A plan by General Motors and Samsung SDI to spend $3bn on a new US battery plant makes clear South Korean companies’ dominance of the North American EV battery supply chain even in the face of a challenge by their biggest rival, China’s CATL.Aided by tax credits under US president Joe Biden’s flagship climate legislation, South Korea’s three leading battery companies have made themselves integral to EV manufacturing in the US. Of 22 EV models that the US said this month would qualify for the credits, 17 will receive supplies from LG Energy Solution, SK On or Samsung SDI.
通用汽車(General Motors)和三星SDI (Samsung SDI)計劃斥資30億美元在美國新建一家電池廠，這表明，即便面臨最大競爭對手中國寧德時代(CATL)的挑戰，南韓企業仍在北美電動汽車電池供應鏈佔據主導地位。
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