Emerging Market Energy Storage Demand Database
Gain insights into energy storage market trends and seize strategic overseas expansion opportunities.
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| Author | InfoLink |
| Updated | November 17, 2025 |
InfoLink has released its global energy storage system (ESS) shipment ranking for 1Q25-3Q25, based on its energy storage supply chain database.
In the first three quarters of 2025, global ESS shipments reached 286.35 GWh, up 84.7% YoY. In 3Q25, demand expanded across multiple regions, with quarterly shipments exceeding 100 GWh for the first time.
A highly competitive ESS segment with leaders taking shape
In the first three quarters of 2025, the energy storage industry’s CR10 remained around 60%, indicating that a leading group has initially emerged while top players have yet to fully dominate.
During this period, the top five global ESS suppliers were Tesla, Sungrow, BYD, CRRC Zhuzhou Institute, and Huawei.
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*InfoLink strives for information comprehensiveness, but manufacturers' official data shall prevail in case of any discrepancies. InfoLink reserves the right to final interpret and explain the data sources and research results.
*The content of this article is provided solely as a reference for market analysis and trend assessment. It does not constitute any endorsement, evaluation, investment advice, or commercial guarantee regarding any enterprise.
Key market trends for 1Q25-3Q25:
- Fierce top-three competition
- Emerging markets
- Asian supply chain
- PV-storage integration
Fierce top-three competition: The top three suppliers continue to hold a clear lead in market share, while their internal rankings have reshuffled. This dynamic will likely persist through 2026.
Emerging markets: All leading suppliers have expanded their coverage across emerging markets and, through securing large-scale orders from these markets, have achieved notable gains in market share. According to InfoLink’s newly launched Emerging Market Energy Storage Demand Database, shipment growth in emerging markets has already outpaced that of the traditional key markets, China and the U.S. As a result, strengthening presence in these regions is poised to become a critical strategy for sustaining long-term competitiveness, whereas reliance on a single market may no longer support continued market leadership.
Asian supply chain: U.S. players such as Tesla and Fluence have established system-integration facilities in Asia, which should help narrow their cost gap with Chinese suppliers and potentially stem further market-share losses.
PV–storage integration: Leading PV manufacturers have increasingly expanded into ESS integration. Canadian Solar, supported by its advantage in North America, has entered the top ten. Trina and Jinko are also seeing tangible progress, with rapid growth that could position them to challenge current ESS leading players in 2026.
The utility-scale market to lead demand growth amid rising competition
In Q1-Q3 2025, global utility-scale ESS shipments reached 252.5 GWh. CR5 edged down QoQ to 47.3%, reflecting intensifying competition. The top five suppliers were Sungrow, BYD, Tesla, CRRC Zhuzhou Institute, and HyperStrong. In Q3, BYD surpassed Tesla to take second place. On a full-year basis, Sungrow, BYD, and Tesla all remain strong contenders for the top global utility-scale ESS supplier position.
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*InfoLink strives for information comprehensiveness, but manufacturers' official data shall prevail in case of any discrepancies. InfoLink reserves the right to final interpret and explain the data sources and research results.
*The content of this article is provided solely as a reference for market analysis and trend assessment. It does not constitute any endorsement, evaluation, investment advice, or commercial guarantee regarding any enterprise.
Residential ESS shipments remain elevated, with Tesla and Huawei out front
In Q1-Q3 2025, global residential ESS shipments reached 26.6 GWh. From a quarterly perspective, Q3 shipments were nearly 10 GWh, sustaining a high level. Across the first three quarters, the top five residential ESS suppliers were Tesla, Huawei, BYD, Pylontech, and Deye. CR5 has risen to 50.9%, up about 3% from the previous quarter, with Tesla and Huawei clearly extending their lead over other competitors.
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*InfoLink strives for information comprehensiveness, but manufacturers' official data shall prevail in case of any discrepancies. InfoLink reserves the right to final interpret and explain the data sources and research results.
*The content of this article is provided solely as a reference for market analysis and trend assessment. It does not constitute any endorsement, evaluation, investment advice, or commercial guarantee regarding any enterprise.
For a full-year perspective, global ESS shipments are expected to approach 400 GWh in 2025, up roughly 60%. Based on project pipelines and manufacturers’ shipment targets, global ESS shipments may reach 600 GWh in 2026, maintaining robust growth momentum.
However, amid strong industry momentum, price-increase signals are mounting across midstream and upstream segments of the ESS supply chain. How system integrators control supply-chain costs, secure limited capacity, and sustain profitability will be key points of attention moving forward.
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.
