- CATL extended its lead as global battery installations rose 20.4% to 725.2 GWh in Jan–Jul, reflecting Chinese suppliers seizing more OEM business and scale advantages.
- CATL installed 289.6 GWh, up 26.6% year‑on‑year, holding a 39.9% global share; BYD installed 106.7 GWh, down to 14.7% share, with several Chinese peers posting double‑digit GWh growth.
- The shift concentrates supply in China against slower Korean/Japanese growth, risking execution bottlenecks, regulatory scrutiny, and margin pressure if demand or localization dynamics change.
South Korean market research firm SNE Research reported that global battery usage for electric vehicles (EVs, PHEVs and HEVs) reached 725.2 GWh in the first seven months of this year, up 20.4% year on year.
Battery usages reached 116.7 GWh in July alone, up 22.7% year on year but down 16.2% from June.
The global EV battery market continued to shift toward Chinese suppliers, with seven of the top 10 battery makers based in China.
The seven Chinese suppliers collectively installed 528.4 GWh of batteries, accounting for 72.8% of the global market, up 3.1 percentage points from the same period last year.
CATL and BYD retained the top two positions, with combined installations of 396.3 GWh in January-July, giving the two companies a 54.6% share of the global market.
CATL remained the world’s largest battery supplier, with installations reaching 289.6 GWh, up 26.6% year on year.
Its global market share rose to 39.9%, an increase of 1.9 percentage points from a year earlier.
BYD installed 106.7 GWh of batteries during the same period, up just 4.7% year on year. Its global market share fell to 14.7% from 16.9% a year earlier.
SNE Research said BYD’s battery installations are largely tied to its own vehicle sales, meaning the figures reflect a slowdown in the growth of its domestic vehicle sales in China.
Beyond the two market leaders, China’s second-tier battery suppliers also maintained relatively strong growth.
CALB installed 37.3 GWh of batteries in January-July, up 34.3% year on year and ranking fourth globally. Gotion High-Tech followed with 34 GWh, up 44.2%.
EVE Energy was one of the fastest-growing battery makers among the global top 10, with installations reaching 25 GWh, up 53.1% year on year. Svolt Energy ranked ninth with 18.9 GWh, up 39.1%.
REPT was one of the biggest movers in the ranking. Its battery installations surged 118.5% year on year to 16.9 GWh in January-July, allowing it to enter the global top 10 for the first time.
Sunwoda, which had previously held the 10th spot, narrowly fell out of the top 10.
By comparison, South Korean and Japanese battery makers posted mixed results, but all grew more slowly than the overall market, resulting in declining market shares.
LG Energy Solution, SK On and Panasonic collectively installed 108.8 GWh of batteries, with their combined market share falling 2.2 percentage points year on year, from 17.7% to 15%.
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