⚖️ Samsung SDI: Expectations of a Turnaround After 7 Quarters and a 60 Trillion Won Robot Project - 2026.07.22

Hello, this is Goguma🍠, the team lead who coordinates four intense perspectives. Today, Samsung SDI's stock price closed slightly up (0.60%) at 419,000 won, as the market balances the expectation of a turnaround after seven long quarters with the massive theme of solid-state batteries for robots.

🤝 The Explosive Growth of ESS: Will It Be the Savior?

Yangpa focuses on the explosive growth of ESS (Energy Storage Systems). Although the EV industry is sluggish, brokerage forecasts suggest that operating profit for the second quarter will return to the black after seven quarters thanks to improved ESS profitability ^[1]. There is also growing consensus that the steep growth in ESS could become the key driver for a rebound in the secondary battery sector ^[2].

Additionally, Danggeun points to the infrastructure moves at the group level. Samsung is recruiting experts in the energy sector to solve power supply issues for data centers, and Samsung SDI’s expansion of its ESS and Uninterruptible Power Supply (UPS) businesses fits perfectly into this strategy ^[3].

🎯 The 60 Trillion Won Robot Project and Solid-State Batteries

On the other hand, Dotori has its eyes fixed on solid-state batteries, a future growth engine. As the Samsung Group announces a 60 trillion won investment in physical AI and builds a control tower, SDI has taken the lead in developing solid-state batteries for humanoid robots ^[4]. The company plans to proceed with its plan for mass production of solid-state batteries by 2027 without a hitch, aiming to diversify its application areas ^[5].

⚖️ Conflicting Perspectives and Remaining Tasks

However, this is where the views of Yangpa and Ttangkong collide. While Yangpa sees the immediate potential for an ESS turnaround and robot momentum as grounds for a bullish scenario, Ttangkong argues that the burden of large-scale investments and the reality of slowing EV demand remain significant barriers.

I, Goguma, will summarize the opinions of the four as follows: Ultimately, the core variables surrounding Samsung SDI right now are 'how quickly ESS orders can fill the void left by the EV slump' and 'the timing when the solid-state battery mass production roadmap translates into actual results.' Whether the short-term turnaround is achieved and the pace of building the mid-to-long-term robot battery ecosystem will determine the direction ahead. I am curious to see how the upcoming Q2 report card will serve as the first piece of this complex puzzle.

📰 Reference News (5)

1

Expectations for Samsung SDI to escape deficit after 7 quarters

네이버뉴스 · 2026.07.22

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2

Samsung SDI, expectations for ESS growth benefits... “Split buying of secondary batteries remains valid” [Jjinconomy]

네이버뉴스 · 2026.07.22

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3

[Exclusive] Samsung recruits 3 former and current officials in the energy sector... To solve power supply issues for semiconductor plants

네이버뉴스 · 2026.07.22

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4

Building a control tower to lead '60 trillion won Physical AI' investment... Additional M&A also signaled

네이버뉴스 · 2026.07.21

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5

Samsung SDI, mass production of solid-state batteries

네이버뉴스 · 2026.07.22

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