From Jan to July in 2025, Non-Chinse Global[1] EV Battery Usage[2] Posted 246.2GWh, a 24.9% YoY Growth
- From Jan
to July in 2025, K-trio’s combined M/S recorded 37.8% (except China market)
Battery installation for global electric vehicles (EV,
PHEV, HEV) excluding the Chinese market sold from Jan to July in 2025 was
approximately 246.2GWh, a 24.9% YoY growth.
(Source: Global EV and Battery Monthly Tracker – Aug 2025, SNE Research)
The combined market shares of LG Energy Solution, SK On, and Samsung SDI in global electric vehicle battery usage from Jan to July in 2025 reached 37.8%, a 7.1%p decline from the same period of last year. LG Energy Solution ranked 2nd with 6.2% (50.9GWh), while SK On took the 3rd place with 17.3% (24.6GWh) growth. On the other hand, Samsung SDI posted 10.4%(17.7GWh) degrowth.
(Source: Global EV and Battery Monthly Tracker – Aug 2025, SNE Research)
If we look at the usage of battery made by the K-trio in terms of sales volume of models, Samsung SDI’s battery was mainly supplied to BMW, Audi, and Rivian. BMW has Samsung SDI’s batteries in its major electrified models such as i4, i5, i7, and iX, and, due to a slowdown in sales of those models, Samsung SDI saw a 5.9% YoY decrease in the usage of batteries sold to BMW.
Although Rivian recorded stable sales of R1S and R1T in the US, the newly launched standard range trim, to which Gotion’s LFP batteries are installed, has lowered the share of batteries supplied by Samsung SDI to Rivian. On the other hand, as Audi started selling Q6 e-Tron, built on the PPE platform, the usage of batteries recorded a 6.1% YoY growth.
SK On’s battery was mainly installed to electric vehicles made by Hyundai Motor Group, Mercedes-Benz, Ford, and Volkswagen. Hyundai Motor Group saw a gradual recovery in sales of IONIQ 5 and EV 6 after facelift, leading to a similar recovery in installation quantity of SK On’s battery. Steady sales of VW ID.4 and ID.7 also contributed to an increase in the usage of battery made by SK On. Despite a slowdown in sales of Ford’s F-150 Lightning, the increasing sales of Explorer EV, E-Transit, and PUMA EV has led to a 12.9% growth in the usage of batteries made by SK On.
LG Energy Solution’s battery was mainly used by Tesla, Chevrolet, Kia, and Volkswagen. In case of Tesla, the overall decline in sales and particularly, a slowdown in sales of trims, to which LGES’ batteries are installed, have led to a 37.6% YoY decrease in the usage of batteries made by LG Energy Solution. On the other hand, thanks to favorable sales of Kia EV 3 in the global market and expanded sales of Equinox, Blazer, and Silverado EV, to which the Ultium platform was applied, in the North American market were a major drive behind the growth of usage of batteries made by LG Energy Solution.
Panasonic, which mainly supplies batteries to Tesla, ranked 4th on the list with the battery usage of 21.4GWh. Panasonic has been accelerating the reshuffling of supply chain in response to the recently fortified US tariffs on the Chinese batteries and raw materials. To be specific, Panasonic is trying to lower its dependency on the Chinese materials, expand the procurement of local materials, and secure new material sources in order to increase the stability in battery production. These efforts are expected to lay a significant foundation for recovery in the usage of batteries made by Panasonic and maintaining its market share in the North American market.
Even in the global market excluding China, CATL remained top on the list with a 35.1%(73.3GWh) YoY growth. Not only local Chinese OEMs, but many of major global OEMs also adopt CATL’s batteries for their electric vehicles.
BYD took 5th place in the ranking, posting 141.7%(18.4GWh) YoY growth. BYD, which manufactures both batteries and electric vehicles (BEV+PHEV) in-house, has been expanding sales of electric vehicles in various segments based on its strong price competitiveness. Not only in the Chinese domestic market but also in the overseas market, BYD has been rapidly solidifying its presence. In particular, BYD showed a notable expansion in the European market. In the 1st half of this year, the usage of BYD batteries in Europe recorded 6.9GWh, a 260.7% YoY increase.
(Source: Global EV and Battery Monthly Tracker – Aug 2025, SNE Research)
Amid accelerating regulatory tightening and supply chain restructuring centered on the United States and Europe, the short-term outlook points to continued strength in HEVs alongside a slowdown in BEVs in the U.S. Over the medium to long term, profitability prospects are expected to improve as tariff-related uncertainties diminish, yet regulatory frameworks anchored in OBBBA and FEOC remain significant risk factors. Considering both regulation-driven demand in Europe and intensifying price competition from China, the optimal strategy for Korean companies lies in designing batteries with different cathode chemistries tailored to each region, while simultaneously expanding local production in North America and strengthening non-China supply chains to mitigate policy shocks. Ultimately, companies that combine technological superiority with strong policy responsiveness and supply chain independence are expected to lead in the next cycle.
[2] Based on battery installation for xEV registered during the relevant period