Korean cell maker; running a sulfide solid-state pilot line (S-line), targeting mass production in 2027.
The best demonstrated cell reaches 410 Wh/kg against 250 for conventional Li-ion — but conventional packs cost $115/kWh, and solid-state has to ride that curve down. No solid-state cell is in a series-production vehicle yet.
GM is selling its 49.99% stake in the New Carlisle, Indiana battery joint venture to Samsung SDI, which takes full control. Both sides had paused construction as US EV demand slowed. Samsung SDI now plans to finish the plant and run it first for energy-storage cells rather than the EV cells it was designed around.
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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