Ukuhlelwa kabusha kwe-BMW Supply Chain Yamabhethri: I-CATL Ithatha Indawo Ephambili, iSamsung SDI Yethula Ukuhlasela Okubiza Ama-trillion Won

Ngokombiko wangomhla zingama-25 kuMasingana yi-"Business Post" yaseNingizimu Korea, i-Samsung SDI ihlela ukutshala cishe izigidi eziyibhiliyoni eziyodwa zama-won efemini yayo yaseGöd eHungary ukwakha umugqa wokukhiqiza amabhethri anama-cylindrical. Umphathi omkhulu wenkampani, uChoi Joo-sun, uhlose ukushintsha uhlu lomkhiqizo emakethe yebhethri zezimoto zikagesi zaseYurophu kusuka kumabhethri anama-prismatic kuya kumabhethri anama-cylindrical asebenza kahle kakhulu.

Imakethe yezimoto zikagesi zaseYurophu njengamanje idlula ezingxenyeni ezithile zokulungiswa. Ngenxa yokwehla komnotho, abathengi babonisa ukuthanda izimoto zikagesi ezonga kakhudlwana, okuholela ekwanda kwezigidi zebhethri ze-lithium iron phosphate (LFP). Abakhiqizi bebhethri baseShayina, abasebenzisa izinzuzo zezindleko zamabhethri e-LFP, bathatha ngokushesha isabelo semakethe eYurophu.

Lokhu kushintsha kuthinte ngqo iSamsung SDI. Ngokwedatha evela kuSNE Research, kusukela ngoJanuwari kuya kuNovemba 2025, ukuthengiswa kwebhethri zezimoto zikagesi kweSamsung SDI eYurophu kufinyelele ku-11.7 GWh, ukwehla konyaka nonyaka okungu-19%. Isabelo sayo semakethe saphinde saphuma ku-9.3% saya ku-5.7%.

Okubaluleke kakhulu, njengoba iCATL ingena eYurophu futhi iba umphakeli omkhulu webhethri weBMW, iSamsung SDI yalahlekelwa isikhundla sayo eside njengomphakeli omkhulu webhethri weBMW futhi yathinteka ngqo ekuphathweni kweBMW ekuthengisweni kwezimoto zikagesi.

Ngaphezu kwalokho, kuhlanganiswe nokwehla emakethe yezimoto zikagesi zase-U.S. kanye nokuncipha kwesidingo eNyakatho Melika ngenxa yokukhanselwa kwezibonelelo, ukusebenza kweSamsung SDI kuthinteke kakhulu. Ngokubhekisa kudatha yezezimali, abezindaba baseNingizimu Korea babike ukuthi imali engenayo yeSamsung SDI ngo-2025 yayiyizigidi eziyi-129.095 trillion won, nokulahlekelwa okusebenzayo okuyizigidi eziyi-1.7272 trillion won, okwenza ukulahlekelwa kwayo kokuqala ngonyaka kusukela ngo-2016. Ku-2026, imali engenayo kulindeleke ukuthi ibe izigidi eziyi-150.23 trillion won, nokulahlekelwa okusebenzayo okuyizigidi ezingama-286.2 billion won.

Njengoba ukukhula emakethe yezimoto zikagesi zaseShayina neMelika kuncipha, iYurophu isibe yindawo eyinhloko yokuncintisana kwabakhiqizi bebhethri. Muva nje, kulandela i-UK neFrance, iJalimane nayo ibuyisele umgomo wayo wokuxhasa izimoto zikagesi.

Ukubuyisa ukwehla kwayo emakethe yaseYurophu, iSamsung SDI isheshisa ukuhlelwa kwamasu kwayo kwamabhethri ayindilinga ochungechunge lwe-46 ukuze iqinisekise isikhundla njengomphakeli wesine wamabhethri ayindilinga we-BMW.

Njengamanje, i-BMW isebenzisa kakhulu amabhethri e-prismatic. Kodwa-ke, i-BMW yayikade imemezele ukuthi kusukela ngo-2027–2028, inkundla yayo entsha yezimoto zikagesi, i-"Neue Klasse," izofakwa amabhethri amakhulu ayindilinga e-Gen6.

