In 2023, China's new energy passenger vehicle market will grow rapidly, and according to the statistics of the number of insurance companies, the terminal sales in 2023 will be 7.25 million units. According to the statistics of terminal insurance, a total of 854 single and dual electronic controls will be used in new energy passenger vehicles in 202350,000 sets, a year-on-year increase of 457%。The rapid growth of electronic control has undoubtedly driven the rapid growth of the power module market, behind which the proportion of dual motor solutions such as range extension and series and parallel connection has increased significantly; In addition, while the market demand is growing rapidly, it also provides market space for the growth of local power semiconductor companies. In terms of SiC, a high proportion of localization has also been achieved at the packaging level.
Based on the market situation for the whole year of 2023, we have compiled a ranking of installed capacity in the power module market for reference. Statistical caliber description for this ranking:1The statistics only include NEV passenger vehicles sold locally in China, excluding HEVs, export NEV passenger vehicles and commercial vehicles. In addition to the drive electronic control, it also includes a stand-alone generator controller 2For models using Si-MOSFETs, due to large uncertainties, they are not included in the statistics, with 510,000 units in 2023 and a market share of 597%3.Due to the different technical solutions of single tube, half bridge and full bridge, we count according to the number of electronic control installed modules, and the scheme of double electronic control or two full bridges in parallel is also counted according to 1.4The consolidated statistics of the joint venture company according to the caliber of the parent company are emphasizedThe ranking only counts the power modules mounted on passenger cars sold in the Chinese market, and does not include the power modules installed in the exported new energy models, or some power modules directly exported as parts, and there may be a certain gap between the actual operating data of the enterprise. 
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