1H26 global ESS shipment rankings

InfoLink has released its global energy storage system (ESS) shipment rankings for 1H26. Drawing on its global energy storage supply chain database, InfoLink compiled and organized the shipment performance of ESS suppliers worldwide during H1.

In 1H26, global ESS shipments reached 303.40 GWh, up 83.45% YoY. Residential and C&I ESS shipments from non-Chinese markets accelerated, and utility-scale storage maintained strong growth momentum. Meanwhile, emerging markets outside China, the U.S., and Europe surpassed 20% of global system shipments, with the share potentially rising to around 25% for the full year.
 

Behind-the-meter market gains momentum, reshaping the competitive landscape

In 1H26, the top five global ESS suppliers by shipment volume were BYD, Sungrow, Huawei, Tesla, and HyperStrong. The market is increasingly stratified, while competition within each tier remains intense, creating a landscape of widening gaps between tiers and strong competition within each tier.

Competition landscape in 1H26:

• Four-way race at the top:
  With Tesla’s shipment volume rebounding in Q2, the top tier has evolved into a four-way race. On a full-year basis, however, the competition may still come down to a two-way race between BYD and Sungrow.

• A new order:
  With steady progress in the Chinese market and continued expansion in Europe, HyperStrong overtook CRRC Zhuzhou Institute to enter the global top five.
  Supported by strong residential and C&I storage shipments outside China, Sigenergy and Deye ranked ninth and tenth, respectively. Since the launch of this ranking, this marks the first time that suppliers primarily focused on BTM storage have entered the global top ten.

*Note: Shipment data includes utility-scale energy storage, C&I storage, residential storage, and telecom base station storage.
*Source: InfoLink’s Global Energy Storage Supply Chain Database
*InfoLink strives to provide comprehensive and complete information. However, in the event of any discrepancies, figures officially published by manufacturers take precedence. InfoLink retains final authority to interpret and explain its data sources and research findings.
*The content of this article is provided solely as a reference for market analysis and trend assessment. It does not constitute any endorsement, evaluation, investment advice, or commercial in relation to any company.
 

Utility-scale storage market maintains strong growth, with the top two pulling well ahead

In 1H26, global utility-scale ESS shipments reached 260.33 GWh, up 79.60% YoY. The top five suppliers were BYD, Sungrow, Tesla, Huawei, and HyperStrong. BYD and Sungrow remained closely matched, while maintaining a substantial lead over other suppliers.

In 2H26, as competition among leading Chinese and U.S. system integrators continues to intensify and players consolidate their home-market positions, Europe and the Middle East are expected to become key variables shaping the evolution of the competitive landscape. In terms of application scenarios, energy storage deployment at AI data centers is also a key focus. Some suppliers have secured order backlogs exceeding 10 GWh and have gradually entered the delivery phase.

*Source: InfoLink’s Global Energy Storage Supply Chain Database
*Note: Starting in 2026, the utility-scale storage ranking will release top-five results for Q1 and Q3, and top-ten results for the half-year and full-year periods.
*InfoLink strives to provide comprehensive and complete information. However, in the event of any discrepancies, figures officially published by manufacturers take precedence. InfoLink retains final authority to interpret and explain its data sources and research findings.
*The content of this article is provided solely as a reference for market analysis and trend assessment. It does not constitute any endorsement, evaluation, investment advice, or commercial in relation to any company.

Residential storage market maintains strong growth as the competitive landscape continues to shift

In 1H26, global residential ESS shipments reached 39.07 GWh, up 137.67% YoY. The top five residential ESS suppliers were Fox ESS, Sigenergy, Deye, Huawei, and GoodWe.

In 2H26, competition in the Australian market will remain intense, while the pace of recovery in Europe is likely to become a key variable shaping the competitive landscape of the residential storage market.

Moreover, the growth trajectories of leading suppliers such as Sigenergy and Deye follow a consistent pattern: focused breakthrough in a single market, replication of competitive advantages, and subsequent global expansion. These companies first establish leadership in a core market through strengths in product performance, cost, and customer access, then replicate this proven approach in other regional markets, ultimately transitioning from regional leaders to leading global residential ESS integrators.

*Source: InfoLink’s Global Energy Storage Supply Chain Database
*Note: Starting in 2026, the residential energy storage ranking will release top-five results for Q1 and Q3, and top-ten results for the half-year and full-year periods.
*InfoLink strives to provide comprehensive and complete information. However, in the event of any discrepancies, figures officially published by manufacturers take precedence. InfoLink retains final authority to interpret and explain its data sources and research findings.
*The content of this article is provided solely as a reference for market analysis and trend assessment. It does not constitute any endorsement, evaluation, investment advice, or commercial in relation to any company.

Based on upstream material procurement and integrators’ annual shipment guidance, InfoLink has revised the 2026 global ESS shipment forecast upward to 662 GWh, with the market projected to sustain high growth. Given the volatility and upward trend in upstream bulk material prices in 1H26, which created some disruption to integrators’ costs and shipment schedules, suppliers are advised to strengthen monitoring of raw material prices and supply-demand dynamics, and to continuously optimize procurement and production scheduling to mitigate cost impacts on delivery timelines.
 

As global demand for residential and C&I energy storage grows rapidly, policies and subsidy mechanisms across countries are evolving, and market competition is intensifying. Suppliers are adjusting their shipment strategies and product portfolios in response to changing market conditions.

InfoLink's Global Residential Energy Storage Market and Shipment Database provides quarterly tracking of the global residential and C&I energy storage markets, with comprehensive and timely market information on policies, installations, and supplier shipments. This helps companies stay on top of market dynamics and gain insight into the competitive landscape.

Get a free sample of the Global Residential Energy Storage Market and Shipment Database now: https://www.infolink-group.com/contact

On data sources

The shipment volumes, rankings, and related information presented in this article are based on data verification through regular interviews with upstream and downstream industry players. For companies that did not proactively provide data, InfoLink has made reasonable estimates based on actual market research.

InfoLink strives for information comprehensiveness, but manufacturers' official data shall prevail in case of any discrepancies.
 

Disclaimer

The content of this article is provided solely as a reference for market analysis and trend assessment, and does not constitute any endorsement, evaluation, investment advice, or commercial guarantee regarding any enterprise. Shipment data and rankings are not necessarily based on information proactively provided by companies; some are derived from third-party sources or InfoLink’s proprietary model estimates.

In the event of any disagreement over the data, the manufacturer’s official disclosure shall prevail. InfoLink reserves the right of final interpretation and explanation of the data sources and research results. Without authorization, no third party may extract or reproduce this content for commercial purposes or quote it in a misleading manner.