lucadelladora – TDK is preparing to launch a new generation of high-performance batteries aimed at powering the next wave of thinner, AI-driven smartphones. The Japanese electronics maker, known for supplying components to Apple and Samsung, will begin shipping its third-generation silicon-anode batteries by the end of June—earlier than previously planned. Originally set for release in the September quarter, this accelerated timeline could allow smartphone makers to integrate the new battery tech into devices launching later this year.
According to CEO Noboru Saito, the company has made significant progress and is ready to deliver its advanced battery cells to manufacturers. “Some handset makers might be able to use the new battery in their product one generation early,” Saito said in a recent interview. This early availability aligns with a broader industry trend toward slimmer and more powerful smartphones.
New Battery Tech Supports Thinner Devices Without Sacrificing Power
TDK’s third-generation battery technology offers a significant improvement over conventional lithium-ion batteries. These new cells use silicon instead of graphite in the anode, allowing for about 15 percent more energy storage in the same physical space. This innovation enables manufacturers to produce thinner devices without reducing battery life, a critical demand for modern smartphone users.
The improvement is timely, as companies like Samsung and Apple race to develop thinner phones with enhanced features. Samsung recently unveiled its Galaxy S25 Edge, a device 30 percent slimmer than its flagship model. Meanwhile, Apple is preparing to release the iPhone 17 Air, a thinner design that marks a major shift in its hardware strategy.
These advancements reflect growing consumer interest in lightweight, AI-integrated phones that don’t compromise on performance or battery life.
Read More : More North Korean Defectors Working in South Korea Than Ever
Apple and Samsung Remain Key Customers for TDK’s Battery Technology
Apple and Samsung are two of TDK’s largest clients, each contributing around 10 percent of the company’s total revenue. While CEO Saito did not confirm which companies will adopt the new batteries first. He stated that TDK is offering them to all customers who recognize the value of the technology.
TDK’s battery business is led by its subsidiary, Amperex Technology Ltd.. which holds a dominant position in the smartphone battery market. Amperex specializes in smaller silicon-based batteries and has become a key supplier for mobile device manufacturers worldwide.
TDK also plans to introduce a fourth-generation version of its silicon-anode battery next fiscal year. According to Saito, producing silicon batteries at scale requires unique expertise and cannot be done by simply combining materials. This positions TDK as a leader in the competitive battery innovation space.
New Factory in India to Support Diversified Production Strategy
To reduce dependence on Chinese manufacturing, TDK is expanding its production capacity to India. A new factory is expected to go online by September, adding flexibility to the company’s global supply chain. Although initial output will be modest, the facility is capable of producing silicon batteries using existing graphite battery production lines.
This move is part of a wider trend among electronics manufacturers seeking alternatives to Chinese production due to global trade tensions. Apple is expanding its operations in India, while other companies like Nintendo are shifting manufacturing to Vietnam and Cambodia.
TDK will determine future production allocations between China and India based on customer needs. The goal is to remain adaptable and responsive in a changing geopolitical and economic environment.
Outlook Positive but Uncertain Amid Global Trade Risks
TDK expects global smartphone production to grow by one percent this year, reaching around 12 billion units. However, the company has cautioned that rising trade tensions—especially involving US tariffs—could negatively affect that growth. For the first time, TDK issued its annual outlook as a range rather than a single figure to reflect the uncertainty.
CEO Saito emphasized the need for companies to stay flexible and responsive to market changes. For TDK, this includes expanding production capacity, improving supply chain resilience. And advancing its battery technology to meet evolving customer demands.
By pushing forward with silicon battery innovation and diversifying manufacturing hubs. TDK is positioning itself as a key enabler of the next generation of thinner, smarter, and AI-capable smartphones.
