Восемь компаний, включая BYD Korea, исключены из программы субсидирования электромобилей Южной Кореи

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 совместно с американской технологической компанией Forge Nano построит гигафабрику в Северной Каролине. Forge Nano объявила 25 июня по местному времени о подписании стратегического партнерства с Samsung SDI для производства аккумуляторов в США. Samsung SDI поддержит строительство завода с годовой мощностью 3 ГВт·ч. Forge Nano начнет контрактное производство цилиндрических аккумуляторных ячеек Samsung SDI с 2028 года.