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BMW taps Samsung SDI in Europe and LG Energy Solution in US for battery cells

Milena Thomas
Published Nov 9, 2026
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Summary:
  • BMW said Monday it will add Samsung SDI as a battery-cell supplier in Europe and LG Energy Solution for its US plants starting in the late 2020s.
  • The carmaker is ramping up production of sixth-generation high-voltage batteries that underpin its next wave of EVs, including the iX3.
  • In Europe, BMW already sources cells from CATL and EVE Energy, and is speeding up the phase-out of older battery models.

What BMW announced

BMW is widening its battery supply bench to cut dependence on any single source. Samsung SDI will provide cells for BMW's European facilities, while LG Energy Solution will supply US plants beginning in the late 2020s. Concurrently, BMW is expanding global manufacturing of sixth-generation high-voltage batteries, which serve as the foundation for its upcoming electric models, among them the iX3 sport-utility.

How this fits existing sourcing and factories

The new deals sit alongside existing European cell supply from China's CATL and EVE Energy. BMW now assembles its newest battery generation in Germany, Hungary, Mexico and South Carolina, with an additional site in China, and is working to shorten the logistics chain between where cell suppliers deliver and where vehicles are produced. Last week the company said it is accelerating the retirement of older battery designs.

The wider context and what it means for your portfolio

The move reflects a broader push by European and US automakers to lessen exposure to components sourced from China, which dominates battery manufacturing and processing of key materials. That concentration leaves carmakers vulnerable when they need capacity nearer to plants in Europe and North America. Separately, the European Union is drafting rules under the Industrial Accelerator Act that would set thresholds requiring most of a vehicle to be made within the bloc to qualify for various subsidies.

When technologies shift, thoughtful investors look for ways to gain an edge. We're hosting our first ever investor livestream on 11/17 to show you how to use ChatGPT and Claude to invest like a pro, hosted by Briefs Finance CEO Jaspreet Singh. Save your seat.

Bottom line: BMW is adding more regional cell capacity while it scales a new battery generation and retires old packs.

Learning how new tools can sharpen investment decisions builds steady investor confidence. On 11/17, our CEO Jaspreet Singh goes live for our first ever investor livestream on how to use ChatGPT and Claude to invest like a pro. Register to join him.

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