Yes - they are very big in NCA but increasingly in NCM as well! In fact, they are the only company in the world that produces both NCA and NCM.
They currently supply 75% of SKI's NCM requirements so what is the relevance of "not been truly revealed about Ecopro"? Such as what?
Maybe this will help (you really need to do more research with open eyes, rather than just hanging on to preconceived notions. This industry is moving fast):
Ecopro Bm (247540), Meritz Chongguk - Jumin Woo, Seo Seung-yun
1) Production and sales of cathode active material
2) Certain direction with firm customers
- Mainly producing high nickel anode materials such as NCA and NCM811
- As of 2018, 67% of cathode shipments were NCA and 25% were NCM811.
- Demand for cathode materials for battery and battery production is expected to increase steadily due to the proliferation of new applications equipped with batteries and sales growth in electric vehicles.
- Ecopro BM is aggressively investing in the capacity expansion of its cathode materials to cope with this increase in demand.
- Ecopro BM's cathode material capacity is expected to increase to 50,000 tons in 2019, 100,000 tons in 2020, and 150,000 tons in 2021
https://translate.google.com/transl...t.stockplus.com/articles/4496&prev=search
- Sales should surge from W781.5bn (up 33.3% YoY) in 2019 to W1.2trn (up 56.8% YoY) in 2020 and W2.1trn (up 70.0%) in 2021
- NCM's growth potential centered on EVs
- NCM's largest customer (estimated 69%) SK Innovation EV battery capacity to increase from 5GWh at end-2019 to 60GWh at end-2022
- SK Innovation is trading with three major suppliers without internalization of cathode materials. Umicore's 44% share, Ekopro's 32%, and Easpring's 22% share of the anode materials market share in SK Innovation
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