换赛道，韩国电池制造商押注机器人

Core Viewpoint - The decline in electric vehicle sales in South Korea has prompted local battery manufacturers to explore opportunities in the robotics sector, particularly in high-quality battery production for humanoid robots, despite the smaller market size compared to electric vehicles [1][2]. Group 1: Company Developments - LG Energy Solution is actively engaging with six leading global tech companies regarding next-generation robot battery specifications and production timelines [1]. - Samsung SDI has signed a memorandum of understanding with Hyundai Motor Group to develop batteries optimized for robots, while also facing significant losses due to declining electric vehicle sales [1]. - Samsung SDI's energy storage system battery division achieved record sales, which helped reduce its losses by approximately half compared to the previous quarter [1]. Group 2: Market Insights - The robotics market presents an attractive opportunity for battery manufacturers, with potentially higher profit margins and more customized solutions compared to electric vehicles [2]. - Analysts predict that the average selling price of robot batteries will be significantly higher, ranging from $200 to $350 per kilowatt-hour by 2030, compared to $80 to $120 per kilowatt-hour for electric vehicle batteries [2]. - The robot battery market is expected to reach a size of 1 to 3 gigawatt-hours by 2030, which is considerably smaller than the electric vehicle market projected at 1,647 gigawatt-hours [2].