Ocho empresas, incluida BYD Korea, descalificadas del programa de subsidios a vehículos eléctricos de Corea del Sur

South Korea's NEV market is recovering from the slump at year-end 2025, but the current rebound is still dominated by HEVs, rather than being driven solely by BEVs. Although BEV share has rebounded, the sustainability of the recovery remains to be confirmed. For South Korean battery enterprises, it has become difficult to gauge demand recovery simply by relying on domestic EV sales and export data. In contrast, driven by South Korea’s policy demand and utility-scale energy storage projects in North America, ESS is becoming a clearer growth channel.

Korea’s NEV market is recovering from late-2025 weakness, but the rebound remains HEV-led rather than BEV-driven. BEV share has improved, yet the recovery still lacks consistency. For Korean battery makers, domestic EV sales and export data alone are no longer sufficient indicators of demand recovery. ESS, supported by domestic policy demand and North American utility-scale projects, is emerging as a clearer growth channel.

Samsung SDI cooperará con la empresa estadounidense de tecnología de baterías Forge Nano en la construcción de una gigafábrica en Carolina del Norte. Forge Nano anunció el 25 de junio, hora local, que firmó una asociación estratégica con Samsung SDI para la producción de baterías fabricadas en EE. UU. Samsung SDI apoyará la construcción de la planta, que tendrá una capacidad anual de 3 GWh. Forge Nano comenzará la fabricación por contrato de las celdas de batería cilíndricas de Samsung SDI a partir de 2028.