Shang Wu Bu Wang Zhan·2026-02-15 15:45Group 1 - The core viewpoint of the article is that the global electric vehicle battery market, excluding China, is projected to reach a total installed capacity of 463.3 GWh by 2025, representing a year-on-year growth of 26% [1] - South Korean companies hold a 36.3% market share in the global electric vehicle battery market, which is a decrease of 7.4 percentage points compared to 2024 [1] - Major South Korean players in the market include LG Energy Solution, SK On, and Samsung SDI, ranked 2nd, 3rd, and 6th respectively [1] Group 2 - The main competitors in the market are CATL, Panasonic, and BYD, ranked 1st, 4th, and 5th respectively [1] - Chinese battery manufacturers are expanding their overseas market share due to cost advantages, prompting South Korean companies to enhance their competitiveness through technological upgrades such as high-nickel batteries and solid-state batteries [1]