TDK Corp., a major battery supplier for Apple, is developing a new generation of batteries optimised for AI-driven smartphones, coinciding with rumours of Apple's plans for a thinner iPhone. These batteries are designed to handle the increased power demands of on-device AI processing. TDK's advancement in battery tech could significantly enhance device performance as smartphones rely more on AI.
The company is gearing up for mass production of its third-generation silicon-anode cells by late summer. Silicon-anode batteries represent a leap in energy storage, offering higher energy density compared to traditional graphite-anode batteries. TDK's new batteries boast an energy density of 1,000 Wh/L, a substantial increase over its previous solid-state batteries. This innovation could lead to longer battery life and sleeker device designs. The use of oxide-based solid electrolyte enhances safety by minimising the risk of leakage, fires and explosions.
While TDK currently stands as the sole mass producer of silicon batteries, concerns exist regarding potential supply shortages. Analyst Hideki Yasuda from Toyo Securities cautions that relying on a single supplier for a critical component could impede widespread adoption of the technology.
