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BYD topped the LFP battery market with a 39.61 percent share, but lower than its 45.30 percent share in May.
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Permalink | Email this | CommentsCATL's battery installed base grew 59.6 percent year-on-year in January-May, while BYD's grew 107.8 percent year-on-year, according to SNE Research.
China's CATL and BYD (OTCMKTS: BYDDY) continued to dominate the global power battery market in the January-May period, the latest figures show.
From January to May, total global battery consumption for electric vehicles (EVs) was 237.6 GWh, up 52.3 percent from 156.0 GWh in the same period last year, according to data released today by South Korean market research firm SNE Research.
CATL installed 86.2 GWh of batteries in January-May, up 59.6 percent from 54.0 GWh in the same period last year.
The Chinese power battery giant continues to rank first in the world with a 36.3 percent share and remains the only battery supplier in the world with a market share of more than 30 percent.
This is up from its 34.6 percent share in the same period last year and up from its 35.9 percent share in the January-April period.
CATL's batteries are installed in many major passenger EV models in China's domestic market, such as the Tesla Model 3, Model Y, SAIC Mulan, GAC Aion Y, and Nio ET5, as well as Chinese commercial vehicle models, and continue to grow steadily, SNE Research said.
BYD installed 38.1 GWh of power batteries from January to May, up 107.8 percent from 18.4 GWh in the same period last year.
The company ranked second with a 16.1 percent share from January to May, up from 11.8 percent in the same period last year and unchanged compared to January-April.
BYD has gained popularity in China's domestic market with its competitive pricing by establishing a vertically integrated supply chain management, including battery self-sufficiency and vehicle manufacturing, SNE Research said.
With the launch of the Atto 3 model, BYD showed explosive growth by expanding its market share outside of China in Asia and Europe, SNE Research said.
LG Energy Solution installed 33.0 GWh of power batteries from January to May, up 56.0 percent year-on-year.
The South Korean company ranked third in the world with a 13.9 percent share, slightly up from 13.6 percent a year ago and down from 14.1 percent in the January-April period.
Panasonic of Japan ranked fourth with an 8.0 percent share, SK On of South Korea ranked fifth with 5.2 percent share and CALB of China ranked sixth with a 4.3 percent share.
Samsung SDI of South Korea, China's Gotion High-tech, Eve Energy, and Sunwoda ranked seventh, eighth, ninth, and tenth respectively, with 4.2 percent, 2.2 percent, 2.2 percent, and 1.6 percent shares in January-May.
It is worth noting that CALB's power battery installed base of 10.2 GWh continued to be higher than Samsung SDI's 9.9 GWh in January-May.
From January to March, CALB's 5.7 GWh was lower than Samsung SDI's 6.5 GWh. From January to April, CALB's 8.4 GWh exceeded Samsung SDI's 7.5 GWh.
In 2023, Chinese companies are expected to push into overseas markets such as Europe, preparing for a gradual decline in growth in China's domestic market, SNE Research said.
Europe is the largest EV market after China and is aggressively implementing environmental policies, so it is highly likely to be the biggest battleground in the future, according to SNE Research.
In the future, the proportion of LFP batteries in Europe is expected to increase as Chinese companies enter the European market in earnest, the report said.
Nio starts to get cells from WeLion, as deliveries of 150-kWh batteries set to begin in Jul
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At present, 89 percent of the new energy heavy trucks are pure electric models, and half of them support battery swap.
(Image: Screenshot from a CATL video)
China's electrification transition involves not only regular passenger cars, but heavy trucks as well.
By 2025, sales of electric heavy trucks in China are expected to reach 190,000 units, with a penetration rate of about 16 percent, said CITIC Securities analyst Yuan Jiancong's team in a research note today.
In China, the singularity for accelerated penetration of electric heavy trucks has arrived, with penetration expected to reach 35 percent by 2030, the team said.
The acceleration of new energy heavy truck penetration in China from 2021 onward was largely driven by China's restrictions on carbon emissions from high-emitting companies, according to the team.
In 2022, retail sales of new energy heavy trucks in China were 25,000 units, up 142 percent year-on-year, with a penetration rate of about 5 percent, CITIC Securities said, citing data from China Automotive Technology and Research Center (CATARC).
At present, 89 percent of new energy heavy trucks are pure electric models, and half of them support battery swap, according to the team.
Heavy-duty trucks have larger batteries and take longer to recharge at the same charging rate, and battery swap meets the efficiency requirements of these models, the team said.
From 2021 to 2022, the percentage of battery swap-enabled heavy-duty trucks ramped up, the team said, adding that they expect such electric heavy-duty trucks to become the industry's dominant product form in the near term.
On June 12, CATL unveiled Qiji Energy, a battery swap solution for heavy-duty trucks. Similar to the Chinese power battery giant's EVOGO solution for passenger cars released last year, Qiji Energy supports flexible use of the number of batteries.
With a capacity of 171 kWh in a single battery block, heavy trucks can choose to use 1-3 blocks, and the entire battery replacement process takes only a few minutes, CATL said.
