TDK Prepares Batteries for Slim AI-Powered Devices
Japanese electronics manufacturer TDK Corporation is set to roll out its third-generation silicon anode batteries, aiming to support the next wave of AI-enhanced, ultra-thin smartphones. According to CEO Noboru Saito, shipments will begin by the end of June—earlier than the originally scheduled third quarter.
The early deployment could give smartphone makers ample time to integrate the new batteries into devices launching later this year. "We've made significant progress and will begin shipping soon," said Saito. "Some smartphone makers may adopt this new battery ahead of schedule."
TDK's advanced battery technology plays a key role in enabling slimmer device designs without compromising battery life. By replacing traditional graphite anodes with silicon, the new lithium-ion cells can deliver up to 15% more energy storage in the same physical footprint.
One of TDK's major partners, Apple Inc., is reportedly preparing to introduce a thinner iPhone model, tentatively named iPhone 17 Air, featuring a fresh industrial design. Meanwhile, Samsung Electronics has just unveiled the Galaxy S25 Edge, a 5.9mm-thick smartphone—30% thinner than its flagship S25 Ultra—equipped with a new AI-powered camera and editing capabilities.
Apple and Samsung each account for roughly 10% of TDK's annual revenue, highlighting the importance of mobile innovation to TDK's growth. While Saito declined to disclose pricing or specific customers for the new batteries, he confirmed that TDK is ready to provide the technology to all companies that recognize its value.
The silicon anode battery platform is scalable and suitable for a wide range of applications—from compact consumer devices to electric vehicles. TDK's battery subsidiary, Amperex Technology Limited (ATL), is currently a leading manufacturer of small-format silicon batteries for smartphones, commanding what Saito describes as a "very large market share."
Looking ahead, TDK plans to launch its fourth-generation silicon battery in the next fiscal year to further expand its technological lead. "Mass-producing silicon batteries requires specialized expertise," Saito noted. "It's not just about combining materials—it's a highly complex process."
Despite global economic uncertainty, TDK projects a 1% year-over-year increase in global smartphone production, reaching 1.2 billion units in 2025. However, the company warns that geopolitical factors and evolving U.S. trade policies may impact growth. For the first time, TDK has issued a range-based annual forecast rather than a single figure, citing the volatility in international tariffs.
To strengthen supply chain resilience, TDK is diversifying its manufacturing footprint. ATL currently assembles most of its batteries in China but is now establishing a new plant in India, set to begin operations in September. Although initial production capacity is modest, Saito emphasized that adapting existing graphite battery lines to silicon production is technically feasible. Details about which battery types will be manufactured in India remain confidential.
The broader trend of shifting production out of China continues. Apple is expanding manufacturing in India, and other electronics leaders, including Nintendo, are ramping up operations in Vietnam and Cambodia. TDK's future manufacturing allocation between China and India will depend on evolving customer demands and strategic requirements.
