CATL Took Lead by GWh Deployed in April 2020 but LG Chem Led by GWh Installed

Jun. 26, 2020

CATL claims the lead by GWh deployed but the devil is in the details

In April 2020, cell supplier CATL deployed 1.33 GWh of battery capacity in newly sold passenger EVs globally, putting the fast-growing Chinese behemoth ahead of South Korean supplier LG Chem (1.02 GWh deployed) and Japanese supplier Panasonic (0.91 GWh deployed), as Adamas projected would happen earlier this year.

Nevertheless, it has been noted by numerous sources globally that in April 2020 Tesla produced a total of 7,576 Model 3 sedans in China over-and-above what it sold, each equipped with NCM 811 cells from LG Chem, making LG Chem the global leader by GWh installed (1.44 GWh) in April 2020.

NCM 811 captured 25% of the global market by GWh installed and 43% within China specifically

Taking the above into account, in combination with a model-by-model build-up of EV sales, production and cell specifications, Adamas Intelligence data indicates that NCM 811 captured 18% of the market globally by GWh deployed in April 2020 and 34% within China specifically.

Moreover, considering Tesla’s Model 3 over-production in April 2020, Adamas data further indicates that NCM 811 captured a hefty 25% of the market globally by GWh installed in April 2020 and a whopping 43% in China specifically.

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