삼성SDI '배터리' 벤츠도 뚫었다…독일 자동차 3사에 모두 들어가 | 권순우 삼프로TV 취재팀장 [뉴스3]

Watch on YouTube ↗  |  April 20, 2026 at 23:48  |  35:08  |  3PRO TV (삼프로TV)
Speakers

Summary

Kwon Soon-woo discusses major developments in Korea's India partnership, highlighting steel, shipbuilding, and gaming deals. He also reports that Samsung SDI has secured battery supply contracts with all three German luxury automakers. The video covers Krafton's massive user base and revenue growth in India, and includes a discussion on battery industry outlook.

  • Korea and India agree to expedite CEPA revision and expand cooperation to shipbuilding, nuclear, renewable energy.
  • POSCO and JSW Group plan a 10 trillion won steel mill in India.
  • Naver and Tata Group sign MOU for 3D mapping collaboration.
  • HD Hyundai explores shipbuilding opportunities in Philippines and India.
  • Krafton's Battlegrounds Mobile India has 180 million users and growing mobile revenue.
  • Samsung SDI becomes battery supplier to BMW, Mercedes, and Audi, all German luxury brands.
  • LG Energy Solution to supply LFP batteries to Mercedes from 2028.
  • Battery industry outlook: bottoming but margins remain challenging.
Trade Ideas
Kwon Soon-woo Reporting Team Lead, 3PRO TV 11:06
Krafton dominates Indian mobile gaming.
Krafton's mobile game 'Battlegrounds Mobile India' has over 180 million users in India and is generating strong revenue growth (35% year-over-year increase in mobile revenue), now contributing about 15% of total revenue. This positions Krafton as a major player in the Indian gaming market with significant monetization potential.
259960.KS MED
Kwon Soon-woo Reporting Team Lead, 3PRO TV 19:11
Samsung SDI supplies all German luxury carmakers.
Samsung SDI has secured battery supply deals with all three German premium automakers (BMW, Mercedes-Benz, Audi), making it a key supplier for their next-generation electric vehicle platforms (e.g., Mercedes MMA platform). This marks a significant expansion of its customer base and revenue potential.
006400.KS HIGH
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3PRO TV (삼프로TV) · Apr 20

This 3PRO TV (삼프로TV) video, published April 20, 2026, features Kwon Soon-woo discussing 259960.KS, 006400.KS. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kwon Soon-woo  · Tickers: 259960.KS, 006400.KS