China New Energy Vehicle Power Electronics Industry Report, 2021

Publisher Name :
Date: 23-Jun-2021
No. of pages: 270

As the electric vehicle market is developing rapidly, new energy vehicle power electronics see a lucrative development opportunity

According to EV Sales, the global electric vehicle sales volume soared by 249% year-on-year to 392,000 units in April 2021. As the electric vehicle market is developing rapidly, new energy vehicle power electronics see a lucrative development opportunity. New energy vehicle power electronics generally include motor controllers (including inverters) and automotive power supplies (automotive chargers and DC/DC).

I. Motor Controller Market

1. BYD leads the highly competitive motor controller market

Benefiting from the rapid development of China's local new energy vehicle brands, Chinese local motor controller vendors led by BYD have obvious advantages in the motor controller market. In 2020, BYD still ranked first with a market share of 13.6%; among the top 10 companies, 7 are Chinese local vendors, except two foreign companies Tesla and Nidec as well as UAES, a Sino-foreign joint venture.

2. Motor controllers are developing towards integration and high voltage

Electronic control is developing towards integration, and three-in-one drive system will become the mainstream

Motor controllers gradually develop from a single function to multi-functional integration, and the integration of motors and electronic control has become a major trend, among which three-in-one electric drive system will become the mainstream. In 2020, China's passenger car three-in-one electric drive system shipments exceeded 500,000 sets, accounting for about 37% of motor controller shipments.

At present, most companies still focus on two-in-one electric drive system, and companies including Bosch, BYD, Inovance, and JJE have launched three-in-one electric drive system. In 2020, Tesla, BYD, XPT and Nidec together accounted for 82.1% of the total sales volume.

The DriveONE three-in-one electric drive system launched by Huawei has the peak power density of 3kW/kg, marking the highest level in the industry, higher than Bosch eAxle which boasts 1.67 kW/kg. In the future, with the efforts of local vendors represented by Huawei and BYD, the gap between local companies and international vendors will gradually narrow.

Huawei's DriveONE Three-in-one Electric Drive System

SiC motor controllers are expected to replace IGBTs

As the core components of motor controllers, IGBT modules account for about 45% of the total cost. In 2020, the global new energy vehicle IGBT module market valued approximately USD850 million. However, high-priced automotive IGBT modules have severely compressed the profit margins of electronic control companies and even automakers.

Compared with silicon-based IGBT power devices, SiC power devices feature advantages such as smaller size, lower weight, higher power density, longer cruising range, less controller loss, better thermal conductivity, and higher temperature resistance. Therefore, vendors represented by Delphi and BYD have begun to deploy SiC motor controllers which are expected to replace IGBTs in the future.

II. Automotive Power Supply Market

In Chinese new energy vehicle power supply market, there are mainly four types of players:

Foreign-funded companies mainly target joint venture automakers, while local companies support independent brands. Thanks to the relatively higher sales volume of local new energy vehicles, local companies have a certain advantage in the automotive power supply market. In 2020, there were 6 local companies among the top 10 companies in Chinese new energy vehicle charger OBC market, with the combined market share of 66%.

At present, automotive power supply products are mainly developing towards integration, high power, and bidirectional style.

(1) Integration: By integrating DC/DC, OBC, motors, electronic control devices, etc., the space occupied by the automotive power supply can be reduced, the size of the circuit board, the assembly cost as well as the BOM and PCB cost can be lowered.

(2) High-power: With longer cruising range and higher electrified capacity of electric vehicles, high power like 10kW, 20kW or more will become the mainstream, which is mainly accomplished by the three-phase AC technology. At present, BYD and Shinry have already deployed in this field.

(3) Bidirectional style: Bidirectional DC/DC features high efficiency, small size, and low cost. At the same time, it can also output battery power to the outside, effectively improving power utilization. Two-way automotive chargers can output the electric energy of the battery to realize vehicle-to-vehicle, vehicle-to-load, and vehicle-to-grid charging.

