China’s electric vehicle battery market saw a significant shift as BYD expanded its market share at the expense of CATL, the longtime industry leader. New installation data reveals that Chinese automakers collectively installed 79 gigawatt-hours of batteries in the latest quarter, reflecting strong demand amid the country’s rapid EV adoption. While CATL remains a dominant force, BYD’s aggressive growth in battery production and supply chain integration has tightened competition, reshaping the sector’s competitive landscape. The figures highlight how shifting supplier dynamics are influencing the broader transition toward electric mobility in China.
BYD Gains Battery Share on CATL as China Installations Hit 79 GWh eletric-vehicles.com
