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Camphor Enters Toyota and Panasonic Battery Supply Chain, Ramps Up Vietnam Production

Process Industries · Chemicals: Specialty · economic_daily · 2026-09-16

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Battery material supplier Camphor has secured spots in the Toyota and Panasonic supply chains, with its Vietnam plant expected to drive future growth.

What Happened

Supply Chain Integration: Camphor has successfully entered the battery supply chains of major Japanese firms like Toyota and Panasonic, significantly boosting its revenue in the first half of the year.

Vietnam Plant Progress: The company's Vietnam facility, focused on nickel sulfate for ternary lithium batteries, is in the final stages of customer validation, with expectations for increased supply volumes by next year.

Capacity Strategy: Camphor is optimizing its production by focusing on cobalt sulfate in Taiwan and nickel sulfate in Vietnam, aiming to ramp up output to meet the demands of key global clients.

Profitability Outlook: Operating on a tolling model, Camphor's profits are primarily driven by processing fees; analysts expect a step-wise growth in earnings as production capacity scales and the client base expands.

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