As reported by the Nihon Keizai Shimbun on the 6th, TDK has developed a lithium-ion battery for smartphones with a 15% increased charging capacity, and plans to begin mass production in the summer of 2025. With American companies like Apple launching devices supporting generative AI, smartphone energy consumption is expected to rise further. To meet this challenge, TDK aims to differentiate itself from competitors by boosting battery capacity.

Ahead of the upcoming CES 2025 in Las Vegas, TDK President Kei Takahashi disclosed this new technology during an interview. By replacing the traditional anode material of graphite (black lead) with silicon, TDK successfully enhanced the battery's energy storage capacity.

This battery can reduce its size while maintaining the same capacity, thereby freeing up more space for additional components in smartphones. If the battery's thickness is further reduced, it can also be used in new devices such as foldable-screen smartphones. President Saito stated, "Although our primary target is smartphones, we also hope to expand into laptop and tablet markets."

Currently, lithium-ion batteries with silicon anodes account for a small portion of TDK's small-sized lithium-ion battery sales. The company plans to establish a new factory in Haryana, India by 2025 to increase battery production capacity and aims to launch a new battery with a 40% higher capacity by March 2027.

According to data from market research firm Techno-System Research, TDK holds approximately a 40% global market share in the lithium-ion battery market for mobile devices. In the fiscal year 2024, TDK's battery business accounted for over 50% of the company's total sales, with an operating profit margin of 17%, significantly higher than that of other electronic components, such as multilayer ceramic capacitors (MLCCs).