May 19, 2025 /SemiMedia/ — Japan’s TDK Corporation is set to begin shipments of its third-generation silicon anode batteries by the end of June, moving ahead of its original Q3 schedule. The batteries are designed to support thinner smartphones with advanced AI features, reflecting growing demand for high-density energy solutions in the mobile sector.

According to CEO Noboru Saito, the new batteries replace traditional graphite with silicon, increasing energy capacity by approximately 15% within the same volume. This enhancement enables manufacturers to develop slimmer devices without compromising battery life.

Major smartphone brands are expected to adopt the new battery format soon. While TDK has not disclosed specific clients, both Apple and Samsung, which each contribute about 10% of TDK's revenue, are rolling out thinner models such as the Galaxy S25 Edge and the upcoming iPhone 17 Air.

TDK’s battery subsidiary, Amperex, currently dominates the small-size silicon battery segment and is expanding its manufacturing footprint. A new factory in India will begin production in September, enabling flexible capacity between graphite and silicon lines. Saito noted that customer needs will determine the balance of output between China and India.

Beyond smartphones, the silicon battery technology is applicable to a wide range of products from wearable devices to electric vehicles. TDK plans to launch its fourth-generation silicon battery during the next fiscal year to reinforce its market leadership.

The company remains cautious about global trade uncertainties. In its latest earnings report, TDK issued a forecast range instead of a single number, citing potential impacts from U.S. tariff policy. Saito emphasized the importance of supply chain diversification and the agility to adapt to fast-changing customer demands.