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OBPAI Geek Team2026/8/110 阅读

Best EV Battery Makers of 2026

SNE H1 2026 usage top 10; China seven and ex-China filters; 2025 year and CATL H1 filing.

EV batteryCATLBYD2026
Best EV Battery Makers of 2026 - 天梯图与数据榜单

Main table: H1 2026 global usage (SNE Research)

Compiled 2026-08-12. Vehicle shipments are in the 2026 NEV ranking. SNE counts battery energy in registered EVs / PHEVs / HEVs. World H1: 608.5 GWh (+20.0%).

#CompanyUsageShareYoY
1CATL242.7 GWh39.9%+25.3%
2BYD87.7 GWh14.4%+1.6%
3LG Energy Solution52.6 GWh8.6%+8.4%
4CALB31.2 GWh5.1%+39.5%
5Gotion High-tech28.0 GWh4.6%+43.3%
6Panasonic22.7 GWh3.7%+10.2%
7Eve Energy20.9 GWh3.4%+51.7%
8SK On19.0 GWh3.1%−6.7%
9Svolt15.7 GWh2.6%+40.9%
10Sunwoda14.5 GWh2.4%+13.7%

CATL share 38.2% → 39.9%. BYD 17.0% → 14.4%. Combined 54.3%. Seven Chinese names in the top 10 hold 72.4%.

Outside China

269.0 GWh (+26.3%). CATL 90.5 GWh (+41.7%, 33.6%). BYD 28.2 GWh (+67.9%, 10.5%, third). Samsung SDI 10.5 GWh (−29.0%).

How this ranking is put together

Main table: SNE Jan–Jun 2026 usage. China seven and ex-China are filters of the same list. Full-year 2025 and CATL’s H1 filing sit after the source table. Name tiles for now. Default rows are S–D.

SourceDateWhat it tracks
CnEVPost on SNE H1 20267 Aug 2026608.5 GWh; top 10
SNE 2025 yearFeb 20261,187 GWh; CATL 464.7
CATL H1 202630 Jun 2026Power-battery revenue CNY 192.125B

Full year 2025

1,187 GWh (+31.7%). CATL 464.7 (39.2%); BYD 194.8 (16.4%); LGES 108.8 (9.2%).

CATL H1 2026 filing

Group revenue CNY 276.917B (+54.80%); net profit CNY 43.284B (+41.98%). Power-battery systems CNY 192.125B (+46.02%). Energy storage CNY 53.261B (+87.54%). Output 498 GWh; utilisation 94.86%.

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文章来源:OBPAI TierList