[Concall] Samsung SDI "Expecting Improvement in Auto Semiconductor Supply in H2... Limited Impact on Auto Battery Performance in H2"
[Asia Economy Reporter Woo Su-yeon] Samsung SDI stated on the 27th during the Q2 earnings conference call that "the semiconductor shortage situation is expected to improve somewhat in the second half of the year, and as OEMs prioritize electric vehicle production to meet CO2 regulations, the impact on performance is expected to be limited."
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They added, "In the second half, the proportion of Gen3 and above projects is increasing, leading to expected improvements in profitability. Not only automotive batteries but also small batteries and electronic materials are expected to improve, and we are striving to achieve the originally set annual targets."
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