Applications: EV

Heavy Mobility Key Players - Battery Solutions & Partnerships

In 2025, Heavy Truck EV batteries averaged 358 kWh, Medium Trucks averaged 146 kWh, and Heavy Bus averaged 252 kWh. LFP is the dominant chemistry as OEMs prioritise cycle life and cost. Technology development will see battery life extending to over 1.6M miles, comparable with diesel engine vehicles. CATL dominates the global market, and announced its new TECTRANS LFP battery in 2024, estimated its share at 71% in 2025 at its capital raising. Other significant suppliers including Samsung SDI, Gotion and EVE. A slow down in the US e-truck market has seen the planned 2027 SOP for the JV between Daimler Truck, Paccar, Accelera and EVE, Amplify Cell Technologies delayed until 2028/2029. Battery swapping share in China share reached above 30% in early 2025, and expected to be stable in the near future

CATL Dominates Global Supply

AVERAGE BATTERY SIZES BY SEGMENT 2025

Source: KGP xEV Model Database November 2025, CATL Prospectus

In its 2025 Global Offering prospectus CATL reported it had a 71% share of the e-Truck and 80% of the e-Bus battery market. It expects the share of NEV BEV mainly) CV trucks in China to increase from 13.6% in 2024 to 59.6%in 2030. Total battery demand for heavy CVs would reach 380 GWh in 2030 at these levels. CATL has 4 dedicated battery types for CVs: a. Tianxing LFast Charge/LLong Range: Lifespan of up to 8 years, 0.8 Mkm. b. Tianxing Bus: Lifespan of up to 15 years, 1.5 Mkm. c. ETruck: Lifespan of up to 15 years, 3 Mkm d. Tianxing battery for heavy CVs including construction and mining machinery.

Amplify

Cell

Technologies

Joint-venture between Daimler Truck 30%, PACCAR 30%, Accelera 30%) and EVE 10%. 21GWh capacity plant to start production in 2027, but delayed to 2028, due to market uncertainty.

Extracted from the PDF; charts and images may read imperfectly.