Chinese battery makers reach 56.4% share outside China through September

Six Chinese battery makers took 56.4% of EV battery installations outside China between January and September, according to SNE Research data reported by CarNewsChina.

Their combined share rose by more than 13 percentage points from a year earlier.

Installations outside China, with growth from a year earlier:

• CATL: 143.7 GWh, up 46.7%
• BYD: 45.9 GWh, up 66.8%
• Gotion High-Tech: 17.6 GWh, up 153.8%
• Svolt: 13.1 GWh, up 102.3%
• CALB: 10.6 GWh, up 88.5%
• Eve Energy: 9.5 GWh, up 214.6%

SNE Research said trial production at CATL's Hungarian plant should firm up its European supply. BYD ranks third with a 10.8% share, and its growth follows its own vehicle exports.

Samsung SDI, SK On and LG Energy Solution together fell to 26.5% from 38.2%. Their installations dropped 13.5% to 113 GWh, largely because of a sharp contraction in North America.

Panasonic's share slipped to 8.4% on 35.6 GWh.