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Yulchon Chemical's New Poseung Plant Begins Battery Pouch Film Production
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Battery
Facility to supply LG Energy Solution's ESS batteries, about one year after entering trial operation
EunGyu Kim
Published 2026.07.03 19:27
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Yulchon Chemical has begun mass production of battery pouch film at its new Poseung plant in Gyeonggi Province, about one year after the facility entered trial operation in April last year.
According to industry sources on July 3, Yulchon Chemical received 4M approval from LG Energy Solution for the Poseung plant's pouch film production line in late April. A 4M approval is the customer's final qualification process conducted whenever there are changes to the four key elements of a production system: Man, Machine, Material, and Method.
Over the past year, Yulchon Chemical adjusted the Poseung plant's production equipment to meet LG Energy Solution's quality standards. The company's pouch film serves as the outer packaging material that encloses the internal components of battery cells.
Pouch-type batteries use film to encapsulate the cathode, anode, separator and electrolyte. The film must provide both protection against external impact and reliable sealing performance to prevent electrolyte leakage.
Yulchon Chemical will exclusively supply 183-micrometer (μm) high-formability pouch film to LG Energy Solution. The film will be used in the battery maker's second-generation energy storage system (ESS) pouch cells, known as JF2.
As LG Energy Solution expands production of ESS pouch batteries this year at its facilities in Holland, Michigan, Ultium Cells Tennessee, the Honda joint venture in Ohio, NextStar Energy in Canada, and Wrocław, Poland, demand for Yulchon Chemical's pouch film has also increased.
To meet rising demand, Yulchon Chemical plans to double the annual production capacity of its Poseung plant from 40 million square meters to 80 million square meters. The company aims to begin mass production on the new production line next year. Combined with its Ansan plant, which has annual capacity of 30 million square meters, Yulchon Chemical's total pouch film production capacity will reach 110 million square meters.
The existing Ansan plant has generated annual revenue of 70 billion won to 80 billion won, and the company expects sales to increase further as the Poseung plant ramps up production. Yulchon Chemical projects that revenue from its electronic materials business, centered on pouch film, will grow at a compound annual growth rate of 50% between 2025 and 2028.
Following the second-generation JF2 platform, LG Energy Solution plans to introduce its third-generation JF3 pouch batteries in 2027 and fourth-generation JF4 products after 2029. LG Energy Solution was Yulchon Chemical's largest customer for electronic materials last year, accounting for 19.6% of total revenue.
Revenue from Yulchon Chemical's electronic materials business increased from 91.2 billion won in 2023 to 131.1 billion won in 2024 and 165.8 billion won in 2025. The segment's share of total revenue also rose from 22% in 2023 to 34.2% last year.
Yulchon Chemical has localized battery pouch film production in a market traditionally dominated by Japanese suppliers, expanding its business beyond food packaging materials into battery materials. In addition to LG Energy Solution, the company is conducting sample evaluations of its battery pouch film with multiple other customers.
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