Hi-Tech, Honeycomb Energy, Yiwei Lithium Energy, Xin Wanda and other enterprises are also in the top 10, with fierce competition.
From the perspective of market share, the pattern of power battery TOP 10 remains stable, the market shows a centralized trend, and the market position of the head enterprise is becoming more and more stable.
In the future, with the continuous expansion of the new energy vehicle market, the demand for power batteries will continue to grow, providing more opportunities for suppliers.
(click to view the list of installed capacity of power battery suppliers), second, the list of installed capacity of battery PACK suppliers.
As the core parts company of BYD Group, Fudi Battery ranks first with 2129497 sets of installed capacity and 35.
9% market share, and continues to maintain a leading position in the industry with strong brand influence and technical strength.
As one of the world’s leading lithium battery manufacturers, Ningde Times also has a considerable installed capacity, ranking second with 1275143 sets of installed capacity and 21.
5% market share.
Tesla and Guoxuan Tech are not far behind, with a market share of 6.
6 per cent and 5.
4 per cent respectively, but there is a significant gap between them as a whole.
Honeycomb Energy, China New Airlines and Hua Ting Power also have a place in the market, with a market share of 3.7%, 3.6% and 3.
0%, respectively.
On the whole, the current market competition is fierce, especially the competition of head enterprises is more significant.
The share of PACK made by car companies exceeds 50%, indicating the growing self-control ability of car companies in the field of power batteries.
Fudi battery and Ningde era occupy most of the market share, showing their strong competitiveness in the market.
Small and medium-sized enterprises are facing great pressure in the market, and they need to enhance their competitiveness through technological innovation, cost control and other ways.
(click to view the list of battery PACK supplier installed capacity), third, BMS supplier installed capacity ranking, Fudi battery is at the top of the list of BMS supplier installed capacity, taking the lead with 2141771 sets of installed capacity, occupying 36.
1% of the market share.
Ningde era followed closely, ranking second with 1102217 sets of installed capacity, with a market share of 18.6%. As a carmaker, Tesla has a strong self-financing ability, with 394107 sets of installed capacity and 6.
6% market share.
Still occupies an important position in the third-party supply market.
At the same time, there are a series of outstanding companies on the list, including United Electronics, Lego Technology, Privwin, Huating Power, Dr.
Octopus, SAIC Jieneng, Weirui Electric, etc.
, which also have a place in the BMS market, together forming the top 10 market share competition in this field.
(click to view BMS supplier installed capacity ranking), fourth, drive motor supplier installed capacity ranking, Fudi Power with 2207622 sets of installed capacity ranked first, market share reached 31.
5%, showing its strong competitiveness in the field of drive motor.
Well-known suppliers such as Tesla, Huawei Digital Energy, United Electronics and Xilai Power Technology are not far behind, accounting for 7.
5 per cent, 7.
1 per cent, 5.
5 per cent and 3.
7 per cent respectively.
As can be seen from the list, the market share of drive motors made by car companies is close to 50%, which shows that more and more car companies are beginning to pay attention to independent research and development and production of drive motors, in order to reduce dependence on suppliers and improve product competitiveness.
(click to view the list of installed capacity of drive motor suppliers), fifth, motor controller supplier installed capacity ranking, Fudi Power shows a leading position in the motor controller market, its installed capacity is as high as 2207622 sets, occupying 31.
5% of the market share.
Huichuan United Power ranks second, with an installed capacity of 708387 sets and a market share of 10.1%. Although it has a large gap with the first place, it still occupies a high market share.
Tesla, as a world-renowned manufacturer of new energy vehicles, has also installed a considerable number of motor controllers, with 526080 sets installed and a market share of 7.5%. In addition, Huawei Digital Energy, Weilai Power Technology and leading new energy auto parts technology are also among the top 10 by virtue of their outstanding performance.
With the increasingly fierce competition in the motor controller market, the major suppliers are making efforts to improve their strength in order to cope with the challenges and opportunities of the market.
(click to view the list of installed capacity of electronic control suppliers), sixth, power devices (drive) supplier installed capacity ranking, BYD Semiconductor ranks first with 1891061 sets of installed capacity and 26.
9% market share, showing its strong competitiveness in the power device market.
CRRC semiconductor and core integration are not far behind with 843858 and 608412 units respectively, with a market share of 12.
0% and 8.
7%, respectively.
Together, the three companies account for nearly half of the market.
Italian and French semiconductors, Infineon and other market share are relatively evenly distributed, but the market share is relatively low, all below 10%.
On the whole, a number of domestic power module enterprises accelerate loading, and the market competition is fierce.
(click to view the installed capacity list of power device suppliers), 7.
OBC supplier installed capacity ranking, Fudi Power ranks first with 1923046 installed capacity, with a market share of 32.4%. Weimis is not far behind, with an installed capacity of 1082748 and a market share of 18.
2%, which together with Fudi Power constitute the first echelon of the market.
On the other hand, Xinrui Technology, Fute Technology, New Meiya and other enterprises are in the second echelon, with between 400000 and 440000 units installed and a market share of 6 to 8 per cent.
but they still occupy a certain share of the market.
On the whole, the OBC supplier market presents a diversified competition pattern.
With the exception of Fudi Power and Weimis, the market share of other companies is relatively balanced, all below 10%.
This shows that the OBC market is not completely monopolized by a few enterprises, but there are many competitive enterprises to participate in the market competition.
(click to view OBC supplier installed capacity ranking), eighth, thermal management EDC supplier installed capacity ranking, Fudi Technology is far ahead with 32.
4% market share.
It shows its absolute dominant position in the market.
followed by Huayu Sandian and Aotejia, accounting for 15.
7% and 14.
5% respectively.
The total market share of these three companies is close to 63%.
Other suppliers such as Weiling, Zhongcheng New Energy, Han ‘ang, etc.
also occupy a certain market share.
, Overall, the thermal management EDC module market has shown a highly concentrated trend, with leading companies such as Fudi Technology, Huayu Sandian and Aotejia occupying a dominant position in the market.
Other suppliers are also actively expanding their business, and the market competition is fierce.
With the continuous development of the new energy vehicle industry in the future, it is expected that this field will continue to attract the participation of more companies and the introduction of innovative technologies.
(Click to view the installed capacity ranking of thermal management EDC suppliers), 9.
In the installed capacity ranking of compressor suppliers, Fudi Technology is far ahead with an installed capacity of 1920769 units, with a market share of 32.
4%, demonstrating its absolute advantage in the compressor market.
Huayu Sandian and Aotejia followed closely with installed capacity of 911116 units and 789653 units respectively, with market shares of 15.
3% and 13.
3% respectively.
These three companies jointly accounted for nearly 60% of the market.
Other suppliers such as Zhongcheng New Energy, Weiling, Haili, etc.
, although they also have a certain installed capacity, there is still a big gap compared with the top three.
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