Premium battery positioning (BMW, Stellantis, GM JV) gives Samsung SDI more pricing discipline than LGES or SK On, but volume growth still constrained by the broader EV slowdown. Solid-state pilot line ramp in 2026-2027 is the key narrative catalyst. ESS (energy storage) business is the quiet outperformer.
Thesis reviewed May 29, 2026
Samsung SDI Co Ltd is headquartered in South Korea, which is currently showing moderate signals.
🇰🇷South Korea68NEUTRALView South Korea risk detail →🧱Materials45WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| NUE | Nucor Corporation | 46 | +11% | ↓7% | EARLY |
| SHW | The Sherwin-Williams Company | 46 | +2% | ↓7% | NEUTRAL |
| DD | DuPont de Nemours, Inc. | 46 | +6% | ↓7% | EARLY |
| DOW | Dow Inc. | 46 | +1% | ↓7% | NEUTRAL |
| ECL | Ecolab Inc. | 46 | +2% | ↓7% | NEUTRAL |
| PPG | PPG Industries, Inc. | 46 | +1% | ↓7% | NEUTRAL |
| LIN | Linde plc | 46 | +10% | ↓7% | EARLY |
Investors who hold SMSSY may also have indirect exposure through these country funds.
Samsung SDI 46-series cylindrical cells qualified at GM Ultium JV
Solid-state pilot line begins customer sampling; commercial timeline 2027
ESS orders from US utilities hit record level Q4
Estimates · Yahoo Finance · Not audited figures