CATL installed 389.2 GWh of EV batteries worldwide from January to September, a 39.1% share, according to South Korean research firm SNE Research. The data covers batteries in battery-electric cars, plug-in hybrids and hybrids.
The top of the table
- CATL: 389.2 GWh, up 24.9%; share up from 37.5%.
- BYD: 150.9 GWh, up 7.4%; share down from 16.9% to 15.2%.
- LG Energy Solution: 81.9 GWh, up 0.7%; share 8.2%.
- Gotion: 50.3 GWh, up 48.1%, just 0.2 GWh ahead of CALB (50.1 GWh).
- Eve Energy (36.0 GWh) moved ahead of Panasonic (35.6 GWh).
- SK On fell 18.1% to 28.3 GWh.
Tesla's suppliers
CnEVPost notes that Panasonic's installations came mainly from Tesla models in North America, and that LGES continues to supply Tesla, GM, Hyundai and Volkswagen. Yonhap reports that LGES's share fell 1.6 points even as those supply deals continued. North American installations fell 24.3% to 85.9 GWh.
China pulls ahead
The seven Chinese companies in the top 10 held 73.0%, up 3.5 points. Korea's three, LGES, Samsung SDI and SK On, fell 4.1 points to 12.6%, Yonhap reports. September set a monthly record of 145.1 GWh. SNE Research notes that China added a 2% consumption tax on domestic lithium-ion batteries in September and plans to end export VAT rebates on batteries in January.