The brief

Analyst view

• Supplies 4680-format and 46-series cylindrical cells to Tesla, GM, Rivian, Hyundai, Mercedes-Benz, Ford, Toyota.
• Arizona facility ramping 46-series spring 2026 (36 GWh); LFP energy-storage line (17 GWh) halted June 2024.
• Operates six global production sites; parent LG Chem owns ~79-80% shares (ticker 373220 KRX; 63,499+ battery patents).

Technical approach

As reported

Cell formats

Cylindrical and prismatic cells

Produces 4680, 46-series, and LFP cells, serving different OEM platform requirements.

Manufacturing

Six-continent production sites

Arizona facility uses high-volume automation for 46-series at tens of GWh annual scale.

Chemistry

High-nickel for energy density

R&D focuses on NCA/NCM variants for long cycle life and fast charging.

OEM partnerships

Co-developed supply contracts

Multi-year agreements with Tesla, Rivian, Mercedes-Benz for platform-tailored cells.

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