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IPhone Supplier TDK Rolls Out New Batteries to Keep Pace With AI

Jan 05, 2025 - financialpost.com
TDK Corp., a key supplier of batteries for Apple Inc.’s iPhones, plans to introduce an improved version of its advanced silicon-anode batteries to meet the increasing power demands of AI in mobile devices. The Tokyo-based company will begin mass production of its third-generation silicon-anode cells by late summer. These batteries, which offer higher energy density than conventional ones, have already been adopted by major Chinese phone manufacturers. TDK’s CEO, Noboru Saito, emphasizes the company’s commitment to research and development, aiming to leverage its speed in mass production and ATL’s expertise in battery assembly.

Silicon batteries, recognized for their potential in faster charging times, are also being developed by competitors like LG Energy Solution Ltd. and Samsung SDI Co. for use in electric vehicles. TDK’s silicon-anode provider, Group14 Technologies Inc., highlights the technology’s potential in EVs, with significantly reduced charging times compared to graphite-based batteries. Despite the complexity of manufacturing silicon batteries, TDK remains the only company capable of mass production, which presents both an advantage and a challenge due to potential supply shortages. Saito is optimistic about the gradual growth of the silicon-anode segment, driven by the technology’s value to customers.

Key takeaways:

  • TDK Corp. plans to roll out an improved version of its advanced silicon-anode batteries to meet the power demands of AI in mobile devices.
  • The company will start mass production of its third-generation silicon-anode cells from late summer, offering 15% better capacity than graphite-anode batteries.
  • Silicon batteries are being developed for electric vehicles due to their faster charging times, with potential recharging in five to seven minutes.
  • TDK is currently the only company capable of mass-producing silicon batteries, which presents both an advantage and a supply concern for clients.
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