World EV Batteries over 105 GWh for First Half of 2021

CATL us the world largest battery maker and in the first half of 2021 they produce 60.3 gigawatt hours of batteries. They are on track to expand factory capacity to 200 GWh by the end of 2021. It is likely that CATL will produce 130-150 Gigawatt hours of batteries in 2021.

Global EV battery production was over 105 GWH in the first half of 2021.

According to SNE Research, the total battery capacity installed in xEVs registered in June amounted to 23.8 GWh, which is 148% more than a year ago.

This is annualized rate is about 285 GWh/year.

The two biggest players in the market are CATL with 6.6 GWh (up 295%) and LG Chem’s LG Energy Solution with 6.3 GWh (up 134%). Those two manufacturers account for more than a half (54.2%) of all xEV batteries deployed globally.

Panasonic is third with 4.0 GWh and a 17% share, but its rate of growth of nearly 54% is significantly below industry average.

BYD is up 395% to 1.6 GWh.

Global EV Battery Shipment – June 2021:
CATL – 6.6 GWh (up 295%) with 27.8% share
LG Chem’s LG Energy Solution – 6.3 GWh (up 134%) with 26.4% share
Panasonic – 4.0 GWh (up 54%) with 17.0% share
BYD – 1.6 GWh (up 395%) with 6.7% share
SK Innovation – 1.2 GWh (up 170%) with 5.2% share
Samsung SDI – 1.2 GWh (up 113%) with 4.9% share
CALB – 0.6 GWh (up 134%) with 2.7% share
Guoxuan – 0.4 GWh (up 135%) with 1.6% share
Envision AESC – 0.3 GWh (up 32%) with 1.3% share
PEVE – 0.2 GWh (up 23%) with 0.9% share
other – 1.3 GWh (up 195%) with 5.4% share
Total – 23.8 GWh (up 148%)

SOURCES- SNE Research, CATL, DKurac
Written by Brian Wang, Nextbigfuture.com

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