The global electric vehicle (EV) revolution is in full swing, and at the center of this transformation are battery manufacturers. In 2025, CATL and BYD Control 55% of the global EV Battery Market, dominating supply chains worldwide and shaping the future of sustainable mobility.
Record-Breaking Global EV Battery Usage
According to SNE Research, global EV battery usage surged to 1,046 gigawatt-hours (GWh) from January to November 2025, marking a 32.6% increase compared to 788.9 GWh in the previous year. Chinese giants CATL and BYD accounted for 54.9% of this total, reflecting their stronghold on the market and the growing demand for electric vehicles globally.
Market Share Leaders
- CATL (Contemporary Amperex Technology Co., Ltd.) remained the world’s top supplier with a 38.2% market share, installing 400.0 GWh of batteries.
- BYD held the second position with a 16.7% market share and 175.2 GWh installed.
- LG Energy Solution ranked third with a smaller 9.3% share, highlighting the widening gap between Chinese and international manufacturers.
This dominance demonstrates why CATL and BYD Control 55% of the global EV Battery Market, giving automakers around the world confidence in their supply reliability.
Emerging Trends in 2026
Several trends are set to reinforce Chinese leadership in the EV battery sector:
- Chinese Concentration: Six of the world’s top ten battery producers are now Chinese, controlling roughly 69% of the global market.
- Sodium-Ion Batteries: CATL plans to deploy sodium-ion technology at scale for passenger and commercial vehicles by the end of 2026.
- LFP Dominance: Lithium Iron Phosphate (LFP) batteries, favored for cost-efficiency, are increasingly popular, driven by Chinese production and overseas localization.
- Performance Leadership: CATL’s batteries have proven longevity, retaining over 90% capacity after 14 years in certain applications.
Why CATL and BYD Lead?
CATL’s leadership stems from its vast production capacity across continents, advanced LFP and NMC chemistries, and partnerships with global brands such as Tesla, BMW, and Volkswagen. BYD’s rise is fueled by vertical integration through its Blade Battery technology, strong domestic EV sales, and expanding international collaborations in Southeast Asia and Europe.
The influence of these companies is undeniable. Automakers in Asia, Europe, and North America increasingly rely on Chinese batteries to meet rising EV demand. As 2026 unfolds, CATL and BYD Control 55% of the global EV Battery Market, further consolidating China’s dominance in the green mobility sector.
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