From January to July 2025, Chinese firms took six of the global top ten in EV battery capacity, with CATL and BYD holding 55.3% of the market.
On September 2, Korea-based market research firm SNE Research released its report on global EV battery installations for January–July 2025. The data shows total installed capacity reached 590.7 GWh, up 35.3% from 436.7 GWh in the same period last year.
Among the world’s top ten EV battery suppliers, six are Chinese companies, unchanged from the January–June rankings. Together, they delivered 406.7 GWh, representing 68.9% of the global market.
Contemporary Amperex Technology Co. Limited (CATL) continued to dominate with 221.4 GWh of installed capacity in the first seven months, up 34.0% from 165.2 GWh last year.
Its global market share stood at 37.5%—still the only supplier above 30%—though slightly down from 37.8% a year earlier and 37.9% in H1 2025.
CATL’s market presence remains more than double that of second-place BYD. Major automakers, including NIO Inc. (NIO brand), Tesla, Xiaomi, Changan, and Geely, all source batteries from CATL.
BYD ranked second globally with 105.0 GWh, a 52.4% increase from 68.9 GWh a year ago. Its share rose to 17.8%, higher than 15.8% in the same period of 2024 and flat compared to H1 2025.
Leveraging its vertically integrated model of producing both EVs and batteries, BYD has gained competitiveness on price, boosting global volumes. In Europe, BYD’s installed battery capacity surged 260.7% year-on-year to 6.9 GWh in the first half of 2025, underscoring its overseas expansion momentum.
Other Chinese firms making the global top ten include CALB (26.2 GWh, 4.4% share), Gotion High-Tech (21.1 GWh, 3.6%), EVE Energy (17.4 GWh, 2.9%), and SVOLT (15.6 GWh, 2.6%).
The remaining four slots went to Korean and Japanese suppliers: LG Energy Solution (third, 9.5% share), SK On (fifth, 4.2%), Samsung SDI (eighth, 3.0%), and Panasonic (sixth, 3.6%).
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