CATL's power battery installed base in China in July was 11.41 GWh, continuing to rank first with a 47.19 percent share, according to data released today by the China Automotive Battery Innovation Alliance (CABIA).
This is a slight decline from the 49.6 percent share in June, ending two consecutive months of share gains in May and June.
BYD came in second with a 25.23 percent share, or 6.10 GWh of installed capacity, up from 18.53 percent in June, according to the data.
BYD's share in July was its second highest on record, behind April's record high of 32.18 percent.
It is worth noting that BYD is expected to continue to grow in the power battery sector, as Tesla is rumored to have started using its batteries.
BYD's blade batteries supplied to Tesla have started to be delivered to the latter's plant in Berlin, Germany, the first Tesla factory to use BYD batteries, Sina Tech said on August 10, citing multiple sources familiar with the matter.
The first Tesla vehicles with BYD blade batteries are expected to roll off the assembly line within one month at the earliest, that is, from late August to early September, according to the report.
Back to the latest ranking, CALB came in third in July with a 6.07 percent share, or 1.47 GWh, of the installed base.
Gotion High-tech ranked fourth with a 4.70 percent share, or 1.14 GWh installed.
LG Energy Solution, which was in the top 10 in June, failed to make it to the top 10 in July.
China's power battery installed base in July was 24.2 GWh, up 114.2 percent year-on-year but down 10.5 percent from June.
Among them, the installed base of ternary batteries was 9.8 GWh, accounting for 40.7 percent of the total installed base, up 80.4 percent year-on-year but down 15.0 percent from June.
The installed base of lithium iron phosphate batteries was 14.3 GWh, accounting for 59.3 percent of the total installed base, up 147.2 percent year-on-year and down 7.0 percent from June.
From January to July, China's power battery installed base was 134.3 GWh, an increase of 110.6 percent year on year.
The cumulative installed base of ternary batteries in the first seven months was 55.4 GWh, accounting for 41.3 percent of the total installed base, up 55.7 percent year-on-year. LFP batteries accounted for 78.7 GWh, or 58.6 percent of the total installed base, an increase of 180.9 percent year on year.