CATL and BYD Tighten Grip on Global EV Battery Market as 2025 Competition Heats Up

Global EV Battery Battle: CATL and BYD Dominate as Market Surges Over 40% in 2025

CATL and BYD cement leadership in a booming EV battery market, with over 55% global share and fierce competition heating up for 2025.

The electric vehicle (EV) battery world is undergoing a seismic shake-up. CATL and BYD, China’s energy titans, are crushing competition, accounting for a staggering 55.4% of all battery installations worldwide through the first four months of 2025. Their combined capacity totaled 171 GWh, setting new records as global demand for EVs and clean tech explodes.

According to fresh data from SNE Research, global EV battery usage soared to 308.5 GWh as of April 2025 — up a jaw-dropping 40.2% compared to last year. Automakers and enthusiasts alike are racing to keep pace.

Why Are CATL and BYD Racing Ahead?

CATL (SHE: 300750) extended its lead with an eye-popping 117.6 GWh of installations, a 42.4% leap year-on-year. Its 38.1% market share keeps it firmly on top, the only player over 30%. However, recent months show BYD (HKG: 1211, OTCMKTS: BYDDY) steadily gaining ground.

BYD jumped to a record 53.4 GWh, a blistering 60.8% increase, raising its market share to 17.3%. For the first time, the company’s share rose significantly in April while CATL’s edged down, hinting at an intense duel on the horizon.

How Are Other Battery Giants Responding?

South Korea’s LG Energy Solution held third with 31.4 GWh and a 10.2% slice of the pie—but that’s a drop from previous years and a sign that Chinese players are ramping up pressure globally.

Trailing the leaders:

• SK On (South Korea): 4.3% market share
• CALB (China): 3.9% market share
• Gotion High-tech (China): 3.4% market share

Japan’s Panasonic and Samsung SDI of South Korea, once top contenders, now round out the top ten as upstarts like Eve Energy and Svolt Energy climb the rankings.

Q&A: What’s Fueling This Massive Growth?

Q: Why are global EV battery numbers skyrocketing?
– EV adoption is surging in major markets, thanks to better technology, lower costs, and generous green incentives.

Q: Can anyone catch up to CATL and BYD?
– While LG Energy Solution and SK On are innovating rapidly and expanding abroad, CATL and BYD’s scale and supply chains give them a critical edge for now.

Q: Are North American or European companies a threat?
– They’re investing heavily but lag in current market share; aggressive moves from Asia continue to set the pace.

How to Spot the Next Battery Leader

Stay alert for breakthroughs in battery technology, supply chain shifts, and emerging government policies favoring local production. Companies that land massive automaker deals—now more common as Tesla and Volkswagen jostle for batteries—can change the game overnight.

Watch for:

• Performance leaps in solid-state and lithium-iron phosphate (LFP) batteries
• Expansion into new regional factories and partnerships
• Quarterly reports showing sudden market share spikes

Ready for the next wave of EV innovation?

• Keep tabs on major quarterly stats from SNE Research
• Follow the strategies and partnerships of CATL and BYD
• Track technological breakthroughs from BYD, CATL, and rivals
• Stay updated on global EV and battery trends via trusted news at Reuters

Electrify your knowledge: Bookmark the latest battery stats, watch market leaders, and stay ahead as the EV battery race only gets fiercer in 2025!