VFBATTERY REPORT
China

Supply Chain

Page 527 of 768
Battery Report 2025, page 527: Supply Chain

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China’s Industry for Battery Cells DOMESTIC MARKET SHARE TOP 5 (2025 H1)

CHINESE SHARE OF GLOBAL MARKET

CAPACITY EXPANSION (GWh)

Hithium BYD EVE Energy CALB

Hithium

Core Competitive Advantages

Industry Overview

Chinese battery enterprises control the complete industry chain from materials to batteries, with obvious cost and technology advantages. Leading enterprises like CATL and BYD have the largest global production scale, while leading in LFP, Blade Battery, and CTP technologies. Chinese enterprises are also actively expanding overseas capacity in Europe, North America, and Southeast Asia.

Chinese battery enterprises have become the world's largest battery manufacturers. 2024 global lithium-ion battery capacity was approximately 2500 GWh, with Chinese enterprises accounting for over 70% capacity. CATL and BYD have global-leading production scale.

Source: itdcw, SMM, GGII, EVTANK

CATL leads with 38% market share, with BYD following at 28%, together accounting for 66% of the market. The top five enterprises account for about 70% of the market. Technologically, Chinese enterprises lead in LFP, Blade Battery, CTP, and Qilin Battery routes. Chinese battery enterprises' global market share has reached 70%, becoming the most competitive segment in the global battery industry chain.

Extracted from the PDF; charts and images may read imperfectly.

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