Who shipped the most BESS cells and systems in H1 2026?

Global battery energy stationary storage (BESS) industry witnessed explosive growth in H1 2026, with both cell and system-level shipments nearly doubling compared to H1 2025. This has been driven by both booming global demand for grid-scale and residential storage.

"Beyond the robust headline growth, the market is undergoing profound structural differentiation," said Benchmark BESS analyst Calvin Xu. "This includes diverging concentration trends between cell manufacturing and system integration, reshuffled enterprise rankings, and intensified mid-tier competition, marking a critical shift from scale expansion to stratified competition across the industrial chain."

Which companies shipped the most BESS cells?

At the cell shipment end, the sector maintains high industrial concentration and absolute dominance of Chinese suppliers, alongside a gradual decline in market monopolisation. In H1 2026, global BESS cell shipments exceeded 490GWh, nearly doubling compared to H1 last year, as tracked by Benchmark’s BESS Service.

The global top 10 cell vendors, all Chinese enterprises, captured 83.3% of total shipments in H1 2026, yet their combined market share dipped 6.3 percentage points y-o-y.

CATL led with a 22.0% market share, broadly flat versus 21.7% in H1 2025, though its shipments doubled y-o-y. HiTHIUM ranked second place with a 10.2% share, posting 63.5% y-o-y shipment growth. EVE Energy took the third place at 9% market share with 54.9% y-o-y shipment growth.

BYD Energy Storage climbed from sixth last year to fourth, holding a 6.7% market share and delivering 83.3% y-o-y shipment growth. Cornex rose from the seventh to fifth with a 6.5% share and 116% y-o-y shipment expansion. Notably, Ganfeng Lithium re-entered the top 10 league with 250% growth. Great Power also achieved over 200% y-o-y growth, driven largely by demand for its residential storage cells.

Players outside the top 10 captured 16% of the market, representing a 6.3 percentage point rise y-o-y. Tier-2 battery suppliers are gradually gaining greater market traction. Following the top 10, Sunwoda, Gotion High-Tech, LG ES Vertech, Pengcheng Infinite, Samsung SDI and others all have tighter gaps between each other.

Which companies shipped the most BESS systems?

The BESS system integration market showed far lower concentration than BESS cell manufacturing. Global BESS system shipments reached approximately 313GWh in H1 2026, representing a 93% y-o-y increase.

The global top 10 system integrators accounted for 60% of total shipments, down 16.8 percentage points y-o-y. Among these top 10 system integrators, Tesla is the only non-Chinese company.

BYD Energy Storage maintained its leading position carried over from full-year 2025, ranking first in H1 2026 with a 9.1% market share, basically flat y-o-y. Its shipments rose 96.6% y-o-y, jumping from fifth place in H1 2025 to first place. Sungrow Power ranked the second with an 8.8% market share, a drop of 5.4 percentage points y-o-y, while its shipments grew 19.6% y-o-y. CATL took the third place with an 8% share, down 1.6 percentage points y-o-y, with shipment growth of 68.5%.

Tesla fell out of the top three for the first time, holding a 7.1% market share, a 5.2-percentage-point decline y-o-y, even with shipments up 11.5%. Tesla’s CFO stated the company’s full-year energy-storage deployments for 2026 are still expected to exceed the 2025 figure.

HyperStrong secured the fifth place with a 7% market share, broadly unchanged from last year, supported by 83.3% y-o-y shipment growth. The company set a management-stated 2026 system shipment target of 70GWh, which represents more than doubling versus its 2025 shipments.

Notably, Sigenergy, a leading commercial and industrial (C&I) and residential storage player, entered the top-10 ranking for the first time. This performance was driven by its strong momentum in overseas BTM markets and an agreement with Oman Electricity Transmission Company for a giga-scale project in Duqm, proving that overseas expansion and large-scale project execution are core drivers reshaping the system integration landscape.

Players outside the top 10 captured 39.8% of the market, up 16.8 percentage points y-o-y. Given the relatively low technical barriers for energy-storage system integration, alongside new entrants from the PV and electrical equipment sectors, the market share held by leading integrators is gradually eroding. Competition is fierce among players ranked 10th to 15th. A considerable number of firms registered shipments in the 4–5GWh range, including Fluence, Goldwind, Trina Storage, StarCharge and Robestec.

"The global energy storage market has now formed a clear three-tier pattern," Xu said. "Stable top-tier leaders, fast-growing second-tier vendors, and crowded mid-tier competitors. Sustained market fragmentation and full-spectrum competition is expected to remain the industry’s long-term trend."