K-Battery’s global electric vehicle battery share of ‘33.9%’ … Ranked 1st in CATL for three consecutive months
Input: 2021.01.03 17:58
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Electric vehicle battery ranked 1st in China CATL for three consecutive months… LG Energy Solution 2nd place, Samsung SDI 5.8% 4th place, SK Innovation 5th place
In the global electric vehicle battery market, CATL, a Chinese battery company that has surpassed LG Energy Solution, won the No. 1 position for 3 consecutive months, widening the gap with LG Energy Solution.
According to the results of SNE Research on the 31st of last month, LG Energy Solution’s global electric vehicle (EV, PHEV, HEV) battery usage from January to November last year was 26.4GWh (gigawatt hours), accounting for 22.6% of the total usage, ranking second. Recorded.
Chinese CATL recorded 28.1GWh, accounting for 24.2% of the total electric vehicle battery usage, maintaining the global No. 1 position.
LG Energy Solutions achieved the first place in annual cumulative battery usage for the first time in March last year, and remained at the top until August. However, China’s CATL reversed from September of last year, maintaining the No. 1 position until November.
CATL was the first company in the electric vehicle battery sector for the third consecutive year from 2017 to 2019 with full support from the Chinese government. The battery usage gap between the two companies widened from 0.3 GWh in September last year to 1.8 GWh in November.
CATL, which began supplying batteries for Tesla Model 3 sold in China in the second half of last year, is expanding orders as the Chinese government extended its EV subsidy support policy for two more years.
Drawing. Electric Vehicle Battery (PG) (Source: Yonhapnews)
An industry insider said, “CATL occupies about 50% of the electric vehicle battery market in China, and it is expected to continue to increase its share in the Chinese market, which is a’tilted playground,’ with a differentiated subsidy policy.”
The industry observed that LG Energy Solutions and CATL, which are focused on the European market, will compete for market share in the future.
Japan’s Panasonic ranked 3rd with a cumulative 22.3GWh (19.2%) from January to November last year, and Samsung SDI and SK Innovation ranked 4th and 5th with 6.8GWh (5.8%) and 6.5GWh (5.5%), respectively. did.
In particular, SK Innovation’s aggressive investment, such as expansion of overseas plants, increased the amount of battery use for electric vehicles by about 3.4 times compared to the same period last year (1.9 GWh) and its market share increased by 2.9 times.
SK Innovation also surpassed Samsung SDI in monthly electric vehicle battery usage for two consecutive months in October and November last year. LG Ener Solutions’ cumulative electric vehicle battery usage from January to November last year was 2.4 times the same period last year, and Samsung SDI’s 1.7 times the same period last year.
The cumulative market share of the three’K Battery’ companies was 33.9%, which is twice that of 2019 (16.6%).