Battery Installation Tracker for the global December and full year 2022 results is available for download

The Battery Installation Tracker for the global December and full year 2022 results is available for download. A total of 66,3 GWh of battery capacity were installed in December BEV, PHEV and FCEV sales. This is 49 % more than in December 2021 and exceeds the 39 % y/y unit sales increase. The reason is an increase in the average battery size in BEVs by 6,4 kWh and by 2,3 kWh in PHEVs compared to December 2021.

For 2022, global battery installations into light vehicles reached 505 GWh total capacity. The accumulated capacity since 2008 stands at 1,2 TWh now and over 75 % of all traction batteries since 2008 were installed during the last 3 years.. CATL continues to lead with 21,1 GWh delivered in December, LG is #2 with 14 GWh installed, followed by BYD on #3 with 9,6 GWh installed. The iron-based LFP type keeps growing in volume and share. BYD is the leader for LFP batteries with 69,8 GWh installed in 2022. CATL is #2 with 46,6 GWh installed. CATL and BYD stood for 85 % of all LFP volume in terms of GWh. Globally, LFP batteries stood for 27 % of all battery capacity into light vehicles during 2022, up from 17 % in 2021. In terms of pack units, the LFP share is even higher with 34 % of all EVs sold during 2022 using LFP batteries.

The Battery Installation Tracker for the global November results is available for download

A total of 55 GWh of battery capacity were installed in November BEV, PHEV and FCEV sales. This is 62 % more than in November 2021 and exceeds the 45 % y/y unit sales increase. The reason is an increase in the average battery size in BEVs by 6,7 kWh and by 2,5 kWh in PHEVs compared to November 2021. CATL continues to lead with 16,5 GWh delivered in November, LG is #2 again with 10,5 GWh installed, followed by BYD on #3 with 9,5 GWh installed. The iron-based LFP type keeps growing in volume and share. BYD is the leader for LFP batteries this year with 60,5 GWh installed year-to date. CATL is #2 with 40,3 GWh installed. Globally, LFP batteries stood for 29,9 % of all battery capacity into light vehicles during November and for 27,3 % year-to-date. This compares to 17 % LFP share in 2021. For all traction battery types, the accumulated battery capacity installed in light vehicles passed the 1 TWh milestone in September. Over 75 % of all traction batteries since 2008 were installed during the last 3 years.

The Battery Installation Tracker for the global October results is available for download

A total of 47 GWh of battery capacity were installed in October BEV, PHEV and FCEV sales. This is 73,5 % more than in October 2021 and exceeds the 56 % y/y unit sales increase. The reason is an increase in the average battery size in BEVs by 5,8 kWh and by 2,6 kWh in PHEVs compared to October 2021. CATL continues to lead with 13 GWh delivered in October, BYD is #2 again with 8,6 GWh installed, followed by LG on #3 with 6,9 GWh installed. The iron-based LFP type keeps growing in volume and share. BYD is the leader for LFP batteries this year with 51,2 GWh installed year-to date. CATL is #2 with 36,4 GWh installed. Globally, LFP batteries stood for 29,8 % of all battery capacity into light vehicles during October and for 27,3 % year-to-date. This compares to 17,4 % LFP share in 2021. For all traction battery types, the accumulated battery capacity installed in light vehicles passed the 1 TWh milestone in September.

The Battery Installation Tracker for the global September results is available for download

A total of  53,8 GWh of battery capacity were installed in September BEV, PHEV and FCEV sales. This is 60 % more than in September 2021 and exceeds the 52 % y/y unit sales increase. The reason is an increase in the average battery size in BEVs by 2,3 kWh and by 3,1 kWh in PHEVs compared to September 2021.  CATL continues to lead with 16,1 GWh delivered in September, LG is #2 again with 10,5 GWh installed, thanks to increased deliveries to the Tesla Berlin plant. BYD on #3 with 7,6 GWh installed.  The iron-based LFP type keeps growing in volume and share. BYD is the leader for LFP batteries this year with 42,7 GWh installed year-to date. CATL is #2 with 32,9 GWh installed. Globally, LFP batteries stood for 29,3 % of all battery capacity into light vehicles during September and for 27 % year-to-date. This compares to 17,4 % LFP share in 2021.

The Battery Installation Tracker for the global August results is available for download.

A total of 43,2 GWh of battery capacity were installed in August BEV, PHEV and FCEV sales. This is 80 % more than in August 2021 and exceeds the 62 % y/y unit sales increase. The reason is a 3 % volume mix increase towards BEVs and an increase in the average battery size per vehicle by 4,7 kWh compared to August 2021. CATL continues to lead with 13,1 GWh delivered in August, BYD on #2 with 6,5 GWh installed. LG is #3 with 6,0 GWh installed. The iron-based LFP type is the fastest growing battery type. BYD is the leader for LFP batteries this year with 35,9 GWh installed year-to date. CATL is #2 with 26,6 GWh installed. Globally, LFP batteries stood for 29,1 % of all battery capacity into light vehicles during August and for 26,7 % year-to-date. This compares to 17,4 % LFP share in 2021.

The Battery Installation Tracker for the global July results is available for download

A total of 38,8 GWh of battery capacity were installed in July BEV, PHEV and FCEV sales. This is 84 % more than in July 2021 and exceeds the 62 % y/y unit sales increase. The reason is a 3 % volume mix increase towards BEVs and an increase in the average battery size per vehicle by 4 kWh compared to July 2021. CATL continues to lead with 11,3 GWh delivered in July, BYD now on #2 with 6,2 GWh installed. LG is #3 with 5,1 GWh installed. As Nickel supply is tight relative to high demand, the iron-based LFP type is becoming increasingly popular. BYD is the leader for LFP batteries this year with 29,6 GWh installed year-to date. CATL is #2 with 22,4 GWh installed. Globally, LFP batteries stood for 27,5 % of all battery installations into light vehicles during July and for 26,3 % year-to-date.