China has firmly established itself as the world leader in electric‑vehicle (EV) battery production. In 2025, Chinese companies now supply over half of all EV batteries globally, with CATL holding roughly 38% of the market and BYD contributing nearly 18%, together accounting for more than 55% of global installations in the first half of the year. The country also dominates production capacity, manufacturing around 80% of global lithium‑ion cells and controlling key materials like lithium, graphite, and cathodes. This combination of scale, efficiency, and resource control has placed China far ahead of other nations in the EV battery sector.
China’s dominance extends beyond volume. Its battery firms integrate production across components and raw materials, reducing costs and ensuring reliability, which in turn strengthens its influence over global EV supply chains. This leadership has accelerated EV adoption worldwide by lowering vehicle prices, but also raises concerns over supply-chain concentration, trade risks, and global competition. Experts warn that countries outside China must invest heavily in domestic battery production, recycling, and research to avoid lagging behind in the rapidly growing green-technology race. More