InfoLink Consulting has published its 2025 global energy storage system shipment rankings, based on data from the company’s Global Energy Storage Supply Chain Database.
Global energy storage system shipments reached 421.16 GWh in 2025, a year-on-year increase of 75.48%. During the year, demand across various application scenarios was released simultaneously, with different regional markets demonstrating a clear pattern of synchronized growth.
01 Tiered System Segments and Cross-Industry Escalation of Competition
The top five global energy storage system suppliers by shipment volume in 2025 were Tesla, Sungrow, BYD Energy Storage, Huawei, and CRRC Zhuzhou Institute. Viewed across the full year, the top three manufacturers were locked in a tight race, frequently trading places at the top, with their market share differentials remaining minimal throughout the year.
*Note: The shipment data covers utility-scale energy storage, commercial & industrial (C&I) energy storage, residential energy storage, and telecom base station energy storage.
*Source: InfoLink Global Energy Storage Supply Chain Database
*While InfoLink strives for comprehensiveness and completeness of information, in the event of any discrepancy with official data, the official figures released by manufacturers shall prevail.
*The content of this article is for market reference and trend analysis only. It does not constitute endorsement, evaluation, investment advice, or commercial guarantee for any entity.
The key themes defining the market for the year were: tiered structure, global operations, and cross-industry participation.
Tiered Structure: The top 10 manufacturers formed a three-tier structure, roughly delineated by shipment volumes of 40 GWh, 20 GWh, and 10 GWh. The 10 GWh tier, approximately corresponding to ranks 8-12, showed limited shipment gaps between players. This competitive landscape could shift quarter by quarter, suggesting potential for significant reshuffling within the top 10 in 2026.
Global Operations: Whether it’s US-based firms (like Tesla and Fluence) “looking east” by establishing assembly factories in Asia, or Chinese giants (like Sungrow) “moving west” by setting up integration capacity in the EMEA region, global expansion has become a consensus in the industry. Amid a complex and volatile geopolitical backdrop, relying on a single manufacturing hub exposes vulnerabilities. By adopting a strategic resilience built on “global operations with multi-point support,” companies aim to mitigate regional policy fluctuations, meet localization requirements, and capture regional market opportunities.
Cross-Industry Participation: A notable trend is the influx of players from other sectors. Renewable energy majors are extending their reach to pursue integrated wind-solar-storage solutions. Lithium battery giants are leveraging their manufacturing advantages downstream, and traditional enterprises are seeking a “second growth curve” through diversification. As these powerful entrants bring multidimensional resources including technology, capital, and channels, competition within the integration segment is expected to intensify further.
02 BESS Market Continues to Drive Growth, Top Tier Remains Relatively Stable
Global BESS shipments reached 375.25 GWh in 2025, achieving a year-on-year growth rate of 77.84%. In terms of market concentration, the CR10 ratio stood at 60.64%, indicating a medium-to-high concentration level where the economies of scale of leading players are becoming evident, while still leaving room for competitive dynamism. The top five BESS suppliers were Tesla, Sungrow, BYD Energy Storage, CRRC Zhuzhou Institute, and Hyperstrong. Although the top five members have remained stable for multiple consecutive quarters, the current competitive landscape is not static. Continued attention is advised on the progress of vertical integration among midstream manufacturers and the adaptation progress of new entrants from other industries.
*Source: InfoLink Global Energy Storage Supply Chain Database
*While InfoLink strives for comprehensiveness and completeness of information, in the event of any discrepancy with official data, the official figures released by manufacturers shall prevail.
*The content of this article is for market reference and trend analysis only. It does not constitute endorsement, evaluation, investment advice, or commercial guarantee for any entity.
The key themes defining the market for the year were: tiered structure, global operations, and cross-industry participation.
03 Residential Storage Shipments See Slight Dip, Tesla and Huawei Maintain Clear Lead
Global residential storage system shipments totaled 35.11 GWh in 2025, a year-on-year increase of 75.55%. Quarterly data showed a sequential decline in Q4 shipments, although volumes remained at a high level. The top five residential storage system suppliers for 2025 were Tesla, Huawei, BYD Energy Storage, Sungrow, and Sigenergy. Based on the shipment volumes of the top 10 manufacturers, they broadly fall into three tiers: 1-2 GWh, 2-3 GWh, and 4 GWh. With the introduction of stimulus policies in several European countries, this regional market is expected to recover in 2026—a trend that will be a key variable influencing the entire year. Manufacturers with an established stronghold in the region could leverage this opportunity to reshape the market landscape.
*Source: InfoLink Global Energy Storage Supply Chain Database
*While InfoLink strives for comprehensiveness and completeness of information, in the event of any discrepancy with official data, the official figures released by manufacturers shall prevail.
*The content of this article is for market reference and trend analysis only. It does not constitute endorsement, evaluation, investment advice, or commercial guarantee for any entity.
The key themes defining the market for the year were: tiered structure, global operations, and cross-industry participation.
Based on companies’ project pipelines and shipment targets, InfoLink maintains its forecast of 600 GWh for global energy storage system shipments in 2026, projecting the market will sustain high growth rates. However, this high-growth outlook cannot mask underlying concerns regarding supply chain imbalances. Should a new wave of price increases emerge, integrators unable to establish a closed loop between cost control and price pass-through mechanisms may face the dilemma of “revenue growth without profit expansion.” This has become a critical factor determining the future viability of manufacturers.
Source: WeChat Official Account——InfoLink
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