비야디(BYD)코리아 등 8개사, 한국 전기차 보조금 대상서 제외

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.

삼성SDI가 미국 배터리 기술 기업 포지 나노(Forge Nano)와 노스캐롤라이나에 기가팩토리 건설을 협력한다. 포지 나노는 현지시간 6월 25일 삼성SDI와 미국산 배터리 생산을 위한 전략적 파트너십을 체결했다고 발표했다. 삼성SDI는 연간 3GWh 생산 능력을 갖춘 이 공장의 건설을 지원하며, 포지 나노는 2028년부터 삼성SDI의 원통형 배터리 셀을 위탁 생산할 예정이다.