Press Release - Insight -SNE Research

Battery, EV

Jan-Sep 2026 Global EV Battery Usage at 994.5GWh, Up 19.7% YoY NEW

Jan-Sep 2026 Global EV Battery Usage at 994.5GWh, Up 19.7% YoY- 7 Chinese Firms' Share 73.0% (+3.5%p); 3 Korean Firms 12.6% (-4.1%p) In Jan-Sep 2026, total battery usage in EVs (EV, PHEV, HEV) registered worldwide was approximately 994.5GWh, up 19.7% from the same period last year (830.7GWh). Usage in September alone reached a monthly record of 145.1GWh, but YoY growth slowed to 15.8% from 18.3% in August, and cumulative growth continued to hover slightly below 20%. (Sou

2026.11.02

Emerging Industry

China’s Hydrogen Fuel Cell System Market Projected to Reach KRW 12.8 Trillion by 2040, with Annual FCEV Sales of 933,000 Units

China’s Hydrogen Fuel Cell System Market Projected to Reach KRW 12.8 Trillion by 2040, with Annual FCEV Sales of 933,000 UnitsFollowing the First Pilot Phase, Five City Clusters Shift to an Integrated Application Framework…Market Opportunities for Korean Companies Reach Up to KRW 648 Billion in FC ComponentsAccording to SNE Research’s newly published report, <2026> China Hydrogen Industry Outlook: Market Transition and Growth Opportunities (~2040), China’s vehicle fuel cell (FC) sy

2026.10.20

Battery, Battery Materials, EV

Global EV Battery Electrolyte Consumption Reaches 1,075K tons in Jan-Aug 2026, Up 23.0% Year-on-Year

Global EV Battery Electrolyte[1] Consumption Reaches 1,075K tons in Jan-Aug 2026,[2] Up 23.0% Year-on-Year- Ex-China electrolyte consumption reaches 385K tons in January-August 2026, up 34.7% year-on-yearTotal electrolyte consumption in electric vehicles (EV, PHEV, HEV) registered worldwide in January-August 2026 reached approximately 1,075K tons, up 23.0% from 874K tons a year earlier. Over the same period, the ex-China market grew 34.7% to approximately 385K tons, 11.7 percentage point

2026.10.15

Battery, Battery Materials, EV

Global EV Battery Separator Consumption Reaches 13,732 Mil m2 in Jan-Aug 2026, Up 24.6% Year-on-Year

Global EV Battery Separator[1] Consumption Reaches 13,732 Mil m2 in Jan-Aug 2026,[2] Up 24.6% Year-on-Year - Chinese separator suppliers held a 91.6% share in the second quarter of 2026, up 1.6 percentage points from the first quarter Separator consumption for batteries installed in electric vehicles (EV, PHEV, HEV) registered worldwide reached approximately 13,732 Mil m2 in January-August 2026, up 24.6% from 11,020 Mil m2 a year earlier. Over

2026.10.14

Battery, Battery Materials, EV

Global EV Battery Anode Material Consumption Reaches 1,020K tons in Jan-Aug 2026, Up 21.1% Year-on-Year

Global EV Battery Anode Material Consumption Reaches 1,020K tons in Jan-Aug 2026, Up 21.1% Year-on-Year - Ex-China market records 402K tons, growing 27.5% and outpacing the global average Global anode material consumption for electric vehicles reached 1,020K tons in January-August 2026, up 21.1% from 842K tons a year earlier, exceeding 1,000K tons for the first time on a January-August basis. Over the same period, the ex-China market grew 27.5% from 315K tons to 402K tons, 6

2026.10.13