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Samsung SDI said it received 60GWh of energy storage system battery orders in the first nine months of 2026. Its Battery Business reported revenue of KRW 4.41 trillion in Q3, up 55.3% year over year, with the company citing ESS and battery backup unit sales, including demand linked to AI data centers.
Samsung SDI said it received 60GWh of energy storage system (ESS) battery orders in the first nine months of 2026, while its Battery Business posted Q3 revenue of KRW 4.41 trillion, up 55.3% from a year earlier. The figures point to storage and battery backup sales becoming a significant source of growth as the company expands US production and faces mixed demand across electric vehicle markets.
The company reported KRW 361.9 billion in operating profit for its Battery Business in Q3. Samsung SDI attributed the segment’s revenue growth to higher ESS and battery backup unit (BBU) sales, linked in part to the AI data center boom. These are company-reported results and explanations; the supplied report does not give a separate revenue breakdown for ESS, BBU or EV batteries.
Samsung SDI said the 60GWh order total covers January through September 2026. It also expects the ESS market to maintain momentum in Q4 and said it will continue converting some US production lines from EV batteries to lithium iron phosphate (LFP) cells. The company has been adapting capacity as demand and policy conditions change in the United States.
US manufacturing activity includes two Indiana sites. Samsung SDI said it would make LFP cells at its SynergyCells plant, which it took full ownership of in August after the site had operated as a joint venture with General Motors. High-capacity prismatic LFP cell mass production has also recently begun at StarPlus Energy, a joint venture with Stellantis. The company has separately announced a 1GWh supply agreement with Alpha Omega Power; the report says the cells and modules under that deal will come from StarPlus Energy.
Storage Orders Reshape Battery Growth
The results highlight how ESS demand is helping offset uneven conditions in the company’s vehicle battery markets. Samsung SDI said it expects European EV demand to keep growing, while US EV sales have weakened amid the end of federal subsidies and other policy changes. It has also signaled plans to pursue further European EV orders, including after securing an LFP battery order with a European automotive industry customer.
For energy storage buyers, more domestic US production could expand the available supply of battery systems made in the country. Samsung SDI has presented US-made products aimed at the market, including its Samsung Battery Box offerings. The reported order volume and the Alpha Omega Power contract show commercial activity, but do not establish how much of the 60GWh total will be delivered in the United States, or how much will translate into recognized revenue.
The shift also reflects a manufacturing trade-off: adapting lines for LFP storage cells can direct capacity toward a market the company sees as growing, while EV demand varies by region. Its plans matter to customers and suppliers because changes in production mix can affect product availability, factory utilization and the company’s exposure to different end markets.
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Indiana Plants and Product Plans
Samsung SDI’s US production push includes both LFP and other battery chemistries. The company said US LFP production capacity had reached 30GWh annually as of its Q2 results. The supplied material does not specify whether that figure refers to installed capacity, output or a target, so it should not be read as actual production during the period.
The company introduced two US domestic-content ESS products at the RE+ trade show in September 2025. The report identifies SBB 1.7 as using nickel cobalt oxide cells and SBB 2.0 as using LFP cells. The more recent Alpha Omega Power agreement is for 1GWh of SBB 1.7, with supply from the StarPlus Energy facility. This deal is distinct from the headline 60GWh order figure; the source does not say whether it is included in that total.
Beyond ESS, Samsung SDI said it plans to expand prismatic battery mass-production lines and supply-chain procurement for its European base in Hungary. It also described work on a diversified portfolio spanning high-nickel, LFP and mid-nickel batteries, alongside solid-state battery research connected to humanoid robots.
“The ESS market will “maintain momentum” in Q4 2026.”
— Samsung SDI
Order Mix and Deliveries Remain Unspecified
The report does not state how the 60GWh order total is divided among customers, geographies, product types or delivery dates. It also does not clarify how many orders are binding contracts, whether the total includes the separately reported Alpha Omega Power agreement, or how much revenue those orders may generate.
The Q3 revenue figure is for the broader Battery Business, and the source provides no segment-level amount for ESS or BBU sales. Samsung SDI’s stated explanation links growth to those sales and AI data center demand, but does not quantify the contribution of each factor. The source also gives no detailed forecast for Q4 orders, production volumes or utilization at either Indiana plant.
Q4 Demand and US Production
Samsung SDI expects ESS demand to maintain momentum in Q4 2026 and plans further US conversion of LFP production lines from EV cells. The next indicators will include whether the company reports additional orders, how quickly Indiana manufacturing scales, and whether those orders turn into deliveries and revenue.
The company also plans to participate in South Korean central ESS capacity tenders and pursue additional EV orders in Europe. Updates on those tenders, European demand and production at its Hungarian base could help clarify how the company balances storage growth with regional differences in EV sales.
Key Questions
How many ESS battery orders did Samsung SDI report?
Samsung SDI said it received 60GWh in ESS battery orders during the first nine months of 2026. The report does not provide a customer or regional breakdown.
How much did Samsung SDI’s Battery Business revenue increase?
Q3 Battery Business revenue was KRW 4.41 trillion, a 55.3% increase year over year. The company also reported KRW 361.9 billion in operating profit for the segment.
What did Samsung SDI say drove the revenue growth?
The company attributed the increase to growth in ESS and battery backup unit sales, linked in part to demand associated with AI data centers. It did not disclose separate revenue figures for those businesses.
Where is Samsung SDI making LFP batteries in the United States?
The report identifies two Indiana facilities: the SynergyCells plant, now wholly owned by Samsung SDI, and StarPlus Energy, a joint venture with Stellantis. Mass production of high-capacity prismatic LFP cells has recently begun at StarPlus Energy.
Does the 60GWh figure mean all the batteries have been delivered?
No. The figure is described as orders received in the first nine months of 2026. The report does not give delivery schedules or say how much of the ordered volume has been shipped.
Source: energy-storage.news
