TrendForce集邦咨询：2025年第三季度电动车SiC逆变器装机量创单季新高

Group 1 - The global electric vehicle traction inverter installation volume is expected to reach 8.35 million units by Q3 2025, representing a year-on-year growth of 22% driven by the growth of the electric vehicle market [1] - Battery Electric Vehicles (BEV) and Plug-in Hybrid Electric Vehicles (PHEV) are the main sources of this growth, with installation growth rates of 36% and 13.6% respectively [1] - The integration of electric drive systems in vehicle chassis is increasing to reduce wiring and hardware costs while improving communication efficiency and range, with over 70% of inverters being integrated in a "3 in 1" or higher configuration by Q3 2025 [1] Group 2 - SiC power semiconductors are becoming key components in electric drive systems due to their compact size and higher voltage tolerance, with global SiC inverter installation volume expected to exceed 1.5 million units by Q3 2025, marking a historical high [4] - The penetration rate of SiC inverters in electric vehicles is projected to grow from 14% in 2024 to 18% in 2025, reaching 22% when considering only new energy vehicles [4] - The Chinese market remains the largest for SiC inverters, accounting for approximately 75% of the installation volume, while demand in the European and American markets continues to be weak [4]