Tesla(US:TSLA) Sou Hu Cai Jing·2025-11-03 09:29Core Viewpoint - Samsung SDI has secured a 3 trillion KRW (approximately 14.91 billion RMB) order to supply energy storage system batteries to Tesla for a duration of three years [1]. Group 1: Samsung SDI Developments - Samsung SDI has not made any final decisions regarding the Tesla order [3]. - The company recently announced the mass production of the 4695 cylindrical battery, becoming the first in South Korea to produce this specification [3]. - The 4695 battery, with a diameter of 46mm and height of 95mm, is produced at the Cheonan factory and assembled in Vietnam, primarily targeting the micro-mobility market [3]. Group 2: Technological Innovations - Samsung SDI initiated dry electrode verification work on June 18, which is expected to reduce the cost of all-solid-state batteries and enhance manufacturing competitiveness [3]. - The company is actively expanding into the U.S. market, planning to collaborate with General Motors to build a battery factory in Indiana and considering converting some facilities to produce lithium iron phosphate batteries [3]. Group 3: Partnerships and Collaborations - Samsung SDI has signed an agreement with Hyundai Kia to jointly develop high-performance batteries specifically for the robotics industry, addressing the current lack of dedicated batteries in this sector [3].