Top EV battery makers’ market share in China in September 2026: CATL 40.92%, BYD 21.09%
CATL remained the leader, but its market share gap with BYD narrowed for the fourth consecutive month.
CATL remained the leader, but its market share gap with BYD narrowed for the fourth consecutive month.
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.
The companies plan battery projects in Spain and Slovakia with combined annual capacity of 37.5 GWh, alongside a cathode materials project in Morocco.
The 7 Chinese companies in the top 10 held a combined 73.3% share of the global EV battery market.
CATL continued to lead China’s power battery market but lost market share, while BYD gained ground.
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.
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.