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Strategic Alliances of SK Innovation and Samsung SDI (International Business Report on EV Battery Market)

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최초등록일 2023.01.15 최종저작일 2022.12
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Strategic Alliances of SK Innovation and Samsung SDI (International Business Report on EV Battery Market)
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  • 미리보기

    소개

    "Strategic Alliances of SK Innovation and Samsung SDI (International Business Report on EV Battery Market)"에 대한 내용입니다.

    목차

    1. Introduction
    2-1. SK Innovation, SK On, and Ford
    2-2. Joint Venture of Sk-On
    2-3. Proposal on collaboration - Stable Supply of Cathode Materials
    2-4. Analysis of SK Innovation’s results announcement
    3-1. Samsung SDI (Samsung Display Interface) and Stellantis
    3-2. Joint Venture of Samsung SDI and Stellantis
    3-3. Evaluation of the Collaboration of Two Companies
    4-1. Strategies in Common
    4-2. Differences in Strategy
    4-3. Recommendations

    본문내용

    1. Introduction
    As global demand for electric vehicles increases, markets related to EV batteries are also growing. The EV battery market is expected to grow 36.7% annually and reach about $160 billion by 2025. In addition, SNE Research announced that the demand will reach to the extent where supply could not catch up with demand.
    Recently, the Korean battery industry is gaining reflective benefits as the U.S. administration of Joe Biden has come up with measures to restrict the use of key Chinese parts for EV. LG ES, Samsung SDI, and SK On have decided to build a battery joint factory in the U.S. with U.S. automakers.
    The EV battery market will continue to grow. At the same time, competition between battery supply and demand among global automobile and battery manufacturers could intensify. We need to pay attention to the competition structure in EV battery industry.

    참고자료

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    · "'K-trio’s Market Shares from 34.9 to 25.8%p in Global[1] EV Battery Usage[2] From Jan to June in 2022" SNE Research, 2022.08.03, https://www.sneresearch.com/en/insight/release_view/39/page/0. accessed 21 Nov 2022.
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    · "SK이노 美에 5.1조 투자…SK그룹 최대 파이프라인 된 포드." InvestChosun, 28 Sep. 2021, http://www.investchosun.com/m/article.html?contid=*************. accessed 18 Nov 2022.
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    · FRPT - Global Chemical Snapshot(6/20/2022), Samsung SDI, Stellantis to set up $2.5 billion EV battery plant in US, p23.
    · “삼성SDI도 북미시장 겨냥 스텔란티스와 ‘제휴’”. Econotelling, 19 Oct 2021, http://www.econotelling.com/news/articleView.html?idxno=5697. accessed 20 Nov 2022.
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    · “[영상] 삼성SDI 미국 배터리 팩 라인 추가.. 고마워 스텔란티스”. The Elec, 30 Sep 2022, https://www.thelec.kr/news/articleView.html?idxno=18226. accessed 20 Nov 2022.
    · "Stellantis and Samsung SDI to Invest Over $2.5 Billion in Joint Venture for Lithium-Ion Battery Production Plant in United States". May 24 2022, https://www.stellantis.com/en/news/press-releases/2022/may/stellantis-and-samsung-announce-battery-plant-in-kokomo accessed Nov. 21 2022.
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    · 정다준. "[경제인사이드] 급성장하는 ‘전기차 배터리’ 시장… 폐배터리·팩 시장도 큰다". 천지일보, Feb. 2022, https://www.newscj.com/article/*************02. accessed Nov. 21 2022.
    · 강준하. USMCA 자동차 분야 원산지 규정에 관한 연구, 2020. 국제경제법연구, 18(2), 37-60.
    · Mayoral, A. M. A. N. D. A. (2022). US Challenges in EV Battery Production. Coalition for a Prosperous America. https://prosperousamerica.org/wp-content/uploads/2022/06/CPA-Batteries-Policy-Paper-Web-1.pdf
    · Jinyoung Goh, “연구개발비, 삼성SDI 압도…SK온 ‘R&D보다 CAPA’”, <the bell>, Nov 17 2022. http://www.thebell.co.kr/free/content/ArticleView.asp?key=*************33420109156&lcode=00 accessed 21 Nov 2022.
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  • AI와 토픽 톺아보기

