Core Insights - Samsung SDI is set to sign its first large-scale energy storage battery supply agreement with Tesla, valued at over 3 trillion KRW (approximately 2.1 billion USD or 1.49 billion RMB) [2] - Samsung SDI has been actively expanding its business, recently entering a tripartite agreement with BMW and Solid Power to develop solid-state battery technology [2] Group 1 - The agreement with Tesla marks a significant milestone for Samsung SDI in the energy storage market [2] - The collaboration with BMW and Solid Power focuses on solid-state battery validation, utilizing Solid Power's developed solid electrolyte for higher energy density and safety [2] - The three parties aim to evaluate battery performance based on jointly determined parameters and requirements, with plans to test the batteries in BMW's next-generation validation vehicles [2]

Group 1 - Samsung SDI has reached an agreement with Tesla to supply energy storage system (ESS) batteries worth over 3 trillion KRW (approximately 2.11 billion USD) over three years, although Samsung SDI stated that no final decision has been made [1] - Samsung SDI has formed a strategic partnership with Solid Power and BMW to develop and validate a demonstration vehicle using all-solid-state battery technology, with Solid Power providing sulfide-based solid electrolytes [1] - The company is diversifying its revenue sources by negotiating battery supply collaborations with humanoid robot manufacturers to mitigate the impact of U.S. tariffs and declining global electric vehicle demand [1] Group 2 - Samsung SDI is actively expanding in 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 [2] - The company reported an unexpected operating loss in the third quarter, attributing it to tariffs and declining electric vehicle demand, particularly in North America [2] - Samsung SDI's management expects a "significant improvement" in fourth-quarter earnings due to the growth of its energy storage system business in the U.S., a recovery in European electric vehicle demand, and new opportunities in robotics and artificial intelligence [2]