Business·Industry

“ESS Orders Expected to Exceed Production Capacity by 2028… Considering Additional Expansion”—SAMSUNG SDI CO.,LTD. Conference Call

JAEMIN SONG
2026-07-30 14:47:32
[Edaily Reporter JAEMIN SONG ] “In the U.S. market recently, there has been a growing preference for prismatic LFP products that meet non-Chinese supply chain requirements and offer excellent safety, leading to a steady stream of orders. The orders we have secured so far are sufficient to fill a significant portion of our production capacity through 2029. When we factor in projects with a high likelihood of securing orders in the second half of the year, we expect demand to exceed production capacity starting in 2028. Accordingly, we are internally reviewing plans to secure additional production capacity and will communicate with the market once these plans are finalized.”

…SAMSUNG SDI CO.,LTD. Q2 2026 Conference Call



SAMSUNG SDI CO.,LTD. CI. (Photo: SAMSUNG SDI CO.,LTD.)

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