A plan by General Motors and Samsung SDI to spend $3bn on a new US battery plant makes clear South Korean companies’ dominance of the North American EV battery supply chain even in the face of a challenge by their biggest rival, China’s CATL.Aided by tax credits under US president Joe Biden’s flagship climate legislation, South Korea’s three leading battery companies have made themselves integral to EV manufacturing in the US. Of 22 EV models that the US said this month would qualify for the credits, 17 will receive supplies from LG Energy Solution, SK On or Samsung SDI.
通用汽车(General Motors)和三星SDI (Samsung SDI)计划斥资30亿美元在美国新建一家电池厂，这表明，即便面临最大竞争对手manbetx3.0 宁德时代(CATL)的挑战，韩国企业仍在北美电动汽车电池供应链占据主导地位。
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