Samsung SDI makes the EV and energy-storage battery cells behind BMW, Mercedes, Volkswagen, and Stellantis programmes, and has been deliberately re-sourcing cathode materials away from Chinese suppliers.
12 companies · Last updated
12 companies
Last updated
006400 · KRX
Companies mapped
Listed companies
Risk flags
Samsung SDI's supply chain spans 12 companies. Its key suppliers include L&F, EcoPro BM, POSCO Future M and Umicore, and its customers include BMW, Mercedes-Benz Group and Volkswagen Group. Below is the full map, broken down tier by tier — end customers, manufacturers, materials and equipment — with live stock tickers for every listed company.
Key suppliers
Key customers
Full interactive supply chain below
Samsung SDI's supply chain concentrates 1 dependency in a single company or jurisdiction — disruption to any of these could ripple through Samsung SDI's production or sales.
Wuxi Lead Intelligent Equipment
This company operates under Chinese jurisdiction or Chinese ownership. Export controls or geopolitical tensions could disrupt supply overnight.
CATL
The world's largest cell maker by volume, dominant on cost.
LG Energy Solution
Korean rival competing for the same European and US OEM contracts.
Panasonic Holdings
Cylindrical-cell specialist anchored on Tesla volume.
BYD
Vertically integrated carmaker and cell producer undercutting on price.
Companies in Samsung SDI's supply chain that we've also mapped — open their full chains:
