Quick Takeaways
- Global EV battery demand crossed the 1 TWh milestone in 2025, driven primarily by China’s scale and cost leadership.
- LFP chemistry and ESS demand are reshaping competitive strategies beyond pure EV market expansion.
On January 6, SNE Research released its monthly assessment of global power battery usage for electric vehicles, covering battery electric vehicles, plug-in hybrids, and hybrid electric vehicles sold in November 2025. The data highlights continued expansion in the global EV battery market, with growth increasingly driven by China’s dominance in both production scale and technology direction.
From January to November 2025, cumulative global battery installations reached 1,046 GWh, representing a robust year-on-year increase of 32.6%. This sustained growth underlines strong demand for electrified mobility worldwide, even as regional market dynamics continue to diverge.
SNE Research Global EV Battery Market: Supplier Landscape
The SNE Research Global EV Battery Market data shows a clear concentration of market power among Chinese manufacturers. Among the top ten battery suppliers by national origin:
Top Five Battery Suppliers by Installation Volume
The leading suppliers maintained their positions through scale, cost competitiveness, and expanding customer portfolios:
1.CATL recorded 400 GWh of installations, growing 34.5% year-on-year and holding a 38.2% market share.
2.BYD reached 175.2 GWh, posting 31.3% growth and a 16.7% share.
3.LG Energy Solution achieved 96.9 GWh, up 11.1% with a 9.3% share.
4.CALB delivered 50.9 GWh, expanding 42.0% to capture 4.9%.
5.Gotion showed the fastest growth at 77.8%, reaching 44.9 GWh and a 4.3% share.
These figures reinforce the widening gap between leading Chinese suppliers and their global competitors.
LFP Batteries Reshape the Global EV Battery Market
According to SNE Research, the global EV battery market’s center of gravity continued shifting toward China by the end of 2025. Rapid domestic expansion and intense price competition accelerated the global spread of LFP-based battery chemistries. Chinese manufacturers strengthened their global influence through overseas production bases and diversified OEM partnerships, further embedding LFP technology across international markets.
At the same time, North America faced heightened risks of market contraction in early 2025. Policy uncertainty, tariff pressures, and potential changes to EV tax credits weighed on battery demand. However, incentives for energy storage systems remained intact even after the introduction of the One Big Beautiful Bill Act.
ESS Demand and Structural Market Shifts
Rising electricity demand from AI data centers triggered a sharp increase in ESS deployments. This trend accelerated a structural shift, with battery demand increasingly moving from EV applications toward stationary energy storage. Despite this momentum, converting U.S.-based ternary battery production lines to prismatic LFP formats remains costly and time-intensive.
Looking beyond 2026, SNE Research expects competitiveness in the global EV battery market to depend less on geographic expansion alone. Success will increasingly rely on how effectively manufacturers redesign products, customer strategies, and production footprints to serve both EV and ESS markets while adapting to region-specific regulations.
From January to November 2025, cumulative global battery installations reached 1,046 GWh, representing a robust year-on-year increase of 32.6%. This sustained growth underlines strong demand for electrified mobility worldwide, even as regional market dynamics continue to diverge.
SNE Research Global EV Battery Market: Supplier Landscape
The SNE Research Global EV Battery Market data shows a clear concentration of market power among Chinese manufacturers. Among the top ten battery suppliers by national origin:
- Chinese manufacturers accounted for 69.4% of total installations
- Korean suppliers captured 15.8%
- Japanese manufacturers held a 3.7% share
Top Five Battery Suppliers by Installation Volume
The leading suppliers maintained their positions through scale, cost competitiveness, and expanding customer portfolios:
1.CATL recorded 400 GWh of installations, growing 34.5% year-on-year and holding a 38.2% market share.
2.BYD reached 175.2 GWh, posting 31.3% growth and a 16.7% share.
3.LG Energy Solution achieved 96.9 GWh, up 11.1% with a 9.3% share.
4.CALB delivered 50.9 GWh, expanding 42.0% to capture 4.9%.
5.Gotion showed the fastest growth at 77.8%, reaching 44.9 GWh and a 4.3% share.
These figures reinforce the widening gap between leading Chinese suppliers and their global competitors.
LFP Batteries Reshape the Global EV Battery Market
According to SNE Research, the global EV battery market’s center of gravity continued shifting toward China by the end of 2025. Rapid domestic expansion and intense price competition accelerated the global spread of LFP-based battery chemistries. Chinese manufacturers strengthened their global influence through overseas production bases and diversified OEM partnerships, further embedding LFP technology across international markets.
At the same time, North America faced heightened risks of market contraction in early 2025. Policy uncertainty, tariff pressures, and potential changes to EV tax credits weighed on battery demand. However, incentives for energy storage systems remained intact even after the introduction of the One Big Beautiful Bill Act.
ESS Demand and Structural Market Shifts
Rising electricity demand from AI data centers triggered a sharp increase in ESS deployments. This trend accelerated a structural shift, with battery demand increasingly moving from EV applications toward stationary energy storage. Despite this momentum, converting U.S.-based ternary battery production lines to prismatic LFP formats remains costly and time-intensive.
Looking beyond 2026, SNE Research expects competitiveness in the global EV battery market to depend less on geographic expansion alone. Success will increasingly rely on how effectively manufacturers redesign products, customer strategies, and production footprints to serve both EV and ESS markets while adapting to region-specific regulations.
Industry reports & Public disclosures | GAI Analysis
Click above to visit the official source.
Share: