Samsung SDI's Q2 deck (July 30) reaffirmed "timely US prismatic LFP mass production" at StarPlus. No plant-level volume, yield, or utilization data accompanied the statement. ETNews (July 6) reported the first LFP line producing 273 Ah cells in September, ahead of the Q4 2026 corporate milestone. But the same reporter's June 25 piece places equipment installation for the broader conversion in H1 2027, with verified supply from two additional lines (~12 GWh each) in H2 2027.
The cathode sourcing doesn't align with a September start. L&F's KRX filing specifies LFP CAM deliveries beginning 2027. If line 1 runs cells this fall, the cathode active material source is undisclosed.
Line 1 may produce cells by Q4. Qualified LFP supply at procurement-relevant volumes from StarPlus is an H2 2027 proposition on the equipment and feedstock evidence available.
Timeline by source
- Q4 2025: StarPlus begins phasing EV lines to ESS (Samsung SDI, Mar 24)
- Jun 24, 2026: Equipment LOIs/POs issued to Korean suppliers for LFP conversion (ETNews, Jun 25)
- Sep 2026: First LFP line production start, 273 Ah cells (ETNews, Jul 6)
- Q4 2026: "LFP mass production" corporate milestone (Samsung SDI, Mar 24; reaffirmed Jul 30)
- H1 2027: LFP line equipment installation complete (ETNews, Jun 25)
- 2027: L&F LFP CAM deliveries begin (L&F KRX filing, Mar 30)
- H2 2027: Verification and expanded supply volumes (ETNews, Jun 25)
Undisclosed: StarPlus utilization rate, LFP yield data, interim CAM supplier, cell certification status, named ESS customer receiving LFP cells