NCM 811 Commands an 18% Market Share in China in September 2019

Nov. 13, 2019

Up from just 1% in January 2019

In September 2019, sales of new passenger EVs with NCM 811 battery cells were responsible for 18% of all passenger EV battery capacity (in MWh) deployed in China, and 7% of all capacity deployed globally, according to Adamas Intelligence’s latest ‘EV Battery Capacity Monthly’ report.

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In China, for the second month in a row, NCM 811 was second-only to NCM 523 by capacity deployed, while the once-popular NCM 622 now finds itself in fifth spot with a mere 5% of the market.

In the pursuit of lower costs and higher energy density, a growing number of automakers in China have seemingly opted to bypass NCM 622, shifting instead straight from LFP or NCM 523 cathode chemistries into high-nickel NCM 811.

Since January 2019, the market share of NCM 811 in China’s passenger EV market has rapidly increased from less than 1% to 18% and shows little signs of slowing its ingress. Outside of China, however, automakers have been slow to adopt NCM 811 to-date but we expect to see the chemistry make inroads in Europe and North America by as early as next year.

EV Battery Capacity Monthly

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Our ‘EV Battery Capacity Monthly’ is a subscription-based report for tracking monthly deployment of passenger EV battery capacity by EV type, region, country, make, model, cell supplier and cell chemistry on an ongoing basis.



The 67-page monthly report is relied on by leading automakers, cell suppliers, battery materials manufacturers, miners, explorers, investors, and other stakeholders with a professional interest in the EV, battery and battery materials industries.

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