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| Author | InfoLink |
| Updated | May 20, 2025 |
InfoLink Consulting has released its Global Energy Storage Supply Chain Database.
According to InfoLink’s Global Energy Storage Supply Chain Database, global energy storage cell shipments totaled 99.58 GWh in 1Q25, up 150.62% YoY but down 7.75% QoQ. In 1Q25, the installation rush driven by U.S. tariff and China’s May 30 New Policy resulted in a stronger-than-usual off-season.
Unclear energy storage cell market landscape
Industry concentration remained above 90% in 1Q25, with CR10 reaching 90.1%. The top five manufacturers in global energy storage cell shipments for 1Q25 were: CATL, EVE Energy, CALB, Hithium, and BYD.
The energy storage market competition remained intense in 1Q25, with varying performance across different tiers of manufacturers—some ramping up via major clients’ orders, while others continued to await strategic opportunities.
- Intensified market competition: Competition among the second- to sixth-ranked players (EVE Energy, CALB, Hithium, BYD, and REPT BATTERO) grew fiercer, with their market share gaps narrowing overall. Monthly rankings fluctuated, highlighting dynamic competition.
- Major clients: Expanding the customer base while deepening partnerships with leading system integrators has proven to be an effective market strategy. CALB, for instance, strengthened ties with Sungrow and rose to third place in rankings for the first time since the launching of this ranking. Samsung SDI secured the tenth position thanks to large-scale orders from NextEra.
- Window of opportunity: Korean manufacturers still maintain relatively low market shares. Nevertheless, with LG progressing on LFP cell capacity in North America, Korean players may enter a window of opportunity in 2H25, potentially boosting both shipments and market share.
*InfoLink strives for information comprehensiveness, but manufacturers' official data shall prevail in case of any discrepancies with official data.
500Ah+ cell MP approaches amid fierce utility-scale storage market competition
Global utility-scale storage cell shipments reached 92.85 GWh in 1Q25, up 160.08% YoY. In the utility-scale storage market, the top five players have remained unchanged for three consecutive quarters, though internal rankings continue to shift.
In 1Q25, the top five manufacturers were CATL, EVE Energy, CALB, Hithium, and BYD. The market share gap between the second and fifth place was within 3%, signaling intensified competition among leading players throughout 2025.
In Q1, 300Ah+ cells made up nearly 65% of the utility-scale energy storage market, reaffirming their mainstream position. Mass production of 500Ah+ cells—including CATL’s 587Ah, EVE’s 628Ah, and CALB’s 640Ah—is expected between 2Q25 to 2Q26. Transitional models like 392Ah and 472Ah, with lower costs and support for 6 MWh+ systems, also show market potential. Manufacturers are advised to consider including these in their product lines.
*InfoLink strives for information comprehensiveness, but manufacturers' official data shall prevail in case of any discrepancies with official data.
Asia, Africa, and Latin America drive small-scale cell market growth, with top players expanding.
In 1Q25, global small storage battery shipments reached 6.73 GWh, up 66.83% YoY. The top five were EVE Energy, REPT, Great power, Ampace, and Gotion High-tech. This year, market leadership is shifting from a two-player structure (EVE and REPT) to a three-way competition including Great Power, as all three have similar product lines and customer reach, setting the stage for strong competition.
Since March, 100Ah residential energy-storage cells have been in full production and strong demand, showing clear signs of market recovery. Residential market’s growth is now driven by emerging markets like Pakistan, Nigeria, and Yemen, instead of Europe and the U.S.
*nfoLink strives for information comprehensiveness, but manufacturers' official data shall prevail in case of any discrepancies with official data.
In 1Q25, unexpected policy changes and fierce competition persisted. In addition to steadily enhancing yield rates, cell makers need to improve product differentiation amid the price-cutting environment, make smart choices on integration, and find effective approaches to expand overseas. This can help boost both sales volumes and prices. However, change is more likely to take years than months. Staying focused and steady is key to achieving long-term success.