포스코 그룹의 이차전지 글로벌 공급망 구축 사례 연구

Abstract

Purpose – The purpose of this paper is to benchmark the establishment of global supply chain management through the case of the POSCO group, which has established a global supply chain management related to secondary batteries, a key material for battery packs, a major core component of electric vehicles. Design/Methodology/Approach – This study aims to analyze the POSCO group, especially POSCO and POSCO chemical, which have built global supply chain management related to the secondary battery by applying the case study method. Findings – In order to secure lithium, nickel, graphite, and others, raw materials for the cathode and anode, which are major components of secondary battery, the POSCO group is securing the right to supply raw materials in the form of equity investment in companies through ownership of mines. The raw materials used are made into finished products in the form of cathode and anode materials through domestic POSCO chemical factory (facilities), which are supplied to LG energy solution and GM. In addition, it has established a cathode and anode material plant in the form of a joint venture with a finished car company to secure stable delivery processing and sign long-term supply contracts. In addition, POSCO chemical has one of the few manufacturing facilities and technologies in the world that produces both cathode and anode materials, and is simultaneously conducting product development and technology development to have a full line of secondary battery-related products. Research Implications – POSCO group is utilizing equity investment and joint venture to secure a stable global supply chain related to the secondary battery.