Installation figures compiled by SNE Research, a South Korean analytics firm, were made public on October 2. Worldwide installations of power batteries reached 844.2 GWh across the first eight months of 2026, a figure that ran nearly a fifth higher than the equivalent stretch a year earlier. Battery storage installations for August totalled 116.8 GWh, a 14.3% rise from the same month a year earlier — a pace that trailed the 23.3% growth recorded in July.

Of the ten leading companies, seven with Chinese ownership collectively commanded 73.3% of the market — a share that had grown by 3.6 percentage points against the previous year's figure. Demand for power batteries continued rising worldwide, and manufacturers based in China captured a growing portion of that business, reinforcing their position at the top of the industry. Over time, the portion of the market held by Japanese and South Korean firms has narrowed, while producers based in China have taken on a growing share of industry output.

Among the ten battery installation companies ranked at the top globally, SK On stood apart during the January-to-August 2026 window as the sole operator whose year-over-year installation volume contracted, registering a 14.5% drop against the prior-year period. Of the nine remaining companies, all posted gains against the prior year's figures, with REPT Battero making its debut on the list after expanding at a rate of 126.3%, while EVE recorded expansion in excess of 50%.

Among the ten manufacturers tracked over the equivalent stretch of 2025, six — CATL, CALB, Gotion High-tech, EVE, SVOLT, and REPT Battero — expanded their share of the market on a year-over-year basis, whereas the remaining four, BYD, LGES, Panasonic, and SK On, each recorded a contraction of some magnitude.

Among the manufacturers tracked from January through August 2026, the four names sitting atop the global battery installation table — CATL, BYD, LGES, and CALB — held their positions when set against the equivalent stretch of the prior year, even as the broader top-ten order shifted around them. Gotion High-tech claimed fifth place in the rankings, a two-position climb from the previous year, while SK On slipped three spots to eighth. Panasonic's position in the rankings remained unchanged at number six.

A two-place advance carried EVE to seventh in the standings. Moving up a single position in the rankings, SVOLT advanced to ninth place from its previous standing of tenth. Making its debut on the rankings, REPT Battero claimed the tenth position, with its installed capacity running 1 GWh above that of Sunwoda, which landed one rung lower at eleventh. Having held eighth place in the rankings, Samsung SDI subsequently fell outside the leading ten.

Battery company standings held steady across the month-over-month comparison covering January through July 2026. Tallied across the full January-to-August window, the seven manufacturers — CATL, BYD, CALB, Gotion High-tech, EVE, SVOLT, and REPT Battero — held a collective market share of roughly 73.3%, a gain of 3.6 percentage points against the same period a year earlier and a modest step up from the 72.8% recorded through July. Between them, CATL and BYD accounted for just over half the market — a combined share of 54.5%.

Installations totalling 333 GWh placed CATL ahead of all rivals in the global battery market for another year, with that volume reflecting a 25.2% rise from the prior period and a market share of 39.4% — 1.7 percentage points above the previous year's figure. Holding onto the runner-up position, BYD posted battery installations of 127.9 GWh — a 6.2% gain on the previous year — even as its portion of the overall market edged down to 15.1%.

Positioned fourth among battery makers, CALB logged 44.4 GWh in deployed capacity over the period — a 32.6% advance on the prior year — while accounting for 5.3% of the overall market. Holding a 4.9% slice of the overall market, Gotion High-tech landed in fifth place on the installations table, where its 41.5 GWh tally represented a 47.1% climb from the figure recorded twelve months earlier.

Placing seventh on the global ranking, EVE logged 29.5 GWh worth of installed capacity during the period, a figure that represented a 53.9% climb from the year before and translated into a 3.5% slice of the overall market. At ninth place in the rankings, SVOLT logged 22 GWh of battery installations during the period, a figure that represented a 39.3% climb from the prior year and translated to a 2.6% slice of the overall market. Tenth place in the rankings went to REPT Battero, whose 20.3 GWh of deployed capacity represented a 126.3% climb from the prior year and translated into a 2.4% slice of the overall market.

According to SNE's analysis, the steady climb in market share held by Chinese battery manufacturers traces back to a combination of factors: an established domestic customer base, cost advantages rooted in LFP chemistry, and broadening commercial relationships with overseas vehicle makers and the commercial transport sector.

A 6.2% year-on-year rise in BYD's installed capacity was held back by a 33.6% drop in its electric vehicle deliveries within China. Outside China, volumes climbed from 23.8 GWh to 39.7 GWh — a 66.5% rise — with August's overseas tally reaching a level not previously recorded in a single month. BYD has been broadening its dealer footprint and building out local manufacturing capacity across European, Southeast Asian, and South American markets, with its portion of international sales climbing as domestic demand has weakened.

With Samsung SDI no longer counted among the ten largest installers, the combined output of LGES and SK On reached 93.2 GWh, yet their joint slice of the worldwide market narrowed to 11% from 13.7% a year earlier. Holding third place on the volume table at 68.3 GWh, LGES posted expansion of just 0.9% — a pace that fell short of where the wider market landed. A 14.5% contraction in installed capacity — down to 24.9 GWh against the prior year's total — left SK On holding just 2.9% of the market, a retreat tied to slower electrification timelines among its North American and European customers.

Holding steady at sixth across the global rankings, Panasonic logged 29.7 GWh in battery installations during the period, a figure that edged 1.8% above the previous year's total. North American sales growth at Tesla drove the recovery in installations, yet the company's own expansion pace fell below the broader industry average, with its slice of the market narrowing from 4.1% to 3.5%.

Data from SNE covering the eight-month stretch through August 2026 put worldwide power battery demand at roughly 20% above the same period a year earlier, even as performance across different regions pulled further apart. A 2% levy on lithium-ion batteries sold within the domestic market entered force in September, while the export VAT rebate tied to those same products is scheduled for elimination at the start of the following year. How battery suppliers based in China set their prices — and how swiftly they expand manufacturing beyond their home market — stands to shape the competitive landscape as the year draws to a close.

Power battery installations across China totalled 489.1 GWh in the eight months through August, a 17.0% rise against the same stretch a year earlier, according to figures published by the China Automotive Power Battery Industry Innovation Alliance. Ten battery manufacturers — among them CATL, REPT Battero, EVE, Gotion High-tech, LG Energy Solution, Jiyao Tongxing, Zenergy, Greater Bay Technology, Inpai Battery, and CORNEX New Energy — each posted measurable gains when their output was measured against the corresponding stretch of 2025. Of the companies tracked, CATL recorded the steepest advance, with its share adding 1.99 percentage points.