Korean cell maker; running a sulfide solid-state pilot line (S-line), targeting mass production in 2027.
Samsung SDI returned to operating profit (₩203.8B) after seven straight loss quarters, and LG Energy Solution swung to a Q2 operating profit (~₩113B) from a Q1 loss — both driven by North American ESS shipments plus recovering European EV demand. With CATL's storage-led beat, the quarter confirms the industry's pivot from cars to grid and data-center storage.
In Korea's first government-led AI-based distribution-grid ESS project (₩558.6B over five years; phase one 128MW across 32 lines), Samsung SDI's SBB 1.5 won ~66% of battery volume (~420MWh, 6 of 9 consortiums); LG Energy took 22% — and an operator seat — SK On 12%.
Samsung SDI has reportedly begun supplying cylindrical cells to Taiwan's Simplo Technology for AI data-center battery backup units — a deal reported near ₩2T total with annual volume that could top ₩1T, feeding BBUs bound for US hyperscalers.
A Samsung SDI executive said sample evaluations with multiple global customers drew positive responses on energy density and safety, with mass production targeted for H2 2027 — the first public comments on the program's status.
Forge Nano formed a strategic partnership with Samsung SDI to enable US production of advanced battery cells.
Samsung SDI — Samsung SDI began running a dedicated sulfide solid-state pilot line, shipping sample cells to automakers — the first major maker to move from lab to a pilot production line.
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LG Energy Solution