United Electronics faces short-term obstacles in the 800V product field, and the proportion of self-production by OEMs increases

Due to the failure of its customers' 800V models, United Electronics faces short-term obstacles in the 800V product field. However, relying on diversified product technology solutions, United Electronics still maintains its position in the top five in the industry. At the same time, it can be seen that the proportion of OEMs' self-production is increasing, especially at the level of electric drive systems, which has led to the compression of third-party market space. Fortunately, the situation in drive motors and motor controllers is slightly better.