Chinese battery giant CATL topped the non-China EV battery market in the first quarter of 2025, capturing a 29.5% share with 29 GWh deployed, according to data from SNE Research. Non-China battery usage rose 26.5% year-on-year to 98.4 GWh, reflecting sustained growth in global electric vehicle production. CATL’s overall global battery deployment also climbed 35.5%.
South Korea’s LG Energy Solution, SK On, and Samsung SDI followed with 21.9 GWh, 10.4 GWh, and 7.3 GWh, respectively—jointly holding 40.3% of the market but seeing a 5.4% drop in share from last year. Japan’s Panasonic placed fifth with 7.2 GWh and a 7.4% share, down 6.3% year-on-year.
Chinese contenders BYD, Gotion, CALB, and Farasis continued gaining ground outside China, with several doubling installations over Q1 2024. Tesla surged 447.9% to 1.9 GWh, entering the top 10 in non-China rankings, though it still trails globally.
Worldwide, Q1 EV battery installations reached 221.8 GWh, up 38.8%. CATL led with 84.9 GWh and 38.3% market share, followed by BYD at 37 GWh and LG at 23.8 GWh. Analysts expect competition to intensify as automakers and suppliers expand capacity to meet rising demand.
