# Who does Samsung SDI pay? Who are its key suppliers?
Canonical: https://valuechain.wiki/samsung-sdi · Facet: suppliers · Updated: 2026-11-02T17:22:57.416+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Samsung SDI's confirmed suppliers/cost counterparties include Lotte Energy Materials, 에코프로비엠, 포스코퓨처엠 plus 11 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 14 cost edges, backed by 26 dated sources, 5 of them primary filings (as of 2026-11-02).

### 롯데에너지머티리얼즈 (high)  → /lotte-energy-materials.md
- metric: Market share 100% · StarPlus 1공장 · 100% of US-plant copper foil
- note: Supplies 100% of copper foil to Samsung SDI's first US plant (StarPlus, Kokomo); sole foil maker to pass its ~1-yr qualification.
- [confirms] Korea Economic Daily (KO, news, published 2024-08-26) https://www.hankyung.com/article/2024082667801: "supplies copper foil to Samsung SDI US plant"
- [confirms] KED Global (EN, news, published 2024-08-26) https://www.kedglobal.com/batteries/newsView/ked202408260010: "100% of foil; sole qualified supplier"

### 에코프로비엠 (high)  → /ecopro-bm.md
- metric: Contract value ₩43.9T · 2024~2028 · NCA cathode supply contract
- note: Five-year high-nickel NCA cathode supply contract for 2024-2028 worth KRW 43.87tn. The pair also share the EcoPro EM JV (Samsung SDI 40%).
- [confirms] EcoPro BM (KO, filing, published 2025-11-14) https://kind.krx.co.kr/external/2025/11/14/000821/20251114001819/11013.htm: "Purpose: supply of high-nickel NCA cathodes / term: 2024-01-01 to 2028-12-31 / contract value: KRW 43,867,615,524,480"
- [confirms] Newspim (KO, filing, published 2023-12-04) https://www.newspim.com/news/view/20231204000050: "2024–2028; from 2025 supplied locally to Samsung SDI Hungary plant"
- [confirms] KED Global (EN, news, published 2023-12-03) https://www.kedglobal.com/batteries/newsView/ked202312030001: "$34bn / 2024–2028 / NCA cathode"

### 포스코퓨처엠 (high)  → /posco-future-m.md
- metric: Contract value ₩6T · 2027–2032 (6년) · Long-term LFP cathode and related battery-materials supply agreement with Samsung SDI
- note: Samsung SDI signed a KRW 40tn long-term high-nickel NCA cathode contract with POSCO Future M in 2023. In October 2026 it added a KRW 6tn integrated 2027–2032 agreement, expanding non-China procurement across cathode and anode materials.
- [confirms] POSCO Holdings / SEC (EN, filing, published 2026-11-02) https://www.stocktitan.net/sec-filings/PKX/6-k-posco-holdings-inc-current-report-foreign-issuer-4e760a449de2.html: "Samsung SDI: KRW 6 tril. for LFP cathodes and related materials (6 years)."
- [confirms] POSCO Future M (EN, ir, published 2026-10-07) https://www.poscofuturem.com/en/pr/view.do?num=1051: "POSCO Future M will supply Samsung SDI with KRW 6 trillion worth of LFP cathode materials on a long-term basis."
- [confirms] POSCO Future M (KO, ir, published 2026-10-07) https://www.poscofuturem.com/pr/view.do?num=1051: "POSCO Future M will supply Samsung SDI with KRW 6tn of LFP cathode materials on a long-term basis."
- [confirms] POSCO Group Newsroom (EN, ir, published 2023-02-15) https://newsroom.posco.com/en/posco-chemical-lands-40-trillion-krw-cathode-materials-supply-contract-for-samsung-sdis-batteries/: "It has signed a contract to supply high-nickel NCA cathode materials for electric vehicle batteries to Samsung SDI for 10 years from this year to 2032. This contract, which is worth 40 trillion KRW, is the largest and longest-term order POSCO Chemical has landed since its foundation."
- [confirms] POSCO Group Newsroom (KO, ir, published 2023-01-30) https://newsroom.posco.com/kr/포스코케미칼-삼성sdi-배터리용-양극재-40조-원-수주/: "POSCO Chemical disclosed on the 30th a contract to supply high-nickel NCA cathodes to Samsung SDI for 10 years (2023–2032); the KRW 40tn deal is its largest and longest order ever."
- [confirms] Newsis (KO, news, published 2023-01-30) https://www.newsis.com/view/?id=NISX20230130_0002174545: "POSCO Chemical disclosed on the 30th a contract to supply high-nickel NCA cathodes for EV batteries to Samsung SDI for 10 years through 2032; at KRW 40tn it is the largest and longest order since its founding."

### 엘앤에프 (high)  → /landf.md
- metric: Contract value ₩1.6T · 2027~2029 · ESS LFP cathode supply contract
- note: LFP cathode for ESS, ~KRW 1.6tn, 2027–2029; described as the first large-scale LFP cathode supply by a non-Chinese firm.
- [confirms] Aju Business Daily (KO, news, published 2026-03-24) https://www.ajunews.com/view/20260324110958252: "signed KRW 1.6tn ESS cathode supply deal"
- [confirms] The Korea Herald (EN, news, published 2026-03-24) https://www.koreaherald.com/article/10701581: "three years from 2027 ... world's first large-scale LFP cathode material supply agreement by a non-Chinese company"
- [confirms] L&F (KO, ir, published 2026-03-24) https://www.landf.co.kr/company/hong_7.html?action=read&board_db=news&column=&keyword=&n=&num=261&page=1: "The deal size is KRW 1.6tn, with committed volume for 2027-2029 plus a three-year supply option."

