🧠 Food for thought

Implications, context, and why it matters.

The MOU depends on Samsung SDI’s 46-series allocation for KG Mobility, still undisclosed

• Samsung SDI began 46-series mass output in Q1 2025, over a year early, first shipping 4695 modules for a U.S. micromobility client built in Vietnam 1.
• The News Article gives no timeline or capacity for KG Mobility packs, which clouds launch plans and order impact.
• Talks with EV makers continue, including a possible BMW Neue Klasse deal 2. KG Mobility could get less share if tier-one OEMs take priority. Forecasts see 46-series at 155 GWh in 2025 and 650 GWh in 2030, a 33% CAGR 1.

Equipment and thermal vendors can catch near-term demand by tracking early 46-series (often written “46xx”) adopters

• The 46-series uses a tabless design that cuts internal resistance by 90% 1. Plants will need new gear for electrode joints or current collectors, and legacy 21700 lines (21 mm × 70 mm cylindrical cells) may not fit without changes.
• A 46-series cell holds about six times the energy of a 21700 cell 1. Pack builders will use fewer cells yet may need tighter thermal control for higher heat per cell.
• LG Energy Solution aimed to start 4680 mass output in August 2024 at Ochang 3. Samsung SDI now makes 4695 cells and lists 4680, 4695, 46100, 46120 1. Vendors and investors should watch which OEMs beyond BMW land 46-series deals 2. Each win can spark spend on module lines, battery management system software, and fire-safe insulation.