China Electric Vehicle Motor Controller Industry Report, 2021
  • July 2021
  • Hard Copy
  • USD $3,800
  • Pages:195
  • Single User License
    (PDF Unprintable)       
  • USD $3,600
  • Code: ZLC126
  • Enterprise-wide License
    (PDF Printable & Editable)       
  • USD $5,400
  • Hard Copy + Single User License
  • USD $4,000

Automotive motor controller industry is expected to grow at CAGR of 23.4%, and local manufacturers are rising.

1) The growing new energy vehicle market gives a boost to the motor controller market.

The supply and demand in the electric vehicle motor controller market is dependent on the expansion of new energy vehicle market.

At present, countries and automakers worldwide have formulated their plans and requirements for the development of new energy vehicles. In future, new energy vehicle sales will be bound to surge. As the new energy vehicle market booms, the motor controller market will make steady growth. It is predicted that China’s motor controller market will sustain a CAGR of up to 23.4% between 2020 and 2026.

控制器 1_副本.png

2) In the fiercely competitive motor controller market, local manufacturers lead the way.

Currently, China’s electric vehicle motor controller market is intensely competitive. There are mainly three types of players: automaker-backed companies, local manufacturers, and foreign/joint-venture manufacturers. Among them, automaker-backed players support their own vehicles; local manufacturers are suppliers of Chinese independent auto brands; foreign/joint-venture companies build supply relationships with foreign/joint-venture auto brands.

控制器 2_副本.png

控制器 3_副本.png

Local manufacturers now have the upper hand on the strength of the development of homegrown new energy vehicle brands, especially emerging automakers. In 2020, seven out of the top ten manufacturers by market share were local companies, among which BYD still dominated the list with a 13.5% share; Inovance Technology, Sungrow and Huayu E-drive first edged into the top-ten list.

3) N-in-one products hold the trend, and three-in-one drive system will become the mainstream

Motor and ECU integration is a way to not only reduce weight and size of products but cut costs of production and procurement and improve efficiency. In current stage, most companies still stay at the two-in-one phase, while the three-in-one drive system will become the mainstream. 

In 2020, China shipped more than 500,000 sets of three-in-one electric drive systems for passenger cars, or around 37% of the total motor controller shipments. Companies including Bosch, BYD, Inovance Technology and Jing-Jin Electric have rolled out their three-in-one electric drive systems. One example is Huawei DriveONE three-in-one electric drive system which boasts peak power density of 3kW/kg, the highest in the industry. 

控制器 4_副本.png

Through the lens of market share, the three-in-one system is still an oligopolistic market. In 2020, Tesla, BYD, XPT and NIDEC took a combined 82.1% of the total sales. Yet as Dongfeng SERES SF5 equipped with Huawei three-in-one system goes into mass production in 2021, the competition in the three-in-one electric drive system market will be more intense.

4) Power modules head in high voltage, and silicon carbide becomes a mainstream material.

New energy vehicles now use 400V electrical voltage systems. 80% SOC for a battery takes about 30 minutes, but the use of an 800V voltage system will cut the time down to 10 minutes. The need for fast charge makes high voltage power modules an inevitable trend.

Manufacturers like Hitachi Astemo, BorgWarner, Vitesco, Inovance Technology and ZF currently have introduced their 800V inverter/electric drive system products to meet fast charge needs, and all use silicon carbide (SiC) material except for Hitachi Astemo.

In BorgWarner’s case, its SiC inverter mass-produced in 2019 is the first 800V inverter using SiC power switch. The double-sided cooling structure makes the inverter 40% lighter and 30% smaller, improves its power density by 25%, and allows the inverter to perform better in thermal conductivity, high temperature stability and efficiency for shortening the charging time and extending the range.

控制器 5.png

Electric Controller Upstream Market

1) Automotive IGBT market—local companies gear up to scramble

IGBT module which plays a crucial role in new energy vehicles makes up roughly 45% of the cost of electric vehicle motor controller.

Current local companies such as BYD Semiconductor, StarPower Semiconductor and CRRC Times Electric already work hard on new energy vehicle IGBT development, and race to expand their capacity to rival their foreign peers.

控制器 6_副本.png

China’s automotive IGBT market is dominated by international vendors like Infineon, Mitsubishi Electric, Semikron and Denso, among which Infineon shares over half the market, up to 58.2% in 2019. BYD Semiconductor, StarPower Semiconductor and CRRC Times Electric were however on the list of the top ten automotive IGBT vendors in 2019, especially BYD Semiconductor which became the runner-up with market share of 18%, far higher than the third-ranking Mitsubishi Electric which occupied just 5.2%.

