# 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.*

**Published:** November 2, 2026  
**By:** Mina Okoro  
**Section:** Analysis & Comparison — Cross-border  
**Format:** Asia Compare  
**Confidence:** medium  
**Source:** https://eastasiabrief.com/analysis/chinese-battery-makers-take-73-share-korean-trio-falls-1080  
**Publisher:** East Asia Brief (https://eastasiabrief.com/)

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## What to know

- Chinese battery makers took 73.0% of the 994.5 GWh global market through September 2026
- South Korea's trio fell to 12.6% share as North American shipments dropped over 44%
- Beijing will eliminate value-added tax export rebates on cells effective Jan. 1, 2027

![Workers hold tablet computers to monitor battery modules moving along an automated production line in an electric vehicle battery factory. (AI-generated image)](https://eastasiabrief.com/media/2026-11-02-871e13183674.webp)
*Workers hold tablet computers to monitor battery modules moving along an automated production line in an electric vehicle battery factory. (AI-generated image)*

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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Cite as: East Asia Brief, "Chinese battery makers take 73% share as Korean trio falls," November 2, 2026. https://eastasiabrief.com/analysis/chinese-battery-makers-take-73-share-korean-trio-falls-1080