CATL’s EV battery dominance and the risk of thinner margins
One post argues that wider supplier choice could give automakers more bargaining power, leaving CATL earning less per kWh even if battery sales volumes stay high.
TLDR
A post argues that CATL’s main risk is weaker pricing power rather than suddenly losing customers. It points to Xiaomi diversifying suppliers, Li Auto investing more in its own battery technology and competition pushing battery prices down. Still, the post says CATL’s global EV battery market share rose from 37.9% in 2024 to 39.2% in 2025, and argues that talk of the company’s decline is premature.
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