CATL’s EV Battery Dominance Is Under Pressure
Electric Cars

CATL’s EV Battery Dominance Is Under Pressure

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CATL’s EV Battery Dominance Is Under Pressure

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CATL is still China’s No.1 EV battery company, but major automakers like Li Auto, Xiaomi and Aito are reducing their dependence on a single battery supplier.

With companies expanding their supplier networks to include BYD’s FinDreams, CALB, Sunwoda and Gotion, CATL’s dominance is facing growing competition.

In August 2026, CATL held around 41.45% of China’s EV battery market, while BYD reached around 20.98%.

Will EV makers eventually develop their own batteries, or will specialist battery companies continue to dominate?

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