SNE Research data shows Chinese suppliers dominate global battery materials market
According to Huxiu, SNE Research data show Chinese suppliers dominate the global battery materials market in Q2 2026: 95.7% for negative electrodes, 91.5% for separators, and 89.2% for electrolytes. Korea’s shares are 1.9%, 2.7%, and 6.4%, with Japan also in the single digits. Outside China, demand for anodes grew nearly 30%, electrolytes nearly 40%, and separators over 40% in the first seven months, while overseas material demand increasingly flowed to Chinese suppliers; LG Energy Solution, SK On, and Samsung SDI together held 27.2% in that period.
Key facts
- 01China holds 95.7% of global negative electrode materials, 91.5% of separators, and 89.2% of electrolytes in Q2 2026 (SNE Research).
- 02Korean shares are 1.9% (negative electrode), 2.7% (separator), and 6.4% (electrolyte).
- 03First seven months outside China: anode demand up ~30%, electrolyte up ~40%, separator up over 40%.
- 04Overseas material demand is not favoring Japanese/Korean firms but Chinese suppliers; LG Energy Solution, SK On, and Samsung SDI together held 27.2% in that period.
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- 90%：韩国电池越出海，中国材料越赚钱 · 虎嗅