Xin Lang Cai Jing·2026-02-06 05:05Core Insights - In 2025, global electric vehicle battery installation volume is projected to reach 1187 GWh, representing a year-on-year growth of 31.7% [10] - Excluding China, the global electric vehicle battery installation volume is expected to be 463 GWh, with a year-on-year increase of 26.0% [1] Group 1: Market Performance - The top 10 companies in global electric vehicle battery installation volume (excluding China) for 2025 are led by CATL, LGES, and SK On, with CATL achieving 138.8 GWh and a market share of 30.0% [2][4] - BYD has shown remarkable growth, with a 140.3% increase in installation volume to 36.6 GWh, elevating its market share to 7.9% [4][6] - Samsung SDI is the only company in the top 10 to experience a decline, with a 6.7% drop in installation volume [4][12] Group 2: Market Share Dynamics - In 2025, the combined installation volume of Chinese companies CATL and BYD reached 175.4 GWh, accounting for 37.9% of the market, surpassing the total of the three major Korean companies (168.4 GWh) [4][6] - Among the top 10 companies, six Chinese firms, including CATL, BYD, and Guoxuan High-Tech, saw an increase in market share, while LGES, SK On, and Samsung SDI experienced declines [6][11] - The market share of LGES decreased by 4.0%, while BYD's market share increased by 3.8% [6][9] Group 3: Ranking Changes - The rankings of the top four companies remained stable, with CATL, LGES, SK On, and Panasonic maintaining their positions [2][12] - Guoxuan High-Tech moved up to fifth place, while Samsung SDI dropped to sixth [2][12] - New entrants to the top 10 include Honeycomb Energy, which replaced PPES, and Zhongxin Innovation, which took the tenth spot [2][12]