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| Period | Batteries revenue (KRW B) | Batteries OP (KRW B) | Batteries OP margin (%) | Group revenue (KRW B) | Group OP (KRW B) |
|---|---|---|---|---|---|
| FY 2020 | 8,729 | 241 | 2.8 | 11,295 | 671 |
| FY 2021 | 10,947 | 538 | 4.9 | 13,553 | 1,068 |
| FY 2022 | 17,566 | 1,254 | 7.1 | 20,124 | 1,808 |
| FY 2023 (restated) | 20,406 | 1,342 | 6.6 | 21,437 | 1,546 |
| FY 2024 | 15,691 | 218 | 1.4 | 16,592 | 363 |
| FY 2025 | 12,384 | -1,852 | -15 | 13,267 | -1,722 |
| Period | Printed figure | What it is |
|---|---|---|
| 2025-10. StarPlus NCA ESS start | NCA ESS cells in production | Q3 2025 release: local production of NCA batteries for ESS started at StarPlus Energy in Indiana. Not a GWh actual. |
| 2025-Q3. US ESS capacity plan | About 30 GWh US ESS annual capacity around end of 2026 | Company plan on the Q3 2025 earnings release. LFP mass production scheduled to begin Q4 2026. Not a 2025 year-end actual. |
| FY 2025 IR. 2026 ESS prismatic capacity sales | 20 GWh production capacity (2026 preview) | FY 2025 English IR 2026 preview: full capacity sales of ESS prismatics, sales up to full production capacity (20 GWh). Plan, not FY 2025 shipments. |
| FY 2025 IR. SBB 2.0 US mass production | 4Q 2026 plan | Same preview: on-time mass production of SBB 2.0 (prismatic LFP ESS), US local mass production in 4Q 2026. |
| FY 2025 IR. Large-scale supply contracts | 5 contracts, 150 GWh+ | FY 2025 review slide: signed large-scale supply contracts, NCA 46-Phi for EV and LFP prismatic for ESS, among others. Total 5, 150 GWh+. Mix includes EV. Not an ESS-only GWh. |
| 2025-12 / 2026-02. US LFP ESS supply deal | Well in excess of KRW 2 trillion, 3 years from 2027 | Samsung SDI America deal to supply LFP cells for North America ESS installation. Manufactured at a US plant. SBB 2.0 20-foot container. Customer not named. GWh not printed. |
| Q4 2025. ESS revenue comment | Highest quarterly ESS battery revenue on record | FY 2025 / Q4 2025 earnings release. KRW amount for ESS-only revenue is not printed. |
| 1H 2026. US ESS agreements | Long-term supply agreements with major US ESS customers | Q2 2026 earnings release. GWh and dollar totals not printed on that release. |
| Period | Printed figure | Customer / product (as printed) |
|---|---|---|
| 2024 (SNE). Installed-volume names | No OEM GWh split printed | SNE 2024 annual note: Samsung SDI usage mainly BMW, then Rivian and Audi. BMW i4, i5, i7, iX named. Not company shipment GWh. |
| 2025-Q3. Automotive supply contracts | Over 110 GWh | Q3 2025 earnings: multiple supply contracts totaling over 110 GWh with global automotive groups, 46-series cylindrical and prismatic. Counterparties and years of delivery not itemized. |
| FY 2025 IR. Large-scale contracts | 5 contracts, 150 GWh+ | Includes NCA 46-Phi for EV and LFP prismatic for ESS. Not an EV-only total. Do not add this to the 110 GWh row. |
| 2025 (SNE). Installed-volume names | No OEM GWh split printed | SNE 2025 annual note: concentration BMW, Audi, Rivian, Jeep. Jeep Wagoneer S 100 kWh pack named. BMW i4 and i5 flagged as offsets to the overall installation decline. |
| 2026-04-20. Mercedes-Benz EV supply | Multi-year, GWh not printed | First EV battery supply agreement with Mercedes-Benz. High-nickel NCM for next-generation compact and mid-size electric SUVs and coupe models. Q1 and Q2 2026 earnings: completes the three German premium brands with BMW and Audi. |
| 2026-Q1. HEV cylindrical project | Tabless cylindrical for hybrids | Q1 2026 earnings: won a project to supply tabless cylindrical batteries for hybrid electric vehicles. Q2 2026 earnings: industry's first cylindrical battery project for HEVs. GWh not printed. |
| Period | Printed milestone | Status as printed |
|---|---|---|
| 2025-02-25. Hyundai Motor and Kia robot batteries | MOU, robot-specific cells | Joint development of high-performance batteries for service robots. Energy density, output, and usage time. Not a production GWh. |
| 2025-03. 46-Phi cylindrical mass production | Cheonan factory, company history | Company history lists commencement of mass production of next-generation 46-Phi batteries at Cheonan in March 2025. Q3 2025 earnings later cites 46-series cylindrical among the 110 GWh+ auto contracts. |
| 2025-10-31. BMW and Solid Power ASSB | Trilateral validation agreement | Samsung SDI to supply ASSB cells using Solid Power solid electrolyte. BMW to develop modules and packs and integrate cells into next-generation evaluation vehicles. Validation, not commercial GWh. |
| 2026-03. InterBattery pouch ASSB sample | Pouch-type all-solid-state sample | Q1 2026 earnings: unveiled a pouch-type all-solid-state battery sample under development for physical AI at InterBattery 2026 in Seoul. Sample, not a shipment series. |
