1H25 Global energy storage system (ESS) shipment rankings

InfoLink Consulting has released its 1H25 global energy storage system (ESS) shipment rankings, based on its energy storage supply chain database. In 1H25, global ESS shipments maintained strong growth, reaching 167.1 GWh, up 85.7% YoY. China and the Americas continued to support market expansion, while both EMEA and Asia-Pacific posted notable increases, each recording YoY growth of over 150%.
 

Competition remains fierce in system segment, with leaders taking shape

In 1H25, the top five global ESS suppliers were Sungrow, Tesla, BYD, CRRC Zhuzhou Institute, and HyperStrong. Key market trends in 1H25:

• Intense competition
• Tiered differentiation
• Coexistence of multiple strong players
• U.S. players subdued

*Source: InfoLink’s Global Energy Storage Supply Chain Database
*InfoLink strives for information comprehensiveness, but manufacturers' official data shall prevail in case of any discrepancies. InfoLink reserves the right of final interpretation and explanation of the data sources and research results.
*The content of this article is provided solely as a reference for market analysis and trend assessment, and does not constitute any endorsement, evaluation, investment advice, or commercial guarantee regarding any enterprise.

• Intense competition: Compared with the 91.2% CR10 in the energy storage cell segment, the ESS segment registered only 60.2%, indicating relatively higher competition intensity.
• Tiered differentiation: The top three suppliers hold a clear lead over smaller peers, reflecting notable tiered differentiation. The top three have also remained unchanged for two consecutive quarters. Considering each supplier’s project pipeline, the top three are expected to remain relatively stable throughout the year.
• Coexistence of multiple strong players: Currently, leading players from multiple sectors—including PV modules, wind turbines, new energy vehicles (NEV), and inverters— have entered the market of battery energy storage system (BESS) integration, driving fierce competition among the top ten. Going forward, the system segment may evolve toward a landscape of multiple strong players coexisting.
• U.S. players subdued: Unlike in 2024, when Chinese and U.S. suppliers went head to head, U.S. players were overall weaker in the 1H25 ranking. Only Tesla held second place, while Fluence slipped to the edge of the top ten. Among other U.S. companies, NextEra ranked between eleventh and fifteenth, and Powin continued to decline as it remained in restructuring.

 

Utility-scale storage nears 150 GWh in 1H25, with Sungrow set to lead full year

In 1H25, global utility-scale ESS shipments reached 147.6 GWh. The top five suppliers were Sungrow, Tesla, BYD, CRRC Zhuzhou Institute, and HyperStrong. Sungrow is expected to dominate the full-year ranking, while Tesla and BYD will compete intensely for the second spot. Given the surge of independent storage project starts in Inner Mongolia during 1H25, Envision may leverage its projects in this region to challenge for a top-five position in 2H25.

*Source: InfoLink’s Global Energy Storage Supply Chain Database
*InfoLink strives for information comprehensiveness, but manufacturers' official data shall prevail in case of any discrepancies. InfoLink reserves the right of final interpretation and explanation of the data sources and research results.
*The content of this article is provided solely as a reference for market analysis and trend assessment, and does not constitute any endorsement, evaluation, investment advice, or commercial guarantee regarding any enterprise.

In the DC segment, the top five DC system suppliers in 1H25 were CATL, BYD, Hithium, RelyEZ, and PotisEdge. During the period, the focus remained on vertical integration progress among cell manufacturers and the transformation of system integration OEMs. In 2H25, as some non-China projects come online, leading DC integrators may gradually enter the rankings on the terminal system (AC) side.


 

Residential storage shows clear uptrend; Tesla, Huawei, BYD lead top three

In 1H25, global residential ESS shipments reached 16.6 GWh. From a quarterly perspective, shipments showed a clear upward trend in Q2. The top five suppliers were Tesla, Huawei, BYD, Pylontech, and Sungrow. Competition remains intense in the residential segment, with a CR5 of only 47.7%.

Meanwhile, tiered differentiation among the top ten was evident, with shipment volumes roughly split into the 2 GWh tier, the 1–1.5 GWh tier, and the 0.5–1 GWh tier. Regarding the full year, the Australian market may prove to be the biggest variable, with Tesla, Sungrow, and Sigenergy expected to leverage their channel advantages in the region to strengthen their market positions.

*Note: Sarting this quarter, InfoLink will begin providing quarterly updates on global residential ESS shipment rankings.
*Source: InfoLink’s Global Energy Storage Supply Chain Database
*InfoLink strives for information comprehensiveness, but manufacturers' official data shall prevail in case of any discrepancies. InfoLink reserves the right of final interpretation and explanation of the data sources and research results.
* The content of this article is provided solely as a reference for market analysis and trend assessment, and does not constitute any endorsement, evaluation, investment advice, or commercial guarantee regarding any enterprise.。

From a full-year perspective, the market will maintain rapid growth, with Europe and emerging markets gradually increasing their shipment shares, while those of China and the U.S. continue to decline. As ESS shipments have become increasingly diversified across regions, how suppliers build global operating capabilities is drawing greater attention. At the same time, despite the expanding global market, profitability among second- and third-tier suppliers has yet to show clear improvement. How these companies can break away from intensifying competition will remain a key issue to watch.

 

On data sources

The shipment volumes, rankings, and related information presented in this article are based on data verification through regular interviews with upstream and downstream industry players. For companies that did not proactively provide data, InfoLink has made reasonable estimates based on actual market research.

InfoLink strives for information comprehensiveness, but manufacturers' official data shall prevail in case of any discrepancies.

Disclaimer

The content of this article is provided solely as a reference for market analysis and trend assessment, and does not constitute any endorsement, evaluation, investment advice, or commercial guarantee regarding any enterprise. Shipment data and rankings are not necessarily based on information proactively provided by companies; some are derived from third-party sources or InfoLink’s proprietary model estimates.

In the event of any disagreement over the data, the manufacturer’s official disclosure shall prevail. InfoLink reserves the right of final interpretation and explanation of the data sources and research results. Without authorization, no third party may extract or reproduce this content for commercial purposes or quote it in a misleading manner.