{"id":2834,"date":"2026-08-13T19:00:14","date_gmt":"2026-08-13T19:00:14","guid":{"rendered":"https:\/\/bydcarchina.com\/global-ev-battery-market-share-h1-2026\/"},"modified":"2026-08-13T19:07:00","modified_gmt":"2026-08-13T19:07:00","slug":"global-ev-battery-market-share-h1-2026","status":"publish","type":"post","link":"https:\/\/bydcarchina.com\/tr\/global-ev-battery-market-share-h1-2026\/","title":{"rendered":"SNE verilerine g\u00f6re, CATL ve BYD 2026 y\u0131l\u0131n\u0131n ilk yar\u0131s\u0131nda k\u00fcresel elektrikli ara\u00e7 pil pazar\u0131nda ,31 pay elde etti"},"content":{"rendered":"<p>SNE Research'e g\u00f6re, k\u00fcresel elektrikli ara\u00e7 batarya kullan\u0131m\u0131 2026'n\u0131n ilk yar\u0131s\u0131nda 608,5 GWh'ye ula\u015farak y\u0131ll\u0131k bazda ,0 artt\u0131; CATL ve BYD birlikte pazar\u0131n ,3'\u00fcn\u00fc elinde tutuyor. G\u00fcney Koreli firma s\u0131ralamalar\u0131 \u00c7ar\u015famba g\u00fcn\u00fc yay\u0131mlad\u0131.<\/p>\n<h2>K\u00fcresel pazar: 608,5 GWh ve art\u0131yor<\/h2>\n<p>\u0130lk yar\u0131da t\u00fcketilen 608,5 GWh, y\u0131ll\u0131k bazda ,0'l\u0131k bir art\u0131\u015f\u0131 temsil ediyor; bu tempo, d\u00f6nemdeki k\u00fcresel EV sat\u0131\u015f b\u00fcy\u00fcmesini rahat\u00e7a geride b\u0131rakt\u0131. Baz\u0131 pazarlar yava\u015flasa da, ortalama paket boyutlar\u0131n\u0131n b\u00fcy\u00fcmesi ve daha uzun menzilli ara\u00e7lara ge\u00e7i\u015f nedeniyle batarya kurulumlar\u0131 artmaya devam etti.<\/p>\n<p>D\u00fcnyan\u0131n en b\u00fcy\u00fck batarya \u00fcreticisi CATL, d\u00f6nemde 242,7 GWh kurulum kaydederek y\u0131ll\u0131k bazda ,3 art\u0131\u015fla ,9 pay elde etti; bu oran bir \u00f6nceki y\u0131l ,2'ydi. BYD, k\u00fcresel pay\u0131 ,0'den ,4'e gerilerken yaln\u0131zca %1,6 art\u0131\u015fla 87,7 GWh ile ikinci s\u0131rada yer ald\u0131.<\/p>\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/bydcarchina.com\/wp-content\/uploads\/2026\/08\/battery-china-june.jpg\" alt=\"2026 ilk yar\u0131s\u0131nda tedarik\u00e7iye g\u00f6re k\u00fcresel EV batarya pazar pay\u0131 grafi\u011fi\" \/><figcaption>2026 ilk yar\u0131s\u0131nda tedarik\u00e7iye g\u00f6re k\u00fcresel EV batarya pazar pay\u0131 grafi\u011fi<\/figcaption><\/figure>\n<p>Kaynak: CnEVPost (SNE Research verileri)<\/p>\n<h2>\u0130lk 10 s\u0131ralamas\u0131<\/h2>\n<p>\u0130lk yar\u0131da yedi \u00c7inli \u015firket d\u00fcnyan\u0131n en b\u00fcy\u00fck 10 batarya tedarik\u00e7isi aras\u0131nda yer ald\u0131 ve toplam ,4 pay elde etti; bu, y\u0131ll\u0131k bazda 1,5 puanl\u0131k art\u0131\u015f anlam\u0131na geliyor. Tam ilk 10:<\/p>\n<ul>\n<li>CATL: 242,7 GWh, ,9 pay<\/li>\n<li>BYD: 87,7 GWh, ,4<\/li>\n<li>LG Energy Solution: 52,6 GWh, %8,6<\/li>\n<li>CALB: 31,2 GWh, %5,1<\/li>\n<li>Gotion High-tech: 28,0 GWh, %4,6<\/li>\n<li>Panasonic: 22,7 GWh, %3,7<\/li>\n<li>Eve Energy: 20,9 GWh, %3,4<\/li>\n<li>SK On: 19,0 GWh, %3,1<\/li>\n<li>Svolt: 15,7 GWh, %2,6<\/li>\n<li>Sunwoda: 14,5 GWh, %2,4<\/li>\n<\/ul>\n<p>SK On, kurulumlarda d\u00fc\u015f\u00fc\u015f kaydeden tek ilk 10 tedarik\u00e7isi oldu; hacim y\u0131ll\u0131k bazda %6,7 azald\u0131. SNE Research, d\u00fc\u015f\u00fc\u015f\u00fc Kuzey Amerika ve Avrupa'daki baz\u0131 m\u00fc\u015fterilerin EV sat\u0131\u015f ve \u00fcretim planlar\u0131ndaki ayarlamalara ba\u011flad\u0131.<\/p>\n<p>\u0130lk 10'un d\u0131\u015f\u0131nda pazar par\u00e7al\u0131 kalmaya devam ediyor ve SNE'nin verileri Samsung SDI gibi b\u00f6lgesel tedarik\u00e7ilerin pay kaybetti\u011fini g\u00f6steriyor. Samsung SDI'nin \u00c7in d\u0131\u015f\u0131 pazarlardaki kurulumlar\u0131 y\u0131ll\u0131k bazda ,0 d\u00fc\u015f\u00fc\u015fle 10,5 GWh'ye geriledi; BMW, Audi ve Rivian'a tedarik sa\u011flamaya devam etse de bu, premium otomobil \u00fcreticilerine tedarik sa\u011flaman\u0131n art\u0131k \u00c7in \u00f6l\u00e7e\u011fine ayak uydurmak i\u00e7in yeterli olmad\u0131\u011f\u0131n\u0131 hat\u0131rlat\u0131yor.<\/p>\n<h2>CATL ile BYD: Ayr\u0131\u015fan b\u00fcy\u00fcme<\/h2>\n<p>\u0130ki \u00c7inli dev birlikte k\u00fcresel EV batarya pazar\u0131n\u0131n yar\u0131s\u0131ndan fazlas\u0131n\u0131 kontrol ediyor, ancak ilk yar\u0131da y\u00f6r\u00fcngeleri keskin bi\u00e7imde ayr\u0131\u015ft\u0131. CATL ,3 b\u00fcy\u00fcyerek pazardan daha h\u0131zl\u0131 ilerledi; BYD'nin kurulumlar\u0131 ise yaln\u0131zca %1,6 artt\u0131.<\/p>\n<h3>BYD'nin pay d\u00fc\u015f\u00fc\u015f\u00fc bir i\u00e7 pazar hik\u00e2yesi<\/h3>\n<p>BYD'nin k\u00fcresel pay\u0131 esas olarak i\u00e7 batarya i\u015findeki daha yava\u015f b\u00fcy\u00fcme nedeniyle 2,6 puan d\u00fc\u015ft\u00fc; grupta CATL ve otomobil \u00fcreticilerine sat\u0131\u015f yapan di\u011fer \u00c7inli h\u00fccre \u00fcreticileriyle rekabet ya\u015fan\u0131yor. BYD'nin bataryalar\u0131 \u00f6ncelikle kendi ara\u00e7lar\u0131nda kullan\u0131l\u0131yor, dolay\u0131s\u0131yla batarya b\u00fcy\u00fcmesi geni\u015f pazardan \u00e7ok kendi NEV sat\u0131\u015flar\u0131n\u0131 takip ediyor.<\/p>\n<h3>\u00c7in d\u0131\u015f\u0131nda BYD h\u0131zlan\u0131yor<\/h3>\n<p>\u00c7in d\u0131\u015f\u0131nda tablo de\u011fi\u015fiyor. BYD ilk yar\u0131da 28,2 GWh kurulum yaparak y\u0131ll\u0131k bazda ,9 artt\u0131; pay\u0131n\u0131 %7,9'dan ,5'e y\u00fckseltti ve \u00c7in d\u0131\u015f\u0131nda 90,5 GWh ekleyerek ,6 paya ula\u015fan CATL'in ard\u0131ndan \u00fc\u00e7\u00fcnc\u00fc s\u0131raya yerle\u015fti. Bu yurt d\u0131\u015f\u0131 b\u00fcy\u00fcme, ara\u00e7lar\u0131 daha fazla pazara yay\u0131l\u0131rken BYD'nin batarya i\u015finin daha k\u00fcresel hale geldi\u011finin i\u015fareti.<\/p>\n<h3>LG Energy Solution'\u0131n b\u00fcy\u00fcme gerili\u011fi<\/h3>\n<p>\u00c7inli olmayan en b\u00fcy\u00fck tedarik\u00e7i LG Energy Solution, %8,4 b\u00fcy\u00fcyerek 52,6 GWh'ye ula\u015ft\u0131 ancak yine de pay kaybederek %9,6'dan %8,6'ya geriledi. M\u00fc\u015fteri listesinde Tesla, Hyundai Motor Group, GM ve Volkswagen yer al\u0131yor; ancak genel pazar o kadar h\u0131zl\u0131 b\u00fcy\u00fcyor ki, sa\u011flam mutlak b\u00fcy\u00fcme bile \u00c7inli rakiplere kar\u015f\u0131 pay\u0131 korumaya yetmiyor.