<div id="readability-page-1" class="page"><blockquote><ul><li>CATL and BYD held a combined 55.5% of the global market in Jan-Feb, down from 59.0% in January.</li><li>Total global EV battery usage during the period reached 134.9 GWh, up 4.4% year-on-year.</li></ul></blockquote>                    <div id="world-battery-makers-jan-feb-2026-69d4c2bbb62b4-wrap">        <p>Market share of world's top EV battery makers (Jan-Feb 2026)</p>                                                    </div>        <div>        <table>            <caption>Market Share of World's Top EV Battery Makers (Jan-Feb 2026)</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>42.1%</td>                    <td>56.9</td>                </tr>                                <tr>                    <td>BYD</td>                    <td>13.4%</td>                    <td>18.1</td>                </tr>                                <tr>                    <td>LG Energy Solution</td>                    <td>8.7%</td>                    <td>11.8</td>                </tr>                                <tr>                    <td>CALB</td>                    <td>4.7%</td>                    <td>6.3</td>                </tr>                                <tr>                    <td>Panasonic</td>                    <td>4.0%</td>                    <td>5.3</td>                </tr>                                <tr>                    <td>Gotion High-tech</td>                    <td>3.9%</td>                    <td>5.3</td>                </tr>                                <tr>                    <td>SK On</td>                    <td>3.8%</td>                    <td>5.2</td>                </tr>                                <tr>                    <td>Svolt</td>                    <td>2.8%</td>                    <td>3.8</td>                </tr>                                <tr>                    <td>Eve Energy</td>                    <td>2.8%</td>                    <td>3.7</td>                </tr>                                <tr>                    <td>Samsung SDI</td>                    <td>2.5%</td>                    <td>3.3</td>                </tr>                                <tr>                    <td>Others</td>                    <td>11.3%</td>                    <td>15.2</td>                </tr>                            </tbody>        </table>    </div>            <p>CATL and BYD continued to dominate the global EV battery market in the first two months of 2026, although their shares both slipped compared to January.</p><p>Total global EV battery usage in the January-February period reached 134.9 gigawatt-hours (GWh), up 4.4% year-on-year, according to data released Tuesday by South Korean market research firm SNE Research.</p><p>CATL maintained its dominance in the global market during the period, recording a 42.1% overall market share, though down from 45.2% in January.</p>    <div>        <p><span>Join us on </span>            Telegram            <span> or </span>            Google News        </p>    </div><p>The Chinese battery giant's battery installation volume for Jan-Feb stood at 56.9 GWh, up 13.7% from 50.0 GWh a year earlier.</p><p>The growth was primarily attributed to the overall sales expansion of its key clients, including Chinese automakers such as Li Auto, Nio, and Zeekr.</p><p>In contrast, second-ranked BYD suffered a setback in the first two months of 2026, with its global market share sliding to 13.4%.</p><p>This is down from 16.0% in the same period last year and 13.8% in January.</p><p>BYD's total battery installation volume registered about 18.1 GWh in January-February, marking a year-on-year decline of about 12.5% compared to 20.7 GWh a year ago.</p><p>This was largely due to a sales slump for its own-brand vehicles in the Chinese domestic market during the traditional off-season, despite displaying growth in overseas sales.</p><p>Together, CATL and BYD captured a combined 55.5% of the global share in Jan-Feb, down from 59.0% in January.</p><p>Meanwhile, South Korea's three major battery makers continued to face challenges during the Jan-Feb period, with their combined global market share dropping to 15.0%.</p><p>LG Energy Solution ranked third globally with a battery installation volume of about 11.8 GWh and an 8.7% share, and its total usage fell 2.7% year-on-year.</p><p>The other two South Korean firms, SK On and Samsung SDI, also suffered setbacks, with their total battery usage plunging 12.9% and 21.9% year-on-year, respectively.</p><p>The two South Korean companies ranked 7th and 10th with 5.2 GWh and 3.3 GWh, capturing shares of 3.8% and 2.5%, respectively.</p><p>The widespread data decline among South Korean battery companies was mainly driven by a nearly 30% sales drop in the US EV market and slowing demand from major legacy automakers, according to SNE Research.</p><p>China's CALB ranked fourth in January-February with an installation volume of 6.3 GWh and a 4.7% share.</p><p>Japan's Panasonic took fifth place globally during the period with an installation volume of 5.3 GWh and a 4.0% share.</p><p>China's Gotion High-tech and Eve Energy ranked sixth and ninth with shares of 3.9% and 2.8%, respectively.</p>    <div>        <div>            <p><img width="768" height="432" src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026040108262427-768x432.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://cnevpost.com/wp-content/uploads/2026/04/2026040108262427-768x432.jpg"/>                            </p>        </div>        <div>            <p>Hina Battery exec predicts sodium battery costs will fall to match lithium rivals</p>            <p>Hina Battery general manager expects a historic convergence in the price ranges of sodium-ion and lithium batteries next year.</p>                    </div>    </div>                                                                                    </div>

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<p>In Jan-Feb 2026, CATL and BYD held a combined 55.5% of the global EV battery market, down from 59.0% in January. CATL maintained a 42.1% share with 56.9 GWh installations, while BYD's share fell to 13.4% with 18.1 GWh. Total global EV battery usage reached 134.9 GWh, up 4.4% year-on-year. South Korean firms faced challenges, with their combined market share dropping to 15.0%. LG Energy Solution ranked third with 8.7% share, while SK On and Samsung SDI saw significant declines in usage.</p>

- CATL and BYD collectively held a 55.5% share of the global EV battery market in January-February 2026, down from 59.0% in January.  
- Total global EV battery usage increased to 134.9 GWh, representing a 4.4% year-on-year growth.  
- CATL maintained its dominance with a 42.1% market share, while BYD's share fell to 13.4% due to declining sales in the Chinese market, amidst challenges faced by South Korean battery makers.

Global EV battery market share in Jan-Feb 2026: CATL 42.1%, BYD 13.4%