    • 1. SK Innovation, SK On, and Ford
      SK Innovation and its subsidiary SK On have formed a strategic partnership with Ford to develop and manufacture electric vehicle batteries. This collaboration is a significant move in the rapidly evolving electric vehicle (EV) market, as it brings together a leading South Korean battery manufacturer and a major American automaker. The partnership aims to leverage the strengths of each company to accelerate the adoption of EVs and meet the growing demand for sustainable transportation solutions. SK On's expertise in battery technology and manufacturing, combined with Ford's automotive engineering and market presence, could result in the development of high-performance, cost-effective EV batteries that cater to the needs of Ford's customers. This collaboration also highlights the global nature of the EV industry, where companies are forming strategic alliances to pool resources, share knowledge, and gain a competitive edge in the rapidly changing market landscape. The success of this partnership will be closely watched by the industry, as it could serve as a model for future collaborations between battery manufacturers and automakers in the pursuit of a more sustainable automotive future.
    • 2. Samsung SDI and Stellantis
      The partnership between Samsung SDI, a leading South Korean battery manufacturer, and Stellantis, the multinational automotive conglomerate formed by the merger of Fiat Chrysler Automobiles and Peugeot S.A., is another significant development in the EV battery supply chain. This collaboration aims to address the growing demand for EV batteries and support Stellantis' ambitious electrification plans. Samsung SDI's expertise in battery technology and manufacturing, combined with Stellantis' diverse portfolio of automotive brands, could result in the development of high-quality, cost-effective EV batteries that cater to the needs of a wide range of Stellantis' customers. The partnership also highlights the global nature of the EV industry, where companies are seeking to secure reliable and sustainable battery supplies to meet the increasing demand for EVs. The success of this collaboration will be crucial in determining Stellantis' ability to compete in the rapidly evolving EV market and maintain its position as a leading automotive group. The partnership between Samsung SDI and Stellantis is a testament to the importance of strategic alliances in the EV industry, where companies are leveraging their respective strengths to drive innovation and meet the changing needs of consumers.
    • 3. Strategies in Common
      The partnerships between SK Innovation/SK On and Ford, as well as Samsung SDI and Stellantis, share several common strategic elements. Firstly, both collaborations aim to leverage the expertise and capabilities of the battery manufacturers and the automakers to develop high-performance, cost-effective EV batteries that cater to the needs of their respective customers. This synergy between the battery technology and automotive engineering expertise is crucial in driving the adoption of EVs and meeting the growing demand for sustainable transportation solutions. Secondly, these partnerships highlight the global nature of the EV industry, where companies are forming strategic alliances to pool resources, share knowledge, and gain a competitive edge in the rapidly changing market landscape. By collaborating across national and corporate boundaries, these companies are able to access a wider range of technologies, resources, and market insights, which can ultimately benefit the end consumers. Lastly, both partnerships demonstrate the importance of securing reliable and sustainable battery supplies to support the automakers' electrification plans. As the EV market continues to grow, the ability to secure a steady and cost-effective supply of high-quality batteries will be a key competitive advantage for automakers.
    • 4. Differences in Strategy
      While the partnerships between SK Innovation/SK On and Ford, as well as Samsung SDI and Stellantis, share several common strategic elements, there are also some notable differences in their approaches. One key difference lies in the specific focus and target markets of the collaborations. The SK Innovation/SK On and Ford partnership seems to be more focused on the development and manufacturing of EV batteries, with the aim of supporting Ford's electrification plans and catering to the needs of its customers. In contrast, the Samsung SDI and Stellantis partnership appears to have a broader scope, encompassing not only battery technology but also the integration of these batteries across Stellantis' diverse portfolio of automotive brands. This difference in focus may reflect the unique strengths and market positions of the respective companies, as well as their strategic priorities in the EV market. Additionally, the geographic footprint of the collaborations may also differ, with the SK Innovation/SK On and Ford partnership potentially having a stronger focus on the North American market, while the Samsung SDI and Stellantis partnership may have a more global reach. These differences in strategy and market focus could lead to distinct competitive advantages and challenges for each partnership, ultimately shaping the long-term success and impact of these collaborations in the rapidly evolving EV industry.
    • 5. Recommendations
      Based on the analysis of the partnerships between SK Innovation/SK On and Ford, as well as Samsung SDI and Stellantis, I would recommend the following: 1. Continued focus on synergies and complementary strengths: The success of these partnerships will depend on the ability of the companies to leverage their respective strengths and expertise to develop innovative, cost-effective EV battery solutions. Maintaining a strong focus on synergies and complementary capabilities will be crucial in driving the adoption of EVs and meeting the evolving needs of consumers. 2. Adaptability and responsiveness to market changes: The EV market is rapidly evolving, with new technologies, regulations, and consumer preferences emerging constantly. The partnerships should be agile and responsive to these changes, continuously adapting their strategies and product offerings to stay ahead of the curve. 3. Expansion of geographic reach and diversification: While the current partnerships have a strong focus on specific regions or markets, there may be opportunities to expand the geographic reach and diversify the product portfolios to cater to a wider range of customers and markets. This could involve exploring new partnerships or strategic alliances in different regions or exploring the integration of battery technologies across a broader range of automotive brands. 4. Commitment to sustainability and environmental responsibility: As the EV industry grows, it will be increasingly important for these partnerships to prioritize sustainability and environmental responsibility in their operations and product development. This could involve initiatives such as the use of renewable energy sources, the implementation of circular economy principles, and the development of more sustainable battery recycling and disposal processes. 5. Continuous investment in research and development: Maintaining a strong focus on research and development will be crucial in driving innovation and staying ahead of the competition. The partnerships should allocate resources to explore new battery chemistries, improve energy density, and enhance the overall performance and cost-effectiveness of EV batteries. By addressing these recommendations, the partnerships between SK Innovation/SK On and Ford, as well as Samsung SDI and Stellantis, can strengthen their competitive positions, drive the adoption of EVs, and contribute to a more sustainable and environmentally responsible automotive industry.

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