Chinese suppliers are tightening their grip on the electric-vehicle supply chain, according to new installation data for the first seven months of 2026 from Gasgoo Research Institute, as reported by D1EV. The rankings cover three-in-one main drive units, highly integrated main drives, power modules, and IGBT and SiC power modules, revealing a sector marked by diverging integration routes, accelerating domestic substitution, and a race to secure third-generation semiconductor technology.
Three-in-one main drive: Tesla leads, domestic players close in
In the three-in-one main drive system category for pure battery-electric passenger cars, Tesla topped the list with 266,647 units installed, a 13.2% market share. Huichuan United Power followed with 228,997 units (11.3%), while Nio's powertrain arm and Li Auto's drive unit division took third and fourth places with 9.8% and 7.2% shares respectively, underscoring the push by new carmakers into in-house e-drive development.
BYD's Fudi Power ranked fifth with 113,796 units (5.6%), reflecting the company's preference for more integrated solutions over three-in-one units. The remaining spots in the top ten were held by Lingsheng Power, Xingqu Technology, Qingshan Industrial, BAIC New Energy, and Ruipai Technology, with shares ranging from 3.7% to 4.6%. The market remains relatively balanced, with automakers and independent suppliers each holding about half of the share, and no single player has achieved dominance.
Highly integrated main drives: BYD dominates; power modules go local
In the highly integrated main drive segment, BYD's Fudi Power was the clear leader with 471,810 units installed, capturing 35.4% of the market thanks to its eight-in-one e-drive products. Grebo ranked second with 197,495 units (14.8%), followed by Lingsheng Power, CRRC Times Electric, and Deepal. Notably, automakers or their affiliated suppliers—Fudi Power, Deepal, Nio's powertrain unit, and Zhixin Technology—occupied half of the top ten, highlighting deep in-house investment in high-integration e-drive technology.
In the power module segment, BYD Semiconductor led with 1,209,244 units (19.2%), benefiting from its captive supply chain. Infineon and CRRC Times Semiconductor tied for second with 10.3% each, followed by Silan Micro, Zhenqu Technology, Silan Integrated, STMicroelectronics, and United Electronics. Domestic suppliers claimed eight of the top ten slots, a sign that local IGBT and SiC products are now being installed in vehicles at scale. The data indicates that Chinese players have taken a leading role in power modules, though BYD Semiconductor's lead is not overwhelming.
According to Gasgoo's analysis, the overall picture for the first seven months of 2026 is one of resilient domestic supply chains, with IGBT localization gains particularly pronounced. As integration paths diversify, suppliers across different technology routes are finding opportunities to compete.