China New Energy Vehicle Power Electronics Industry Report, 2021

Table of Contents

1. Overview of Automotive Power Electronics
1.1 New Energy Vehicle Industry
1.1.1 New Energy Vehicle Development Plan by Country
1.1.2 New Energy Vehicle Development Plan of Automakers
1.1.3 New Energy Vehicle Sales
1.2 Overview of Automotive Power Electronics
1.2.1 Classification of Automotive Power Electronics
1.2.2 Power Supply Architecture of New Energy Vehicles
1.3 Motor Controllers
1.3.1 Classification
1.3.2 Key Performance Indicators
1.4 Automotive Power Supply
1.4.1 DC-DC Converters
1.4.2 Classification of DC-DC Converters
1.5 IGBT Market
1.5.1 IGBT for New Energy Vehicle Motor Controllers
1.5.2 Global New Energy Vehicle Semiconductor Power Device Market Size
1.5.3 Global IGBT Market Share
1.5.4 Distribution of IGBT Industry Chain Companies in China
1.5.5 Automotive IGBT Market Share in China
1.5.6 Comparison of New Energy Vehicle IGBT Vendors
2. Electric Vehicle Motor Controller Market
2.1 Status Quo
2.2 Market Size
2.3 Supply Model
2.4 Competitive Landscape
2.4.1 Comparison of Major Companies
2.4.2 Top 10 Companies by Electronic Controller Sales Volume
2.4.3 Market Share
2.5 Supply
2.6 Development Trends
2.6.1 Trend 1
2.6.2 Trend 2
2.6.3 Trend 3
2.6.4 Trend 4
2.6.5 Trend 5
2.6.6 Trend 6
3. Electric Vehicle DC/DC and Charger Market
3.1 Market Size
3.2 Competitive Landscape
3.2.1 Top 10 Companies by OBC Sales Volume, 2019 VS 2020
3.2.2 OBC Market Share, 2019 VS 2020
3.2.3 Supply
3.3 Development Trends
3.3.1 Trend 1
3.3.2 Trend 2
3.3.3 Trend 3
4. Key DC/DC and Charger Companies in China
4.1 EVTECH
4.1.1 Automotive OBC
4.1.2 Automotive DC/DC
4.1.3 Automotive All-in-one CCU
4.1.4 Capacity
4.2 Shinry
4.2.1 automotive Power Supply Solution
4.2.2 Passenger Car Solution
4.2.2 Passenger Car Solution --- Supply
4.2.3 Bus Solution
4.2.3 Bus Solution --- Supply
4.2.4 New Energy Special Vehicle Solution
4.2.4 Special Vehicle Solution --- Supply
4.2.5 Fuel Cell Vehicle Solution
4.2.6 Key Customers
4.2.7 Main Products --- Automotive DC/DC Converters
4.2.7 Main Products --- Automotive Chargers
4.2.7 Main Products --- CDU System Integration
4.2.7 Main Products --- Fuel Cells
4.2.8 Operation
4.2.9 Capacity, Production and Marketing
4.3 Tiecheng Information Technology
4.3.1 Operation and Production
4.3.2 Main Products
4.3.3 Key Customers
4.4 Shijiazhuang Tonhe Electronics Technologies
4.4.1 Operation
4.4.2 Automotive Power Supply Products
4.5 Luoyang Grasen Power Technology
4.5.1 Development History
4.5.2 Automotive Power Supply Products
4.5.3 Performance
5. Motor Controller (Inverter) Producers in China
5.1 Shanghai Edrive
5.1.1 Operation
5.1.2 Main Products --- Mini Car System
5.1.2 Main Products --- Commercial Vehicle System
5.1.2 Main Products --- Passenger Car System
5.1.3 Technical Features
5.1.4 Application Cases
5.2 Inovance
5.2.1 Operation
5.2.2 Development History of New Energy Vehicle Business
5.2.3 Core Advantages of New Energy Vehicle Business
5.2.4 Drive Motor Controllers
5.2.5 Class-A Three-in-one Powertrain System
5.2.6 Passenger Car Powertrain System
5.2.7 Automotive Power Supply Products
5.2.8 Key Automotive Electronics Customers
5.2.9 New Products
5.3 Shanghai Dajun Technologies
5.3.1 Operation
5.3.2 Integrated Control Solution
5.3.3 PHEV Solution
5.3.4 Mechatronics Solution
5.3.5 Passenger Car Electric Drive System
5.3.6 Commercial Vehicle Electric Drive System
5.4 Santroll
5.4.1 Operation
5.4.2 Battery-electric Commercial Vehicle Power System Solution
5.4.3 Fifth-generation Hybrid Power System
5.4.4 AC Asynchronous Motor Controllers
5.5 Broad-Ocean Motor
5.5.1 Operation Performance
5.5.2 Electric Vehicle Motor Controller Business
5.5.3 New Energy Vehicle Powertrain System Business
5.6 UAES
5.6.1 Key Customers
5.6.2 Electric Drive Business
5.6.3 Electric Vehicle Motor Controllers
5.6.4 Production EAU100 Electric Bridge
5.7 CRRC Electric Vehicle
5.7.1 Key Customers
5.7.2 Battery-electric Drive System Platform --- T Power
