Smart and Sustainable Electric Mobility
CATL's share of the global EV battery market in Jan-July declined slightly from Jan-June, while BYD increased.
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In the LFP battery market, BYD topped the list with a 43.18 percent share in July, up from 39.61 percent in June, with an installed base of 9.35 GWh.
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CATL's global share increased in January-June from January-May, while BYD's decreased slightly.
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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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CATL'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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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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In January-April, CALB's power battery installations of 8.4 GWh surpassed Samsung SDI's 7.5 GWh, according to SNE Research.
China's CATL and BYD (OTCMKTS: BYDDY) continued to be the world's two largest power battery manufacturers in January-April, the latest data show.
In January-April, global battery consumption for electric vehicles (EVs) totaled 182.5 GWh, up 49 percent from 122.5 GWh in the same period last year, according to data released today by South Korean market research firm SNE Research.
Among them, CATL installed 65.6 GWh of batteries from January to April, up 55.6 percent from 42.1 GWh in the same period last year.
The Chinese power battery giant continues to rank No. 1 in the world with a 35.9 percent share and remains the only one in the world with a market share of more than 30.0 percent.
This was higher than its 34.4 percent share in the same period last year and up from its 35.0 percent share in the January-March 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 29.4 GWh of power batteries from January to April, up 108.3 percent from 14.1 GWh in the same period last year.
The company ranked second with a 16.1 percent share from January to April, up from 11.5 percent in the same period last year but down from 16.2 percent in January-March.
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 Atto3 model, BYD showed explosive growth by expanding its market share outside of China in Asia and Europe, SNE Research said.
LG Energy Solution installed 25.7 GWh of power batteries from January to April, up 49.3 percent year-on-year.
The South Korean company ranked third in the world with a 14.1 percent share, unchanged from a year ago.
Japan's Panasonic was fourth with 8.2 percent share, South Korea's SK On was fifth with 5.2 percent share and China's CALB was sixth with 4.6 percent share.
South Korea's Samsung SDI of, China's Gotion High-tech of China, Eve Energy and Sunwoda ranked seventh, eighth, ninth and tenth respectively, with shares of 4.1 percent, 2.4 percent, 1.8 percent and 1.5 percent from January to April, respectively.
It is worth noting that CALB's power battery installed base of 8.4 GWh exceeded Samsung SDI's 7.5 GWh in the January to April period.
In January-March, CALB was 5.7 GWh, lower than Samsung SDI's 6.5 GWh.
In 2023, Chinese companies are expected to enter overseas markets such as the US and Europe in preparation for a gradual decline in growth rates in China's domestic market, the largest EV market, according to SNE Research.
The European EV market, which has relatively fewer political issues than the US, is attracting attention as a strategic point for seeking to diversify the battery supply chain, the report noted.
Going forward, the share of LFP batteries in Europe is expected to increase as Chinese companies enter the European market in earnest, the report said.
CATL unveils Condensed Battery for electric aircrafts and EVs
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BYD returned to the top spot in the LFP battery market with a 42.68 percent share in April, overtaking CATL's 33.65 percent.
CATL overtook BYD (OTCMKTS: BYDDY) in China's lithium iron phosphate (LFP) battery market in March for the first time this year. Now, the latter has regained its top spot.
China's power battery installed base in April was 25.1 GWh, up 89.4 percent year-on-year but down 9.5 percent from March, according to data released today by the China Automotive Battery Innovation Alliance (CABIA).
CATL's power battery installed base in April was 10.26 GWh, ranking first with a 40.83 percent share, down from 44.95 percent in March.
BYD installed 7.32 GWh of power batteries in April, ranking second with a 29.11 percent share, up 2.46 percentage points from March's 26.65 percent.
CALB installed 2.20 GWh of power batteries in April, ranking third with a share of 8.74 percent, down 1.54 percentage points from 10.28 percent in March.
Eve Energy overtook Gotion High-tech to rank No. 4 with 1.38 GWh of installed base and 5.48 percent share.
Gotion High-tech ranked 5th with 1.18 GWh installed in April and a 4.68 percent share. It ranked 4th with a 4.51 percent share in March.
China's ternary Li-ion battery installed base in April was 8.0 GWh, accounting for 31.8 percent of total installed base, up 83.5 percent year-on-year but down 8.3 percent from March.
The installed base of LFP batteries was 17.1 GWh, accounting for 68.1 percent of the total, up 92.7 percent year-on-year but down 10.0 percent from March.
In the ternary battery market, CATL ranked first with 56.22 percent of the installed base of 4.50 GWh in April.
CALB and Sunwoda ranked second and third in the ternary battery market with 17.29 percent and 6.07 percent shares, respectively.
In the LFP battery market, BYD regained the top spot with a 42.68 percent share by overtaking CATL with 7.31 GWh installed in April.
CATL installed 5.76 GWh in the LFP battery market in April, ranking second with a 33.65 percent share.
