Global battery usage in electric vehicles, including EVs, plug-in hybrid EVs and hybrid EVs, reached approximately 725.2 GWh in January through July 2026, according to the Global EV and Battery Monthly Tracker published by SNE Research in August 2026. That figure marked a 20.4% increase from the same period a year earlier. In July alone, battery usage totaled 116.0 GWh, up 22.1% year on year, extending a pattern in which monthly growth remained ahead of cumulative growth.
Among battery suppliers, CATL retained the top position with 289.6 GWh in battery usage during the seven-month period, up 26.6% from a year earlier. Its market share increased from 38.0% to 39.9%, moving closer to the 40% threshold. BYD ranked second with 106.7 GWh, up just 4.7% year on year, and its share fell from 16.9% to 14.7%. Together, the two companies accounted for 54.6% of the global market, still more than half of total usage.
LG Energy Solution remained in third place with 60.3 GWh, rising 4.5% year on year. The company continued supplying major global automakers including Tesla, Hyundai Motor Group, GM and Volkswagen, but its growth lagged the market average, causing its share to decline from 9.6% to 8.3%.
Other Chinese suppliers also posted strong gains. CALB ranked fourth with 37.3 GWh, Gotion fifth with 34.0 GWh, EVE seventh with 25.0 GWh, and SVOLT ninth with 18.9 GWh. REPT entered the top 10 for the first time with 16.9 GWh, while Sunwoda fell out of the rankings. Seven Chinese suppliers in the top 10 together held a 72.8% share, up 3.1 percentage points year on year.
SNE Research said the market’s growth was increasingly concentrated among Chinese suppliers, supported by large domestic volumes, LFP-based cost competitiveness and expansion into overseas OEMs, commercial vehicles and energy storage systems. It also noted that future competition will depend not only on production scale, but also on regional operating efficiency, customer diversification, product mix and supply chain traceability.
Source: SNE Research
