(36) Market to Grow to 95 Trillion Won by 2035... What Battery Equipment Exists?

Editor's NoteWe are currently in the battery era. Batteries are found in almost every device, including mobile phones, laptops, and electric vehicles. [Complete Battery Mastery] is a section created to easily convey the basics of batteries, their ecosystem, company information, industry trends, and outlook to general readers, students, and investors interested in the battery industry and related companies. We meet you every Saturday. Amid slowing demand for electric vehicles, domestic battery cell companies in South Korea, which posted poor results in the first quarter, are adjusting their investment pace this year. LG Energy Solution recently stated in its 2024 Q1 earnings conference call, "Essential new and expansion investments will continue with selection and concentration, but we will thoroughly prioritize investments, adjust the scale and execution speed of investments, and reduce the scale of capital expenditures (CAPEX)." SK On also explained in its Q1 earnings conference call

Battery Conquest

05.11 08:00

Warren Buffett's New Partner Tim Cook

The relationship between Warren Buffett, chairman of Berkshire Hathaway, and Tim Cook, CEO of Apple, is newly emerging. Buffett, who was once obsessed with candy and cola companies, now openly praises the CEO of the world's top technology company. The Berkshire Hathaway shareholders' meeting, known as the "Woodstock of the capital markets," was held on the 4th in Buffett's hometown of Omaha. As it was the first shareholders' meeting after the death of Buffett's close friend Charlie Munger, more attention than ever was focused on Buffett. However, the real scene-stealer at this shareholders' meeting was Apple and CEO Tim Cook. While Bill Gates, founder of Microsoft (MS), has often appeared at the meeting alongside his longtime friend Buffett despite their age difference, why did Apple's CEO appear at Berkshire's shareholders' meeting? Berkshire Hathaway is the largest shareholder of Apple. Buffett, who follows the principle of "not investing in companies I don't understand" and has bee

Apple Shock Wave

05.07 09:35

'Geonham Competition' Resumed After 100 Years Amid China's Ocean Ambition

As China's third aircraft carrier, the Fujian, embarks on its maiden sea trial, voices of warning are growing both inside and outside the U.S. political sphere. With China already constructing its fourth aircraft carrier and reports indicating that the total number of Chinese naval vessels surpasses that of the U.S., a heated shipbuilding competition between the two countries is expected to intensify. As the shipbuilding race among great powers, reminiscent of the period around World War I, resumes after 100 years, concerns are rising that military tensions across the East Asian maritime region near China will significantly escalate. In this segment, we will explore China's naval power enhancement, the responses from the U.S. and its allies, and also delve into the history of the shipbuilding competition from a century ago.China's 3rd Aircraft Carrier Sets Sail for First Time... "China Surpasses U.S. in Number of Warships" Let's start with the news. On the 1st, China's state-run Xinhua

War History

05.05 08:00

(35) What Are the Differences Between Prismatic and Pouch Types? ... Form Factor Debate Over All-Solid-State Batteries

Editor's NoteWe are currently in the battery era. Batteries are found in almost every device, including mobile phones, laptops, and electric vehicles. [Complete Battery Mastery] is a section created to easily convey the basics of batteries, their ecosystem, company information, industry trends, and outlook to general readers, students, and investors interested in the battery industry and related companies. We will meet you every Saturday. China's top battery company, CATL, announced on the 28th of last month at the China International Battery Fair (CIBF) held in Shanghai that it will begin small-scale production of solid-state batteries by 2027. According to local media, Wu Kai, a senior executive at the company, stated, "Currently, about 1,000 research and development (R&D) personnel are working on developing solid-state batteries." The solid-state batteries developed by CATL are expected to achieve an energy density of 500 watt-hours (Wh)/kg. CATL identified 'price' as the main chal

Battery Conquest

05.04 08:00

Russian 'Trench Warfare' Unaffected Despite US AI Weapons Flood

Despite the passage of additional U.S. aid packages for Ukraine, concerns are growing internationally as Russian forces continue to maintain superiority on the Ukrainian front. This is because advanced artificial intelligence (AI)-powered automatic targeting technology has been provided to Ukraine, yet despite ongoing military support from the U.S. and the West, Russia persists with World War I and II-style trench warfare, resulting in a stalemate on the front lines. Conversely, Russia has been importing low-cost unmanned aerial vehicles (drones) from countries such as Iran, China, and North Korea, operating large-scale suicide drones and reconnaissance drones, which have pushed Ukrainian forces backward. Even the powerful, state-of-the-art tank units supplied by the U.S. have begun to retreat from the front lines, raising concerns about a possible Russian counteroffensive.AI Drone Automatic Targeting Technology Test Site Ukraine... Efficiency Gradually Declining Let's start with the

War History

04.28 09:00

(34) How Are Cylindrical Batteries Made... feat. 4680

Editor's NoteWe are now in the battery era. Batteries are found in almost everything, from mobile phones and laptops to electric vehicles. [Complete Battery Mastery] is a section created to easily convey the basics of batteries, their ecosystem, company information, industry trends, and outlook to general readers, students, and investors interested in the battery industry and related companies. We will meet you every Saturday. Japan's Panasonic announced at the end of last month that it has signed a contract to supply cylindrical batteries to Japan's Mazda Motor Corporation. The two parties had been negotiating supply since June last year, and the deal was only recently finalized. Prior to this, Panasonic also signed a similar contract with Japan's Subaru Motor Corporation. Panasonic, Mazda, and Subaru have not disclosed specific contract details, but the industry expects Panasonic to supply 4680 cylindrical batteries to both companies. This would mark the first electric vehicle in Ja

Battery Conquest

04.27 08:00

(33) Three Key Keywords to Compete with LFP... Single Crystal, High Voltage, Mid-Nickel

Editor's NoteWe are now in the battery era. Batteries are found in almost every device, including mobile phones, laptops, and electric vehicles. [Complete Battery Mastery] is a section created to easily convey the basics of batteries, their ecosystem, company information, industry trends, and outlook to general readers, students, and investors interested in the battery industry and related companies. We will meet you every Saturday. Song Hojun, CEO of Ecopro, said in his New Year's address this January, "I hope this year will be one where we advance High Nickel technology further and develop Mid Nickel and Lithium Iron Phosphate (LFP) technologies to trigger a 'technology coup d'?tat.'" Then, in the early February earnings conference call, Kim Sunju, CFO of Ecopro, stated, "We plan to expand the proven high-nickel single-crystal mass production technology to high-voltage mid-nickel and pursue securing new clients among automakers and cell manufacturers within the year." At the '2024 I

Battery Conquest

04.20 08:00

Missile and Drone Variants, Iran's '358'... Why Israel Fears It

As warnings emerge from the United States and Western intelligence agencies that Iran's airstrike on Israel is imminent, attention is focused on the possibility that the conflict between Israel and Hamas, which has lasted over six months, could escalate into a broader Middle East war. In particular, concerns are rising that Iran, which dominates the drone market across the Middle East region, could deploy thousands of drones simultaneously over major Israeli cities, causing significant damage. In this context, a unique weapon developed in Iran, known as the '358,' which combines drones and missiles, is spreading throughout the Middle East, changing the nature of warfare in the region. The 358, often called the 'drone-catching drone,' is recognized as a new weapon highly valued by Middle Eastern militias. In this segment, we will explore Iran's drone technology that is reshaping global warfare, as well as the history of technological cooperation between Iran and North Korea behind it. I

War History

04.14 08:00