Hyundai Motor Group-Samsung vs Tesla-LG Energy Solution vs UbiTech-BYD
Falling Behind Without Securing All-Solid-State Battery Technology
Large-Scale Investments Announced... Moving Faster Than Competitors
Stocks related to all-solid-state batteries are gaining attention again. It appears that expectations of a large-scale investment competition to capture the humanoid market, which is expected to grow to $66 billion (approximately 94.49 trillion KRW) by 2032, are influencing stock prices. Hanbit Laser supplies secondary battery-related components to all three major domestic battery companies, including LG Energy Solution.
At 10:24 a.m. on the 1st, Hanbit Laser was trading at 6,410 KRW, up 18.05% from the previous day. MOT and Isu Specialty Chemical are also on the rise.
'Hyundai Motor Group-Samsung,' 'Tesla-LG Energy Solution,' and 'UbiTech-BYD' are focusing their research and development (R&D) capabilities on increasing battery energy density by 2 to 3 times before the commercialization of humanoids around 2030.
Hyundai Motor, Kia, and Samsung SDI have signed a memorandum of understanding (MOU) to jointly develop robot-specific batteries and are conducting R&D. The high-capacity batteries developed by Samsung SDI will be applied to robots by Hyundai Motor and Kia Robotics Lab to evaluate charging and discharging performance, usage time, and lifespan. It is also expected that batteries to be supplied to Boston Dynamics will be jointly developed.
Due to the characteristics of humanoids, there are spatial limitations compared to automobiles. Battery performance can have an absolute impact on humanoid performance.
Founded in 1997, Hanbit Laser is a laser equipment specialist company. It grew by domesticating high-power industrial laser technology for the first time. It develops secondary battery manufacturing equipment and automobile (electric vehicle) manufacturing equipment. Its main products are laser welding equipment, cutting equipment, and surface treatment equipment. These are ultimately supplied to top-tier companies in secondary batteries, automobiles, and semiconductors through major customers. It supplies equipment to both Samsung SDI and Hyundai Motor and Kia.
Hanbit Laser is particularly developing a series-type charge-discharge system. It is expected to become a future new growth engine by leveraging strengths such as energy efficiency, ▲safety enhancement ▲price competitiveness ▲equipment miniaturization.
MOT is strengthening its competitiveness through continuous technological development. Recently, in line with customers developing next-generation batteries such as all-solid-state batteries, LFP batteries, and 46mm cylindrical batteries, it has begun commercializing assembly technology. For all-solid-state batteries, it has supplied development lines and is expected to participate in pilot line development this year.
Isu Specialty Chemical is steadily investing in preparation for the all-solid-state battery era. Lee Dong-wook, a researcher at IBK Investment & Securities, explained, "Isu Specialty Chemical successfully operated a pilot lithium sulfide plant in cooperation with KBR," adding, "It is pursuing additional expansion while securing global top-level new commercial process technology with enhanced cost competitiveness."
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