Huit entreprises, dont BYD Korea, disqualifiées du programme sud-coréen de subventions pour les véhicules électriques

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 va coopérer avec l'entreprise américaine de technologie des batteries Forge Nano pour la construction d'une gigafactory en Caroline du Nord. Forge Nano a annoncé le 25 juin, heure locale, la signature d'un partenariat stratégique avec Samsung SDI pour la production de batteries fabriquées aux États-Unis. Samsung SDI soutiendra la construction de l'usine, qui aura une capacité annuelle de 3 GWh. Forge Nano commencera la fabrication sous contrat des cellules de batterie cylindriques de Samsung SDI à partir de 2028.