NCM 811 Commands a 13% Market Share in China in August 2019
In China, second only to NCM 523 by passenger EV battery capacity deployed
In August 2019, 13% of all passenger EV battery capacity deployed in China used cells with nickel-rich NCM 811 cathodes, up from 4% in June and just 1% in January of this year, according to Adamas Intelligence’s latest ‘EV Battery Capacity Monthly’ report (download a sample report here).
The rapid rise of NCM 811 in China in recent months is attributed to strong sales of a handful of popular new EV models using NCM 811 cells from CATL amidst a broad-based lull in Chinese EV sales since June.
In August, NCM 811 was second only to NCM 523 in China by passenger EV battery capacity deployed (in GWh), leap-frogging NCM 622 and the once-ubiquitous LFP.
With CATL continuing to forge new supply agreements, and other key Asian cell suppliers at the outset of commercial production, we expect the market share and global footprint of NCM 811 will expand substantially over the coming 18 to 24 months.
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