<\/p>\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/bydcarchina.com\/wp-content\/uploads\/2026\/08\/blade-battery-pack.jpg\" alt=\"Bir batarya paketi i\u00e7inde LFP blade h\u00fccreler\" \/><figcaption>Bir batarya paketi i\u00e7inde LFP blade h\u00fccreler<\/figcaption><\/figure>\n<p>Kaynak: Wikimedia Commons (kamu mal\u0131)<\/p>\n<h2>\u0130lk 10'da yedi \u00c7inli tedarik\u00e7i<\/h2>\n<p>\u00c7inli tedarik\u00e7iler art\u0131k ilk 10 pozisyonun yedisini elinde tutuyor; bu yo\u011funla\u015fma t\u00fcm sekt\u00f6r i\u00e7in sonu\u00e7lar do\u011furuyor. Daha k\u00fc\u00e7\u00fck \u00c7inli \u00fcreticiler yurt d\u0131\u015f\u0131nda daha da dik b\u00fcy\u00fcme kaydetti: Gotion'un \u00c7in d\u0131\u015f\u0131 hacmi 1,5, Svolt'un 6,0, CALB'nin ,5 ve Eve Energy'nin 1,5 artt\u0131.<\/p>\n<p>\u00c7in d\u0131\u015f\u0131nda toplam kurulumlar ilk yar\u0131da 269,0 GWh'ye ula\u015farak ,3 artt\u0131 ve \u00c7inli tedarik\u00e7iler Avrupa ile di\u011fer b\u00f6lgelere daha fazla a\u00e7\u0131l\u0131rken k\u00fcresel pazar\u0131 geride b\u0131rakt\u0131.<\/p>\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/bydcarchina.com\/wp-content\/uploads\/2026\/08\/byd-blade-battery-iaa-2023.jpg\" alt=\"M\u00fcnih&#039;teki IAA Summit 2023&#039;te sergilenen BYD blade bataryalar\u0131\" \/><figcaption>M\u00fcnih'teki IAA Summit 2023'te sergilenen BYD blade bataryalar\u0131<\/figcaption><\/figure>\n<p>Kaynak: Wikimedia Commons (CC BY-SA 4.0)<\/p>\n<h2>BYD'nin batarya i\u015fi neden \u00f6nemli<\/h2>\n<p>Al\u0131c\u0131lar ve ithalat\u00e7\u0131lar i\u00e7in veriler, batarya tedarik zincirinin ne kadar yo\u011funla\u015fm\u0131\u015f kald\u0131\u011f\u0131n\u0131 ve BYD'nin kendi b\u00fcnyesindeki <a href=\"https:\/\/bydcarchina.com\/tr\/byd-bicak-bataryasi\/\">B\u0131\u00e7ak Ak\u00fc<\/a> \u00fcretiminin neden \u00f6nemli oldu\u011funu g\u00f6steriyor. BYD'nin bataryalar\u0131 <a href=\"https:\/\/bydcarchina.com\/tr\/nev-nedir\/\">NEV<\/a> de\u011fer \u00f6nerisinin temel bir par\u00e7as\u0131 ve daha h\u0131zl\u0131 yurt d\u0131\u015f\u0131 b\u00fcy\u00fcmesi, i\u00e7 pazarda rekabet yo\u011funla\u015f\u0131rken grubun teknolojisini \u00c7in d\u0131\u015f\u0131nda giderek daha fazla paraya \u00e7evirdi\u011fini g\u00f6steriyor.<\/p>\n<p>H\u0131zl\u0131 \u015farj\u0131 destekleyen ikinci nesil Blade Battery'nin yeni modellerde yayg\u0131nla\u015fmas\u0131yla BYD'nin h\u0131zl\u0131 \u015farjdaki teknoloji liderli\u011fini geni\u015fletmesi bekleniyor. Batarya performans\u0131 \u2014 enerji yo\u011funlu\u011fu, \u015farj h\u0131z\u0131 ve g\u00fcvenlik \u2014 EV pazar\u0131ndaki en g\u00fc\u00e7l\u00fc farkl\u0131la\u015ft\u0131r\u0131c\u0131lardan biri olmay\u0131 s\u00fcrd\u00fcr\u00fcyor ve hem CATL hem de BYD bunu premium konumland\u0131rmay\u0131 savunmak i\u00e7in kullan\u0131yor.<\/p>\n<h2>Tedarik kararlar\u0131 i\u00e7in ne anlama geliyor<\/h2>\n<p>\u0130thalat\u00e7\u0131lar ve bayiler i\u00e7in tedarikin bir avu\u00e7 \u00c7inli \u00fcreticide yo\u011funla\u015fmas\u0131, bulunabilirlikten fiyatlama g\u00fcc\u00fcne kadar her \u015feyi etkiliyor. EV veya batarya tedarik eden al\u0131c\u0131lar, ithal ettikleri modelleri hangi h\u00fccre tedarik\u00e7ilerinin destekledi\u011fini takip etmeli; \u00e7\u00fcnk\u00fc batarya se\u00e7imi menzili, \u015farj h\u0131z\u0131n\u0131 ve ikinci el de\u011ferini giderek daha fazla belirliyor.<\/p>\n<h2>Bundan sonra ne izlemeli?