As the demand for electric vehicles continues to rise, manufacturers such as CATL, BYD, and Panasonic, which have been involved in batteries earlier, have also continued to increase their shipments and maintain a strong momentum of development.
The agency's data shows that CATL, which had the highest installed capacity of electric vehicle batteries in the first half of last year, was still the largest manufacturer in the first half of this year, with an installed capacity of 70.9GWh, a year-on-year increase of 115.6%, and its share from 28.6% in the same period last year. %, increased to 34.8%, more than one-third.
LG New Energy, the second largest manufacturer last year, is still the second largest manufacturer this year, but its installed capacity of 29.2 GWh has only increased by 6.9%. In the case of a substantial increase in the installed capacity of many manufacturers, their share has shrunk significantly. From 23.8% in the same period last year, it fell to 14.4%.
BYD, which has launched blade batteries and is widely used in its models, has an installed capacity of 24GWh in the first half of the year, an increase of 206.2% from 7.9GWh in the same period last year, and its share has also increased from 6.8% to 11.8%, replacing Panasonic as the third big manufacturers.
Panasonic, which has been supplying batteries to Tesla for a long time, had an installed capacity of 19.5GWh in the first half of this year, which was higher than 17.3GWh in the same period last year. Like LG New Energy, the increase was not obvious, and its share also dropped significantly. 15% in the same period fell to 9.6%.
The fifth in installed capacity is SK On, which was spun off from SK Innovation last year. The installed capacity in the first half of this year was 13.2GWh, which doubled from 6.2GWh in the same period last year, and its share increased from 5.3% to 6.5%.
