Batteries had a faster production growth rate (+70%) than EV's (+58%) in 2017, as the market became more BEV-oriented and a number of models had their batteries super-sized.
Panasonic continues to lead the charge, but has dropped share, Tesla continues to pull the company boat, but this year it had the help of Toyota, thanks to the Prius Prime, this time with a decently-sized battery (For a PHEV, at least).
With the all-important Model 3 ramp up happening in 2018, expect Panasonic to continue leading throughout the year.
As for BYD, it kept the Second Place, but lost significant market share, due to production constraints, which lead the company to bet more on PHEV models than in their battery-heavy BEV versions.
LG followed the market, mostly thanks to the battery-hungry Chevrolet Bolt, but behind it, CATL was a close Fourth, with the Chinese company jumping two positions in 2017, benefitting from the Chinese PEV rise, namely the BAIC EC-Series.
If the Chinese PEV market continues to grow in 2018 like it did last year, expect CATL to replace LG in the Battery Makers podium, making two Chinese companies in the Top 3.
A small remark, these are provisional numbers, based in some battery-size assumptions (eg, Tesla) and should serve as an indication, not as carved in stone values.