# Who are Lotte Energy Materials's customers? Who does Lotte Energy Materials earn revenue from?
Canonical: https://valuechain.wiki/lotte-energy-materials · Facet: customers · Updated: 2026-07-12T06:24:39.901651+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Lotte Energy Materials's confirmed revenue counterparties include LG에너지솔루션, 삼성SDI, BYD(비야디). Per the valuechain.wiki graph: 3 revenue edges, backed by 6 dated sources, 2 of them primary filings (as of 2026-07-12).

### LG에너지솔루션 (high)  → /lg-energy-solution.md
- note: One of its global cell customers, supplied with copper foil for lithium-ion batteries.
- [mentions] Eugene, SK, NH Investment & Securities (KO, research, published 2026-04-22) https://www.newspim.com/news/view/20260422000101: "Analysts: circuit-foil/ESS shift benefit (47% of mix in 2026); targets raised to KRW 65,000-90,000."
- [confirms] DART (FSS) (KO, filing, published 2026-03-10) https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260310002974: "FY2025 consolidated revenue KRW 677.5bn (-24.9%), operating loss KRW 145.2bn; Elecfoil utilization 47.4% (Malaysia 43%)."
- [mentions] KRX KIND (KO, filing, published 2025-03-14) https://kind.krx.co.kr/common/disclsviewer.do?acptno=20250314002043&docno=&method=search: "The filing covers the Elecfoil business and its main lithium-ion cell customers."
- [confirms] KED Global (EN, news, published 2024-06-21) https://www.kedglobal.com/batteries/newsView/ked202406210015: "Lotte Energy Materials supplies copper foil to global EV battery makers including China's BYD and Korea's LG Energy Solution and Samsung SDI."

### 삼성SDI (high)  → /samsung-sdi.md
- note: Supplies copper foil to Samsung SDI. It was named exclusive copper foil supplier to the Samsung SDI-Stellantis JV StarPlus Energy's US plant in 2024, but that JV was reported to be in liquidation talks in February 2026, leaving the US-JV volume uncertain.
- [confirms] KED Global (EN, news, published 2026-02-11) https://www.kedglobal.com/batteries/newsView/ked202602110004: "Samsung SDI is in talks with Stellantis to liquidate their Indiana battery JV StarPlus Energy, part of a broader scaling-back of Korea-US battery alliances."
- [confirms] KED Global (EN, news, published 2024-08-26) https://www.kedglobal.com/batteries/newsView/ked202408260010: "Lotte Energy Materials was selected as the exclusive copper foil supplier to StarPlus Energy's Indiana plant as the only vendor to pass its quality test, with estimated annual sales of 100-300 billion won depending on utilization."

### 롯데케미칼 (high)  → /lotte-chemical.md
- note: Lotte Chemical is the parent and largest shareholder, having acquired the former Iljin Materials in 2023.
- [confirms] KRX KIND (KO, filing, published 2025-03-14) https://kind.krx.co.kr/common/disclsviewer.do?acptno=20250314002043&docno=&method=search: "The filing lists Lotte Chemical (and its subsidiary) as the parent and largest shareholder following the 2023 acquisition."

### BYD(비야디) (mid)  → /byd.md
- note: Reported to also supply copper foil to China's BYD for lithium-ion batteries.
- [confirms] KED Global (EN, news, published 2024-06-21) https://www.kedglobal.com/batteries/newsView/ked202406210015: "Lotte Energy Materials' customers include China's BYD."

Reverse side: https://valuechain.wiki/lotte-energy-materials/suppliers.md · Ripple: https://valuechain.wiki/lotte-energy-materials/ripple.md

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Full node: https://valuechain.wiki/lotte-energy-materials.md · JSON: https://valuechain.wiki/lotte-energy-materials.json