2) Silicon carbide power devices are expected to be an alternative to IGBT, a key component of motor controller.

Globally, there is a belief that silicon carbide is the next-generation semiconductor material.

Compared with Si-based IGBT power devices, silicon carbide (SiC) power devices feature lighter weight, smaller size, higher power density, longer range, lower controller loss, better thermal conductivity, and stronger high temperature resistance. Motor controllers using SiC power devices are an effective way for new energy vehicles to improve range, power mass density, and electric energy conversion efficiency. So SiC power devices are expected to replace IGBT as a key component of motor controller.

Manufacturers such as Delphi and BYD have set about making deployments in SiC motor controller. BYD indicated that from 2020 to 2025, its SiC motor controllers will have three iterations, with applicable voltage platforms up to 800V, power density up to 90kW/L, efficiency up to 99.7%, and rotating speed up to 20,000 rpm.

控制器 7_副本.png

1 Overview of Motor Controller
1.1 Definition
1.2 Principle
1.3 Classification
1.4 Key Performance Indicators

2 Electric Vehicle Motor Controller Market 
2.1 Status Quo
2.2 Market Size
2.3 Supply Model

2.4 Competitive Pattern
2.4.1 Comparison of Major Companies
2.4.2 Top10 Motor Controller Companies by Sales, 2019 VS 2020
2.4.3 Market Share

2.5 Supporting Relationships

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

2.7 Electric Drive Systems of Major Global Automakers
2.7.1 Tesla Model S Electric Drive System
2.7.2 "8-in-1" Electric Drive/Electronic Control Assembly in BYD E-platform 3.0 Architecture
2.7.3 GM Voltec Intelligent Electric Drive System
2.7.4 Volkswagen MEB Electric Drive System
2.7.5 Toyota Highlander Electric Drive Assembly
2.7.6 Changan "7-in-1" Electric Drive System
2.7.7 BMW eDrive Electric Drive System

3 Global Motor Controller (Inverter) Manufacturers
3.1 Hitachi Astemo
3.1.1 Major Customers
3.1.2 Operation
3.1.3 Electric Vehicle Business
3.1.4 800V High Voltage Inverter

3.2 Mitsubishi Electric
3.2.1 Operation 
3.2.2 Electric Vehicle Business
3.2.3 Electric Vehicle Power Semiconductor Business

3.3 Robert Bosch
3.3.1 Operation 
3.3.2 Electric Vehicle Business
3.3.3 Electric Axle Drive (eAxle)

3.4 Continental 
3.4.1 Operation
3.4.2 Vitesco
3.4.3 Vitesco Third-generation Electric Drive System

3.5 BorgWarner
3.5.1 Acquisition of Delphi
3.5.2 Electric Vehicle Business
3.5.3 Motor Controllers
3.5.4 iDM Three-in-one Electric Drive Module
3.5.5 800V Silicon Carbide Inverter

3.6 Hyundai Mobis
3.6.1 Electrification Business

3.7.1 Three-in-one Electric Drive System

4 Chinese Motor Controller (Inverter) Manufacturers
4.1 Shanghai Edrive Co., Ltd.
4.1.1 Operation
4.1.2 Main Products—Mini Vehicle System
4.1.2 Main Products—Commercial Vehicle System
4.1.2 Main Products—Passenger Car System
4.1.3 Technical Features
4.1.4 Application Cases

4.2 Shenzhen Inovance Technology Co., Ltd.
4.2.1 Operation
4.2.2 Development History of New Energy Vehicle Business
4.2.3 Core Strengths of New Energy Vehicle Business
4.2.4 Drive Motor Controller Products
4.2.5 Class A Three-in-one Powertrain System
4.2.6 Passenger Car Powertrain System
4.2.7 Vehicle Power Supply Products
4.2.8 Major Customers of Automotive Electronics
4.2.9 New Products 

4.3 Shanghai Dajun Technologies Inc
4.3.1 Operation
4.3.2 Integrated Control Solutions
4.3.3 PHEV Solution (Single-controller, Dual-motor)
4.3.4 Mechatronics Solution
4.3.5 Passenger Car Electric Drive System
4.3.6 Commercial Vehicle Electric Drive System

4.4 Tianjin Santroll Electric Automobile Technology Co., Ltd.
4.4.1 Operation
4.4.2 Power System Solutions for Battery Electric Commercial Vehicles
4.4.3 Generation 5 Hybrid Power System
4.4.4 AC Asynchronous Motor Controller

