Group 1 - The core viewpoint highlights the declining profitability of major South Korean battery companies, with all three—LG Energy Solution, Samsung SDI, and SK On—projecting operating losses by Q4 2025 [1] - LG Energy Solution is expected to incur a loss of 1.22 trillion KRW in Q4 2025, which could increase to 4.548 trillion KRW without U.S. tax incentives [1] - Samsung SDI anticipates a loss of approximately 300 billion KRW, while SK On expects a loss of 200 billion KRW in the same period [1] Group 2 - In response to these challenges, companies are shifting some production capacity towards the energy storage sector [2] - LG Energy Solution plans to invest 1.4 billion USD to convert its facility in Holland, Michigan, into a dedicated energy storage system production base, aiming to expand its energy storage battery capacity to over 50 GWh by 2026 [2] - Samsung SDI intends to convert part of its electric vehicle production lines in Indiana to produce energy storage batteries, targeting an annual production capacity of 30 GWh by the end of 2027 [2] - SK On will establish a new production line in South Korea with an annual capacity of 3 GWh for lithium iron phosphate batteries for energy storage [2]
韩主要电池企业产能转向储能领域
Ke Ji Ri Bao·2026-01-23 01:14