In 2025, global electric vehicle battery installations surged by 31.7%, dominated by Chinese firms CATL and BYD, raising concerns over supply chain concentration and strategic risks for the industry.
According to data released by South Korea’s SNE Research, global electric vehicle battery installations reached 1,187 GWh in 2025, a 31.7% increase versus 2024. The market remained heavily concentrated: Contemporary Amperex Technology Co. Ltd (CATL) and BYD together accounted for 659.5 GWh, or 55.6% of the year’s total, reinforcing their dominant positions in the supply chain.
CATL strengthened its lead, delivering 464.7 GWh in 2025, up from 342.5 GWh a year earlier and representing a 39.2% share of the market. SNE Research’s figures show CATL as the sole supplier with more than a 30% slice of global installations. BYD installed 194.8 GWh, a 27.7% rise year‑on‑year, giving it a 16.4% share; that output grew in absolute terms even as BYD’s percentage of the market edged down slightly from the prior year.
South Korea’s LG Energy Solution remained in third place with 108.8 GWh of installations (9.2% market share), recording more modest growth compared with the leading Chinese firms. China’s CALB and Gotion High‑tech ranked fourth and fifth respectively, while SK On, Panasonic, Eve Energy, Samsung SDI and Svolt rounded out the top ten with single‑digit shares.
Short‑term snapshots during 2025 underscore the same concentration trend. Quarterly and half‑year tallies published by industry outlets based on SNE Research show CATL and BYD widening their lead across Q1 and H1, with CATL capturing roughly 38% of volumes in those periods and BYD increasing its share in early 2025. Notably, SNE Research’s January–November data briefly put Svolt ahead of Samsung SDI for ninth place, illustrating some volatility among mid‑tier manufacturers.
For industrial decarbonisation stakeholders, these patterns carry clear operational and strategic implications. Heavy reliance on two vertically integrated Chinese suppliers increases systemic exposure across vehicle OEMs, fleet operators and charging infrastructure projects to concentrated capacity, technology roadmaps and commodity price swings. Industry data suggests OEMs will need to balance advantages from scale and cost against supply‑security risks when planning electrification timelines.
The composition of installed chemistries and cell formats, while not detailed in the SNE release, remains a crucial variable for downstream decarbonisation efforts, affecting energy density, recycling potential and lifecycle emissions. Market watchers point to continued investment in higher‑density and lower‑cobalt chemistries as manufacturers compete on range and cost while responding to raw material constraints.
Policy and procurement strategies should therefore factor in supplier diversification, long‑term offtake agreements and material‑traceability programmes to reduce fragility in EV electrification programmes. According to industry reporting, the rapid expansion in total battery gigawatt‑hours in 2025 will keep pressure on upstream supply chains for lithium, nickel and other critical minerals, heightening the importance of circular‑economy measures such as reuse and recycling to meet decarbonisation targets.
In summary, 2025 saw robust growth in global EV battery deployments alongside an intensifying market concentration at the top. The dominance of CATL and BYD delivers scale and fast capacity build‑out but also amplifies strategic supply risks that commercial and public actors must manage as they scale vehicle electrification and broader industrial decarbonisation programmes.
- https://cnevpost.com/2026/02/04/global-ev-battery-market-share-2025/ – Please view link – unable to able to access data
- https://cnevpost.com/2026/02/04/global-ev-battery-market-share-2025/ – In 2025, CATL and BYD led the global EV battery market, with combined installations of 659.5 GWh, accounting for 55.6% of the total. The global EV battery usage reached 1,187 GWh, marking a 31.7% year-on-year increase. CATL maintained its top position with a 39.2% market share, while BYD held 16.4%. LG Energy Solution, CALB, Gotion High-tech, SK On, Panasonic, Eve Energy, Samsung SDI, and Svolt Energy followed, with market shares ranging from 3.7% to 2.4%. Notably, Svolt Energy ranked ninth with a 2.6% share during January-November 2025, surpassing Samsung SDI.
- https://evmagz.com/catl-leads-global-ev-battery-market-with-84-9-gwh-in-q1-2025-byd-follows-at-37-0-gwh-sne-data-shows/ – In the first quarter of 2025, CATL led the global EV battery market with 84.9 GWh installed, representing a 38.3% market share, up from 37.9% in the same period last year. BYD followed with 37.0 GWh installed, a 62.0% year-on-year increase, achieving a 16.7% market share. LG Energy Solution held third place with 23.8 GWh installed and a 10.7% market share. Other key players included SK On (4.7%), CALB (3.9%), Gotion High-tech (3.5%), Samsung SDI (3.3%), and Panasonic (3.3%).
