According to SNE Research the global EV installed battery capacity has more than doubled in 2021 compared to 2020. In fact, in December alone, the total GWh grew some 53.2% sequentially to 43.7 GWh. In 2021 the total battery capacity deployed on all commercial vehicles (BEVs, PHEVs, HEVs) was 298.8 GWh, a 102.3% increase over 2020.
About a third of those were manufactured by CATL, recording an impressive 168% growth year-over-year. The Chinese manufacturer shipped 96.7 GWh worth of batteries. LG Chem takes the second position with 60.2 GWh (75.5% growth) and the third-place takes Panasonic with 36.1 GWh deployed and a relatively modest growth of 33.5%. The Chinese BYD is getting pretty close to Panasonic with an impressive 167.7% growth and 26.3 GWh shipped.
Here's a full list of xEV battery manufacturers in 2021.
1. CATL - 96.7 GWh (up 167.5%) and 32.6% share 2. LG Chem's LG Energy Solution - 60.2 GWh (up 75.5%) and 20.3% share 3. Panasonic - 36.1 GWh (up 33.5%) and 12.2% share 4. BYD - 26.3 GWh (up 167.7%) and 8.8% share 5. SK Innovation - 16.7 GWh (up 107.5%) and 5.6% share 6. Samsung SDI - 13.2 GWh (up 56.0%) and 4.5% share 7. CALB - 7.9 GWh (up 130.5%) and 2.7% share 8. Guoxuan - 6.4 GWh (up 161.3%) and 2.1% share 9. Envision AESC - 4.2 GWh (up 7.8%) and 1.4% share 10. SVOLT - 3.1 GWh (up 430.8%) and 1.0% share
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