96亿元！三星SDI签订磷酸铁锂储能大单！

Core Viewpoint - Samsung SDI has signed a contract worth over 2 trillion Korean won (approximately 13.6 billion USD or 96.2 billion RMB) for lithium iron phosphate (LFP) energy storage batteries with a U.S. customer, marking a significant shift towards LFP technology in the industry [1][2]. Group 1 - Samsung SDI's U.S. subsidiary will deliver LFP batteries starting in 2027 for three years [1]. - The customer is an unnamed U.S. energy infrastructure development and operation company [1]. - The LFP batteries will be integrated into the SBB 2.0 energy storage system, which is a 20-foot containerized solution that includes batteries and fire safety equipment [1]. Group 2 - The SBB 2.0 system represents Samsung SDI's first use of square LFP batteries, indicating a strategic shift from ternary batteries to LFP batteries among Korean battery manufacturers [1]. - Samsung SDI aims to leverage the cost competitiveness of LFP materials while enhancing energy density through differentiated materials and processing technologies [1]. - The square LFP batteries will be produced by modifying existing production lines at Samsung SDI's U.S. factory [1][2].