[SMM Analysis] Redefining K-Battery Strategy: From High-Nickel Toward ESS, AI, and Safety
Since InterBattery in March, Korea’s battery industry has been expanding its focus from high-nickel EV batteries to ESS, LFP, AI data centers, and safety. Battery-related conferences held in April also highlighted AI-enabled R&D, LFP process innovation, application-specific next-generation batteries, and stronger safety and reliability. This suggests that the definition of premium is expanding from energy density to system reliability, operational stability, and supply chain transparency.