MOT is showing strong performance. The news that Samsung SDI is establishing an all-solid-state battery production line, known as the 'battery of dreams,' in Ulsan appears to be influencing the stock price. Samsung SDI, aiming for commercialization by 2027, is accelerating its efforts to capture the next-generation battery market. According to MOT's business report, the company is actively developing technologies related to all-solid-state batteries, such as the 'ultra-fast stacking system' and the 'all-solid-state Can Cap Laser welding system.'
As of 9:33 AM on the 19th, MOT was trading at 11,600 KRW, up 1,400 KRW (13.73%) compared to the previous trading day.
The previous day, a media outlet reported that Samsung SDI plans to build an all-solid-state battery production line at its Ulsan plant. While it currently has a 'pilot line' capable of test-producing all-solid-state batteries at its Suwon research center, it intends to establish a larger 'mother line' in Ulsan. Samsung SDI is expected to make investments within the first half of this year. On the 14th, it announced plans for a 2 trillion KRW rights offering, with approximately 454.1 billion KRW to be allocated for all-solid-state battery equipment investment.
MOT is a secondary battery assembly equipment manufacturer that produces tab welding equipment, which bonds tabs to the anode and cathode to allow current flow, and packaging equipment that forms and seals battery shapes. Through a close partnership with Samsung SDI, MOT supplies generation-specific secondary battery assembly equipment and has established itself as the only domestic company providing Samsung SDI tab welding and packaging assembly process equipment. MOT was awarded Best Partner at the 'Samsung SDI Win-Win Growth DAY' last year.
Recently, as customers have begun full-scale development of next-generation batteries such as all-solid-state batteries, LFP batteries, and 46-pi (46mm diameter) cylindrical batteries, MOT is accelerating the commercialization of related assembly equipment technologies. For all-solid-state batteries, the company has delivered development lines and plans to participate directly in pilot line development this year.
MOT has developed and supplied assembly equipment that applies ultrasonic and laser welding techniques for the first time in the world. It possesses mass production application experience that is 2 to 3 generations ahead compared to latecomer companies.
MOT is promoting the commercialization of the all-solid-state can cap laser welding system through the research center of Company S. This technology enables can welding while maintaining high-pressure pressing and is developing 3D welding technology rather than the existing 2D planar welding. It is expected to secure the technological capability necessary for manufacturing all-solid-state welding equipment in the future.
Additionally, MOT is researching a 46-pi cylindrical secondary battery reverse beading machine. It has secured core contamination control technology for 46-pi cylindrical secondary batteries and is pursuing commercialization with Company S's research center.
Researcher Park Jong-sun of Eugene Investment & Securities explained, "MOT has secured mid- to long-term growth engines by completing preemptive technology and product development in line with global major companies' plans for mass production of all-solid-state batteries, developing the world's first new beading method assembly equipment for 46-pi cylindrical batteries, and developing an LFP ultra-large-area battery assembly line."
© The Asia Business Daily(www.asiae.co.kr). All rights reserved.
