LG Chem has become the world's largest battery supplier, and Contemporary Ampere Technology Co., Ltd. ranks second.

According to the market research organization SNE? According to data released by Research on Monday, LG Chem surpassed Contemporary Amperex Technology Co., Limited to become the largest battery supplier for electric vehicles in the first half of this year. SNE？ Research data shows that LG Chem became the largest power battery manufacturer in the first half of the year. The total installed capacity of LG Chem in the first half of the year was 10.5GWh, up 82.8% year-on-year, with a market share of 24.6%. Contemporary Ampere Technology Co., Ltd. ranked second with the total installed capacity of 10.0GWh, with a year-on-year decrease of 28.65,438+0% and a market share of 23.5%.

In terms of ranking, China Amperex Technology Co, Limited's market share was 23.5%, lower than last year's 25. 1%, and dropped from the first place in the same period last year to the second place, while LG Chem's market share was 24.6%, higher than last year's 10.4%, and jumped from the fourth place to the first place in the same period last year.

According to Bloomberg on Monday, SNE? According to research, the sales volume of LG Chem in South Korea increased by 83% in the first half of the year, reaching 65,438+00.5GWh, making the battery manufacturer rank first. It is worth mentioning that LG? In the first half of the year, the installed battery capacity of Chem electric vehicles was 10.5 GWh, compared with 5.7 GWh in the same period last year. GWh has almost doubled.

LG？ Chem relies on the strong sales of Renault Zoe, Audi e-tron, Porsche Taycan, Mercedes-Benz EQC, Jaguar I-PACE and other models in the European market. These models are LG? The chemical company provides car batteries. More importantly, with the Tesla model in China? In the second quarter, it achieved the best single-quarter performance in the history of its power battery business, with sales of about 654.38+065 billion RMB and operating profit of 654.38+055 billion won, about 900 million RMB.

According to SNE? According to research data, due to the impact of the epidemic coronavirus, global sales fell by 23%. On the contrary, the demand for electric vehicles in Europe has increased, and LG is the main battery supplier in the European market. So the European battery market in the first half of the year is LG? Chemistry has brought many benefits.

On the other hand, the sales of battery manufacturers in China and Japan declined. Last year, the sales of Contemporary Ampere Technology Co., Ltd., the world's number one battery supplier, decreased by 28%, with an installed capacity of 65,438+00 GWh, while Panasonic decreased by 32% to 8.7 GWh.

Interestingly, LG? Chem is a major battery supplier of electric vehicles in the United States and a domestic Tesla model? 3 major battery suppliers However, in the second quarter earnings conference call, LG said: Due to European demand, sales and profit margins are expected to remain strong in the second half of the year, but Tesla was not mentioned. The demand for batteries in the European market is not small, but without the crazy sales of domestic Tesla, can the installed capacity of LG batteries exceed that of contemporary Amperex Technology Co., Ltd. Everybody knows that.

Summary: From the data of the first half of the year, the installed capacity (sales volume) of Contemporary Ampere Technology Co., Ltd. has been overtaken, but one accounts for 24.6% of the global share and the other 23.5% of the market share, with little difference. As we all know, in the first half of the year, China was influenced by COVID-19, and all major enterprises, whether manufacturing or exporting, were affected, as was Contemporary Ampere Technology Co., Ltd.

In the second half of the year, in addition to traditional car companies and new car-making forces, Weilai performed steadily and listed in the United States was ideal. Tucki is also planning an IPO, and the sales of our new energy automobile company are getting better and better. I believe that the new energy market will soon usher in growth, plus models? 3? The installed capacity of Contemporary Ampere Technology Co., Ltd. is expected to increase due to the delivery of lithium iron phosphate batteries. In the third quarter, even in the second half of the year, I believe that Contemporary Ampere Technology Co., Ltd. is still the number one battery supplier in the world.

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.