From ESS News
InfoLink’s latest ranking, drawn from its energy-storage supply-chain database, shows global ESS shipments reached 286.35 GWh in 1Q–3Q 2025, with volumes exceeding 100 GWh in a single quarter for the first time in Q3. Market concentration remained high: the top ten suppliers (CR10) accounted for roughly 60% of shipments, indicating the emergence of a clear leading cohort even as no single company has achieved dominance.
Across all ESS system shipments, the top five suppliers were Tesla, Sungrow, BYD, CRRC Zhuzhou Institute and Huawei. InfoLink characterizes competition among the top three as “fierce”, noting that while they maintain a clear lead in market share, their internal ranking has been reshuffled and is likely to keep shifting through 2026.
To continue reading, please visit our ESS News website.
This content is protected by copyright and may not be reused. If you want to cooperate with us and would like to reuse some of our content, please contact: editors@pv-magazine.com.
By submitting this form you agree to pv magazine using your data for the purposes of publishing your comment.
Your personal data will only be disclosed or otherwise transmitted to third parties for the purposes of spam filtering or if this is necessary for technical maintenance of the website. Any other transfer to third parties will not take place unless this is justified on the basis of applicable data protection regulations or if pv magazine is legally obliged to do so.
You may revoke this consent at any time with effect for the future, in which case your personal data will be deleted immediately. Otherwise, your data will be deleted if pv magazine has processed your request or the purpose of data storage is fulfilled.
Further information on data privacy can be found in our Data Protection Policy.