In the wave of electric vehicle development, a number of battery suppliers such as Ningde Times, Zhongxinhang, and Guoxuan Hi-Tech have emerged in China. BYD, which produces complete vehicles, is also an important battery. suppliers, their blade batteries are already being supplied to multiple manufacturers.
As demand for electric vehicles increases, so does the demand for batteries, boosting the performance of battery makers. The latest report of the research institute also shows that in August, the installed capacity of the world's top ten electric vehicle battery manufacturers increased year-on-year, and the major domestic battery manufacturers increased significantly, all exceeding 100%.
According to the report of the research institute SNE Research, in August this year, among the top ten electric vehicle battery manufacturers in terms of installed capacity, 6 are from domestic manufacturers, namely CATL, BYD, China Innovation Aviation, and Guoxuan Hi-Tech. , Sunwoda, Honeycomb Energy.
Specifically, CATL is the largest supplier, with an installed capacity of 18GWh in August and 7.9GWh in the same period last year, a year-on-year increase of 128.6%. Its share also increased from 32.7% in the same period last year to 39.3%.
BYD, which launched blade batteries, remained the second-largest EV battery maker in August, surpassing LG New Energy for two consecutive months. Their installed capacity in August was 6.5GWh, an increase of 158.7% from 2.5GWh in the same period last year. %, and its share increased from 10.5% to 14.3%.
Among the other four manufacturers, China Innovation Aviation’s installed capacity in August was 1.9GWh, a year-on-year increase of 156.7%, and its share increased to 4.2%; Guoxuan Hi-Tech’s installed capacity was 1.4GWh, a year-on-year increase of 112%, and its share increased to 3. %; the installed capacity of Sunwoda electric vehicle batteries in August was 0.9GWh, an increase of 413.7% year-on-year, and the share increased to 1.9%; the installed capacity of Swarm Energy was 0.6GWh, an increase of 114.9% year-on-year, and the share increased to 1.3%.
August 2022
- CATL: 18 GWh (39.3%)
- BYD: 6.5 GWh (14.3%)
- LG Energy: 5 GWh (11%)
- Panasonic: 3.1 GWh (6.8%)
- SK Innovation: 2.2 GWh (4.9%)
- Samsung SDI: 2.1 GWh (4.5%)
- China Innovation Airlines: 1.9 GWh (4.2%)
- Guoxuan Hi-Tech: 1.4 GWh (3%)
- Sunnyvale: 0.9 GWh (1.9%)
- Cellular Energy: 0.6 GWh (1.3%)
- Other: 4.1 GWh (8.9%)
January to August 2022
- CATL: 102.2 GWh (35.5%)
- LG Energy: 39.4 GWh (13.7%)
- BYD: 36.5 GWh (12.7%)
- Panasonic: 24 GWh (8.3%)
- SK Innovation: 18.4 GWh (6.4%)
- Samsung SDI: 14.2 GWh (4.9%)
- China Innovation Airlines: 11.6 GWh (4%)
- Guoxuan Hi-Tech: 8.4 GWh (2.9%)
- Sunnyvale: 4.9 GWh (1.7%)
- Cellular Energy: 3.9 GWh (1.3%)
- Others: 24.3 GWH (8.4%)
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