From January to August 2026, CATL alone supplied 39.4% of the EV batteries installed worldwide. BYD followed with 15.1%. Together the two hold more than half the global market.
Only three companies outside China made the top 10: LG Energy Solution with 8.1%, Panasonic with 3.5% and SK On with 2.9%. The other seven, from CALB to REPT Battero, are Chinese.
The data
| Rank | Company | Country | Share | GWh |
|---|---|---|---|---|
| 1 | CATL | China | 39.4% | 333.0 |
| 2 | BYD | China | 15.1% | 127.9 |
| 3 | LG Energy Solution | South Korea | 8.1% | 68.3 |
| 4 | CALB | China | 5.3% | 44.4 |
| 5 | Gotion | China | 4.9% | 41.5 |
| 6 | Panasonic | Japan | 3.5% | 29.7 |
| 7 | EVE Energy | China | 3.5% | 29.5 |
| 8 | SK On | South Korea | 2.9% | 24.9 |
| 9 | SVOLT | China | 2.6% | 22.0 |
| 10 | REPT Battero | China | 2.4% | 20.3 |
Source: Asiabits Research | SNE Research, EV battery usage January–August 2026
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