Global EV battery market share in January-July 2026: CATL 39.9%, BYD 14.7% — Explained
The 7 Chinese companies in the top 10 held a combined 72.8% share of the global EV battery market.
The 7 Chinese companies in the top 10 held a combined 72.8% share of the global EV battery market.
CATL continued to lead China’s power battery market but lost market share, while BYD gained ground.
CATL remained China’s largest power battery maker in June, though its market share fell 3.43 percentage points from May.
Aion S vehicles equipped with CALB’s 177-Ah LFP battery cells have seen a surge of complaints over swelling, leakage, and other faults.
Global ESS shipments rose 71% year-on-year to 461.3 GWh in the first half, with China’s share falling to 43.9% from 50.5 percent.
China’s third-largest battery maker has tightened manufacturing tolerances and given its quality team veto power over batch releases.
Seven Chinese companies ranked among the top 10, with a combined 72.4% share of the global EV battery market.
CATL remained China’s largest power battery maker in July, though its market share fell 0.37 percentage points from June.