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Chinese integrators now hold 76% of global BESS market, analysis shows

Published  –  July 24, 2026 12:49 pm BST
John
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Eight of the top 10 integrators worldwide are now headquartered in China as the country continues its dominance of the international battery storage market, latest analysis has revealed.

Firms with roots in the Asian battery tiger nation captured 76% of global market share in 2025, according to energy data analytics firm Wood Mackenzie.

“China has expanded its global BESS footprint at remarkable speed,” Wood Mackenzie said in its 2026 ‘Global energy storage system integrator market share’ report, released on June 29.

Tesla and Sungrow retained the top two positions for the third consecutive year, while China’s BYD advanced five places to claim third.

Jiayue Zheng, senior research analyst, said: “The combined share of the top three integrators fell from 36% in 2024 to 30% in 2025, but this reflects rapid overall market growth and the rise of mid-tier vendors rather than any weakening at the top.”

Tesla retained its leadership in North America, supported by its lithium-based Megapack hardware platform, Autobidder software, and US-based manufacturing.

NextEra Energy entered the top three for the first time, benefiting from its position as a vertically integrated self-integrator insulated from tariff disruption.

Looking ahead, the US ‘One Big Beautiful Bill Act introduces Foreign Entity of Concern (FEOC) compliance thresholds for projects seeking to take advantage of the country’s 48E Investment Tax Credit, with provisions taking effect from this year.

Non-FEOC sourcing requirements start at 55% of project costs in 2026, rising to 75% by 2030, a trajectory that will significantly constrain the ability of Chinese manufacturers to supply into the US market, Wood Mackenzie said.

Meanwhile, Sungrow retained first place in Europe while BYD closed the gap from fifth to second and Huawei entered the top three.

Chinese vendors now occupy all three leading positions. The market is expanding beyond the UK, Germany, and Italy, with Bulgaria, Romania, Belgium, Spain, the Netherlands, and Greece forming a distinct second tier of growth markets.

China-based CRRC topped the regional ranking for the third consecutive year, followed by HyperStrong and Envision and China accounted for roughly 85% of the APAC market.

However, Wood Mackenzie said Southeast Asia emerged as a “meaningful growth frontier”, with the Philippines, Vietnam, Indonesia, Thailand and Malaysia advancing regulatory and procurement frameworks. Australia remained the region’s most accessible market for non-Chinese integrators, given its stringent technical standards and lender preferences.

Chinese integrators have also extended their reach across the Middle East and Latin America.

The United Arab Emirates announced a 5.2GW solar project paired with 19GWh of storage, and Saudi Arabia’s two BESS tender rounds covered a combined 5GW/20GWh.

BYD and Sungrow together captured 87% of the regional market. In Latin America, Chile led with the most mature regulatory framework, as BYD’s total contracted volume with Grenergy reached 6.5GWh across all phases of the Oasis de Atacama project.

Zheng said competition in the global BESS integrator market is shifting from scale alone to a multi-dimensional set of capabilities. Policy compliance, grid-forming technology, software-driven revenue optimisation, and financing support are becoming decisive competitive variables. 

“Integrators that can meet these demands across diverse regulatory environments will build the most durable market positions through the remainder of the decade.”