As GM Authority previously reported last month, GM and Samsung SDI were poised to enter a new battery partnership. Today, the two companies have announced a collaboration to build a new battery cell manufacturing plant in the U.S.
General Motors and Samsung SDI will invest more than $3 billion to build a fourth GM battery cell plant in the U.S. This development comes after GM’s previous partner – LG Energy Solution – backed out of a deal to construct the aforementioned facility. This new plant is expected to begin operations in 2026.
“GM’s supply chain strategy for EVs is focused on scalability, resiliency, sustainability and cost-competitiveness,” GM Chair and CEO Mary Barra was quoted as saying. “Our new relationship with Samsung SDI will help us achieve all these objectives. The cells we will build together will help us scale our EV capacity in North America well beyond 1 million units annually.”
Once operational, the facility will bring General Motors’ total U.S. battery cell capacity to roughly 160 GWh. Both companies will jointly operate the plant, which is projected to build nickel-rich prismatic and cylindrical cells.
“It is a great pleasure to take the very first step to create a long-term industry-leading partnership with GM in the U.S. EV market,” Samsung SDI President and CEO Yoon-ho Choi was quoted as saying. “We will do our best to provide the products featuring the highest levels of safety and quality produced with our unrivaled technologies to help GM strengthen its leadership in the EV market.”
Thus far, GM and Samsung SDI have not announced where the plant will be located, or what the employment figures will be. That being said, this new facility is expected to create thousands of jobs.
General Motors will seemingly exploit two different battery cell technologies in North America, as it currently manufactures Ultium Cells pouch-style battery packs in collaboration with LG Energy Solution. Production of these cells is ramping up at the Warren, Ohio plant, while construction of the Ultium Cells plant in Spring Hill is scheduled to be completed before the end of the year. The third Ultium Cells plant in Lansing, Michigan will be operational in 2024.
“We will continue to scale production and optimize the chemistry of our pouch cells for performance, range and cost using new approaches pioneered at GM’s Wallace Battery Center and by our technology partners,” GM Executive Vice President Doug Parks was quoted as saying. “The introduction of new cell form factors will allow us to expand into even more segments more quickly and integrate cells directly into battery packs to reduce weight, complexity and costs. With multiple strong cell partners, we can scale our EV business faster than we could going it alone.”