Global EV battery installations reached 844.2 GWh in January-August 2026, up 19.7% from a year earlier, according to SNE Research. August alone accounted for 116.8 GWh, a 14.3% year-on-year increase. The figures include batteries for battery-electric vehicles, plug-in hybrids and conventional hybrids.
China’s CATL led the rankings with 333.0 GWh installed, up 25.2% year on year, and a 39.4% market share. BYD was second at 127.9 GWh, up 6.2%, with a 15.1% share. Together, the two supplied 54.6% of the market. CATL’s share was up from 37.7% a year earlier, while BYD’s fell from 17.1%.
Five other Chinese companies also placed in the top ten: CALB ranked fourth with 44.4 GWh, Gotion fifth with 41.5 GWh, Eve Energy seventh with 29.5 GWh, Svolt ninth with 22.0 GWh, and Rept tenth with 20.3 GWh. Rept recorded the group’s fastest growth, with installations up 126.3%. The seven Chinese suppliers together held 73.3% of the global market, compared with 69.7% a year earlier.
Growth varied by region: installations rose 29.2% in Europe, 16.9% in China, 76.0% in Asia excluding China and 179.9% in South America. North America was the exception, falling 23.7% to 73.1 GWh. SNE Research attributed the decline to continued weakness in US EV demand and said some battery production lines were being shifted to energy storage systems.