Global EV Battery Installations Hit 71.9 GWh in Jan: CATL Holds 45.2%, BYD 13.8%
Chinese battery suppliers dominated global market with a combined 73.3% share among the top 10 companies.
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Chinese battery suppliers dominated global market with a combined 73.3% share among the top 10 companies.
The upcoming model could be the Arcfox S3, expected to launch in Q2, or the newly unveiled Alpha S5, which already features CATL batteries and an 800 V platform.
The partnership will support compliance with tightening EU battery regulations, reinforcing BMW’s electrification strategy and China localization push.
CATL and BYD retained a combined 67% market share, with ternary competition concentrated among leading suppliers.
The latest financing will primarily be allocated to battery asset management, technology research and development, and resource recycling initiatives.
The Starting Point Research Institute predicts that by 2030, the market size for automotive sodium-ion batteries alone is expected to exceed 410 GWh.
CATL and BYD, forming the top tier, together commanded 55.6% of global power battery installations in 2025.
CATL plans mass sodium battery rollout in 2026 covering battery swapping, passenger vehicles, commercial vehicles, and energy storage.
On the battery front, LFP remains dominant, accounting for over 99% of installations, while CATL retained the top supplier position with a 60% share, followed by EVE Energy, REPT Battero and BYD.
This marks the second delivery delay for the Li Auto i6; in response, the company has announced three compensation options for affected customers.