2H·

Global market share of EV batteries from January to November 2025

attachment

According to data published by the South Korean market research company SNE Research, global consumption of EV batteries totaled 1,046 GWh from January to November, an increase of 32.6% compared to 788.9 GWh in the same period last year.


Installations of EV batteries from CATL $3750 (+0,56 %) EV battery installations amounted to 400 GWh from January to November, an increase of 34.5% compared to 297.4 GWh in the same period in 2024.


The Chinese battery giant maintained its position as the world's leading supplier with a market share of 38.2% in this period, remaining the only battery supplier worldwide with a market share of over 30%.


This share is higher than the share of 37.7% in the period from January to November 2024 and also exceeds the share of 38.1% in the period from January to October 2025.


The EV battery installations of BYD $1211 (+3,7 %) EV battery installations totaled 175.2 GWh from January to November, an increase of 31.3% compared to 133.4 GWh in the same period in 2024.


The company took second place from January to November with a share of 16.7%. Its share was 16.9% both from January to November 2024 and from January to October 2025.


LG Energy Solution $373220 installed 96.9 GWh of power batteries from January to November, an increase of 11.1% compared to the previous year.


The South Korean company retained its third place with a market share of 9.3% in the period from January to November, down from 11.1% in the same period of 2024, but unchanged from January to October 2025.


The Chinese company CALB $3931 took fourth place with an installed capacity of 50.9 GWh and a share of 4.9 %.


The Chinese company Gotion High-tech took fifth place with a share of 4.3%, while the South Korean company SK On (KR7096770003) took sixth place with a share of 3.9%.


Panasonic $6752 (+1,11 %) from Japan, Eve Energy $CNFDSHIX6285 and Svolt Energy from China and Samsung SDI $0L2T (+1,9 %) from South Korea took seventh, eighth, ninth and tenth place with market shares of 3.7%, 2.7%, 2.6% and 2.6% respectively in the period from January to November.


It is worth noting that Samsung SDI took eighth place with a share of 2.7% in the period from January to October, ahead of Eve Energy and Svolt Energy.

4
Únase a la conversación