CATL China EV Battery Market Share Leads as BYD Holds Second Position

China’s electric vehicle battery sector continued to show strong concentration among leading manufacturers, with CATL retaining a commanding lead. The CATL China EV battery market share remained dominant in February even though the company experienced a small sequential decline compared with January. Data released by the China Automotive Battery Innovation Alliance highlighted that the Chinese battery ecosystem remains heavily influenced by a handful of suppliers serving major electric vehicle brands across the rapidly expanding domestic EV market.

CATL Maintains Leadership in China’s Battery Market

Domestic power battery installations for CATL reached 12.9 GWh in February, giving the company a 49.10 percent market share and allowing it to maintain its top ranking in China’s EV battery market. Although the share declined slightly by 0.69 percentage points compared with January, the company still controls nearly half of the market. As the world’s largest battery manufacturer, CATL supplies battery packs to several major electric vehicle manufacturers, including Tesla, Nio, and Li Auto, reinforcing its dominant industry position.

BYD Secures Second Position While CALB Rises

BYD ranked second in February with domestic power battery installations totaling 3.56 GWh, representing a market share of 13.56 percent. Despite holding a strong position, the company experienced a decline of 3.87 percentage points compared with January. Most BYD batteries are deployed in the company’s own electric vehicles, although the technology has also appeared in models produced by other manufacturers, including Nio’s sub-brand Onvo and certain vehicles developed by Xiaomi.

CALB secured the third position in China’s battery market during the same period. Its installations reached 1.58 GWh, giving the company a 6.00 percent market share. Unlike the top two suppliers, CALB experienced a modest improvement, increasing its share by 0.72 percentage points compared with the previous month as competition among second-tier suppliers continued to intensify.

Ternary and LFP Battery Segments Show Different Trends

The ternary battery segment showed notable shifts during February. CATL recorded installations of 3.78 GWh in this segment, giving it a dominant 66.24 percent share, although that figure represented a decline of 15.46 percentage points compared with January. LG Energy Solution ranked second with 1.42 GWh of installations and a 24.86 percent share. The South Korean supplier experienced significant growth, largely supported by strong vehicle deliveries from Tesla in the Chinese market.

LFP Battery Market Performance

In the lithium iron phosphate battery segment, CATL continued to lead with installations of 9.12 GWh and a 44.35 percent share, reflecting an increase of 3.71 percentage points from January. BYD followed with 3.56 GWh and a 17.33 percent share, although its share declined by 5.11 percentage points. CALB ranked third with installations of 1.39 GWh and a 6.78 percent share, representing steady expansion in the increasingly important LFP battery market.

The overall market dynamics highlight the strong dominance of leading suppliers while also demonstrating increasing competition in both ternary and LFP battery technologies. As electric vehicle adoption accelerates across China, battery manufacturers continue to compete on technology, supply capacity, and partnerships with major automakers.