The world's second-largest electric vehicle battery manufacturer LG New Energy, the situation this year is not optimistic, their installed capacity has been surpassed by BYD for two consecutive months, although this year's installed capacity is still higher than BYD, the gap is gradually narrowing. Under the circumstance that the installed capacity of manufacturers such as CATL has increased significantly, although LG New Energy has also increased, the gap is obvious, and their market share has also fallen sharply.
Data from research institutes show that in the first 8 months of this year, the installed capacity of LG's new energy electric vehicle batteries was 39.4GWh, an increase of 3.6GWh compared with 35.8 GWh in the same period last year, a year-on-year increase of 10%. 22.3%, down to 13.7%.
Although the installed capacity of SK On and Samsung SDI has increased year-on-year in the first 8 months of this year, only one of their market shares has increased, and the other has declined slightly. the overall market share of Korean EV battery manufacturers.
According to data from research institutes, in the first eight months of this year, the installed capacity of SK On electric vehicle batteries was 18.4GWh, a year-on-year increase of 99.2%, and the market share increased from 5.7% in the same period last year to 6.4%; Samsung SDI's installed capacity was It was 14.2GWh, a year-on-year increase of 59.7%, and the market share dropped from 5.5% to 4.9%.
Including LG New Energy, the installed capacity of the three major electric vehicle battery manufacturers in South Korea in the first eight months of this year was 72GWh, significantly higher than the 53.9GWh in the same period last year, but its global share fell from 33.5% in the same period last year. to 25%.
0 Comments