CATL, BYD lead global EV battery market share

· Automotive & EV · China

CATL held 39.4% of the global EV battery market in January-August 2026 and BYD held 15.1%, according to new market share data. Seven Chinese companies in the top 10 together held 73.3% of the market.

Why it matters：Such concentrated Chinese dominance of battery supply shapes pricing, sourcing and localisation strategies for automakers worldwide and keeps battery supply chains a policy battleground.

Key points

  • CATL's share was 39.4% for January-August 2026.
  • BYD's share was 15.1% over the same period.
  • Seven of the top 10 battery makers were Chinese, with a combined 73.3% share.

Sources (original reporting)

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