In the vehicle-battery separation model, a heavy truck can save RMB 30,000 ($4,190) to RMB 60,000 in annual costs, CATL said.
CATL's move is expected to further boost the electrification of heavy trucks, CITIC Securities said in the research note today.
The penetration of electric heavy trucks is expected to accelerate in areas with higher requirements for range and economy, the team said.
The note also said that Tesla's first electric heavy truck, the Semi, which began deliveries on December 2, 2022, has a range of 800 km at 37 tons fully loaded and has met the criteria for wide-scale commercial operation.
Electric heavy-duty trucks have shown good economic performance in both the US and China, and the Tesla Semi could help the industry grow more rapidly in the US, the team said.
In China, electric heavy-duty trucks will be adopted preferentially in the short term in scenarios including coal industrial parks, steel industrial parks, and sanitation trucks, driven by policy.
By 2025-2030, market forces will drive more growth in the sector as electric heavy trucks improve in economy and range, according to the team.
($1 = RMB 7.1551)
CATL launches battery swap solution Qiji Energy for heavy-duty trucks
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The Rox SUV has an EREV (range extended) powertrain, seven seats and a nice appearance. Let's get to know it better.
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In the Qiji Energy solution, a single battery block has a capacity of 171 kWh and heavy-duty trucks can choose to use 1-3 blocks.
Chinese power battery giant CATL has unveiled a battery swap solution for heavy-duty trucks, following the release of a similar solution for passenger cars early last year.
CATL unveiled the Qiji Energy solution, consisting of battery swap stations, battery blocks and a cloud platform, at an online launch event today.
The battery swap stations for heavy trucks use adaptive tuning technology and cover the full wheelbase of heavy trucks.
The battery blocks, or electric blocks, are powered by CATL's third-generation lithium iron phosphate batteries with no heat dispersion technology and a cycle life of over 15,000 cycles.
Similar to EVOGO's Choco-SEB (swapping electric block), which it released last year, the solution for heavy trucks supports flexible use of the number of batteries in the vehicle.
With a single electric block capacity of 171 kWh, heavy trucks can choose to use 1-3 blocks, and the entire battery replacement process takes only a few minutes.
The cloud platform helps drivers make battery swap service appointments, plan driving routes and allows CATL to manage assets.
In a vehicle-battery separation model, a heavy truck can save between RMB 30,000 (US$4,200) and RMB 60,000 in annual costs, CATL said.
On January 18, 2022, CATL officially announced EVOGO, the battery swap brand for passenger cars, primarily for the shared mobility market.
EVOGO offers a battery swap solution consisting of battery blocks, fast battery swap stations, and an app.
The battery block, called Choco-SEB by CATL, is a mass-produced battery developed specifically for shared mobility, allowing consumers to select one or more batteries to match their mileage needs.
The battery block can be adapted to 80 percent of the world's models already on the market and those developed on all-electric platforms that will be available in the next three years, CATL said at the time.
On June 6, CATL said EVOGO's battery swap service became available in Fuzhou, the capital of Fujian province, with the first three battery swap stations already in operation. Prior to that, the service was already available in Xiamen, Hefei and Guiyang.
($1 = RMB 7.1424)
CATL unveils module to bracket battery technology for heavy trucks
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CATL remains the largest power battery maker in China, but BYD's lead in the LFP market expanded in May.
After regaining the top spot in the lithium iron phosphate (LFP) market over CATL in April, BYD extended its lead in this segment in May.
In May, China's power battery installations were 28.2 GWh, up 52.1 percent year-on-year and up 12.3 percent from 25.1 GWh in April, according to data released today by the China Automotive Battery Innovation Alliance (CABIA).
CATL's power battery installed base in May was 11.67 GWh, ranking first with a 41.31 percent share, up from 40.83 percent in April.
BYD's power battery installed base in May was 8.68 GWh, ranking second with a 30.72 percent share, up 1.61 percentage points from 29.11 percent in April.
CALB ranked third with a 7.76 percent share of 2.19 GWh in May, down 0.98 percentage points from 8.74 percent in April.
Eve Energy ranked No. 4 in May with 1.33 GWh installed base and 4.71 percent share, down 0.77 percentage points from 5.48 percent in April.
Gotion High-tech ranked 5th in May with 1.01 GWh of installed base and a 3.58 percent share.
Gotion ranked fourth in March with 4.51 percent share, but was overtaken by Eve Energy in April.
China's ternary battery installed base in May was 9.0 GWh, accounting for 32.0 percent of total installed base, up 8.7 percent year-on-year and up 12.8 percent from April.
The installed base of LFP batteries was 19.2 GWh, accounting for 67.8 percent of the total installed base, up 87.2 percent year-on-year and up 11.8 percent from April.
In the LFP battery market, BYD installed 8.68 GWh in May, topping the list with a 45.30 percent share, up from 42.68 percent in April.
