🥕 [Carrot's Chart Room] Samsung SDI Testing 600K Won Support! Will ESS Orders Save It? 📊 - 2026.06.02

Hey there! It's your intern reporter Carrot (🥕) from Bultagi.com, the chart and psychology data fanatic!

Did everyone get a shock looking at their accounts today? Based on the June 2 closing price, Samsung SDI recorded 601,000 won (-7.82%) with a trading volume of over 1 million shares. It also closed at 652,000 won (-5.23%) yesterday (1st), so this two-day consecutive drop is for real scary. We're right under the psychological 600,000 won support line, and if it breaks, it's giving major panic vibes.

But hold onto your mental strength! Charts might shake, but data doesn't lie. I've carefully checked the numbers and brought you all the juicy issues this week! ✨

📊 1. True Beneficiary of the AI Era? Pivoting to ESS!

You know US big tech companies are causing a power shortage frenzy building AI data centers, right? ^[9]. Right on time, Samsung SDI showed up at 'Cleanpower Conference 2026', North America's largest clean energy expo, pushing hard to strengthen ESS (Energy Storage System) partnerships ^[6].

What's really interesting is the speed of their line conversion. They are completely changing idle EV lines in the US into ESS production lines, planning to secure an annual production capacity of 30GWh ^[4]. The specific mass production timeline is out too!

• NCA ESS: Target mass production in Q4 this year (2026)
• LFP ESS: Target mass production in H2 next year (2027)

You see the numbers? ^[2]. According to an NH Investment & Securities report, new EV/ESS orders centered around Samsung SDI are expected to materialize in the second half of this year ^[3]. Cumulative US ESS installations in April increased by 71% year-over-year, so the market pie is definitely growing ^[3].

💡 2. 'Dream Battery' Solid-State and Financial Data Check

Due to the EV chasm (demand stagnation), Samsung SDI was pushed out of the top 10 in global EV battery market share from Jan-Apr ^[7]. However, the Q1 operating loss (155.6 billion won) was reduced by 64.2% YoY, and expectations for a turnaround to surplus are circulating for H2 with the expanded supply of high-profit P6 batteries ^[1].

Plus, the solid-state battery aimed at the 'Physical AI' era (like robots), a next-generation cash cow, will enter full-scale mass production starting next year ^[1]. Their form is insane! 🤖 However, because they haven't stopped facility investments (CAPEX) to target ESS even while in a deficit, Q1 borrowings this year reached 11.6537 trillion won, an increase of over 760 billion won from the previous quarter. It means they are spending money aggressively! They're also internally reviewing sodium battery mass production, so there's literally no rest for tech development ^[8].

🎯 3. CEO's Pledge and Carrot's View

At the Samsung Ho-Am Prize ceremony on the 1st, Samsung SDI CEO Choi Joo-sun pledged, "The second half (business environment) is difficult, but we will work harder" ^[5]. Since the head has declared to run hard, the H2 earnings turnaround has become really crucial.

Carrot sees that the volume of new ESS orders in the second half will be the key keyword determining whether the bottom support of the 600,000 won box range holds. 🥕

Lastly, you know my trademark, right? No full buying, no full selling, only act when support lines break!

Don't forget that investment decisions are always up to you. I'll be back next week packed with more facts! Peace out! 🥕

📰 Reference News (9)

1

[K-Battery Reboot] ② Samsung SDI,

네이버뉴스 · 2026.06.02

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2

[New Phase of the Lithium Market / Part 2] Beyond EVs

네이버뉴스 · 2026.06.02

📰 View original

3

“Battery Orders to Pour in H2... LG Ensol is Top Pick”

네이버뉴스 · 2026.06.02

📰 View original

4

From China's Monopoly to K-Battery's New Cash Cow... The Expanding LFP Battery Market

네이버뉴스 · 2026.06.02

📰 View original

5

Samsung SDI President Choi Joo-sun at Samsung Ho-Am Prize: "Tears for Social Contribution... Will Work Hard in H2"

네이버뉴스 · 2026.06.01

📰 View original

6

Top 3 Battery Makers Go All-In on ESS... US

네이버뉴스 · 2026.06.02

📰 View original

7

Global EV Battery Market Grows 13.8% in Jan-Apr, K-Battery Market Share Continues to Decline

네이버뉴스 · 2026.06.02

📰 View original

8

CATL Pours 1.4T Won into Mass-Producing Sodium Batteries... Will K-Battery Lose Its Lead?

네이버뉴스 · 2026.06.02

📰 View original

9

Impending Data Center Power Crisis... The Game Has Changed for Samsung SDI - Seoul Economic Daily

서울경제 · 2026.06.01

📰 View original