Samsung SDI vows to overcome EV challenges via ESS and robots

The head of Samsung SDI's research center stated on March 11 at the opening of InterBattery 2026 in Seoul that the company plans to overcome electric vehicle industry slowdowns through opportunities in energy storage systems and robotics. Joo Yong-lak emphasized that the battery industry will lead growth in ESS, robots, and urban air mobility sectors. The event, South Korea's largest battery trade show, features nearly 670 firms from 14 countries.

InterBattery 2026 opened on March 11 at the Coex Convention Center in Seoul for a three-day run. Hosted by the Ministry of Trade, Industry and Resources, the event features nearly 670 firms from 14 countries, including the United States, Australia, Germany, China, and Japan, operating more than 2,300 booths. It provides a venue to discuss the expansion of renewable energy and energy storage systems, as well as battery applications in defense, robotics, and urban air mobility, while addressing responses to U.S. tariff schemes and European Union battery regulations.

Vice Industry Minister Moon Shin-hak said at the opening ceremony, "The Korean battery industry is currently facing challenges from a chasm in the electric vehicle market and global trade uncertainties, as well as opportunities from the growth of new demand and restructuring of supply chains," pledging government support for domestic firms' overseas expansions.

Joo Yong-lak, executive vice president and head of Samsung SDI's R&D center, remarked in his speech, "The battery industry has become a key growth engine leading the ESS, robot and urban air mobility sectors beyond EVs." He added, "We plan to proactively find innovative technologies that will lead the transformation of the future energy market and continue to bolster our technology competitiveness," noting efforts to meet demand from the artificial intelligence segment.

According to Joo, the global ESS market is expected to reach 1,232 gigawatt-hours, tripling from 399 GWh in 2024. Robot industry demand will grow from 0.03 GWh in 2025 to 1.4 GWh in 2030, while urban air mobility demand is projected to rise from 3.7 GWh in 2030 to 68 GWh in 2035. Samsung SDI displayed a pouch-type all-solid-state battery prototype for physical AI applications, with mass production slated for the second half of 2027.

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Realistic illustration of Tesla Megapack and Samsung SDI batteries representing a reported $2.1 billion deal for energy storage systems.
AIによって生成された画像

テスラ、Samsung SDIとの21億ドルのバッテリー契約に合意したと報じられる

AIによるレポート AIによって生成された画像

テスラは、Samsung SDIと30億ドル相当の契約を結び、3年間にわたりエネルギー貯蔵システム向けのバッテリーを供給すると報じられている。この契約はMegapackやPowerwallなどの製品に焦点を当て、電気自動車には向けられていない。Samsung SDIは、まだ何も確定していないと述べた。

Samsung Electronics Chairman Lee Jae-yong returned to Seoul on Friday from a business trip to Europe. He likely held meetings with European carmakers on battery cooperation. He arrived at Gimpo International Airport with Samsung SDI CEO Choi Joo-sun.

AIによるレポート

テスラは2025年第4四半期にエネルギー貯蔵の展開で過去最高の14.2 GWhを報告、前年比29%増となったが、電気自動車の納車は16%減少した。同社のエネルギー事業、特にPowerwallとMegapack製品は強い成長と利益率を示し続けている。CEOのイーロン・マスクは、エネルギー貯蔵と太陽光統合の長期的な可能性を強調した。

Chinese carmakers sold more than 2.6 million electric vehicles to overseas markets last year, up 104 percent from the previous year, according to the China Association of Automobile Manufacturers. As the world's leading EV producer, China benefits from low production costs and advanced battery technologies that make its vehicles highly competitive globally. Yet, export growth is now facing a slowdown.

AIによるレポート

テスラの先進的なバッテリー技術、特にPowerwallとMegapackシステムは、再生可能エネルギーグリッドの安定化と炭素排出削減に重要な役割を果たしています。2025年のイノベーション、Megablockプラットフォームや仮想発電所により、大量のクリーンエネルギー出力とグリッド支援運用が可能になりました。これらの進展は、太陽光と風力の間欠性問題に対処し、リサイクルと倫理的調達を通じて持続可能性を促進します。

Building on robust corporate earnings reported earlier, South Korea's electronics and telecommunications shipments hit a record 340.5 trillion won in 2024, up 26.4 percent, driven by AI demand. This caps a strong year for manufacturing amid global chip recovery.

AIによるレポート

テスラは中国での車種バリエーション拡大から資源を振り向け、2026年以降の人工知能、ロボット、エネルギーシステムへの投資を強化する。グローバル副社長のタオ・リン氏は、会社の資本支出が世界で200億ドルを超え、中国に大きな重点を置くと発表した。このシフトにより、テスラは電気自動車を超えた広範な技術企業としての位置づけを強める。

 

 

 

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