Global EV battery installations reached 994.5 GWh in January-September 2026, up 19.7% year on year, according to SNE Research. The figures cover battery-electric, plug-in hybrid and conventional hybrid vehicles. September alone set a monthly record of 145.1 GWh, although its annual growth rate of 15.8% was below the nine-month pace.
CATL remained the largest supplier, with 389.2 GWh installed, up 24.9% year on year. Its market share rose to 39.1%, from 37.5% a year earlier. BYD ranked second at 150.9 GWh, up 7.4%, but its share slipped to 15.2% from 16.9%. Together, the two companies held 54.3% of the market, slightly below their combined share a year earlier.
Seven Chinese suppliers made the top 10, collectively taking 73.0% of the global market, up 3.5 percentage points year on year. Gotion placed fourth with 50.3 GWh, narrowly ahead of CALB; Eve Energy ranked sixth, followed by Panasonic. Svolt and Rept completed the top 10. Rept’s installations grew 118.7%, the fastest rate among those listed.
Installations in China rose 16.2% to 567.8 GWh, while North America fell 24.3% to 85.9 GWh. LFP batteries increased their share to 57.7%, from 52.5% a year earlier. Average battery capacity per vehicle also rose 11.2%, to 39.7 kWh.