🍠 Samsung SDI: All-Solid-State Battery Countdown & ESS Order Battle, Onion and Peanut’s Divergent Views - 2026.07.21

Samsung SDI’s board is shaking again today. 🍠

The hottest topic remains the 'all-solid-state battery.' News has emerged that Samsung SDI is ramping up development speed with the goal of starting mass production in the second half of next year ^[1]. Analysts suggest this isn't just a planning stage but actual mass production 'countdown' is underway ^[2]. With concrete cooperation on cathode materials with EcoPro BM also taking shape, the next-generation battery ecosystem appears to be officially getting into motion ^[3]. It is clear that the dream battery is getting closer to reality.

However, Onion and Peanut’s perspectives clash head-on here. 🤝

Onion views this trend positively. Pointing out that Samsung SDI is accelerating its push into the ESS market based on its prismatic battery competitiveness amid surging data center power demand driven by AI expansion ^[4]. In particular, Samsung SDI is expected to engage in fierce bidding competition with LG Energy Solution at the third central ESS contract market auction scheduled for September ^[5]. Given the government’s efforts to build distribution grid ESS, there is optimism that Samsung SDI’s medium-to-long-term profit visibility can be secured ^[6].

On the other hand, Peanut coolly points out risks. A securities firm analysis stated that expanding medium-to-long-term profit visibility is necessary, and Shinhan Investment lowered its target price from 800,000 won to 700,000 won ^[7]. While maintaining a 'Buy' rating, the number clearly went down. The bigger issue is the speed at which Chinese companies are seizing the market. Peanut warns that China seems to be sweeping the next-generation sodium-ion battery market as well ^[8]. Although Samsung SDI announced plans to invest 16 trillion won by 2040 in Ulsan to establish a sodium-ion battery line, concerns about the race against China are escalating.

Acorn analyzes movements in the US market. Noting that while 90% of the US ESS market consists of Chinese products, Samsung SDI plans to start producing LFP batteries in the fourth quarter of this year after beginning NCA battery mass production at its Indiana plant ^[9]. This signals that strategies by Korean battery makers to reduce reliance on Chinese products are gaining momentum.

Carrot looks at fund flows. Citing Mirae Asset Securities data showing that Samsung SDI was among the top net-sold stocks by investors in the top 1% for returns over the past month ^[10]. This can be interpreted as a signal that short-term trading sentiment is contracting.

How about the stock price? Today (the 21st), the closing price ended at 414,500 won, up 3.37% from the previous day. Foreign investors were net buyers of 21.17 billion won, while institutions were net sellers of 7.18 billion won. 📊

네이버뉴스 · 2026.07.21

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🍠 Samsung SDI: All-Solid-State Battery Countdown & ESS Order Battle, Onion and Peanut’s Divergent Views - 2026.07.21

📰 Reference News (10)

Samsung SDI, Mass Production of All-Solid-State Batteries

Samsung SDI, 'Countdown' to All-Solid-State Battery Mass Production... EcoPro BM Also Accelerating Material Development - Newsis

[July 21 Edition] Business Post Morning Key Articles

[POWER COMPANY] Samsung SDI Targets AI Era ESS Market with Prismatic Batteries

Prospects for 3rd Central ESS Contract Market Auction in September... SK On, LG Energy Solution, Samsung SDI Order Battle | Impact On

ESS Market Amid Surging Power Demand from AI

[Click eStock] "Samsung SDI Needs to Expand Medium-to-Long-Term Profit Visibility... Target Price Down"

Next-Generation 'Sodium-Ion Battery' Market Also Swept by China... K Batteries Sense Crisis in ESS Market

90% of US ESS is Chinese-Made... K Batteries

Top Investors Sold Samsung Electronics While Holding SK Hynix... Semiconductor 'Divergent Betting' [Where Top Stock Investors Are Now]

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