Lithium batteries (as well as other non-lithium battery technologies) are at the forefront of interest and development today. However, it is no longer the phones and laptops that would be so much among the leading drivers of development, but today they are mainly driven by electric cars. And it is about electric cars that the SNE Research survey discusses. She says that the Chinese company is the number one player on the EV battery market, just like last year CATL. From the 24.1% share, it got to 31,8 %, so almost every third electric car in the world has a CATL battery. But it’s not just the cars of Chinese carmakers, because these batteries are used in some versions, such as Tesla. As the entire market grew by 112%, this means a 180% increase in production for CATL.
On the contrary, the second LG, which is often used by traditional car manufacturers, has fallen from 22.9% to the current ones 20,5 % and holds the second position. However, despite the decline in market share, production went up 90%. He was greatly offended Panasonic, which continues to hold 3rd place, but falls from 19.4% representation on 12,5 % is very distinctive. As the entire market went more than double, this fall in market share also means a 36% increase in production.
We also have Chinese BYD (9.0%), followed by Korean SK Innovation (5.8%) and Samsung SDI (4.5%). The rest in the Top 10 are Chinese manufacturers. If we take all Chinese manufacturers in the Top 10 (CATL, BYD, CALB, Guoxuan / Gotion, EVE Energy and Sunwoda), they have a 48.1% share. Korean brands in the Top 10 (LG, SK Innovation, Samsung SDI) have a 30.8% share.
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Source: Svět hardware by www.svethardware.cz.
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