# Who are Samsung SDI's customers? Who does Samsung SDI earn revenue from?
Canonical: https://valuechain.wiki/samsung-sdi · Facet: customers · Updated: 2026-07-12T04:11:30.739+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Samsung SDI's confirmed revenue counterparties include 제너럴 모터스, Tesla plus 4 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 6 revenue edges, backed by 11 dated sources, 0 of them primary filings (as of 2026-07-12).

### 현대자동차 (high)
- metric: volume 500,000 vehicles · 2026~2032 · ~500,000 vehicles
- note: First battery deal between the two (announced 2023), supply 2026–2032. 6th-gen prismatic P6 (91% Ni NCA) cells from Göd, Hungary.
- [confirms] Samsung SDI Newsroom (EN, ir, published 2023-10-23) https://news.samsungsdi.com/global/articleView?seq=34: "P6 prismatic, produced in Hungary, for Europe"
- [confirms] KED Global (EN, news, published 2023-10-23) https://www.kedglobal.com/batteries/newsView/ked202310230001: "2026–2032 term, ~500,000-vehicle volume"

### Mercedes-Benz (high)
- metric: deal value ₩10T · 다년 · industry estimate (not company-disclosed)
- note: First-ever supply contract signed April 2026 for multi-year high-nickel NCM prismatic cells; completes capture of all three German premium makers.
- [mentions] ETNews (KO, news, published 2026-04-21) https://www.etnews.com/20260421000236: "Mercedes EV battery supply"
- [confirms] Financial News (KO, news, published 2026-04-20) https://www.fnnews.com/news/202604201414239153: "multi-year contract officially signed; industry estimates ~KRW 10tn"

### BMW Group (high)
- note: Largest and oldest customer (since 2009). Supplies prismatic high-nickel and 46-series cylindrical cells (for Neue Klasse) from Göd, Hungary.
- [confirms] BMW Group (EN, ir, published 2025-10-15) https://www.press.bmwgroup.com/usa/article/detail/T0453702EN_US/: "Samsung SDI supplies ASSB cells ... BMW develops modules and packs"
- [confirms] The Korea Herald (EN, news, published 2025-03-20) https://www.koreaherald.com/article/10454372: "46-series cylindrical mass production"

### 제너럴 모터스 (high)  → /general-motors.md
- note: US battery JV with GM (~$3.5B, New Carlisle); NCA prismatic cells from 2027.
- [confirms] Samsung SDI (EN, ir, published 2024-08-28) https://www.samsungsdi.com/sdi-now/sdi-news/3942.html: "Samsung SDI-GM $3.5B Indiana battery JV."

### Stellantis (StarPlus Energy) (mid)
- metric: capacity 33 GWh · 2025~ · JV plant 1 (reportedly unwinding)
- note: 50/50 US JV StarPlus Energy (Kokomo, Indiana) producing prismatic cells; reportedly being unwound as of 2026.
- [contradicts] KED Global (EN, news, published 2026-02-11) https://www.kedglobal.com/batteries/newsView/ked202602110004: "in talks with Stellantis to liquidate StarPlus Energy"
- [confirms] StarPlus Energy (EN, ir, published 2022-05-24) https://starplusenergyus.com/blog/stellantis-and-samsung-sdi-to-invest-over-2-5-billion-in-joint-venture-for-lithium-ion-battery-production-plant-in-united-states/: "50/50 JV, Kokomo Indiana"

### Tesla (mid)  → /tesla.md
- metric: deal value $2.1B · 2026~ · media report (undisclosed by company)
- note: Reported first large-scale ESS LFP cell supply (Megapack/Powerwall, not cars). ~$2.1B, up to ~10 GWh/yr, from ~2026, Kokomo. Counterparty withheld by company.
- [confirms] KED Global (EN, news, published 2025-11-03) https://www.kedglobal.com/batteries/newsView/ked202511030005: "first large-scale battery supply agreement with Tesla ... ESS estimated at over 3 trillion won ($2.1 billion)"
- [confirms] Electrek (EN, news, published 2025-11-03) https://electrek.co/2025/11/03/tesla-tsla-reportedly-secures-massive-2-1-billion-battery-deal-with-samsung-sdi-but-not-for-its-cars/: "~10 GWh/yr LFP, ESS only"

Reverse side: https://valuechain.wiki/samsung-sdi/suppliers.md · Ripple: https://valuechain.wiki/samsung-sdi/ripple.md

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Full node: https://valuechain.wiki/samsung-sdi.md · JSON: https://valuechain.wiki/samsung-sdi.json