On December 29, south Korean market research agency SNE Research released its latest report, describing the global power battery installed capacity from January to November 2021. CATL ranked first in the world with a market share of 31.8%, once again consolidating its dominant position in the electric vehicle market.
Detailed data show that the global market share of the Catalonia era is 31.8%, followed by LG New Energy, with a market share of 20.5%, compared with the former there is a huge gap of 11.3%. Panasonic, BYD and SKI ranked third, fourth and fifth with market share rates of 12.5%, 9% and 5.8% respectively, followed by Samsung SDI, China Innovation Airlines, Guoxuan Hi-Tech, Envision Power and Hive Energy.
SNE Research pointed out that from January to November this year, Chinese companies led the growth of the global electric vehicle market (including pure electric, plug-in hybrid and hybrid vehicles). Only CATL and BYD have a market share of more than 40%, and an increase of 180% and 192% compared with the same period last year, which has a very high position in the electric vehicle market.
All car companies around the world are promoting the transformation of automobile electrification, and the demand for power batteries is particularly urgent. The performance of the power battery also directly affects all aspects of the car's power and endurance. Mastering the core technology of the battery is equivalent to mastering the lifeblood of all car companies. With the further development and growth of the Ningde era and BYD, all car companies may have to look at their faces in the future.
A while ago, it was reported that Apple's car project negotiated with Ningde Times and BYD, believing that the lithium iron phosphate battery they developed has the advantages of low cost, long life and stable performance, which is in line with Apple's standards. However, Apple demanded that CATL and BYD must go to the United States to build factories to produce batteries specifically for Apple cars, and this proposal was rejected by both companies, and Apple is still trying to find ways to resume negotiations with the two companies.
It can be seen that as long as the company masters the technology and reaches a certain industry position, even technology giants such as Apple must be treated politely. The Ningde era and BYD are also very tough this time, winning the unanimous support of domestic consumers. Apple, after the setback in the negotiations here, is said to have targeted Panasonic and did not know the outcome of the negotiations. Apple was rejected by the Ningde era, and it is estimated that Musk is happy to be bad.