Installed Battery Capacity - Q3 2020 Prediction
Installed Battery Capacity analysis and Q1-Q3 / 2020 Prediction
If we combine the GWh installed Q1 & Q2 + the delivered GWh in Q2, we should more or less end up in the installed capacity YTD.
As a result:
the big 3 are still the big 3;
LG CHEM is strengthen it's advance against CATL;
BYD is overtaking SDI.
The Ranking of Battery producers in terms of GWh is consequently the following for Q3 2020:
LG Chem - 16,4 GWh
CATL - 14,3 GWh
PANASONIC - 13,5 GWh
BYD - 4,1 GWh
Samsung SDI - 3,8 GWh