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.
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Tesla reportedly agrees to $2.1 billion battery deal with Samsung SDI

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Tesla has reportedly secured a $2.1 billion agreement with Samsung SDI to supply batteries for its energy storage systems over three years. The deal focuses on products like Megapack and Powerwall, not electric vehicles. Samsung SDI stated that nothing has been finalized yet.

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.

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Tesla reported a record 14.2 GWh of energy storage deployments in the fourth quarter of 2025, up 29% from the previous year, even as its electric vehicle deliveries fell 16%. The company's energy business, including Powerwall and Megapack products, continues to show strong growth and profit margins. CEO Elon Musk highlighted the long-term potential of energy storage and solar integration.

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.

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Tesla's advanced battery technologies, including Powerwall and Megapack systems, are playing a key role in stabilizing renewable energy grids and reducing carbon emissions. Innovations in 2025, such as the Megablock platform and virtual power plants, have enabled significant clean energy output and grid support operations. These developments address intermittency issues in solar and wind power while promoting sustainability through recycling and ethical sourcing.

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.

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Tesla is redirecting resources away from expanding car model variants in China to bolster investments in artificial intelligence, robotics, and energy systems starting in 2026. Global Vice President Tao Lin announced that the company's capital spending will surpass $20 billion globally, with significant focus on China. This shift positions Tesla as a broader technology firm beyond electric vehicles.

 

 

 

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