CATL and BYD command 55% of global EV battery market as 2025 installations hit 1,187 GWh
By Eve
Global EV battery usage reached approximately 1,187 GWh in 2025, up 31.7% year on year, according to SNE Research. CATL led with 464.7 GWh installed and a 39.2% market share, while BYD placed second with 194.8 GWh and 16.4% share. Together the two Chinese manufacturers accounted for 659.5 GWh, or more than half of worldwide installations, underscoring Asian dominance in the sector.
Why it matters
Battery supply concentration affects procurement risk and pricing power for charge point operators expanding fleets or partnering with automakers. Understanding which cell makers dominate helps CPOs anticipate vehicle availability, technology roadmaps and the geographic spread of manufacturing capacity that underpins EV rollout schedules.
Source
- Original title
- “Top EV Battery Manufacturers in the World: CATL & BYD Lead, India Begins Its Cell-Manufacturing Push”
- Published
- 26 May 2026 (date approximate)
- Updated
- 22 September 2026
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