因应电动车智能化与高效化目标，车厂持续提高底盘的电驱系统整合度，以降低布线及相关硬件成本，同时提高通信效率及续航力。在2025年第三季整体 逆变器装机量中，与减速器、马达等其他零件以"3 in 1"(含)以上型态整合的装机占比已突破70%。"4 in 1"(含)以上整合的占比更从2024年同期的16%，上 升至23%。 智通财经APP获悉，根据TrendForce集邦咨询最新调查，受惠于新能源车市场成长，2025年第三季全球电动车牵引逆变器总装机量达835万台，年增22%。 纯电动车(BEV)及插电混合式电动车(PHEV)为主要动能来源，装机成长率分别为36%和13.6%。 TrendForce集邦咨询表示，SiC功率半导体因具备更紧凑的尺寸，以及更高的电压耐受力，成为电驱系统整合的关键零件。2025年第三季全球SiC逆变器装 机量突破150万台，创下历史新高。其在电动车的渗透率从2024同期的14%，成长至18%；若只算新能源车，渗透率达到22%。 进一步分析SiC逆变器装机车型，高达84%由BEV贡献，其余则来自PHEV及增程式电动车(REEV)。目前中国市场仍是SiC逆变器最大装机市场，占据约 75%的 ...

Core Insights - The article highlights the growth of the global electric vehicle (EV) market, particularly in the third quarter of 2025, where the installation volume of traction inverters reached 8.35 million units, marking a 22% year-on-year increase. Battery Electric Vehicles (BEVs) and Plug-in Hybrid Electric Vehicles (PHEVs) are the main contributors to this growth, with installation growth rates of 36% and 13.6% respectively [2][6]. Group 1: Electric Vehicle Market Growth - The global installation volume of traction inverters in Q3 2025 reached 8.35 million units, a 22% increase year-on-year [2]. - The growth rates for BEVs and PHEVs were 36% and 13.6% respectively, indicating strong demand in the EV sector [2]. - The integration of electric drive systems in vehicle chassis is increasing, with over 70% of inverter installations featuring a "3 in 1" or higher integration type [2]. Group 2: SiC Power Semiconductors - SiC power semiconductors are becoming key components in electric drive systems due to their compact size and higher voltage tolerance [5]. - In Q3 2025, the global installation volume of SiC inverters surpassed 1.5 million units, achieving a historical high [5]. - The penetration rate of SiC inverters in electric vehicles increased from 14% in 2024 to 18% in 2025, and reached 22% specifically for new energy vehicles [5]. Group 3: Market Dynamics and Challenges - 84% of SiC inverter installations were contributed by BEVs, with the remaining from PHEVs and Range-Extended Electric Vehicles (REEVs) [6]. - The Chinese market remains the largest for SiC inverters, accounting for approximately 75% of the installation volume, while demand in Europe and the US is showing signs of weakness [6]. - Despite the growth in inverter installation volumes, the overall market value in Q3 2025 decreased by 10% compared to the same period in 2024, reflecting pricing pressures from automakers [6].