It is also the second largest consumer of them (making local production a good option). Excluding Tesla's in house production, all other battery makers of any scale are foreign companies.
Yep, Tesla uses Panasonic's NCA-90, but Tesla now makes 4680 in-house, but without all that fancy dry processed cathodes that promises up to ~20% reduction in cost.
LG should be mass-producing 4680's by now (and dry battery electrode by 2027). Panasonic is still working on 4680. Maybe soon, but dunno when.
