Producer
Contemporary Amperex Technology Co. Limited
World's largest EV and grid storage battery maker. 45% share of Chinese EV battery market in 2024; dominant LFP grid storage manufacturer. Has US supply relationships via Ford, BMW; building factory in Michigan via LRS JV (subject to political uncertainty).
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Inputs supplied
4
Goods downstream
5
Facilities
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Stories
What they make
5 inputs Contemporary Amperex Technology Co. Limited supplies
Click an input to see every good that depends on it, every country that produces it, and every other company in the supply chain.
manufactured
Sodium-Ion Battery Cells (Na-ion, No Lithium/Cobalt/Nickel) →
manufactured
Grid-Scale Battery Storage (LFP/Li-ion) →
manufactured
Lithium-ion battery cells (prismatic, cylindrical, pouch) →
manufactured
Grid-Scale Battery Storage (LFP Lithium Iron Phosphate) →
manufactured
Lithium-Ion Battery Cells →
Where it shows up
Goods downstream
Essential goods that depend on something Contemporary Amperex Technology Co. Limited makes, pick one to see the full supply chain.
Where they make it
5 facilities
CATL -- Erfurt, Thuringia, Germany (European Gigafactory) →
DEErfurt, Thuringia, Germany · manufacturing_plant
CATL first overseas gigafactory; Erfurt, Germany. Opened 2023 for BMW, Volkswagen, Stellantis cell supply. 14 GWh initial capacity; approved for 60 GWh eventual scale. CATL Erfurt being Chinese-owned battery gigafactory in Germany raised national security debates about EU critical infrastructure. Became focal point of "CATL as foreign entity of concern" debate in Europe.
CATL Ningde -- Na-Ion Cell Production Line →
CNNingde, Fujian Province, China · manufacturing_plant
CATL launched world's first mass-produced sodium-ion battery (Second Generation Na-Ion, 2023) from its Ningde Fujian facilities. Uses Prussian White (sodium iron hexacyanoferrate) cathode + hard carbon anode. First commercial deployment in Chery Seagull EV. CATL estimates Na-ion could reach 30% cost reduction vs LFP for low-range EV applications. ~60% of global Na-ion commercial production as of 2024.
CATL Ningde Fujian Battery Factory →
CNNingde, Fujian, China · manufacturing
World's largest lithium-ion battery manufacturer; primary CATL production base; supplies EV batteries (Tesla, BMW, VW) and smartphone/consumer electronics cells; ~37% global EV battery market share
CATL Ningde Gigafactory (Base Site) →
CNFujian · manufacturing
CATL's original and largest battery manufacturing complex in Ningde, Fujian; multiple GWh-scale production buildings; produces LFP and NCM cells for grid storage and EV markets
CATL Ningde Headquarters Battery Manufacturing →
CNNingde, Fujian, China · manufacturing_plant
CATL's original and flagship EV battery manufacturing complex; ~100 GWh/yr capacity across Ningde campus; supplies Tesla (Shanghai factory), BMW, VW, NIO, and Chinese domestic brands; CATL also operates factories in Germany (Erfurt) and has partnerships for US production (Ford LFP deal)
What else they do
Business segments
The company's full revenue map, where this supply-chain role fits within their broader business.
EV Battery Cells & Packs (LFP / NMC)
55%Grid-Scale Energy Storage (LFP)
25%Sodium-Ion Batteries (SIB) — Emerging
5%Battery Materials & Mining
10%Battery Management Systems & Software
5%
Intelligence
What's known
Sourced claims about this company's role in supply chains, chokepoints, concentration, incidents, dual-use connections.
Did you know2022
CATL, the world's largest lithium-ion battery manufacturer (37% global market, 45% Chinese market), is simultaneously the world's first commercial producer of sodium-ion batteries — batteries that contain NO lithium, cobalt, or nickel. CATL's SIB uses Prussian white cathodes (iron-manganese compounds) and hard carbon anodes, requiring only sodium, iron, manganese, carbon, and aluminum — materials available globally without the geographic concentration risks of lithium (Chile/Australia/China), cobalt (DRC), and nickel (Indonesia/Russia). The company that created the greatest global demand for lithium supply chains is also building the technology that could make those supply chains obsolete. CATL is simultaneously the dominant incumbent in lithium-ion AND the leader of its potential successor chemistry.
Contemporary Amperex Technology Co. Limited ↗Capacity2025
CATL's 2024 annual production capacity reached 646 GWh — the highest of any battery manufacturer in history. CATL deployed 339.3 GWh in 2024 (31.7% growth, 37.9% global market share). Unutilized capacity at 646 GWh vs. 339.3 GWh deployed means CATL is running at ~52% utilization — it could nearly double output without new capital investment, a structural advantage that suppresses global battery prices and makes it nearly impossible for Western entrants to compete on cost. CATL also holds over 4,000 battery-related patents globally.
Carbon Credits ↗Origin2023
Contemporary Amperex Technology Co. Limited (CATL) was founded in 2011 in Ningde, Fujian by Robin Zeng — a former BYD engineer. CATL's defining strategic bet was mastering LFP (lithium iron phosphate) chemistry at a time when Western automakers and analysts considered LFP inferior to NMC (nickel manganese cobalt). CATL proved LFP's cost-effectiveness for mass-market EVs and drove its adoption globally, growing from a smartphone battery subcontractor to the world's largest EV battery company (37% global market share) in 13 years. The bet on a chemistry dismissed by the West became CATL's core competitive advantage.
Contemporary Amperex Technology Co. Limited ↗