According to a report by Gonglubian on November 4th, South Korean company Samsung SDI stated that it is in talks with Tesla regarding the supply of energy storage batteries. It is reported that the value of this order may exceed 3 trillion Korean won (approximately 14.85 billion yuan).
If the transaction is completed, it will mark another major move by Tesla to “de Sinicize” its supply chain.
Tesla’s Chief Financial Officer Vaibhav Taneja stated in April this year that US tariffs have had an “excessive impact” on the company’s energy business, and therefore the company is seeking to collaborate with suppliers outside of China.
It is reported that energy storage is Tesla’s core business and an important driver of its revenue and profitability. According to the financial report, Tesla’s energy storage business revenue in the third quarter of this year increased by 44% year-on-year, reaching $3.42 billion and setting a new record for the 13th consecutive quarter.
According to Tesla’s Q3 2025 earnings conference call, all of its energy storage batteries currently come from Chinese companies such as CATL, and Tesla stated that it is seeking alternative solutions.
In addition to potential cooperation with Samsung SDI, Tesla has signed chip and battery supply agreements with Samsung Electronics and LG New Energy in recent months.
Public information shows that CATL is currently supplying battery cells and battery packs for energy storage to Tesla’s Shanghai factory. The two sides also discussed in January this year how CATL can increase supply as Tesla’s energy storage business grows.
In addition, Tesla had previously discussed cooperation with CATL in the United States, including authorizing CATL to produce batteries in Nevada. However, there have been no publicly announced new developments in the cooperation between the two parties since then.
In addition to Tesla, Ford also announced in February 2023 that it plans to collaborate with CATL to invest $3.5 billion to establish an electric vehicle lithium iron phosphate battery factory in Michigan. The factory is planned to start production in 2026, providing power batteries for 400000 electric vehicles annually and creating approximately 2500 job opportunities, but there have been no publicly announced new developments in the collaboration.
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