QYResearch的观点和数据因被众多国内外知名企业、证券公司及媒体频繁引用与转载，而享有高度的品牌知名度。其权威 认证确保了所提供的行业分析及定制报告的可信度与专业度，是业界信赖的优选。 【2025年行业数据引用案例持续更新中，敬请关注】 灿芯半导体(上海)股份有限公司引用了QYResearch出版的ASIC设计服务市场报告 PART 0 1 相关报告《2025-2031全球及中国数字 ASIC 设计服务行业研究及十五五规划分析报告》 无锡信捷电气股份有限公司引用了QYResearch出版的伺服系统市场报告 PART 0 2 灿芯股份（688691）2025年半年度管理层讨论与分析 根据QYResearch的预计，2023年中国ASIC设计服务市场销售收入为15.03亿美元，预计到2030年可以达到34.16亿美元。 来源：证券之星 更多：https://stock.stockstar.com/RB2025083000024447.shtml | PART 0 3 | | --- | | 黑龙江天有为电子有限责任公司引用了QYResearch出版的车辆仪表盘市场报告 | 信捷电气（603416）2025年 ...

Core Viewpoint - The integrated electric drive system is a compact and efficient power output unit that combines key components such as motors, gearboxes, and controllers, leading to enhanced vehicle performance and reduced costs [1][2]. Market Overview - The sales revenue of China's integrated electric drive system market is projected to reach 67.232 billion in 2024 and is expected to grow to 163.074 billion by 2031, with a compound annual growth rate (CAGR) of 12.39% from 2025 to 2031 [2]. - The market is primarily driven by the rapid increase in the penetration rate of new energy vehicles and the urgent demand from automakers for integrated and lightweight electric drive systems [2]. Product Types and Market Share - The integrated electric drive system mainly consists of three-in-one and multi-in-one systems, with the three-in-one system (motor + controller + gearbox) currently dominating the market, holding over 72% market share [3]. - Multi-in-one systems, which include integrated thermal management and power modules, are becoming the main direction for technological upgrades, with an expected CAGR of over 19% from 2025 to 2031 [3]. Application Areas - The primary application area for integrated electric drive systems is pure electric vehicles (BEVs), which are expected to account for 72.99% of revenue share in 2024 [4]. - The plug-in hybrid electric vehicle (PHEV) market is also experiencing significant growth, with a 45% year-on-year increase in vehicle sales in 2024, driving demand for compact and highly compatible electric drive systems [4]. Competitive Landscape - The market is characterized by a concentration of leading players, with BYD, Tesla, Huawei, United Automotive Electronics, and NIO Drive Technology collectively holding over 67% of the market share in 2024 [4]. - Huawei is rapidly gaining market share through its HI model in collaboration with automakers like Changan and Seres, while second-tier manufacturers face challenges in technology and capacity [4][6]. Industry Drivers - The growth of the electric and hybrid vehicle market is a significant driver for integrated electric drive systems, providing more efficient driving solutions and extending battery range [8]. - Government policies supporting the new energy vehicle industry, including strategic planning, financial subsidies, and tax reductions, have also played a crucial role in the industry's development [8]. Technological Advancements - Breakthroughs in technology, such as the 800V high-voltage platform, SiC control modules, and non-rare earth motors, have significantly improved drive efficiency (over 90%) and reduced costs (material costs down by 30%) [9]. - Multi-in-one integrated designs are further enhancing the competitiveness of vehicles in terms of range and cost-effectiveness [9]. Challenges - The integration of multiple components in the electric drive system presents technical challenges, including the need for coordination and stability among different parts [11]. - Supply chain risks, such as dependency on multiple suppliers, can complicate management and lead to production disruptions if issues arise [12]. - Fluctuations in downstream demand can impact the electric drive system's market, requiring suppliers to maintain flexibility and rapid response capabilities [13].