I'm seeing chatter about this elsewhere. Press release seems to support it.
Impact on consumer access (us?).
"Samsung SDI will invest several hundreds of billions of Korean won to build a production line for small-sized secondary batteries. It is analyzed that the decision was made while taking into consideration the fact that Japan's Panasonic, the world's largest battery maker, is extremely busy supplying batteries to Tesla for its electric vehicles so cannot meet other demand. The move has been seen as a gambit of Samsung SDI, which has the largest market share in the small-sized battery market, to further shore up its leadership in the market. In the global small-sized battery market, Samsung SDI outclasses Panasonic in the market share."