In the first half of 2024, global energy storage battery cell shipments reached 114.5 GWh, a year-on-year increase of 33.6%, led by CATL

According to news from this site on August 7, the new energy research institution InfoLink Consulting released a report yesterday (August 6), showing that global energy storage battery cell shipments in the first half of 2024 were 114.5 GWh, of which large storage (including industrial and commercial) was 101.9 GWh, small storage (including communications) is 12.6 GWh. Top 5 companies in terms of total energy storage cell shipments in the first half of 2024 2024 Top 5 companies in terms of total energy storage cell shipments in the first half of 2024 are CATL, Yiwei Lithium Energy, Ruipu Lanjun, Haichen Energy Storage and BYD. The relevant charts attached to this site are as follows:

1. CATL continues to hold the top spot with orders from high-quality customers such as Tesla and Fluence; 2. Yiwei Lithium can steadily achieve full coverage of top customers, and orders are gradually released. Ranking second in the industry.
   In the first half of the year, competition continued to intensify and industry concentration continued to remain high. CR10 in the first half of 2024 reached 91.0%, which was basically the same as the first quarter of 2024 and remained at a historically high level.
   At the same time, thanks to the stable performance of leading manufacturers, the industry CR5 reached 73.2%, an increase of 1.8% compared with the first quarter. Among the six to ten companies, China Airlines has a significant number of new flights and continues to have an impact on the top 5 in the industry.
   In addition, the shipment performance of Korean Samsung SDI and LG has been sluggish, and their combined market share has dropped to about 5%.
   In the large-scale storage section, the Top 5 companies are CATL, Yiwei Lithium Energy, Haichen Energy Storage, Ruipu Lanjun, and BYD. The top 2 companies in the industry have a significant lead, with CATL shipping more than 40 GWh and Everview Lithium Energy shipping close to 15 GWh. The shipments of the remaining three companies are all within 10 GWh, and the gap between them is small.
   

   

   In the small storage and storage section, the Top 5 companies are Yiwei Lithium Energy, Ruipu Lanjun, Xinnengan, BYD, and Guoxuan High-tech. Competition in the small storage industry continues to intensify, and industry concentration has further declined.

   

   Energy storage system

Regarding energy storage systems, the InfoLink global lithium battery supply chain database states that global energy storage system shipments in the first half of 2024 will be approximately 90 GWh.

In the first half of the year, the top 5 system integrators on the AC side were Tesla, Sungrow, CRRC Zhuzhou Institute, Fluence and Envision Energy. The total shipments of the top 5 exceeded 30 GWh.

The top 5 system integrators on the DC side are CATL, BYD, Haiboxtron, Yuanxin Energy Storage and Narada Power Supply, with the top 5 shipments totaling more than 20 GWh.

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