iPhone battery supplier TDK rolls out new silicon-anode batteries to keep up with AI devices, EVs

TDK, a key supplier of Apple’s iPhone batteries, is stepping up its game to meet the increasing power demands of mobile devices equipped with artificial intelligence (AI). The Tokyo-based company plans to begin mass production of its third-generation silicon-anode lithium-ion batteries by late summer, aiming to provide more energy-efficient solutions for cutting-edge smartphones.

These advanced batteries, which offer higher energy density than traditional graphite-based cells, are already being adopted by major Chinese smartphone brands. TDK’s CEO, Noboru Saito, emphasised the company’s commitment to innovation, describing their ongoing investment in research and development as a cornerstone of their business strategy.

Silicon batteries: Small size, massive power

Silicon-anode batteries represent a significant leap in mobile technology, offering up to 15 per cent more capacity than their predecessors. First introduced in 2023 by TDK’s subsidiary, Amperex Technology (ATL), these batteries are making waves in the industry. For example, the Vivo X200 Pro now houses a 6,000mAh battery in the same form factor as phones typically limited to 5,000mAh, thanks to this technology.

The complexity of manufacturing silicon batteries has so far limited their mass adoption, but TDK remains ahead of the curve. According to analysts, the company is the only one capable of producing these batteries at scale, a feat that positions it as a leader but raises concerns about supply constraints for its customers.

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EVs the next frontier

While smartphones are currently the primary focus, the potential for silicon batteries in electric vehicles (EVs) has captured the attention of industry players. TDK’s silicon-anode supplier, US-based Group14 Technologies, notes that virtually all major automakers are exploring the technology. The appeal lies in its ability to drastically reduce charging times, potentially recharging EV batteries in as little as five to seven minutes compared to the 40 minutes needed with current graphite-based cells.

Rivals such as LG Energy Solution and Samsung SDI are also developing silicon batteries for EVs, signalling a broader shift toward adopting this technology beyond mobile devices.

TDK’s strategic edge in a growing market

TDK’s advantage lies in its speed to mass production and ATL’s expertise in assembling complex components. While the silicon-anode segment remains small, Saito is optimistic about its gradual growth, emphasising the “step-by-step” progress customers are likely to see in adopting the technology.

However, analysts warn that being the sole producer of such advanced batteries could pose challenges. Limited supply could deter widespread adoption, even as demand for high-capacity, efficient batteries continues to rise. Still, TDK’s early lead and focus on innovation position it strongly in a market poised for significant expansion across both smartphones and EVs.