Recently, a major South Korean battery materials supplier disclosed that its contract value with Tesla has plummeted by 99% year-over-year, drawing significant market attention and highlighting ongoing shifts in the global EV supply chain. According to the company’s financial report, its sales to Tesla in 2023 amounted to only a few million U.S. dollars, compared to several hundred million in the same period of 2022. Analysts attribute this sharp decline to Tesla’s strategic pivot toward localized sourcing, particularly following the implementation of the U.S. Inflation Reduction Act (IRA), which incentivizes the use of North American–produced battery materials to qualify for government subsidies. Additionally, Tesla is accelerating its in-house battery development—such as the 4680 cells—and expanding partnerships with other suppliers like Panasonic, LG Energy Solution, and CATL, thereby reducing reliance on any single Korean provider. Despite the setback, the South Korean firm stated it is actively diversifying its customer base and intensifying R&D in next-generation technologies like solid-state batteries to sustain long-term competitiveness. While the drastic drop in Tesla-related revenue poses short-term challenges, it also underscores the broader realignment underway in the global electric vehicle supply chain.
近日，韩国一家主要电池材料供应商披露，其与特斯拉的合同金额同比骤降99%。这一消息引发市场广泛关注，反映出全球电动汽车供应链正在经历深刻调整。据该公司财报显示，2023年对特斯拉的销售额仅为数百万美元，而2022年同期则高达数亿美元。分析认为，合同额大幅下滑可能源于特斯拉逐步转向本土化采购策略，尤其是在美国《通胀削减法案》（IRA）实施后，为获得政府补贴，特斯拉更倾向于使用北美本地生产的电池材料。此外，特斯拉也在加速自研电池技术（如4680电池），并扩大与其他供应商（如松下、LG新能源和宁德时代）的合作，进一步稀释了对单一韩国供应商的依赖。尽管如此，该韩企表示仍在积极拓展其他客户，并加强在固态电池等前沿领域的研发投入，以维持长期竞争力。此次合同锐减虽对其短期业绩构成压力，但也凸显了全球电动车产业链加速重构的趋势。
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