Chinese battery makers take 73% share as Korean trio falls
SNE Research figures show Chinese producers expanded global dominance through September 2026, while South Korea's three major cell manufacturers saw North American volumes tumble.
SNE Research reported Nov. 2, 2026, that Chinese battery manufacturers captured 73.0% of global electric vehicle battery usage through September, while South Korea's three major producers saw combined share fall to 12.6%.
Worldwide battery consumption across electric vehicles reached 994.5 gigawatt-hours between January and September. That volume marked a 19.7% increase from 830.7 gigawatt-hours during the same period in 2025, according to the tracking agency.
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