# If Samsung SDI moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/samsung-sdi · Facet: ripple · Updated: 2026-11-02T17:22:57.416+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Samsung SDI is directly linked to 15 companies (13 supply, 2 revenue relationships) and reaches 23 companies within two hops; the links are backed by 37 dated sources, 5 of them primary filings (as of 2026-11-02).

Samsung SDI was up 45.9% through October 8, 2026, running ahead of battery-material suppliers. Its October integrated KRW 6tn agreement with POSCO Future M for 2027–2032 expands procurement from NCA into LFP, LMO and synthetic-graphite anodes. If the lead converts into ESS demand and post-2027 volumes, suppliers such as POSCO Future M can follow. If expanded supply does not lift utilization, Samsung SDI's move is product-transition expectation rather than chain propagation.

## Demand chain (leading)
- T1 Tesla (https://valuechain.wiki/tesla.md)
- T2 PG&E Corporation (https://valuechain.wiki/pg-e.md)
- T2 Edison International (https://valuechain.wiki/edison-international.md)
- T1 General Motors (https://valuechain.wiki/general-motors.md)

## Supply chain (benefiting)
- T1 Umicore (https://valuechain.wiki/umicore.md)
- T1 EcoPro BM (https://valuechain.wiki/ecopro-bm.md)
- T2 EcoPro Materials (https://valuechain.wiki/ecopro-materials.md)
- T3 Ecopro (https://valuechain.wiki/ecopro.md)
- T3 Ecopro HN (https://valuechain.wiki/ecopro-hn.md)
- T1 L&F (https://valuechain.wiki/landf.md)
- T1 Lotte Energy Materials (https://valuechain.wiki/lotte-energy-materials.md)
- T2 Lotte Chemical (https://valuechain.wiki/lotte-chemical.md)
- T3 Itochu (https://valuechain.wiki/itochu.md)
- T1 SKC (https://valuechain.wiki/skc.md)
- T2 Toyota Tsusho (https://valuechain.wiki/toyota-tsusho.md)
- T3 Asahi Kasei (https://valuechain.wiki/asahi-kasei.md)
- T1 Chunbo (https://valuechain.wiki/chunbo.md)
- T1 PNT (People & Technology) (https://valuechain.wiki/pnt.md)
- T1 Advanced Nano Products (https://valuechain.wiki/advanced-nano-products.md)
- T1 LS ELECTRIC (https://valuechain.wiki/ls-electric.md)
- T1 Cosmo Advanced Materials & Technology (https://valuechain.wiki/cosmo-advanced-materials-technology.md)
- T2 Albemarle (https://valuechain.wiki/albemarle.md)
- T2 Sociedad Química y Minera de Chile S.A. (https://valuechain.wiki/sqm.md)
- T2 Mitsubishi Chemical Holdings (https://valuechain.wiki/mitsubishi-chemical-holdings.md)
- T1 POSCO Future M (https://valuechain.wiki/posco-future-m.md)
- T2 POSCO Holdings (https://valuechain.wiki/posco-holdings.md)

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