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SK On to adjust battery lines for Hyundai, Nissan, Geely

• Stan Lee
• 승인 2025.01.15 08:05
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Korean battery maker looks to reduce reliance on Ford

Image: SK On
SK On is preparing to adjust its worldwide battery production lines to respond to customer needs this year, TheElec has learned.
These adjustments are being made mostly to respond to needs from new customers Nissan and Geely, as well as exiting customer Hyundai Motor, sources said.
The South Korean battery maker already also has Ford, Volkswagen, and Mercedes-Benz as customers.
Factories in Komarom, Hungary; Seosan, South Korea; and Kentucky in the US will be affected.
SK On is reviewing its U.S production sites for the project, including SK Battery America and BlueOval SK, its joint venture with Ford. The first BlueOval SK plant in Kentucky is reportedly a strong option.
The first factory in Kentucky of BlueOval SK, its joint venture with Ford, is expected to manufacture the batteries for Nissan.
The first factory has 12 production lines and eight of these are expected to be allotted to the Japanese company.
SK On is planning to build a joint factory with Hyundai Motor at Bartow County in Georgia, which will have four production lines and an annual capacity of 15GWh. Its production rate will be 20ppm; by comparison, BlueOval SK’s first factory in Kentucky runs 22ppm and the SK On’s second factory in Georgia runs 18ppm.
This difference in product per minute is due to the different specification of the cells. Pouch batteries, when their lengths are extended, causes ppm to drop. The first factory in Kentucky will be around 300mm to 320mm in length; battery cell for Nissan’s is 450mm to 480; the factory in Bartow will manufacture 580mm to 600mm batteries.
Meanwhile, unlike for Nissan and Hyundai Motor, SK On is expected to manufacture prismatic batteries for Geely.
SK On is mulling over whether to use Seoson or Komarom for the Chinese autogiant.
Manufacturing the batteries in Hungary allows the South Korean battery maker to save on custom taxes imposed by the European Union. Geely is looking for potential factory grounds in Poland and other European countries.
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Stan Lee