H1 2026 China NEV core component installation data shows CATL and FinDreams (BYD) solidifying their battery duopoly. Horizon Starry chip entered the ADAS chip top 3 for the first time. Domestic chips continue gaining share in MCU, power devices, and other fields.
Battery Installation: CATL-FinDreams Duopoly
| Rank | Supplier | Market Share | Core Advantage |
|---|
| 1 | CATL | ~45% | Tech lead, broad coverage |
| 2 | FinDreams (BYD) | ~25% | Vertical integration |
| 3 | CALB | ~8% | Cost-performance |
| 4 | EVE | ~6% | Storage + power dual drive |
| 5 | Gotion | ~5% | VW partnership |
CATL and FinDreams together hold ~70% market share.
ADAS Chips: Horizon Starry Enters Top 3
| Rank | Chip | Representative Models | Position |
|---|
| 1 | NVIDIA Orin/Thor | NIO, Li Auto, XPeng | Premium leader |
| 2 | Huawei Ascend | AITO, AVATR | Ecosystem strong |
| 3 | Horizon Starry | iCAR, Voyah | Domestic pioneer |
Component Substitution Accelerating
| Category | Trend | Key Players |
|---|
| MCU | Rising share | GigaDevice, AutoChips |
| Power devices | Fast catch-up | Starpower, CRRC |
| Motor/inverter | Domestic dominant | Inovance, JJE |
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