Korean Battery Sector Sees Renewed Momentum from Robotics and High-Performance EV Applications
19. February 2026Manufacturers of equipment and components used in battery production are adapting to shifting market dynamics as demand grows for high-density, high-output battery technologies in Korea. Industry leaders LG Energy Solution, Samsung SDI and SK On have strengthened their capabilities in nickel-cobalt-manganese (NCM) battery technology, which is regaining traction in segments where energy density and performance are decisive. While lithium iron phosphate (LFP) batteries previously expanded market share due to cost and safety advantages, recent developments highlight renewed interest in NCM solutions, particularly for advanced robotics and high-performance electric vehicles. Manufacturers of equipment and components used in battery production are adapting to shifting market dynamics as demand grows for high-density, high-output battery technologies in Korea. usually require KCs certification in order to be approved for import and sale in Korea.
NCM batteries are valued for their ability to deliver higher energy storage within the same footprint while reducing overall weight, making them suitable for humanoid robots and premium electric vehicles. LG Energy Solution is reportedly supplying batteries for Boston Dynamics’ humanoid robot “Atlas” and Tesla’s “Optimus,” signaling potential growth in robotics once commercialization accelerates. In the automotive sector, Porsche has opted for batteries from Samsung SDI and LG Energy Solution for its electric vehicles in Korea, while SK On is expected to provide large-capacity batteries for Polestar’s upcoming “Polestar 5.” Extended-range electric vehicles (EREVs), which combine battery propulsion with auxiliary combustion engines, are also contributing to increased demand for high-output NCM batteries. Industry representatives anticipate that as the temporary slowdown in electric vehicle demand stabilizes, profitability will increasingly shift back from energy storage systems toward EV batteries, with robotics emerging as a possible long-term growth driver.
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