Technical FAQs 4

What are the key trends in energy storage cell shipments?

CATL and Hithium ranked as the top two in global energy storage cell shipments. Key market themes include (1) full capacity and full sales; (2) tiered differentiation; (3) emerging players; and (4) capacity buildup. *InfoLink strives for information comprehensiveness, but manufacturers' official data shall prevail in case of any discrepancies.

Who makes the most energy storage cell shipments non-China?

The top three manufacturers in energy storage cell shipments non-China markets were CATL, BYD, and CALB. At present, most non-China cell shipments from Chinese-funded manufacturers are achieved through the commissioning of non-China energy storage projects by leading Chinese system integrators.

When will South Korean energy storage cells return to the top ten?

However, as U.S. energy storage cell capacity from companies such as LGES is gradually released in 2H25 and multiple large-scale projects enter the delivery phase, South Korean manufacturers are expected to return to the top ten by the end of 2025 or in 1H26. In 1H25, global utility-scale storage cell shipments reached 218.57 GWh, up 110.15% YoY.

How did storage cell shipments perform in 1h25?

In 1H25, global small-scale storage cell shipments reached 21.64 GWh, up 72.38% YoY. In 2Q25 alone, shipments exceeded 10 GWh — the highest single-quarter delivery in nearly three years — driven mainly by downstream restocking and a shipment surge in the Australian market.

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