<\/h2>\n<p>S\u0131radaki kilometre ta\u015flar\u0131, 2026 tam y\u0131l s\u0131ralamalar\u0131, BYD'nin h\u0131zl\u0131 \u015farjl\u0131 ikinci nesil Blade Battery'sinin \u00fcretim art\u0131\u015f\u0131 ve Avrupa ile Kuzey Amerika talebi geli\u015firken yurt d\u0131\u015f\u0131 pay kazan\u0131mlar\u0131n\u0131n s\u00fcr\u00fcp s\u00fcrmeyece\u011fi. CATL'in Avrupa fabrikalar\u0131 devreye girerken \u00c7in d\u0131\u015f\u0131ndaki liderli\u011finin daha da b\u00fcy\u00fcy\u00fcp b\u00fcy\u00fcmeyece\u011fini de izleyin.<\/p>\n<p>Ben BYD Sourcing\u2019den Lucian. Otomotiv sekt\u00f6r\u00fcnde 10 y\u0131l\u0131 a\u015fk\u0131n bir deneyime ve ihracat i\u015flemleri ile g\u00fcmr\u00fck i\u015flemlerinde pratik tecr\u00fcbeye sahip olarak, yurtd\u0131\u015f\u0131 al\u0131c\u0131lar\u0131n \u00c7in men\u015feli elektrikli ara\u00e7lar\u0131 \u2014 \u00f6zellikle BYD modellerini \u2014 hem perakende hem de toptan sat\u0131\u015f i\u00e7in resmi ve do\u011frulanm\u0131\u015f kanallar arac\u0131l\u0131\u011f\u0131yla tedarik etmelerine yard\u0131mc\u0131 oluyorum. <a href=\"https:\/\/bydcarchina.com\/tr\/iletisim\/\">Bize ula\u015f\u0131n<\/a> rekabet\u00e7i bir fiyat teklifi i\u00e7in.<\/p>\n<h2>Kaynaklar<\/h2>\n<ul>\n<li><a href=\"https:\/\/cnevpost.com\/2026\/08\/07\/global-ev-battery-market-share-h1-2026\/\" target=\"_blank\" rel=\"noopener\">2026 ilk yar\u0131s\u0131nda k\u00fcresel EV batarya pazar pay\u0131: CATL ,9, BYD ,4 \u2014 CnEVPost<\/a><\/li>\n<li>CnEVPost'un aktard\u0131\u011f\u0131 SNE Research verileri<\/li>\n<\/ul>","protected":false},"excerpt":{"rendered":"<p>K\u00fcresel EV batarya kullan\u0131m\u0131 2026'n\u0131n ilk yar\u0131s\u0131nda 608,5 GWh'ye ula\u015ft\u0131 ve y\u0131ll\u0131k bazda % artt\u0131. CATL ,9% ve BYD ,4% pay al\u0131rken, \u00c7inli tedarik\u00e7iler toplamda ,4% pay\u0131 elinde tuttu.<\/p>","protected":false},"author":3,"featured_media":2833,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[26],"tags":[],"class_list":["post-2834","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ev-news"],"_links":{"self":[{"href":"https:\/\/bydcarchina.com\/tr\/wp-json\/wp\/v2\/posts\/2834","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bydcarchina.com\/tr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bydcarchina.com\/tr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bydcarchina.com\/tr\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/bydcarchina.com\/tr\/wp-json\/wp\/v2\/comments?post=2834"}],"version-history":[{"count":1,"href":"https:\/\/bydcarchina.com\/tr\/wp-json\/wp\/v2\/posts\/2834\/revisions"}],"predecessor-version":[{"id":2840,"href":"https:\/\/bydcarchina.com\/tr\/wp-json\/wp\/v2\/posts\/2834\/revisions\/2840"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bydcarchina.com\/tr\/wp-json\/wp\/v2\/media\/2833"}],"wp:attachment":[{"href":"https:\/\/bydcarchina.com\/tr\/wp-json\/wp\/v2\/media?parent=2834"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bydcarchina.com\/tr\/wp-json\/wp\/v2\/categories?post=2834"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bydcarchina.com\/tr\/wp-json\/wp\/v2\/tags?post=2834"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}