The market for electrified vehicle batteries doubles in July

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The market for electrified cars (hybrid, plug-in and electric) is growing rapidly all over the world. This obviously means that the demand for batteries is also increasing at the same time. SNE Research gives us a dimension of the growth of the battery market for electrified passenger cars. According to the report, in July, in cars (excluding buses and trucks), batteries of capacity were deployed globally; total equal to 20.7 GWh , or 113% more; compared to the same month of 2020.

Data in hand, the first producer & egrave; CATL with a market share that reaches over 29%. LG Energy Solution and Panasonic follow. CATL, in particular, shows much more growth compared to the same period of 2020; higher than that of LG and Panasonic. Let's see the ranking.

  • CATL – 6.1 GWh (+ 236%): share of 29.3%
  • LG Energy Solution by LG Chem – 5.1 GWh (+ 81%): share of 24.5%
  • Panasonic – 2.5 GWh (+ 47%): share of 11.9%
  • BYD – 2 , 0 GWh (+ 331%): 9.6% share
  • SK Innovation – 1.2 GWh (+ 81%): 5.8% share
  • Samsung SDI – 1.0 GWh (+ 14%): 4.7% share
  • CALB – 0.7 GWh (+ 357%): 3.6% share
  • Guoxuan – 0.4 GWh (+ 76%): share of 1.9%
  • Envision AESC – 0.3 GWh (-7%): 1.3% share
  • PEVE – 0.2 GWh (+ 18%): 1.1% share
  • others – 1.3 GWh (+ 128%): 6.4% share
  • Total – 20.7 GWh (+ 113%)

Looking at the numbers since the beginning of the year, data from the SNE Research study highlights that batteries for capacity have been deployed globally. total of 126 GWh (+ 154%). At the top of this ranking, we always find CATL.

  • CATL – 34.2 GWh (+ 280%): share of 27.1%
  • LG Energy Solution by LG Chem – 33.1 GWh (+ 152%): share of 26.2%
  • Panasonic – 19.6 GWh (+ 66%): share of 15.5%
  • BYD – 9.0 GWh (+ 275%): share of 7.2%
  • Samsung SDI – 6.9 GWh (+ 88%): 5.4% share
  • SK Innovation – 6.4 GWh (+ 143%): 5.1% share
  • CALB – 3.9 GWh (+ 323%): share of 3.1%
  • Envision AESC – 2.2 GWh (+ 12%): share of the 1.8%
  • Guoxuan – 2.2 GWh (+ 206%): 1.7% share
  • PEVE – 1.5 GWh (+ 34%): share of 1.2%
  • others – 7.2 GWh (+ 213%): share of 5.7%
  • Total – 126.2 GWh (+ 154%)

And wanting to also include commercial vehicles , in July batteries were used for a large capacity; total of 22.6 GWh (+ 101%).

  • CATL – 7.4 GWh (+ 169%): share of 32.6%
  • LG Energy Solution of LG Chem – 5.1 GWh (+ 81%): share of 22.5%
  • Panasonic – 2.5 GWh (+ 47%): share of 10.9%
  • < li> BYD – 2.1 GWh (+ 218%): share of 9.3%

  • SK Innovation – 1.3 GWh (+ 91%): 5.9% share
  • Samsung SDI – 1.0 GWh (+ 12%): 4.4% share
  • < li> CALB – 0.7 GWh (+ 355%): share of 3.3%

  • Guoxuan – 0.5 GWh (+ 30%): share of 2.1%
  • < li> Envision AESC – 0.3 GWh (-7%): share of 1.2%

  • PEVE – 0.2 GWh (+ 18%): share of 1, 0%
  • high – 1.5 GWh (+ 103%): share of 6.8%
  • Total – 22.6 GWh (+ 101%)

From the beginning of the year, this figure rises to 137.1 GWh (+ 144%). The first three positions of the ranking do not change. The data, which also include vehicles such as trucks and buses, clearly show how the market for electrified commercial vehicles is still marginal compared to that of cars.

  • CATL – 41.2 GWh (+ 218%) : 30.0% stake
  • LG Chem Energy Solution – 33.2 GWh (+ 152%): 24.2% stake
  • Panasonic – 19.6 GWh (+ 66%): share of 14.3%
  • BYD – 10.0 GWh (+ 207%): share of 7.3%
  • SK Innovation – 7.4 GWh (+ 148%): 5.4% share
  • Samsung SDI – 7.0 GWh (+ 87%): 5.1% share
  • CALB – 3, 9 GWh (+ 322%): share of 2.8%
  • Guoxuan – 2.6 GWh (+ 156%): share of 1.9%
  • Envision AESC – 2.2 GWh (+ 12%): 1.6% share
  • PEVE – 1.5 GWh (+ 34%): 1.1% share
  • others – 8.5 GWh (+ 159%): 6.2% share
  • Total – 137.1 GWh (+ 144%)

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