5.7.3 Control Assembly Products
5.7.4 Extended Range Plug-in Solution
5.7.5 Double-sided Water-Cooling Controllers
5.8 BYD
5.8.1 Operation
5.8.2 Development History of Electric Control Business
5.8.3 Electric Vehicle Motor Controller Business
5.8.4 Three-in-one Electric Drive Assembly
5.8.5 FinDreams Powertrain
5.8.6 Electronic Control R & D Capability
5.8.7 Electronic Control Test Resources and Manufacturing Capability
5.8.8 Product Line and Application
5.8.9 SiC Motor Controller Planning
5.9 Zhuhai Enpower Electric
5.9.1 Operation
5.9.2 New Energy Vehicle Business
5.9.3 New Energy Vehicle Key Customers
5.9.4 New Energy Vehicle System --- MC39 Series Controllers
5.9.4 New Energy Vehicle System --- PMU All-in-one New Energy System
5.9.4 New Energy Vehicle System --- DA Series Electric Drive Assembly
5.9.4 New Energy Vehicle System --- PSU Automotive Power Supply Platform
5.9.5 Engineering Vehicle System --- MC33-37 Series Controllers
5.9.5 Engineering Vehicle System --- DC-DC Converters
5.9.5 Engineering Vehicle System --- CH4100-4300 Series Efficient Smart Chargers
5.10 Shenzhen V&T Technologies
5.10.1 Operation
5.10.2 Electric Vehicle Motor Controller Business
5.10.3 All-in-one Electric Vehicle Motor Controllers
5.10.4 Main Drive Motor Controllers
5.10.5 Auxiliary Motor Controllers
5.10.6 Main R&D Projects (as of the end of 2020)
5.11 Fujian Fugong Power Technology
5.11.1 Key Customers
5.11.2 Three-in-one Controllers
5.11.3 Motor Controller
5.11.4 Other Controllers
5.12 Chroma ATE
5.12.1 Motor Controller CP Series
5.12.2 Motor Controller CR Series
5.12.3 eAxle Three-in-one Electric Drive System Module CX Series
5.13 JJE
5.13.1 Operation
5.13.2 Main Products
5.13.3 Sales Volume and Unit Price
5.13.4 Main Models Supported
5.13.5 SiC Motor Controllers
5.13.6 IPO Fundraising Projects
5.13.7 Key Customers
5.14 DEC Dongfeng Electric Machinery
5.14.1 Motor Controllers
5.15 Megmeet
5.15.1 EV Solution
5.15.2 EV Solution Development History
5.15.3 Key Customers
5.15.4 Motor Controller
5.16 XPT
5.16.1 Electric Drive System Installations
5.16.2 XPT EDS Electric Drive System
5.17 HASCO
5.17.1 Motor Controllers
5.17.2 Operation
5.17.3 HME
5.17.4 HME's Main Products
5.18 Hefei E-Power Technology
5.18.1 Motor Controller
5.18.2 SiC Motor Controllers
5.18.3 100,000 EC11 Series Controllers Are Produced
6. Global Motor Controller (Inverter) Producers
6.1 Hitachi Astemo
6.1.1 Key Customers
6.1.2 Operation
6.1.3 Electric Vehicle Business
6.1.4 800V High-voltage Inverters
6.2 Mitsubishi Electric
6.2.1 Operation
6.2.2 Electric Vehicle Business
6.2.3 Electric Vehicle Power Semiconductor Business
6.3 Bosch
6.3.1 Operation
6.3.2 Electric Vehicle Business
6.3.3 eAxle Electric Drive Bridge
6.4 Continental
6.4.1 Operation
6.4.2 Vitesco
6.4.3 Third-generation Electric Drive System
6.5 BorgWarner
6.5.1 Acquisition of Delphi
6.5.2 Electric Vehicle Business
6.5.3 Motor Controller
6.5.4 iDM Three-in-one Electric Drive Module
6.5.5 800V SiC Inverter
6.6 Hyundai Mobis
6.6.1 Electrification Business
7. IGBT Suppliers
7.1 Infineon
7.1.1 Operation
7.1.2 IGBT Products
7.1.3 HybridPACK™ Series
7.1.3 HybridPACK™ Series --- Main Parameters
7.1.4 Application of EiceDRIVER™ in Electric Vehicle Field --- Main Inverters
7.1.4 Application of EiceDRIVER™ in Electric Vehicle Field --- EV Charging
7.2 StarPower Semiconductor
7.2.1 Operation
7.2.2 Development History of IGBT
7.2.3 New Energy Vehicle Business
7.2.4 Fundraising Projects
7.2.5 SiC Device Layout
7.2.6 Key Customers in New Energy Field
7.3 BYD Semiconductor
7.3.1 Spin-off and IPO
7.4 Fuji Electric
7.4.1 IGBT Module for EV/HEV
7.4.2 750V IGBT Module for EV/HEV
7.5 Semikron
7.5.1 Electric Vehicle Power Device
7.5.2 SKiM® 63/93
7.5.2 SKiM® 63/93 IGBT Module
7.5.3 SKAI® 2 HV
7.6 Denso
7.6.1 Operation
7.6.2 IGBT Products
7.7 Zhixin Semiconductor
7.7.1 IGBT Power Module Will Be Mass Produced
7.8 Zhuzhou CRRC Times Electric
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