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NewsTopic · 三星SDI美国储能扩张Material1 min readDisconfirmAI Editorial

Samsung SDI US Subsidiary Signs 1GWh Energy Storage Deal, Reaching 1.5GWh Cumulative Supply

Samsung SDI secures 1GWh order from Alpha Omega Power, leveraging local production and safety certs for US grid storage.

2026-10-26 11:32 GMT+8

Samsung SDI's Michigan-based subsidiary recently signed a 1GWh supply agreement with Alpha Omega Power (AOP), a US utility-scale energy storage developer. Combined with an initial 0.5GWh order from late 2025, the cumulative supply volume reaches 1.5GWh, with the contract value estimated at hundreds of billions of South Korean won.

Samsung SDI will provide its Samsung Battery Box (SBB) 1.7 integrated energy storage system solution, featuring nickel-cobalt-aluminum (NCA) prismatic batteries. All cells and modules will be produced at the StarPlus Energy plant in Kokomo, Indiana, with delivery scheduled by year-end. AOP plans to deploy these systems in large-scale power projects starting construction in Texas next year.

The SBB 1.7 has obtained NFPA 855 fire safety installation standards and UL 9540 energy storage system safety certification, incorporating Samsung SDI's proprietary direct-injection extinguishing technology within modules. As the only non-Chinese prismatic ESS battery manufacturer in North America, Samsung SDI is leveraging local production and safety certifications to capture demand driven by AI data center expansion and grid modernization.

Sources

  • technews.twTechNews 科技新報↗
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Topic

三星SDI美国储能扩张

韩国电池制造商三星SDI正加速其在北美电网级储能市场的扩张,试图通过“在地生产”和“安全认证”确立其作为北美唯一非中国方形ESS电池供应商的地位。2026年10月26日,三星SDI宣布通过其密歇根州子公司与美国独立电力生产商Alpha Om…

4 steps1 piecesUpdated 2026-10-27 11:03

How it got here

  1. 2026-03-16三星SDI宣布通过其美国子公司获得价值1.5万亿韩元(约11亿美元)的美国ESS电池供应合同,为期四年,初期供应NCA电池,后续扩展至LFP电池。samsungsdieurope.com ↗
  2. 2026-08-24三星SDI披露出售部分三星显示股权以筹集资金,主要用于偿还借款及扩大与通用汽车的合资企业(后转为独立公司)的储能电池产能,预计2028年下半年开始量产磷酸铁锂方形电池。biz.chosun.com ↗
  3. 2026-09-15NH投资证券上调三星SDI目标价22%至73万韩元,理由是其在美新产能获取及来自阳光电源等客户的订单可见度提高,且估值折价问题得到解决。biz.chosun.com ↗

What is still unsettled

  • 三星SDI能否成功将其北美储能产能从目前的约30GWh提升至2028年的50GWh以上?
  • 除了Alpha Omega Power,三星SDI提到的“其他美国客户”谈判是否会转化为具体的大额订单?
  • 随着LFP电池产线的引入,三星SDI如何在保持方形电池安全优势的同时应对中国厂商的价格竞争?
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