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LG Chem, Tesla tie-up could jolt Panasonic

stopcrazypp

Well-Known Member
Dec 8, 2007
12,000
7,770
There were rumors of a Samsung tie-up too last year, but nothing came of that:
http://www.koreatimes.co.kr/www/news/tech/2015/02/133_173217.html

In general, it's not impossible for them to source similar cells, but suspect it'll be mainly to fill gaps while the Gigafactory is still building. Unless LG Chem also invests in the Gigafactory, Panasonic will still be the primary player.
 

MikeC

Active Member
Supporting Member
Jul 9, 2012
3,194
9,444
Los Angeles
There were rumors of a Samsung tie-up too last year, but nothing came of that:
http://www.koreatimes.co.kr/www/news/tech/2015/02/133_173217.html

In general, it's not impossible for them to source similar cells, but suspect it'll be mainly to fill gaps while the Gigafactory is still building. Unless LG Chem also invests in the Gigafactory, Panasonic will still be the primary player.

Yeah, nothing seemed to come of the Samsung deal/rumor...

I think they are using Samsung cells: http://www.koreatimes.co.kr/www/news/tech/2015/02/133_173217.html

They just need even more. It's funny, a bear argument is that "LG is going to supply all the other automakers once the demand for EVs materializes". But Tesla can guarantee much larger volumes for LG, so why wouldn't LG sell to the biggest player? This squeezes the cell supply for everyone else even more.
 

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