4.5 Zhongshan Broad-Ocean Motor Co., Ltd.
4.5.1 Operation
4.5.2 Electric Vehicle Motor Controller Business
4.5.3 New Energy Vehicle Powertrain System Business

4.6 United Automotive Electronic Systems Co., Ltd. (UAES)
4.6.1 Major Customers
4.6.2 Electric Drive Business
4.6.3 Electric Vehicle Motor Controller Products
4.6.4 Mass-produced Electric Axle EAU100

4.7 Hunan CRRC Times Electric Vehicle Co., Ltd.
4.7.1 Major Customers
4.7.2 Battery Electric Vehicle Drive System Platform—T Power
4.7.3 Control Assembly Products
4.7.4 Extended-range Plug-in Solution
4.7.5 Dual-sided Water Cooling Controller

4.8 BYD Co., Ltd. 
4.8.1 Operation of BYD 
4.8.2 Development History of BYD’s Electronic Control Business
4.8.3 BYD’s Electric Vehicle Motor Controller Business
4.8.4 BYD Three-in-one Electric Drive Assembly
4.8.5 FinDreams Powertrain Co., Ltd.
4.8.6 R&D Competence of FinDreams Powertrain
4.8.7 Electronic Control Test Resources and Manufacturing Capability of FinDreams Powertrain
4.8.8 FinDreams Powertrain’s Product Lines and Application
4.8.9 FinDreams Powertrain’s Product Plan for Silicon Carbide Motor Controllers

4.9 Zhuhai Enpower Electric Co., Ltd.
4.9.1 Operation
4.9.2 New Energy Vehicle Business
4.9.3 Major Customers of New Energy Vehicles
4.9.4 New Energy Vehicle System—MC39 Series Controllers
4.9.4 New Energy Vehicle System—PMU N-in-one New Energy System
4.9.4 New Energy Vehicle System—DA Series Electric Drive Assembly
4.9.4 New Energy Vehicle System—PSU Vehicle Power Supply Platform
4.9.5 Engineering Vehicle System—MC33-37 Series Controllers
4.9.5 Engineering Vehicle System—DC-DC Converter
4.9.5 Engineering Vehicle System—CH4100-4300 Series Intelligent High-efficiency Chargers

4.10 Shenzhen V&T Technologies Co., Ltd.
4.10.1 Operation 
4.10.2 Electric Vehicle Motor Controller Business
4.10.3 N-in-1 Electric Vehicle Motor Controllers
4.10.4 Main Drive Motor Controller
4.10.5 Auxiliary Motor Controller
4.10.6 Main R&D Projects (by the end of 2020)

4.11 Fujian Fugong Engineering Technology Co., Ltd. 
4.11.1 Major Customers
4.11.2 Three-in-one Controller
4.11.3 Motor Controllers
4.11.4 Other Controller Products

4.12 Chroma ATE Inc.
4.12.1 Motor Controller CP Series
4.12.2 Motor Controller CR Series
4.12.3 eAxle Three-in-one Electric Drive System Module CX Series

4.13 Jing-Jin Electric Technologies (Beijing) Co., Ltd. 
4.13.1 Operation
4.13.2 Main Products
4.13.3 Sales Volume and Unit Price
4.13.4 Main Supported Models
4.13.5 Silicon Carbide Motor Controller Products
4.13.6 IPO Fundraising Projects
4.13.7 Main Customers 

4.14 DEC Dongfeng Electric Machinery Co., Ltd. 
4.14.1 Motor Controllers

4.15 Shenzhen Megmeet Electric Co., Ltd.
4.15.1 EV Solutions
4.15.2 Development History of EV Solutions
4.15.3 Major Customers
4.15.4 Motor Controllers

4.16 Shanghai XPT Technology Limited
4.16.1 Installations of Electric Drive Systems
4.16.2 Electric Drive Systems (EDS) 

4.17 Huayu Automotive Electric Drive System Co., Ltd.
4.17.1 Motor Controller of Huayu E-drive
4.17.2 Operation of Huayu E-drive 
4.17.3 HASCO Magna Electric Drive System Co., Ltd.
4.17.4 Main Products of HASCO Magna 

4.18 Hefei Sungrow Electric Power Technology Co., Ltd. 
4.18.1 Motor Controllers
4.18.2 SiC Motor Controller
4.18.3 The 100,000th EC11 Series Controller Went off the Production Line

4.19 Huawei
4.19.1 Smart Electric Business
4.19.2 Motor Controllers
4.19.3 Three-in-one Electric Drive System
4.19.4 N-in-one Electric Drive System

Analysis on Xpeng’s Layout in Electrification, Connectivity, Intelligence and Sharing, 2023

Research on Xpeng’s layout in electrification, connectivity, intelligence and sharing: in the innovation-driven rapid development, secured orders for 100 flying cars.     NIO, Xp...