- https://evmagz.com/catl-holds-37-9-and-byd-17-8-global-ev-battery-market-share-in-h1-2025/ – In the first half of 2025, CATL and BYD strengthened their dominance in the global EV battery market. CATL led with 190.9 GWh installed, a 37.9% market share, up from 37.7% a year earlier. BYD followed with 89.9 GWh installed, achieving a 17.8% market share, up from 15.4% in the first half of 2024. LG Energy Solution ranked third with 47.2 GWh installed and a 9.4% market share, down from 12.3% a year ago. CALB and SK On held fourth and fifth places with 4.3% and 3.9% market shares, respectively.
- https://cnevpost.com/2025/03/06/global-ev-battery-market-share-in-jan-2025-catl-38-9-byd-16-9/ – In January 2025, CATL and BYD remained the top two EV battery makers globally. CATL installed 25.0 GWh of batteries, holding a 38.9% market share, down from 39.1% in January 2024. BYD installed 10.9 GWh, achieving a 16.9% market share, up from 14.9% in January 2024. LG Energy Solution ranked third with 6.0 GWh installed and a 9.3% market share, down from 10.7% a year earlier. Other notable players included CALB, Gotion High-tech, Svolt Energy, and Eve Energy.
- https://evmagz.com/catl-leads-global-ev-battery-market-with-38-1-share-byd-follows-at-17-3-in-jan-apr-2025-sne-research/ – From January to April 2025, CATL led the global EV battery market with 117.6 GWh installed, a 38.1% market share, up from 37.9% in the same period last year. BYD followed with 53.4 GWh installed, achieving a 17.3% market share, up from 15.1% in the same period last year. LG Energy Solution ranked third with 31.4 GWh installed and a 10.2% market share, down from 12.3% last year. Other top players included SK On (4.3%), CALB (3.9%), Gotion High-tech (3.4%), Samsung SDI (3.3%), Panasonic (3.0%), Eve Energy (2.7%), and Svolt Energy (2.6%).
- https://cnevpost.com/2026/01/07/global-ev-battery-market-share-jan-nov-2025 – From January to November 2025, CATL and BYD collectively installed 575.2 GWh of EV batteries, accounting for 54.9% of the global total. CATL’s installations reached 400 GWh, maintaining a 38.2% market share, up from 37.9% in the same period of 2024. BYD installed 194.8 GWh, holding a 16.4% market share, down from 16.9% in 2024. LG Energy Solution maintained its third-place position with a 9.3% market share. Other notable players included CALB, Gotion High-tech, SK On, Panasonic, Eve Energy, Samsung SDI, and Svolt Energy.
Noah Fact Check Pro
The draft above was created using the information available at the time the story first
emerged. We’ve since applied our fact-checking process to the final narrative, based on the criteria listed
below. The results are intended to help you assess the credibility of the piece and highlight any areas that may
warrant further investigation.
Freshness check
Score:
10
Notes:
The article was published on February 4, 2026, presenting data from SNE Research on global EV battery market share in 2025. The data is recent and has not been widely reported elsewhere, indicating freshness.
Quotes check
Score:
10
Notes:
The article does not contain direct quotes. The data presented aligns with SNE Research’s findings, which are publicly available and verifiable.
Source reliability
Score:
8
Notes:
The article cites SNE Research, a reputable market research firm known for its data on EV battery usage. However, the article is published on CnEVPost, a niche publication focusing on Chinese EV news. While CnEVPost is known for its coverage of the EV industry, it is not as widely recognized as major news organizations, which slightly affects the source’s reliability.
Plausibility check
Score:
9
Notes:
The data presented is consistent with other reports on the global EV battery market in 2025. For instance, SNE Research’s press release from February 4, 2026, reports that global EV battery usage reached 1,187 GWh in 2025, a 31.7% year-on-year growth. The market share percentages for CATL and BYD are also in line with other sources. However, the article’s focus on the dominance of CATL and BYD without mentioning other significant players like LG Energy Solution may present a skewed view of the market.
Overall assessment
Verdict (FAIL, OPEN, PASS): PASS
Confidence (LOW, MEDIUM, HIGH): HIGH
Summary:
The article presents recent and verifiable data on the global EV battery market share in 2025, sourced from SNE Research. While the publication is from a niche source, the information aligns with other reports and is consistent with industry trends. The lack of direct quotes and reliance on publicly available data further supports the article’s credibility. Therefore, the content passes the fact-check with high confidence.
