Posted on 02 Jun 2025
Chinese battery manufacturer CATL has dominated ex-China installation of EV batteries in Q1 with a market share of 29.5% and a deployment of 29 gigawatt-hours (GWh), Kallanish learns.
The data from South Korean research firm SNE Research shows non-China EV battery usage reached 98.4 GWh in Q1, up 26.5% year-on-year. As the world’s largest battery manufacturer, CATL saw a 35.5% increase in its global battery usage.
South Korean battery companies, LG Energy Solution, SK On, and Samsung SDI, followed with 21.9 GWh, 10.4 GWh, and 7.3 GWh, respectively. Together, they represented 40.3% of the non-China global EV battery market. Their share fell 5.4% y-o-y, while CATL’s share increased by 6%.
Japan’s Panasonic ranked 5th with a usage of 7.2 GWh, down 6.3% y-o-y, and a non-China global market share of 7.4%. Chinese battery makers BYD, Gotion, CALB, and Farasis follow with installations of 6.4 GWh, 2.0 GWh, 2.0 GWh, and 1.9 GWh, respectively. Their performance continued to increase, with the first three companies doubling their installation compared to Q1 2024.
SNE Research estimates that the global EV battery market in Q1 rose 38.8% to 221.8 GWh. Including installations in China, CATL leads with a total usage of 84.9 GWh and a 38.3% global market share. BYD installed 37 GWh of batteries in EVs in the period, accounting for 16.7% of the total. LG Energy Solution records 23.8 GWh, representing 10.7% of the global EV battery market.
Other manufacturers with a sizeable installation volume include CALB, Gotion, Samsung SDI, Panasonic, Eve and Svolt. Tesla, which currently sits at the bottom of the top 10 non-China list, achieved an annual surge of 447.9% in Q1’s EV battery installation to 1.9 GWh. The company, however, does not rank among the top 10 in the global EV battery market.
Source:Kallanish