I-BMW yayivele imemezele abahlinzeki bayo abathathu abakhulu bebhethri eliyindilinga: i-CATL, i-EVE Energy, kanye ne-Envision AESC. Zombili i-CATL ne-EVE Energy sezivele zakhe izimboni zebhethri e-Debrecen, eHungary, futhi ziyaqhubekisela phambili ngokushesha ekukhiqizeni ngobuningi. Ifektri ye-CATL yaseHungary kulindeleke ukuthi iqale ukukhiqiza ngobuningi ngoMashi noma ngo-Ephreli kulo nyaka, inomthamo wokuqala ohleliwe wama-GWh angama-40 ngonyaka. Kubikwa ukuthi umthamo wokukhiqiza wonke usugodliwe ngamakhasimende. Ifektri ye-EVE Energy yaseHungary inomthamo ohleliwe wama-GWh angama-30, nemisebenzi yokwakha iqhubeka ngokugcwele futhi kulindeleke ukuthi iqedwe futhi isebenze ngo-2027.

Uphendula lokhu, i-Samsung SDI isanda ku-oda izinto zokukhiqiza amabhethri ayindilinga ezinkulungwaneni eziningana kubalingani bayo. Izibikezelo zemboni zilinganisa ukutshalwa kwezimali cishe ku-trillion 1 won. Le nkampani ihlela ukuqala ukwethula izinto zokukhiqiza ekuphumeni konyaka, iqedele ukulungiselela ukukhiqiza okukhulu ngo-2027, futhi iqale ukukhiqiza ngokugcwele ngo-2028.

Ngokwemininingwane eyake yadalulwa yi-BMW, ibhethri elikhulu eliyindilinga i-Gen6, elinomugqa ophakathi ongama-46 mm, lenzelwe ngokukhethekile uhlelo lwe-elektroniki lwezimoto ze-BMW ezibizwa nge-"Neue Klasse". Lingakwazi ukukhulisa ibanga lokushayela kufika ku-30% (WLTP). Uma kuqhathaniswa namaseli ayindilinga esizukulwaneni sesihlanu, amaselula ayindilinga i-Gen6 anokuqukethwe okuphezulu kwe-nickel kanye nokuqukethwe okuphansi kwe-cobalt ku-cathode, kanye nokuqukethwe okwandisiwe kwe-silicon ku-anode, okuholela ekuthuthukisweni kokuminyana kwamandla wevolumu kungaphezu kuka-20%.

Nokho, imibiko yangaphambili ibonise ukuthi izidingo ze-BMW zamabhethri ayindilinga ziyi-4695 kanye ne-46120 cells—okusho ububanzi obungu-46 mm kodwa ubude obungu-95 mm kanye no-120 mm, ngokulandelana, kunokuba bungu-80 mm.

I-Samsung SDI's cylindrical battery roadmap ihambisana kakhulu nezidingo ze-BMW. Amabhethri ayo ayindilinga anguhlobo lwe-46P, anobubanzi obungu-46 mm, futhi angakhiqizwa ngobude obuhlukahlukene, njengobungu-80 mm, 95 mm, 100 mm, kanye no-120 mm. Uma kuqhathaniswa namabhethri ayindilinga angu-2170, la anikeza ngaphezu kokuphindeka kahlanu kwamandla omthamo kanye nokuphuma.

Ngaphezu kwalokho, ngonyaka odlule, umthombo wezindaba waseNingizimu Korea i-etnews ucaphune imithombo yomkhakha isho ukuthi ibhethri lokuqala elikhiqizwa ngobuningi eliyindilinga elingu-46P elivela efektri ye-Samsung SDI yaseHungary kulindeleke ukuthi libe imodeli engu-4695 futhi cishe lizofakwa kumamodeli ezimoto zikagesi ezilandelayo ze-BMW eYurophu.

Kulo mbiko yi-"Business Post," umhlaziyi weShin Young Securities uphawule ukuthi njengoba izinkampani zaseShayina ziqinisa isikhundla sazo emakethe yaseYurophu, ukuthengiswa kwamabhethri e-Samsung SDI anama-prismatic angase aqhubeke nokubhekana nengcindezi. Noma kunjalo, kusukela ngo-2027, ngokuhlinzekwa kwamabhethri anama-cylindrical esikhulumi sezimoto zikagesi ezintsha, ukuthengiswa kwayo eYurophu kulindeleke ukuthi kubuyele esimweni esihle.

Sekukonke, cishe kuyimfihlo evulekile ukuthi i-Samsung SDI izoba umphakeli wesine wamabhethri anama-cylindrical weBMW.