CATL's installed base in the LFP battery market in May was 5.90 GWh, ranking second with a 30.81 percent share, down from 33.65 percent in April.
In March, CATL's share of the LFP market was 39.47, higher than BYD's 38.88 percent, marking the first time it has overtaken BYD in this segment during the year.
BYD's share of the LFP market rebounded to 42.68 percent in April, regaining the lead over CATL's 33.65 percent.
Eve Energy and CALB ranked third and fourth in the LFP battery market with 6.33 percent and 6.14 percent shares, respectively.
In the ternary battery market, CATL ranked first with 63.87 percent of the installed base in May with 5.77 GWh.
CALB and LG Energy Solution ranked second and third in the ternary battery market with 11.26 percent and 7.48 percent shares, respectively.
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CATL and Arun Plus have entered into a CTP partnership agreement to provide the Thai company with a CTP production line and share CTP production technology.
(Image credit: CATL)
Chinese power battery giant CATL has entered into a new agreement with Thailand's Arun Plus, following the signing of a CTP (cell to pack) technology licensing agreement between the two a year ago.
CATL recently entered into a CTP partnership agreement with Arun Plus to provide the Thai company with a CTP production line and share CTP production technology, according to a press release yesterday.
The two parties will work to meet local demand for electric vehicle (EV) production in Thailand and help Thailand become a battery production hub in Southeast Asia, according to the release.
Arun Plus, the EV subsidiary of Thai state energy group PTT, has well-established energy infrastructure in Thailand.
In November 2022, Arun Plus established an EV manufacturing subsidiary to capitalize on the growing demand for electric vehicles in Thailand and Southeast Asia.
The latest partnership will help enhance Arun Plus' EV production capacity and drive the building of a power battery ecosystem in Thailand and Southeast Asia, CATL said.
It is also an important step in CATL's efforts to improve its global footprint and will help the company explore diverse partnership models in markets including Southeast Asia to accelerate the global electrification and clean energy transition, the power battery giant said.
On May 13, 2022, CATL announced that it had signed a strategic partnership memorandum with Arun Plus, licensing the latter to use CTP technology.
Arun Plus and CATL will supply battery products to Horizon Plus, a joint venture between Arun Plus and Foxconn that plans to produce EVs in Thailand in 2024, and other EV brands, according to last year's press release.
CTP is a technology that integrates cells into battery packs without modules, increasing the system energy density of packs, simplifying manufacturing processes and saving costs, CATL previously said.
On October 27, 2021, CATL announced an agreement with Hyundai Mobis, the parts division of Hyundai Motor, to license its CTP technology.
CATL will support Hyundai Mobis in the supply of CTP-related battery products in South Korea and globally, it said at the time.
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EVOGO's battery swap service was previously available in Xiamen, Hefei and Guiyang.
(Image credit: CnEVPost)
EVOGO, the battery swap service brand of CATL, China's largest power battery manufacturer, has brought its service to a new city.
EVOGO's battery swap service is now available in Fuzhou, the capital of Fujian province, with the first three battery swap stations already in operation, CATL said on June 6.
By the end of this year, EVOGO's service radius in the Fuzhou urban area is expected to narrow to 8 kilometers, said Ningde, Fujian-based CATL.
EVOGO's operating entity, CATL's subsidiary Contemporary Amperex Energy Service Technology (CAES), signed a strategic cooperation framework agreement with the subsidiaries of Sinopec and State Grid in Fujian on June 6.
(Image credit: CATL)
CATL unveiled the EVOGO brand on January 22, 2022, which offers a battery swap solution consisting of battery blocks, fast battery swap stations, and an app.
The battery blocks, called Choco-SEB (swapping electric block) by CATL, are mass-produced batteries developed specifically to enable shared battery swaps, allowing consumers to pick and choose from one or more batteries to flexibly match their mileage needs.
(Image credit: CnEVPost)
EVOGO's battery swap service was officially launched on April 18, 2022, with Xiamen, Fujian being the first city to see the service available.
On June 18 last year, Hefei, Anhui province in eastern China saw the launch of EVOGO's battery swap service, becoming the second city to be covered by the service.
On December 12, CATL announced the expansion of EVOGO's battery swap service to a third city -- Guiyang in southwestern China's Guizhou province.
The first vehicle to support EVOGO's battery swap service is the NAT (Next Automatic Taxi) model of FAW's Bestune brand, which is aimed at the shared mobility market.
On April 27 last year, CATL announced that it had signed a framework agreement with EV startup Aiways to develop a battery swap-enabled model based on the Aiways U5, the second EVOGO battery swap-enabled model. Aiways is currently facing financial difficulties.
Last October 25, CATL said that the Dongfeng Peugeot-Citroën's Dongfeng Fukang ES600 sedan will have a variant capable of using EVOGO's battery swap service.
CATL officially unveils battery swap brand EVOGO, brings innovative battery block concept
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"The bottleneck remains to be these materials specific for sodium-ion batteries," the engineer told me. "And that takes time for the supply chain to mature."
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