It was found that K-battery (Korean brand battery) was installed in at least one out of three electric vehicles sold in the first half of this year. According to SNE Research, a market research institute on the 29th, the total market share of LG Energy Solution, Samsung SDI, and SK Innovation products among the batteries installed in global electric vehicles (pure electric vehicles, hybrid electric vehicles, and plug-in hybrid electric vehicles) sold from January to June this year was 34.9%. appeared to be This is a slight increase from 34.5% last year.
SNE Research, battery payload analysis results from January to June
Among the three K-battery companies, LG Energy Solution occupied 24.5% of the total usage with 28GWh. Samsung SDI (5.9GWh) and SK Innovation (5.9GWh) each accounted for 5.2%. In terms of ranking, LG Energy Solution came in second, Samsung SDI in fifth, and SK Innovation in sixth. In terms of increase, LG Energy Solutions increased 169.8% compared to the same period last year. Samsung SDI increased by 107.3% and SK Innovation increased by 162.3%.
The growth of the three domestic battery makers is driven by increased sales of models equipped with each battery. LG Energy Solution was installed in Tesla Model Y (made in China), Volkswagen ID.3 and ID.4, and Ford Mustang Mach-E. Samsung SDI grew as sales of the Fiat 500 and Audi E-tron EV increased. SK Innovation was featured in Kia Niro EV, Hyundai Ioniq 5, and Kona Electric (Europe).
Meanwhile, China’s CATL ranked first with 34.1GWh of battery usage in the first half of this year, accounting for 29.9% of the market share. It increased by 234.2% compared to the first half of last year. BYD, which ranked fourth, also grew by 203.6% compared to the previous year. SNE Research evaluated, “Overall, the three Korean battery companies made a good lead while the Chinese companies are getting stronger.”
By Moon Byung-joo, staff reporter [email protected]