See also
The future is being made in China. Not all or perhaps even most of the future, but big and important parts. The implications are enormous.
Global Renewable Energy & Power Market Share: China (2020–2025)
| Sector / Technology |
Market Segment / Indicator |
2020 Market Share |
2025 Market Share |
5-Year Dynamics & Trajectory |
| Solar Photovoltaics (PV) |
Module Manufacturing |
~85% |
~88% |
+3% expansion; controls vast majority of global export supply. |
|
Wafers, Ingot & Cell Capacity |
~80% |
80%–95% |
Up to +15% gain; holds ~95% of global wafer processing capacity. |
|
Cumulative Installed Capacity |
~35.5% |
~36.8% |
Maintained ~37% share of all operating global solar capacity. |
| Wind Energy |
Equipment Manufacturing (OEMs) |
~56% |
~78% |
+22% shift; Chinese OEMs claim top global supplier positions. |
|
Annual New Installed Additions |
~50% |
~77% |
+27% growth; accounted for ~130 GW of global additions in 2025. |
| EV & Battery Storage |
Battery Cell Production Capacity |
~65% |
>80% |
+15% expansion; CATL & BYD lead half of global supply. |
|
Grid Battery Storage Capacity |
~35% |
~48% |
Surged to ~144 GW, comprising nearly half of all global installations. |
| Hydro Generation |
Hydro Turbine Manufacturing |
~60% |
>70% |
+10% increase; dominates international turnkey megaprojects. |
| Nuclear Power |
Reactors Under Construction (Global Share) |
~27% |
~45%–50% |
+18% jump; leads global build pipelines with ~35–37 units under construction. |
|
Global Electricity Generation Share |
~13.5% |
~18% |
+4.5% gain; second-largest nuclear power producer globally behind the US. |
| Geothermal Energy |
Ground-Source Heat Pumps (Direct Heating) |
~30% |
~42% |
+12% expansion; world's largest market for direct geothermal space heating. |
|
High-Enthalpy Power Equipment |
<5% |
~8% |
Small share; deep power equipment remains dominated by US, Japanese, and Italian manufacturers. |
China's Global Market Share in EVs (2020–2025)
| Sector / Technology |
Market Segment / Indicator |
2020 Market Share |
2025 Market Share |
5-Year Dynamics & Trajectory |
| Electric Vehicles |
Global Electric Car Manufacturing |
~45% |
~75% |
+30% growth; produced ~16.5M out of ~22M electric vehicles worldwide in 2025. |
|
Global EV Sales Share |
~40% |
~63% |
Represented nearly two-thirds of all global electric car sales by 2025. |
|
Global EV Exports |
~12% |
~40% |
Surged to 2.5M+ exported units in 2025, capturing over 50% of non-US/EU EV imports. |
China's Global Market Share in Drones and Robotics (2020–2025)
| Sector / Technology |
Market Segment / Indicator |
2020 Market Share |
2025 Market Share |
5-Year Dynamics & Trajectory |
| Drones & UAVs |
Consumer & Civilian Camera Drones |
~75% |
>85% |
Market dominance driven by DJI and Autel; controls most global COTS hardware sales. |
|
Commercial & Industrial Drones |
~60% |
~70% |
Widespread adoption across agriculture, infrastructure inspection, and mapping. |
|
Drone Component Supply Chain |
~80% |
~90% |
Dominates production of flight controllers, gimbals, brushless motors, and battery cells. |
| Robotics |
Annual Industrial Robot Installations |
~44% |
>70% |
Absorbed over 70% of new global factory installations; annual domestic stock surged. |
|
Industrial Robot Exports |
5.9% |
~17% |
Nearly tripled global export share, transitioning into a net exporter by 2025. |
|
Humanoid & Service Robot Supply Chain |
<10% |
~35%–90% |
High volume in service units (~35%); controls up to ~90% of global humanoid deployments/parts. |
China's Global Market Share in Open-Weight LLMs (2020–2025)
| Sector / Technology |
Market Segment / Indicator |
2020 Market Share |
2025 Market Share |
5-Year Dynamics & Trajectory |
| Open-Weight LLMs |
Public Open-Weight Model Releases |
~15% |
~40% |
Massive expansion; models like Alibaba's Qwen and DeepSeek captured global open-source mindshare. |
|
Global Open-Weight Inference Volume |
<5% |
>45% |
DeepSeek and Qwen surged to command over 45% of top global open-source developer token requests. |