Chinese suppliers now provide more than half of EV batteries used outside China. Six Chinese companies in the top 10 held a combined 56.4% share in the first nine months of 2026, up from 43.1% a year earlier, according to SNE Research data reported by CnEVPost and CarNewsChina.
Battery usage outside China reached 426.7 GWh, up 24.7%, ahead of 19.7% global growth. CATL stayed first with 143.7 GWh, up 46.7%, lifting its share to 33.7% from 28.6%; CATL and BYD together held 44.5%. CATL's European usage grew 35.4% to 96.8 GWh, and its plant in Debrecen, Hungary began trial production on September 22.
South Korea's three major suppliers saw battery usage fall 13.5%, with their North American volumes roughly halving, CnEVPost reports. The six Chinese firms named by CarNewsChina are CATL, BYD, Gotion, Svolt, CALB and Eve Energy.
