<div id="readability-page-1"><blockquote><ul><li>CATL and BYD collectively installed 575.2 GWh of EV batteries from January to November 2025, accounting for 54.9% of the global total.</li><li>South Korea's LG Energy Solution maintained its third-place position with a 9.3% market share.</li></ul></blockquote><figure id="attachment_134800"><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026010706561220.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="1600" height="900" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026010706561220.jpg"/><figcaption id="caption-attachment-134800">(File photo shows Eve Energy's battery cells. Image credit: CnEVPost)</figcaption></figure><p>Global EV battery usage totaled 1,046 GWh from January to November, a 32.6% increase from 788.9 GWh during the same period last year, according to data released today by South Korean market research firm SNE Research.</p><p>CATL's EV battery installations came in at 400 GWh from January to November, up 34.5% from 297.4 GWh the same period of 2024.</p><p>The Chinese battery giant maintained its position as the world's top supplier with a 38.2% market share during this period, remaining the only battery provider globally with over 30% market share.</p>    <div>        <p><span>Join us on </span>            Telegram            <span> or </span>            Google News        </p>    </div>                    <div id="world-battery-makers-jan-nov-2025-695e092f5e65e-wrap">        <p>Market share of world's top EV battery makers (Jan-Nov 2025)</p>                                                    </div>        <div>        <table>            <caption>Market Share of World's Top EV Battery Makers (Jan-Nov 2025)</caption>            <thead>                <tr>                    <th scope="col">Company</th>                    <th scope="col">Market Share (%)</th>                    <th scope="col">Installations (GWh)</th>                </tr>            </thead>            <tbody>                                <tr>                    <td>CATL</td>                    <td>38.2%</td>                    <td>400.0</td>                </tr>                                <tr>                    <td>BYD</td>                    <td>16.7%</td>                    <td>175.2</td>                </tr>                                <tr>                    <td>LG Energy Solution</td>                    <td>9.3%</td>                    <td>96.9</td>                </tr>                                <tr>                    <td>CALB</td>                    <td>4.9%</td>                    <td>50.9</td>                </tr>                                <tr>                    <td>Gotion High-tech</td>                    <td>4.3%</td>                    <td>44.9</td>                </tr>                                <tr>                    <td>SK On</td>                    <td>3.9%</td>                    <td>40.6</td>                </tr>                                <tr>                    <td>Panasonic</td>                    <td>3.7%</td>                    <td>38.5</td>                </tr>                                <tr>                    <td>Eve Energy</td>                    <td>2.7%</td>                    <td>28.4</td>                </tr>                                <tr>                    <td>Svolt</td>                    <td>2.6%</td>                    <td>27.5</td>                </tr>                                <tr>                    <td>Samsung SDI</td>                    <td>2.6%</td>                    <td>27.1</td>                </tr>                                <tr>                    <td>Others</td>                    <td>11.1%</td>                    <td>116.1</td>                </tr>                            </tbody>        </table>    </div>            <p>This share is higher than its 37.7% share in January-November 2024 and also exceeds its 38.1% share in January-October 2025.</p><p>BYD's EV battery installations totaled 175.2 GWh from January to November, a 31.3% increase from 133.4 GWh during the same period of 2024.</p><p>The company ranked second with a 16.7% share from January to November. Its share stood at 16.9% both in January-November 2024 and January-October 2025.</p><p>LG Energy Solution installed 96.9 GWh of power batteries from January to November, marking an 11.1% year-on-year increase.</p><p>The South Korean company maintained its third-place position with a 9.3% market share during the January-November period, down from 11.1% in the same period of 2024 but unchanged from January-October 2025.</p><p>China's CALB (HKG: 3931) ranked fourth with 50.9 GWh installed capacity and a 4.9% share.</p><p>China's Gotion High-tech ranked fifth with a 4.3% share, while South Korea's SK On ranked sixth with a 3.9% share.</p><p>Japan's Panasonic, China's Eve Energy, Svolt Energy, and South Korea's Samsung SDI ranked seventh, eighth, ninth, and tenth respectively, with market shares of 3.7%, 2.7%, 2.6%, and 2.6% during January-November.</p><p>Notably, Samsung SDI ranked eighth with a 2.7% share in January-October, higher than Eve Energy and Svolt Energy.</p>    <div>        <div>            <p><img width="768" height="466" src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121306582495-768x466.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121306582495-768x466.jpg"/>                            </p>        </div>        <div>            <p>China Nov EV battery installations: CATL holds 43.71% share, BYD 20.36%</p>            <p>CATL's share in November increased by 0.71 percentage points compared to October, while BYD's share decreased by 0.93 percentage points.</p>                    </div>    </div>                                                                                    </div>

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<p>From January to November 2025, CATL and BYD dominated the global EV battery market, collectively installing 575.2 GWh, which is 54.9% of the total 1,046 GWh. CATL led with a 38.2% market share, while BYD followed with 16.7%. LG Energy Solution maintained third place with 9.3%. Overall, the market saw a 32.6% increase in battery usage compared to the previous year. CATL's installations rose by 34.5% year-on-year, while BYD's increased by 31.3%.</p>

- From January to November 2025, CATL and BYD installed 575.2 GWh of EV batteries, accounting for 54.9% of global usage that totaled 1,046 GWh.  
- CATL maintained its leading position with a 38.2% market share, having increased installations by 34.5% year-on-year, while BYD's installations rose by 31.3%, securing a 16.7% market share.  
- LG Energy Solution ranked third with a 9.3% market share, followed by CALB and Gotion High-tech, indicating competitive dynamics among the top EV battery manufacturers.

Global EV battery market share in Jan-Nov 2025: CATL 38.2%, BYD 16.7%