| 2026-Q2. Sodium-ion development comment | UPS and utility ESS applications | Q2 2026 earnings outlook: advancing development of sodium-ion batteries for AI data-center UPS and utility-scale ESS, with a commercialization and mass-production roadmap. No GWh printed. |
| Period | Printed capacity / timing | What the source says |
|---|---|---|
| 2022-05-24. StarPlus Energy JV announced | Kokomo, Indiana Phase 1 | Samsung SDI and Stellantis announced a 50/50 US battery-cell JV later named StarPlus Energy, with Phase 1 on the Kokomo industrial site. Later partner materials cite Phase 1 nameplate in the 23 GWh then 33 GWh range. This row does not treat those later nameplates as the May 2022 print. |
| 2023. Phase 2 second Kokomo plant | Second plant, combined ~67 GWh in later partner materials | Samsung SDI and Stellantis announced a second Kokomo plant (Phase 2). Later partner and tracker materials cite roughly 34 GWh added and combined nameplate around 67 GWh. Startup has been described as 2027, not as a 2026 actual. |
| 2025-10. NCA ESS production at StarPlus | NCA ESS cells, Indiana | Q3 2025 earnings release: earlier that month the company started local production of NCA batteries for ESS at the StarPlus Energy factory in Indiana, the JV with Stellantis. |
| 2025-Q3. US ESS capacity plan | About 30 GWh US ESS by around end of 2026 | Same release: LFP lines to be installed with mass production scheduled to begin in Q4 2026. By around the end of the next year, annual ESS battery capacity in the US is expected to reach 30 GWh. This is a company plan, not a 2025 actual. |
| 2026-Q4. SBB 2.0 / LFP US mass production (plan) | Prismatic LFP ESS, 4Q 2026 plan | FY 2025 English IR preview: on-time mass production of SBB 2.0 (prismatic LFP ESS) with US local mass production in 4Q 2026. Q2 2026 earnings release says preparations for prismatic LFP mass production remain on track. Not an actual until the company prints start of production. |
| IRA Section 45X (policy rates) | $35/kWh cell and $10/kWh module (statute) | US Advanced Manufacturing Production Credit statutory rates. Samsung SDI discusses AMPC as a US-production benefit in earnings releases. The company has not printed a StarPlus annual AMPC dollar total on the English IR decks used here, so no derived $B/year figure is shown. |
Founded as Samsung-NEC Co. in Suwon as a 50/50 joint venture between Samsung Group and NEC of Japan to produce CRT vacuum tubes for televisions. Renamed Samsung Display Devices in 1984, then Samsung SDI in 1999 to reflect digital pivot. Lithium-ion cell mass production starts at Cheonan plant 2000: initial customers laptops and mobile phones, the foundation for later automotive scale-up.
Began commercial production of cylindrical 18650 lithium-ion cells at Cheonan plant: initial output ~100k cells/day for laptop OEMs. Marks Samsung's entry into the lithium-ion industry that would later anchor automotive and ESS programs.
Acquired Magna International's battery-pack business for $108M, broadening BMW i3/i8 supply with full-pack-engineering capability. Strategic move from cell-only supplier to full-stack pack provider in Europe: complements Goed (Hungary) plant build-out announced same year.
Goed, Hungary EV battery plant began commercial production: $358M Phase 1 investment, NCM 622/811 prismatic cells supplying BMW i3/i8 and emerging X3 BEV plans. First Korean cell maker with European in-region production, head-start before LGES Wroclaw and SK On Komarom come online.
StarPlus Energy JV with Stellantis announced: Kokomo, Indiana plant (33 GWh/yr), $2.5B initial capex. Supplies Jeep Wagoneer S, Dodge Charger Daytona EV, Chrysler Pacifica EV. Construction began Nov 2022; production targeted Q1 2025.
Second StarPlus plant announced in Kokomo, Indiana: additional 34 GWh/yr, taking combined capacity to 67 GWh by 2027. Supplies Stellantis NCMA prismatic cells across Jeep, Dodge, Ram EV programs.
Began pilot production of all-solid-state cells at Suwon S-line: initial 20 Ah sulfide-electrolyte ASSB format, targeting 2027 mass production with NCM811 cathode. Samsung SDI becomes second Korean cell-maker (after Hyundai-affiliated R&D) into ASSB pilot scale; benchmark for SK On / LGES catch-up.
Selected as primary cell supplier for BMW Neue Klasse Gen6 cylindrical 46xx platform: initial scope ~20 GWh/yr from Goed Hungary expansion + new Debrecen plant. Wins back BMW prismatic-platform attrition (BMW i3 era) with cylindrical Gen6 platform.
GM-Samsung SDI Indiana plant began battery cell production for GM EV programs: 30 GWh/yr ramp, NCMA prismatic cells. Samsung SDI's first US JV plant live; complements Stellantis StarPlus Kokomo plant nearby.
Confirmed Q1 2026 first ASSB A-sample delivery to undisclosed European OEM (likely BMW or Hyundai-affiliated): 35 Ah sulfide-electrolyte format, ~400 Wh/kg cell-level. On-track for 2027 mass production; ahead of Toyota's announced 2027/28 ASSB BEV launch.