Directory profiles · Battery Business Directory
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Korean and Japanese Companies’ Roles In The Battery Supply Chain LONG TERM: Korean focus is on vertical integration, expanding
SHORT TERM: lowering growth expectations amid decline in profitability & market share
into LFP & ESS, balancing relationship with US & China Accelerating vertical Integration
SK/JP COMPANIES HAVE BEEN RELYING ON US IRA TO PROP UP THEIR PROFITS
SK/JP-SUPPLIED BEVs LAGGING CHINESE COMPETITORS
Bringing p/CAM production home
Diversifying technology portfolio
Balancing US requirements & Chinese collaboration
Source: Content & analysis provided courtesy of CRU Group (Distinguished Partner). For more information, visit https://www.crugroup.com.
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