Manufacturer Directory · Last reviewed 2026-09
| Company | Base | Focus |
|---|---|---|
| LG Energy Solution | South Korea | EV cells (NMC/LFP), storage |
| SK On | South Korea | EV cells |
| Samsung SDI | South Korea | EV cells, premium cylindrical |
| Panasonic Energy | Japan | EV cells (Tesla supply) |
| GS Yuasa | Japan | Lead-acid + industrial lithium |
| AESC | China / Japan | EV cells (Nissan heritage) |
Directory entries are verified public-footprint companies; certifications are noted as claimed unless independently accredited — see the criteria.
The two countries play different roles: Korea is the lithium volume player — its trio supplies global automakers with NMC and increasingly LFP cells — while Japan pairs a lithium legacy (Panasonic) with the strongest lead-acid and industrial positions (GS Yuasa). The Korean makers also operate major plants in the US under the IRA build-out.
The trio-plus-one's combined position: together LG, SK On, Samsung SDI and Panasonic hold roughly a quarter of global EV cell market share, with the rest split between Chinese leaders and a long tail — the second force behind China, built on automaker relationships rather than price (see the lithium market report).
My read: Korea and Japan are the battery industry's incumbents-plus — Korea scaled lithium first outside China, Japan holds the industrial depth — and their shared challenge is competing with Chinese cost on one side and US/EU local-content rules on the other.
Why: The Korean trio's US plants and Japan's premium positions are both answers to the same squeeze: Chinese price pressure plus policy pushing production into customer markets. Reading the two countries together shows the industry's middle tier — the incumbents defending share with footprint, not price.
My editorial view, not investment advice.
Every profile recorded for this region, including the long tail. The verification label describes the evidence held at the review date, not a quality ranking.
| Company | Headquarters | Chemistry | Products | Verification |
|---|---|---|---|---|
| AESC | Wuxi, Jiangsu, China / Japan | Lithium (NMC) | EV cells & packs | Claimed |
| AtlasBX (Hankook & Company) | Daejeon, South Korea | Lead-acid (flooded / AGM) | Automotive starter batteries (Hankook brand) | Claimed |
| Furukawa Battery | Yokohama, Japan | Lead-acid + Lithium | Automotive (UltraBattery lineage), industrial and aerospace batteries | Claimed |
| GS Yuasa | Kyoto, Japan | Lead-acid & lithium | Automotive & industrial | Claimed |
| LG Energy Solution | Seoul, South Korea | Lithium (NMC/LFP) | EV cells & packs | Claimed |
| Murata Manufacturing | Kyoto, Japan | Lithium (consumer cells) | Cylindrical cells (Sony battery heritage) | Claimed |
| Panasonic | Osaka, Japan | Lithium (NMC) | EV cells (cylindrical) | Claimed |
| Samsung SDI | Yongin, South Korea | Lithium (NMC) | EV cells & packs | Claimed |
| SK On | Seoul, South Korea | Lithium (NMC / LFP) | EV cells | Claimed |
| Toshiba (SCiB) | Tokyo, Japan | Lithium (LTO — lithium titanate) | SCiB fast-charge, long-life cells | Claimed |
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