In the BEV market, vehicles using BYD’s 125-140Wh/kg battery packs accounted for approximately 125k units, while those with 140-160Wh/kg packs reached 77k units, with the PHEV/EREV market dominated by <125Wh/kg battery packs at around 256k units.

Compared to the same period last year, BYD’s internal battery usage share decreased to 78.7% in the first two months of 2025, while its supply to other manufacturers reached 21.3%. Among these external customers, XPeng and Onvo ranked top two in terms of battery usage.

In the top ten rankings of model battery usage, XPeng’s MONA m03 ranks first with a usage of 1.8 GWh, accounting for a high proportion of 11.5%. Onvo’s L60 ranks sixth with a usage of 0.7 GWh, accounting for 4.4%. The remaining models in the list are all under BYD.