2025 Market Overview of NMC Cathode Materials
Explore the 2025 market overview of NMC cathode materials, including trends, insights, and top 10 NMC cathode materials maker to provide a clear perspective on the competitive landscape of the NMC cathode materials market.
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1/14/20261 min read
In 2025, the output of single-crystal NMC cathode materials in China is 373,000 tons, with a year-on-year growth of 31.1%. Ni 6 products has successfully gained dominance due to its comprehensive cost advantage. demands for high-nickel and Ni 5 product has continued to decline due to constraints from cost, safety and other factors; It is expected that the market share of the Ni 6 products in 2026 will further expand, continuing to erode the market space of the Ni 5 and High-Nikel products.
Reshine New Material has successfully climbed to the top, relying on its single-crystal high-voltage Ni6 products to gain the leading position with an absolute advantage; Tianjin B&M followed closely behind. Benefiting from the dividends brought by Tesla's new model replacement, L&f's orders recovery, and sales increased from Envision and EVE Energy, lead to a significant growth in production and sales; meanwhile, The output rising simultaneously from Brunp Recycling and Hunan Changyuan Lico benefited from the orders growth from CATL; in addition, Easpring has undertaken some transferred orders from LG, and coupled with its smooth shipments, which lead to sales volume increased; XTC New Energy has also registered an increase in sale due to the robust demand for single-crystal high-voltage materials.
In 2025, the global NMC cathode materials output was 1,075,500 tons, a year-on-year increase of 7.4%. The NMC cathode materials output in China reached to 824,400 tons, a year-on-year growth of 23%;