Samsung SDI's Third US LFP Line Gets MOT Order, Converted From NCA

The third line is being converted from an existing nickel-cobalt-aluminum (NCA) line. Larger LFP cells have different dimensions, The Elec says, so the assembly process has to be rebuilt, which opened the order for MOT. MOT's equipment covers prismatic cell assembly, including inserting the jelly roll into a metal can, closing the cap and welding. Philenergy disclosed an 86.1 billion won contract for the same line on the same day, and Innometry won about 5 billion won for CT inspection equipment in August.

For data centers and grid storage, the order shows LFP capacity for stationary storage being built inside a plant that previously made NCA cells, a faster route than a new site. The article does not give GWh capacity for the lines or the plant, so the volume that will reach storage buyers is not yet known. The Elec says Samsung SDI plans further investment from 2027 at its Synergy Cells plant in the U.S. and at its Hungarian facility, which it says could bring MOT more orders.