Recently, the Global Automotive Research Institute released a list of passenger car electrification configuration data from January to April 2024.
Power battery as the “heart” of new energy vehicles, the market performance of its suppliers has attracted much attention.
The data show that the pattern of power battery supplier TOP 10 remains stable, followed by Ningde Times, Fudi Battery, China New Airlines, Guoxuan Hi-Tech, Honeycomb Energy, Yiwei Lithium Energy, LG New Energy, Xinwanda, Funeng Technology and Zhengli New Energy.
Among them, Ningde era occupied 43.
4% of the market share with the installed capacity of up to 45552MWh, once again consolidating its leading position in the power battery market.
Fudi battery ranks second in terms of 30296MWh installed capacity, with a market share of 28.9%. The two giants together occupy more than 70% of the market share, showing a strong market influence.
(click to view the list of installed capacity of power battery suppliers), Fudi battery and Ningde era also occupy a dominant position in the list of installed capacity of battery PACK suppliers.
Fudi battery ranks first with more than 840000 sets of installed capacity, with a market share of 35.1%. Although Ningde era ranks behind, its position as a domestic battery giant is still solid.
In addition, more than 50 per cent of self-made PACK has become a bright spot in the industry.
In addition to Tesla, Volkswagen, Zero running Automobile, brilliance BMW and other car companies have also set foot in the field of battery PACK, realizing the independent supply of battery packs by self-building or cooperation with battery manufacturers.
this trend not only changes the traditional battery supply chain model, but also provides automobile companies with greater market competitiveness and cost control ability.
(click to view the list of battery PACK supplier installed capacity), in the “BMS supplier installed capacity ranking”, Fudi battery won the top with 35.
2% market share, installed nearly 850000 sets.
Ningde era ranked second with nearly 420000 units, accounting for 17.
3% of the market share.
United Electronics, Lego Technology, Huating Power and other manufacturers have also shown good competitiveness in the BMS market.
It is worth mentioning that the demand of automobile companies for independent control of BMS is getting stronger and stronger.
Tesla, SAIC Jie Neng and Zero run cars have adopted independent research and development and production of BMS systems to ensure the stability of the supply chain and reduce dependence on external suppliers, so as to ensure the quality and reliability of products.
(click to view the BMS supplier installed capacity ranking), from the “hybrid generator supplier installed capacity ranking”, Fudi Power ranked first with 450000 sets of installed capacity, with a market share of 45.
2%, showing its absolute leading position in the field of hybrid generators.
the installed capacity of Honeycomb and Jinkang Power is not much different, both at about 110000 sets, ranking second and third.
Other enterprises, such as Schaeffler, BergWarner and Huichuan United Power, have a relatively low share, but they are also actively seeking breakthroughs to seize the market.
this competition pattern highlights the fierce competition in the hybrid engine industry.
at the same time, it also highlights the solid position of the leading enterprises.
(click to view the list of hybrid generator suppliers’ installed capacity), from the “list of electric drive system suppliers’ installed capacity”, the market concentration of supplier TOP10 is more than 70%, of which Fudi Power, Tesla and Huawei Digital Energy occupy the top three.
With BYD’s deep accumulation in the field of new energy vehicles and its continuous investment and innovation in electric drive system technology, Fudi Power has installed up to 530000 sets.
Tesla and Huawei Digital Energy have achieved more than 200000 sets of installed capacity and more than 10% market share by virtue of their strong technical strength and brand influence.
United Electronics, Weilai Power Technology, Huichuan United Power and other enterprises have also realized the rapid growth of installed capacity by virtue of their respective technological advantages and market strategies.
(click to view the list of electric drive system suppliers’ installed capacity), according to the “ranking of drive motor suppliers’ installed capacity”, the market share of self-made motors by car companies has increased significantly, accounting for almost half of the country.
Specifically, Fudi Power is still in the forefront of the market, with an installed capacity of nearly 900000 sets and a market share of 31.
5%, far exceeding that of other enterprises.
Tesla, which ranks second, has also installed 240000 sets, accounting for 8.
6% of the market share.
Huawei Digital Energy, Weilai Power Technology, CRRC Times Electric and other enterprises.
The strong rise of the self-made motors of these two car companies not only demonstrates the control of the car companies in the core technology, but also reflects the pursuit of self-sufficiency in the core components of the new energy automobile industry.
At the same time, traditional motor suppliers such as United Electronics and Bogwarner are also actively responding to market changes and striving to maintain market competitiveness through technological innovation and industrial upgrading.
(click to view the list of installed capacity of drive motor suppliers) from the ranking list of installed capacity of motor controller suppliers, Fudi Power tops the list with a market share of 31.
5%, with nearly 900000 sets installed.
Huichuan United Power ranks behind with 8.
7% market share.
Tesla, as a leader in the new energy vehicle industry, also has a considerable installed capacity of motor controllers, more than 240000 sets, ranking third with a narrow gap of 8.
6% market share.
In addition, suppliers such as CRRC Times Electric, Ulay Power Technology, Inbauer, Sunshine Electric and BergWarner have also entered the TOP10 list, with a market share ranging from 3.
2% to 2.
2%, providing a variety of options for the new energy vehicle market.
(click to view the list of motor controller suppliers’ installed capacity), in the list of power device suppliers’ installed capacity, BYD Semiconductor topped the list with 720000 sets of installed capacity, with a market share of 29.8%. Infineon and Starr account for 12% and 8.
9% of the market, respectively.
It is worth noting that under the leadership of the head enterprises, domestic suppliers such as CRRC era Electric and SMIC are rising rapidly and become an important force in accelerating the localization of power semiconductors.
(click to view the installed capacity list of power device suppliers), from the “OBC supplier installed capacity ranking”, the rapid expansion of the new energy vehicle market has led to the growth of demand for charging equipment.
With technical advantages and industrial chain integration capabilities, the leading enterprise Fudi Power leads with a market share of 31.
6%, with an installed capacity of 760000 sets, and continues to consolidate its market position.
Third-party suppliers such as Weimax and Xinrui also quickly grabbed market share through technological innovation and cost control, ranking second and third with a share of 18% and 8%.
In addition, Huawei Digital Energy, Invar, Huichuan United Power and other well-known enterprises also occupy a place in the list.
Overall, the new energy vehicle charging equipment market is ushering inWith more intense market competition and broad development prospects, suppliers need to seize market opportunities, continuously improve their competitiveness, and contribute to the sustainable development of the new energy vehicle industry.
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