In March, CATL's share of the LFP market was 39.47, higher than BYD's 38.88 percent, the first time it has overtaken BYD in this market during the year.
Eve Energy and Gotion High-tech ranked third and fourth in the LFP battery market with 7.01 percent and 6.17 percent share, respectively.
China NEV sales down 2.6% MoM to 636,000 in Apr, CAAM data show
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The purchase order involves LFP Unified Cell products with the same design style and specifications as those for the Chinese market for Volkswagen's full range of NEVs.
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Gotion High-tech, a Chinese power battery manufacturer, has become a supplier to Volkswagen for the German automaker's overseas markets, furthering the partnership between the two.
Gotion's wholly-owned subsidiary Hefei Gotion High-tech Power Energy Co Ltd recently received a procurement letter from Volkswagen, making the company a designated supplier for the automaker's overseas markets, according to a stock exchange announcement on May 10.
This is the latest collaboration between Gotion and Volkswagen, which is its important backer, after becoming the designated production point for Volkswagen's NCM and LFP products in China in early 2022.
The purchase order relates to LFP Unified Cell products, which will be used in Volkswagen's models in markets outside of China.
These cells use the same design style and specifications as the Chinese market and are intended for use in Volkswagen's full range of NEVs, according to the announcement.
Volkswagen and Gotion have had a long-standing relationship, with a strategic cooperation framework agreement reached in July 2021 in which Gotion developed the first generation of Unified Cells for Volkswagen's regular production models in China.
In December 2021, Volkswagen China increased its stake in Gotion to 26.47 percent, making it the largest shareholder of the Chinese battery maker.
Unified Cells can significantly reduce costs by adopting a unified design standard and are expected to cover 80 percent of Volkswagen's models in the future, according to Gotion's press release.
In early 2022, Gotion was awarded the official production point for Volkswagen China's NCM and LFP Unified Cells. In February this year, the company won the Volkswagen Cell Test Lab qualification.
In addition, construction of a high-nickel NCM material project built by Volkswagen's private placement has begun in Lujiang, Hefei, and is expected to go into production this year, Gotion said in the press release.
The 20GWh Volkswagen Unified Cell project in Xinzhan, Hefei, has almost completed the main workshop and supporting buildings and is expected to start production in the second half of this year, Gotion said.
Gotion is one of the largest power battery makers, with 2.9 GWh installed in the first quarter, ranking 8th globally with a 2.2 percent share, according to data released earlier this month by South Korean market research firm SNE Research.
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CATL's battery is expected to maintain its No. 1 position as it is in high demand in passenger cars such as the Tesla Model 3, Model Y, SAIC Mulan, and the Chinese commercial vehicle market, according to SNE Research.
Global battery installations for electric vehicles (EVs) maintained strong growth in the first quarter, with China's CATL and BYD (OTCMKTS: BYDDY) continuing to hold the top two positions.
In the first quarter, global EV battery consumption totaled 133.0 GWh, up 38.6 percent from 95.9 GWh in the same period last year, according to a report released yesterday by South Korean market research firm SNE Research.
Among them, CATL installed 46.6 GWh of batteries in the first quarter, up 35.9 percent from 34.3 GWh in the same period last year.
The Chinese power battery giant continued to rank No. 1 in the world with a 35.0 percent share, down from its 35.8 percent share a year ago and up from its 33.9 percent share in the January-February period.
CATL's battery is expected to maintain its No. 1 position as it is in high demand in passenger cars such as the Tesla Model 3, Model Y, SAIC Mulan, GAC Aion Y, and the Chinese commercial vehicle market, SNE Research said.
BYD installed 21.5 GWh of power batteries in the first quarter, up 115.5 percent from 10.0 GWh in the same period last year.
The company ranked second with a 16.2 percent share in the first quarter, up from 10.4 percent a year earlier and down from 18.2 percent in January-February.
BYD is gaining popularity in the Chinese domestic market with its price competitiveness through a vertically integrated supply chain, including self-supply of batteries and vehicle manufacturing, SNE Research said.
BYD is known to enter the South Korean market soon following Europe, drawing attention to the change in its growth trend, SNE Research added in the report.
LG Energy Solution's power battery installation from January to March was 19.3 GWh, up 37.5 percent year-on-year.
The South Korean company ranked third in the world with a 14.5 percent share, down from 14.6 percent a year earlier.
Japan's Panasonic was fourth with a 9.0 percent share, South Korea's SK On was fifth with a 5.3 percent share and Samsung SDI was sixth with a 4.9 percent share.
China's CALB, Gotion High-tech, Eve Energy and Sunwoda ranked seventh, eighth, ninth and tenth respectively, with shares of 4.3 percent, 2.2 percent, 1.8 percent and 1.4 percent respectively in the first quarter.
Global EV battery market share in Jan-Feb: CATL 33.9%, BYD 18.2%
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