### 동화일렉트로라이트 (high)
- note: Long-standing primary electrolyte supplier, sending most of its output to Samsung SDI.
- [confirms] Asia Economy (KO, news, published 2024-01-04) https://www.asiae.co.kr/article/2024010413214052528: "Dongwha supplies most of its electrolyte to Samsung SDI"

### 천보 (high)  → /chunbo.md
- note: Samsung SDI is the largest customer for Chunbo's electrolyte additives, buying electrolyte salts and functional additives.
- [confirms] THE ELEC (EN, news, published 2021-01-25) https://www.thelec.net/news/articleView.html?idxno=2238: "Chunbo supplies LiPO2F2 and other salts and additives to LG Energy Solution, Samsung SDI, SK Innovation, CATL and Japan's Central Glass, with Samsung SDI the main additives customer."

### 코스모신소재 (high)  → /cosmo-advanced-materials-technology.md
- note: Buys NCM cathode active material (NCM523 for ESS and small cells) from Cosmo AM&T; about 80% of Cosmo's cathode volume in Q3 2025.
- [confirms] FSS DART (KO, filing, published 2026-06-02) https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260602000342: "Samsung SDI is among Cosmo AM&T's main cathode customers."

### Umicore (mid)  → /umicore.md
- metric: volume 80,000 tonnes · 2020~ · NMC cathode strategic supply (announced 2019)
- note: Belgium's Umicore strategically supplies high-performance NMC cathode active material (~80,000t from 2020).
- [confirms] Umicore (EN, ir, published 2019-10-28) https://www.umicore.com/en/media/newsroom/umicore-announces-strategic-supply-agreement-with-samsung-sdi-for-nmc-cathode-materials/: "~80,000 metric tonnes from 2020"
- [confirms] electrive (EN, news, published 2019-10-28) https://www.electrive.com/2019/10/28/umicore-to-supply-samsung-sdi-with-nmc/: "supply agreement for NMC"

### 에코프로머티리얼즈 (mid)  → /ecopro-materials.md
- note: Beyond the group, EcoPro Materials supplies high-nickel precursors to external customers including Samsung SDI as it diversifies its customer base.
- [mentions] KED Global (EN, news, published 2023-09-26) https://www.kedglobal.com/batteries/newsView/ked202309260006: "EcoPro Materials supplies high-nickel precursors to Samsung SDI and other battery makers."

### SKC (mid)  → /skc.md
- note: Samsung SDI is cited as one of the major customers for SK Nexilis (SKC subsidiary) copper foil; the specific share is undisclosed.
- [mentions] Sisajournal-e (KO, news, published 2025-07-25) https://www.sisajournal-e.com/news/articleView.html?idxno=413715: "Samsung SDI is named alongside SK On and LG Energy Solution as a major SK Nexilis customer."

### 피엔티 (mid)  → /pnt.md
- note: Samsung SDI is one of Korea's three cell makers that adopted PNT's roll-to-roll electrode-process equipment; its expansion capex feeds PNT orders.
- [confirms] Byline Network (KO, news, published 2022-07-15) https://byline.network/2022/07/15-195/: "Samsung SDI, with LG Energy Solution and SK On, is one of Korea's three cell makers that adopted PNT's roll-to-roll electrode-process equipment."

### Asahi Kasei (mid)  → /asahi-kasei.md
- note: Sources EV Li-ion battery separators from Asahi Kasei (Hipore, Celgard), one of its largest suppliers alongside Toray, while diversifying away from Japanese reliance.
- [confirms] The Elec (EN, news, published 2019-08-16) https://www.thelec.net/news/articleView.html?idxno=459: "Asahi Kasei and Toray had been supplying most of the EV Li-ion battery separators for Samsung SDI."
- [confirms] Charged EVs (EN, news, published 2014-02-05) https://chargedevs.com/newswire/samsung-sdi-to-use-celgard-separator-in-ev-and-storage-system-batteries/: "Celgard to supply separators to Samsung SDI for its EV and energy storage lithium-ion batteries."

### 나노신소재 (CNT 도전재) (mid)  → /advanced-nano-products.md
- note: CNT conductive-additive supplier (cathode/anode).
- [mentions] Finance Scope (KO, news, published 2024-11-07) https://www.finance-scope.com/article/view/scp202411070013: "Uses Nano-Products CNT additives."

### LS일렉트릭 (mid)  → /ls-electric.md
- note: Samsung SDI sources power equipment for ESS and battery lines from LS Electric; 7.4% of LS Electric's power-infrastructure revenue is to Samsung SDI.
- [confirms] FSS DART (KO, filing, published 2026-03-18) https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260318001243: "Power-infrastructure top customer: Samsung SDI 7.4%."

Reverse side: https://valuechain.wiki/samsung-sdi/customers.md · Ripple: https://valuechain.wiki/samsung-sdi/ripple.md

---
Full node: https://valuechain.wiki/samsung-sdi.md · JSON: https://valuechain.wiki/samsung-sdi.json