The battery energy storage system (BESS) integrator market is expanding and shifting amidst increased competition, a new report from Rho Motion has found.
According to Rho Motion, BESS integrators, which are used for electric vehicles, energy storage solutions, renewable energy integration and other related functions, saw a 79% increase in shipments between 2023 and 2024.
According to data from the first half of 2025, BESS shipments are already 25% higher than the total number of shipments in 2023.
As Rho Motion also noted, the BESS market is becoming increasingly fragmented, with the share of the ten largest players in the market accounting for 77% in the first half of 2025, compared to 82% in 2023.
Market leader
Sungrow, with 14% of the market, is now the leading BESS integrator supplier in the world, ahead of Tesla, CATL, CRRC and BYD. This marks a significant change on last year, when Tesla led the market (ahead of BYD and CATL), and in 2023, when CATL was the largest supplier.
Rho Motion’s analysis also shows a shift in the competitive position of system integrators, with the market advantage of cell manufacturers showing signs of weakening.
In 2023, cell makers accounted for more than 40% of BESS systems, benefiting from high lithium iron phosphate cell prices that gave them a cost advantage. By the first half of 2025, their share had fallen below 30%, as a result of falling cell prices and the expansion of the battery industry.
Quality counts
‘However, it is worth noting the growing importance of quality,’ Rho Motion said. ‘As BESS players gain more experience operating projects, companies are increasingly recognising that, beyond initial costs, system integration capability plays a crucial role in long-term profitability. Factors such as operating lifetime, maintenance expenses, and insurance premiums all improve significantly with better system integration.
On the cell supply side, CATL continues to lead but faces increased competition from specialist suppliers such as Hithium and EVE Energy. Read more here. [Image: Rho Motion]
