SK On Pursues Defense Batteries For AI Vehicles
SEOUL, Feb. 4 — South Korean battery maker SK On is in talks with a U.S. defense firm to supply batteries for AI-powered unmanned underwater vehicles and has approached a European defense company about eVTOL batteries, industry sources said. SK On is supplying cells for a Hyundai Rotem unmanned vehicle project and plans to prioritize high-density ternary NCM batteries short-term while exploring all-solid-state options long-term, with supplies expected after 2028.
Scoring Rationale
Credible industry development signaling strategic diversification; limited novelty and long verification timelines constrain near-term impact.
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