CATL China EV Battery Market 2025 Led by BYD and CALB

On 05 January 2026, China’s electric vehicle battery sector continued to be dominated by CATL and BYD, with both companies accounting for a substantial majority of total domestic power battery installations during 2025.

• CATL recorded total domestic power battery installations of 333.57 GWh in China during 2025, supplying batteries to approximately 5.07 million vehicles, according to figures released by the China Automotive Battery Innovation Alliance.

This performance gave CATL a 43.42 percent share of China’s overall power battery market in 2025, reflecting a decline of 1.66 percentage points compared with its 45.08 percent share in 2024. Despite the slight contraction, CATL remained the world’s largest power battery supplier, with its products widely deployed across multiple electric vehicle platforms.
BYD Strengthens Position in China EV Battery Installations

• BYD secured the second position in China’s power battery market, with domestic installations totaling 165.77 GWh in 2025.

These batteries supported approximately 3.82 million vehicles during the year.
The company held a 21.58 percent market share in 2025, down from 24.74 percent in the previous year. While BYD batteries are primarily used within its own vehicle lineup, select models from other manufacturers also adopted its battery systems during the period.
CALB Expands Share in Overall Battery Market

• CALB ranked third in China’s domestic power battery market in 2025, achieving installations of 53.61 GWh and powering roughly 830,000 vehicles.

Its overall market share reached 6.98 percent, marking an increase from 6.68 percent recorded in 2024, indicating steady growth amid intensified competition.
CATL Dominates Ternary Battery Segment

• In China’s ternary power battery segment, CATL achieved installations totaling 101.61 GWh in 2025, supplying batteries for around 1.46 million vehicles.

The company captured a dominant 70.90 percent market share in this segment, up from 69.23 percent in 2024. LG Energy Solution ranked second with 13.75 GWh of installed capacity, powering 173,000 vehicles and securing a 9.59 percent market share, a notable increase from the previous year.
CALB followed closely with 12.73 GWh of ternary battery installations, representing an 8.88 percent share of the segment.
LFP Battery Market Shows Shifting Dynamics

• Within the LFP battery market, CATL maintained its leading position with 231.96 GWh of installations in 2025, supplying batteries to approximately 3.61 million vehicles.

This translated into a 37.10 percent market share, marginally higher than the 37.07 percent recorded in 2024. BYD ranked second in the LFP segment with 165.74 GWh of installations, powering 3.82 million vehicles.
However, BYD’s LFP market share declined to 26.51 percent in 2025 from 32.96 percent in the prior year. Gotion High-tech secured third place in the LFP battery market with 42.94 GWh of installed capacity and a 6.87 percent share.