The IEA's Global EV Outlook 2026 shows China's share rising at every step down the battery supply chain.
China assembled about 75% of the world's electric cars in 2025. It made over 80% of battery cells, about 85% of cathode material and over 90% of anode material.
The data
| Production stage | China's share 2025 |
|---|---|
| Electric cars | about 75% |
| Battery cells | over 80% |
| Cathode material | about 85% |
| Anode material | over 90% |
Source: Asiabits Research | IEA, Global EV Outlook 2026, data for 2025
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