Chinese battery manufacturers supplied 56.4% of power batteries installed in electric vehicles outside China from January through September 2026, according to South Korean research firm SNE Research. Their combined overseas installations reached 426.7 GWh, up 24.7% year on year and faster than the global market’s 19.7% growth. Their share rose by more than 13 percentage points from the same period a year earlier.
The six companies covered were CATL, BYD, Gotion High-Tech, Svolt, CALB and Eve Energy. CATL remained the largest supplier outside China, with 143.7 GWh installed, a 46.7% increase and a 33.7% market share. SNE said trial production at CATL’s Hungarian plant could strengthen its European supply-chain base. BYD ranked third, recording 45.9 GWh and a 10.8% share; its installations rose 66.8%, with battery growth linked to the company’s vehicle exports, which doubled from the prior year.
Several smaller Chinese suppliers also posted rapid gains: Eve Energy rose 214.6% to 9.5 GWh, Gotion increased 153.8% to 17.6 GWh, Svolt grew 102.3% to 13.1 GWh, and CALB advanced 88.5% to 10.6 GWh. By contrast, the combined share of South Korea’s LG Energy Solution, SK On and Samsung SDI fell from 38.2% to 26.5%, while their installations declined 13.5% to 113 GWh, largely amid a sharp North American contraction. Japan’s Panasonic held an 8.4% share with 35.6 GWh.