Xiaomi matched Li Auto as CATL‘s third-largest customer in June, according to power battery installation data released by the China Passenger Car Association (CPCA).
Both companies accounting for 6.8% of the battery giant’s shipments, after Geely Auto — which led at 8.2% — and Changan with 8.0%. Nio ranked fifth at 6.2%.
CATL installed 36,603 MWh of power batteries in June with a 46.3% market share, growing 34.4% year-on-year, according to the CPCA data.
The world’s largest battery manufacturer supplies batteries for both the SU7 sedan and the YU7 SUV, with BYD‘s FinDreams also providing LFP packs for certain variants.
June Deliveries
June’s customer rankings reflected a widening gap between automakers scaling production and those navigating product transitions.
Xiaomi delivered 34,738 vehicles last month, up 36.5% year-on-year, according to data published earlier this month by the CPCA.
Li Auto, on the other hand, saw vehicle deliveres decline 14.8% from a year ago to 30,895 vehicles, as demand for several models cratered ahead of generational refreshes.
The Li L6, once the brand’s best-selling model, delivered just 915 units — a 94.4% year-on-year collapse — while buyers waited for the next-generation version that launched last week.
Xiaomi held above 30,000 monthly deliveries for a third consecutive month, with cumulative deliveries in the first half reching over 185,000 vehicles.
The tech giant is preparing to enter the extended-range SUV segment in the second half — a move that would put the Lei Jun-led company in direct competition with Li Auto and Huawei-backed Aito.
In April, CATL‘s customer breakdown already showed Xiaomi taking third position at 8.5%, ahead of Li Auto at 8.3% and Nio at 6.6%.
All five top customers saw their percentage shares compress in June as CATL‘s total shipment volume grew and its customer base diversified.
Nio Inc. delivered 40,597 vehicles in June — more than either Xiaomi or Li Auto — yet ranked below both among CATL‘s customers at 6.2%.
The lower ranking relative to deliveries reflects the composition of the group’s lineup: Firefly, the compact sub-brand that delivered 6,946 vehicles in June, uses 42.1-kWh lithium iron phosphate (LFP) battery packs from Sunwoda — effectively the only non-CATL battery supplier still active across the group’s product range.
Sunwoda ranked tenth overall among China’s battery makers in June with installations of 1,579 MWh and a 2.0% market share, per the CPCA data.
Nio’s Battery Supply
For the Nio and Onvo brands, CATL‘s dominance is near-total.
CATL‘s General Manager of Battery Swap Business, Yang Jun, said in April that 93% of the battery cells sourced by Nio come from CATL, calling the automaker “an irreplaceable and important strategic partner.”
Nio introduced new battery suppliers including BYD, CALB and Sunwoda over the past two years in an effort to reduce its reliance on CATL.
Those efforts have largely reversed, however.
Nio halted battery supply cooperation with BYD‘s FinDreams for the Onvo L60 midsize SUV as order volumes proved insufficient to sustain multiple suppliers, local media outlet 36Kr reported in December 2025, citing industry sources.
CATL took over supply of 100-kWh packs for the Nio main brand that had previously been partly sourced from CALB, the report also said.
The battery giant also became the primary supplier for Onvo‘s 85-kWh long-range battery.
FinDreams ranked second overall among China’s battery makers in June with 14,197 MWh and an 18.0% share, but grew just 8.4% year-on-year — well behind CATL‘s 34.4% pace.
BYD‘s own vehicles accounted for 54% of FinDreams’ output, per the CPCA data, underscoring the unit’s reliance on internal demand.
CATL x Nio
CATL has supported Nio financially as well as operationally.
The battery maker invested up to 2.5 billion yuan ($346 million) in Nio Power in March 2025, holds approximately 8.9% of Wuhan Weineng Battery Asset Co. (Mirattery), and has co-established two joint ventures for battery technology with the automaker.
In January, Nio‘s founder and CEO William Li and CATL‘s Chairman Robin Zeng signed a five-year strategic cooperation agreement covering technology, ecosystem and market.
Sunwoda was first confirmed as a Firefly supplier in a January 2025 MIIT filing, marking its first appearance among Nio‘s battery partners.
Future Firefly models, however, are set to adopt CATL‘s Choco-Swap battery standard, according to Firefly president Daniel Jin — a move that could eventually extend CATL‘s reach into the one Nio sub-brand where it does not yet supply cells.
Market-Wide Picture
China’s new-energy vehicle battery installations totaled 332.2 GWh in the first half of 2026, up 14% year-on-year, CPCA data showed.
Full-year 2025 installations reached 714.4 GWh, a 35.5% increase from 527.4 GWh in 2024.
Average battery capacity per vehicle fell to 51.26 kWh in the first half from 53.5 kWh in full-year 2025, reversing a multi-year upward trend.
The decline reflects the growing share of plug-in hybrids, extended-range EVs, and compact battery-electric models — segments that carry smaller packs than the mid-to-large BEVs that drove earlier years of market expansion.
Eve Energy posted the fastest growth among the top 10 battery makers at 85.5% year-on-year, recording 3,782 MWh and a 4.8% share.
LG Energy Solution (1,687 MWh, 2.1%) remained almost entirely dependent on a single customer in China: Tesla accounted for 96.9% of its June installations, the data showed.
CATL and BYD jointly controlled 61.19% of China’s power battery market in June, according to separate data from the China Automotive Battery Innovation Alliance.
LFP batteries reached a record 83.3% of total installations at 63.7 GWh, while ternary battery share fell to 16.5%.
