Overview
- Tesla retained a 15% share of the global BESS integrator market in 2024, outpacing Sungrow by one percentage point.
- Tesla deployed 9.6 GWh in Q2 2025 and 20 GWh year-to-date, a 48% increase over H1 2024 and on pace for 100 GWh this year.
- Chinese integrators boosted their European market share by 67% year-over-year, with four of the top ten European vendors now based in China.
- Chinese companies’ North American share fell from 23% to 16%, a drop of over 30% driven by U.S.-China geopolitical tensions and heightened trade protectionism.
- Seven of the global top ten BESS integrators are headquartered in China, and vendors are adapting to diverse regional regulations and cost pressures to compete.