Global electric vehicle battery usage totalled 725.2GWh in the first seven months of this year, a 20.4% increase on the same period a year ago, according to new data from SNE Research.
In July alone, EV battery usage stood at 116.0GWh, an increase of 22.1% compared with the same month in 2025.
SNE Research’s data covers batteries installed in EVs, plug-in hybrid electric vehicles and hybrid electric vehicles registered across 80 countries.
China dominates
Chinese manufacturers continue to dominate the market, the data showed, with seven China-based suppliers accounting for 72.8% of global EV battery usage over the seven-month period. This is 3.1% higher than in the same period last year.
CATL remained the largest EV battery manufacturer, with 289.6GWh of battery usage between January and July, an increase of 26.6% year on year. CATL’s market share of the EV battery sector increased from 38.0% to 39.9%.
Other major players include BYD, which ranked second with 106.7GWh, LG Energy Solution, CALB and Gotion.
‘Even within the top two suppliers, the center of gravity of growth has tilted clearly toward CATL,’ SNE Research noted.
It said that the gains experienced by Chinese suppliers can be linked to their domestic market scale, the cost competitiveness of lithium iron phosphate (LFP) batteries, rapid product transitions, and an increase in supply to international markets.
Increased competition
‘Competition among later-entrant Chinese suppliers is also tightening, to the extent that the composition of the top 10 suppliers has changed,’ it added. ‘More recently, requirements for supply chain information management have become considerably clearer, with the European Union issuing guidelines that specify data requirements item by item ahead of the battery passport mandate that takes effect in February 2027.
‘With responses to supply chain regulation in North America and expanding demand for ESS and data centers also coming into play, competitiveness going forward is expected to be determined not by production scale alone but by the operating efficiency of production bases in each region, customer diversification, product mix and supply chain traceability capabilities.’ Read more here.
Top 10 Global EV Battery Suppliers
| Rank | Group | 2025.1-7 (GWh) | 2026.1-7 (GWh) | YoY | 2025 M/S | 2026 M/S |
|---|---|---|---|---|---|---|
| 1 | CATL | 228.7 | 289.6 | +26.6% | 38.0% | 39.9% |
| 2 | BYD | 101.9 | 106.7 | +4.7% | 16.9% | 14.7% |
| 3 | LG Energy Solution | 57.8 | 60.3 | +4.5% | 9.6% | 8.3% |
| 4 | CALB | 27.8 | 37.3 | +34.3% | 4.6% | 5.1% |
| 5 | Gotion | 23.6 | 34.0 | +44.2% | 3.9% | 4.7% |
| 6 | Panasonic | 24.3 | 26.2 | +7.6% | 4.0% | 3.6% |
| 7 | EVE | 16.3 | 25.0 | +53.1% | 2.7% | 3.5% |
| 8 | SK on | 24.7 | 22.3 | -9.8% | 4.1% | 3.1% |
| 9 | SVOLT | 13.6 | 18.9 | +39.1% | 2.3% | 2.6% |
| 10 | REPT | 7.7 | 16.9 | +118.5% | 1.3% | 2.3% |
| Others | 75.8 | 88.1 | +16.2% | 12.6% | 12.1% | |
| Total | 602.2 | 725.2 | +20.4% | 100.0% | 100.0% |
Unit: GWh
Source: Global EV and Battery Monthly Tracker, August 2026, SNE Research
