Eight of the top 10 global battery storage system integrators were headquartered in China in 2025, with Chinese firms taking 76% market share, Wood Mackenzie said.
More than 320GWh of BESS capacity was installed last year—up over 50% year on year—while Tesla and Sungrow held the top two spots for a third straight year and BYD jumped five places to No. 3.
BYD’s rise reflected vertical integration, while China’s domestic market accounted for about 85% of Asia-Pacific volume, giving local integrators a powerful home-market base.
Regional positions remained uneven: Tesla led North America, Sungrow topped Europe, and CRRC led APAC, while BYD and Sungrow together captured 87% of the Middle East market.
New policy barriers could reshape that dominance, with US tax-credit rules requiring 55% domestic content from 2026 and 75% by decade’s end, alongside EU measures aimed at cutting reliance on Chinese supply chains.