Top 10 Overseas Power Battery Installations: 3 Drop Out, One New Chinese Company Joins with Over 10-Fold Increase

From the global (excluding China) top 10 rankings of power battery installations in the first half of the year, PPES, CALB, and PEVE have dropped out of the top 10 compared to the same period last year, while Tesla, Gotion High-Tech, and Honeycomb Energy have newly entered the top 10, ranking 8th, 9th, and 10th respectively.

On August 6, the South Korean research institution SNE Research disclosed data on the global (excluding China) power battery installation volume for the first half of 2025, reaching 209.2 GWh, an increase of 23.8% year-on-year.

In terms of the top 10 global (excluding China) power battery installation volumes in the first half of the year,Compared with the same period last year, CATL, LGES, and SK On have maintained their top 3 positions. Panasonic and Samsung SDI have swapped rankings, with Panasonic rising to 4th place and Samsung SDI dropping to 5th. BYD remains steady at 6th place. Farasis Energy has moved up from 9th to 7th place. PPES, CALB, and PEVE have dropped out of the TOP 10 compared to last year. Tesla, Gotion High-Tech, and Honeycomb Energy have newly entered the TOP 10, ranking 8th, 9th, and 10th respectively.

Compared with the rankings from January to May this year, CATL, LGES, and SK On maintained their top three positions. Panasonic, Samsung SDI, and BYD were locked in a battle for rankings; Samsung SDI and BYD each dropped one place to fifth and sixth, respectively, while Panasonic rose to fourth place. Farasis Energy, Tesla, and Gotion High-Tech maintained stable rankings, and SVOLT replaced CALB to enter the top ten at tenth place.

From the perspective of year-on-year growth,In the first half of the year, among the top 10 global (excluding China) power battery installation volume companies, Honeycomb Energy experienced a year-on-year growth of over 10 times, reaching 1043.2%. BYD and Tesla both achieved triple-digit year-on-year growth, with BYD increasing by 153.0% and Tesla by 175.6%. Additionally, Samsung SDI saw a year-on-year decline of 7.8%, making it the only company among the top 10 to experience a decrease.

In the top 10 companies, in the first half of the year,Chinese Companies on the ListThe lineup has changed but remains five companies: CATL, BYD, Funeng Technology, Gotion High-Tech, and SVOLT. These five companies have a combined installed capacity of 90.3 GWh in the overseas power battery market, with a market share of 43.2%.

CATL’s installed battery volume reached 62.1 GWh, a year-on-year increase of 33.2%, with its market share rising to 29.7%. BYD’s installed battery volume was 15.7 GWh, a year-on-year increase of 153.0%, with its market share rising to 7.5%. Farasis Energy’s installed battery volume was 4.8 GWh, a year-on-year increase of 33.7%, with its market share rising to 2.3%. Gotion High-Tech’s installed battery volume was 3.9 GWh, a year-on-year increase of 98.2%, with its market share rising to 1.9%. SVOLT’s installed battery volume was 3.8 GWh, a year-on-year increase of 1043.2%, with its market share rising to 1.8%.

Battery Network has noted that recently, Fortune China simultaneously released the latest Fortune Global 500 list. Two major domestic power battery giants, BYD and CATL, made the list. Among them, BYD improved its ranking and entered the top 100 of the list for the first time this year, ranking 91st.

Regarding the Korean company,In the first half of the year, the total installed capacity of the three major Korean battery companies reached 78.6 GWh, with their market share declining to 37.4%. Among them, LGES had an installed capacity of 43.0 GWh, a year-on-year increase of 2.2%, but its market share dropped to 20.5%; SK On’s installed capacity was 19.6 GWh, growing 10.6% year-on-year, with its market share falling to 9.3%; Samsung SDI’s installed capacity was 16.0 GWh, a year-on-year decrease of 7.8%, and its market share declined to 7.6%.

Regarding the Japanese company,In the first half of the year, Panasonic rose to fourth place with a shipment volume of 18.8 GWh, representing a year-on-year increase of 14.4%, although its market share declined to 9.0%. Reportedly, Panasonic is responding to the recently strengthened U.S. restrictions on Chinese batteries and raw materials by accelerating the restructuring of its supply chain centered in North America. In particular, the company is reducing its reliance on Chinese materials and enhancing the stability of battery production by expanding local procurement and securing new sources of materials. These strategies are expected to form an important foundation for the recovery of usage and maintenance of market share in the North American market in the future.

In terms of American companies,In the first half of the year, Tesla's installed vehicle capacity was 3.9 GWh, a year-on-year increase of 175.6%, and its market share rose to 1.9%.

In addition, SNE recently released the latest data on global power battery installations for the first half of 2025. The data shows that in the first half of 2025, the global power battery installations reached 504.4 GWh, a year-on-year increase of 37.3%.

From the perspective of ranking changes,Compared to the first half of 2024, the competitive landscape of the global power battery top tier in the first half of 2025 remains stable, with the three giants CATL, BYD, and LG Energy Solution maintaining their rankings. The rankings of the second and third tiers have seen significant changes. Among them, CALB and SK On have swapped positions, with CALB rising to 4th place and SK On dropping to 5th; Panasonic rose from 7th to 6th; Gotion High-Tech moved up from 8th to 7th; Samsung SDI fell from 6th to 8th; EVE Energy remained unchanged at 9th place; and Honeycomb Energy newly entered the list, ranking 10th.

In terms of market share,Compared to the first half of 2024, the competitive landscape of the top 10 global power battery installation volumes in the first half of 2025 has undergone significant changes. Chinese companies have performed particularly well, while Japanese and Korean battery manufacturers are facing growth pressures. Among them, BYD, Guoxuan High-Tech, SVOLT Energy, EVE Energy, and CATL achieved positive growth, with BYD having the highest increase at 2.4%. In contrast, CALB, Panasonic, SK On, Samsung SDI, and LG Energy Solution (LGES) experienced varying degrees of decline, with LGES having the largest drop at 2.9%.