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| Author | InfoLink |
| Updated | February 13, 2026 |
InfoLink Consulting has released its global energy storage system (ESS) shipment ranking for 2025, based on its energy storage supply chain database.
In 2025, global ESS shipments reached 421.16 GWh, up 75.48% YoY. Through the year, demand across various application scenarios was released simultaneously, with regional markets exhibiting a clear pattern of synchronized growth.
Clear tiering in the ESS segment; cross-sector entry raises the competitive bar
In 2025, the top five global ESS suppliers by shipment volume were Tesla, Sungrow, BYD, Huawei, and CRRC Zhuzhou Institute. Over the full year, the top three manufacturers remained locked in close competition, alternating in the leading position, with market share differences consistently within a narrow margin.
*Source: InfoLink’s Global Energy Storage Supply Chain Database
*InfoLink strives for information comprehensiveness, but manufacturers' official data shall prevail in case of any discrepancies with official data.
*The content of this article is provided solely as a reference for market analysis and trend assessment, and does not constitute any endorsement, evaluation, investment advice, or commercial guarantee regarding any enterprise.
Key market themes for 2025: tiered structure, global operations, and cross-sector expansion.
- Tiered structure: The top ten manufacturers broadly formed a three-tier structure at approximately 40 GWh, 20 GWh, and 10 GWh. The 10 GWh tier largely corresponds to the eighth to twelfth positions, where shipment gaps remain limited and rankings shift roughly quarter by quarter. Continued reshuffling within the top ten remains possible in 2026.
- Global operations: Whether it is U.S.-based players such as Tesla and Fluence establishing integration facilities in Asia, or Chinese leaders such as Sungrow expanding integrated capacity across the EMEA region, globalization has become an industry consensus. Against a backdrop of complex and evolving geopolitical dynamics, reliance on a single manufacturing hub exposes structural vulnerabilities. A strategy of global operations supported by multi-location deployment may enhance resilience to regional policy fluctuations and better meet localized demand, thereby capturing regional growth opportunities.
- Cross-sector expansion: Cross-sector participation continues to gain momentum. Wind and solar majors are extending vertically to pursue integrated wind–solar–storage solutions, while leading lithium battery manufacturers are leveraging manufacturing advantages to expand downstream. Traditional enterprises are also seeking a second growth curve through diversification. As major players enter the integration segment with technological, financial, and channel resources, competitive pressure is likely to intensify further.
The utility-scale market continues to lead demand growth, with the leading player landscape largely unchanged
In 2025, global utility-scale ESS shipments reached 375.25 GWh, up 77.84% YoY. The CR10 stood at 60.64%, indicating a medium-to-high level of market concentration. While leading players are strengthening their scale advantages, competitive dynamics remain fluid.
The top five suppliers were Tesla, Sungrow, BYD, CRRC Zhuzhou Institute, and HyperStrong. Although the top five ranking has remained stable in recent quarters, the competitive landscape is not yet fully consolidated. Ongoing monitoring is advised on midstream players’ vertical integration progress and the strategic repositioning of cross-sector entrants.
*InfoLink strives for information comprehensiveness, but manufacturers' official data shall prevail in case of any discrepancies with official data.
*The content of this article is provided solely as a reference for market analysis and trend assessment, and does not constitute any endorsement, evaluation, investment advice, or commercial guarantee regarding any enterprise.
Residential ESS shipments slightly decline, with Tesla and Huawei out front
In 2025, global residential ESS shipments reached 35.11 GWh, up 75.55% YoY. Although Q4 shipments declined QoQ, volumes remained at a high level.
The top five suppliers were Tesla, Huawei, BYD, Sungrow, and Sigenergy. Among the top ten, shipment volumes were broadly segmented into three tiers: 1–2 GWh, 2–3 GWh, and above 4 GWh.
With new stimulus policies rolling out across several European markets, a regional recovery is anticipated in 2026. This trend will be a key variable for the year, and suppliers with strong local advantages may capitalize on the rebound to reshape competitive dynamics.
*InfoLink strives for information comprehensiveness, but manufacturers' official data shall prevail in case of any discrepancies with official data.
*The content of this article is provided solely as a reference for market analysis and trend assessment, and does not constitute any endorsement, evaluation, investment advice, or commercial guarantee regarding any enterprise.
Based on current project pipelines and shipment targets across manufacturers, InfoLink maintains the forecast of 600 GWh in global ESS system shipments for 2026, with growth expected to remain robust.
However, strong demand cannot mask underlying structural supply-chain imbalances. As a round of price increases unfolds, integrators that cannot effectively align cost control with price pass-through mechanisms may face revenue growth that fails to translate into margin expansion. This has become a critical variable shaping manufacturers’ future viability.
On data sources
The shipment volumes, rankings, and related information presented in this article are based on data verification through regular interviews with upstream and downstream industry players. For companies that did not proactively provide data, InfoLink has made reasonable estimates based on actual market research.
InfoLink strives for information comprehensiveness, but manufacturers' official data shall prevail in case of any discrepancies.
Disclaimer
The content of this article is provided solely as a reference for market analysis and trend assessment, and does not constitute any endorsement, evaluation, investment advice, or commercial guarantee regarding any enterprise. Shipment data and rankings are not necessarily based on information proactively provided by companies; some are derived from third-party sources or InfoLink’s proprietary model estimates.
In the event of any disagreement over the data, the manufacturer’s official disclosure shall prevail. InfoLink reserves the right of final interpretation and explanation of the data sources and research results. Without authorization, no third party may extract or reproduce this content for commercial purposes or quote it in a misleading manner.