Automotive Cockpit SoC Research Report, 2024

Automotive Cockpit SoC Research: Automakers quicken their pace of buying SoCs, and the penetration of domestic cockpit SoCs will soar Mass production of local cockpit SoCs is accelerating, and the l...

Automotive Integrated Die Casting Industry Report, 2024

Integrated Die Casting Research: adopted by nearly 20 OEMs, integrated die casting gains popularity.  Automotive Integrated Die Casting Industry Report, 2024 released by ResearchInChina summari...

China Passenger Car Cockpit Multi/Dual Display Research Report, 2023-2024

In intelligent cockpit era, cockpit displays head in the direction of more screens, larger size, better looking, more convenient interaction and better experience. Simultaneously, the conventional “on...

Automotive Microcontroller Unit (MCU) Industry Report, 2024

With policy support, the localization rate of automotive MCU will surge. Chinese electric vehicle companies are quickening their pace of purchasing domestic chips to reduce their dependence on impor...

Automotive Digital Key Industry Trends Research Report, 2024

Automotive Digital Key Industry Trends Research Report, 2024 released by ResearchInChina highlights the following: Forecast for automotive digital key market;Digital key standard specifications and co...

Automotive XR (VR/AR/MR) Industry Report, 2024

Automotive XR (Extended Reality) is an innovative technology that integrates VR (Virtual Reality), AR (Augmented Reality) and MR (Mixed Reality) technologies into vehicle systems. It can bring drivers...

OEMs’ Next-generation In-vehicle Infotainment (IVI) System Trends Report, 2024

OEMs’ Next-generation In-vehicle Infotainment (IVI) System Trends Report, 2024 released by ResearchInChina systematically analyzes the iteration process of IVI systems of mainstream automakers in Chin...

Global and China Automotive Lighting System Research Report, 2023-2024

Installations of intelligent headlights and interior lighting systems made steady growth. From 2019 to 2023, the installations of intelligent headlights and interior lighting systems grew steadily. I...

Automotive Display, Center Console and Cluster Industry Report, 2024

Automotive display has become a hotspot major automakers compete for to create personalized and differentiated vehicle models. To improve users' driving experience and meet their needs for human-compu...

Global and China Passenger Car T-Box Market Report, 2024

Global and China Passenger Car T-Box Market Report, 2024 combs and summarizes the overall global and Chinese passenger car T-Box markets and the status quo of independent, centralized, V2X, and 5G T-B...

AI Foundation Models’ Impacts on Vehicle Intelligent Design and Development Research Report, 2024

AI foundation models are booming. The launch of ChapGPT and SORA is shocking. Scientists and entrepreneurs at AI frontier point out that AI foundation models will rebuild all walks of life, especially...

Analysis on Geely's Layout in Electrification, Connectivity, Intelligence and Sharing

Geely, one of the leading automotive groups in China, makes comprehensive layout in electrification, connectivity, intelligence and sharing. Geely boasts more than ten brands. In 2023, it sold a tota...

48V Low-voltage Power Distribution Network (PDN) Architecture Industry Report, 2024

Automotive low-voltage PDN architecture evolves from 12V to 48V system. Since 1950, the automotive industry has introduced the 12V system to power lighting, entertainment, electronic control units an...

Automotive Ultrasonic Radar and OEMs’ Parking Route Research Report, 2024

1. Over 220 million ultrasonic radars will be installed in 2028. In recent years, the installations of ultrasonic radars in passenger cars in China surged, up to 121.955 million units in 2023, jumpin...

Automotive AI Foundation Model Technology and Application Trends Report, 2023-2024

Since 2023 ever more vehicle models have begun to be connected with foundation models, and an increasing number of Tier1s have launched automotive foundation model solutions. Especially Tesla’s big pr...

Qualcomm 8295 Based Cockpit Domain Controller Dismantling Analysis Report

ResearchInChina dismantled 8295-based cockpit domain controller of an electric sedan launched in December 2023, and produced the report SA8295P Series Based Cockpit Domain Controller Analysis and Dism...

Global and China Automotive Comfort System (Seating system, Air Conditioning System) Research Report, 2024

Automotive comfort systems include seating system, air conditioning system, soundproof system and chassis suspension to improve comfort of drivers and passengers. This report highlights seating system...

2005- All Rights Reserved 京ICP备05069564号-1 京公网安备1101054484号