TDK Corp. plans to mass-produce advanced silicon-anode batteries with 15% higher energy density in 2025, addressing rising AI-powered device demands. These batteries enable faster EV charging and enhanced smartphone performance. Partnering with Group14 Technologies and ATL, TDK is leveraging rapid production capabilities despite concerns about supply limitations. Growth is expected incrementally, as silicon battery adoption expands.

Honor’s Magic7 Pro smartphone features a silicon-carbon battery powered by Group14’s SCC55™ silicon battery material. With a capacity of up to 5,850mAh, the battery enables the fast charging and extended battery life necessary to meet the growing demands of AI-enabled devices.

Group14 CEO Rick Luebbe anticipates rapid growth in silicon anode markets, independent of ex-China graphite supply chains. He notes that demand is strong, with eight ‘take-or-pay’ agreements nearing $800 million. However, domestic silane gas supply remains a bottleneck, as it’s essential for silicon anode production.

AI’s growing energy demands provide an opportunity for next-gen battery makers like Group14, whose silicon-anode technology powers Honor’s AI-driven Magic 7 Pro. While EV adoption lags, AI data centers and smartphones offer medium-term growth for batteries, addressing the need for high-capacity, energy-efficient solutions in AI-heavy applications.

Silicon-anode batteries are advancing faster than solid-state alternatives in the EV sector, offering higher energy density and faster charging. Companies like Group14 Technologies are leading this progress, with their silicon-carbon composite SCC55™ that enables 50% more energy density than traditional graphite anodes.

Advancements in battery technology, including solid-state batteries and high-silicon anodes, are set to revolutionize electric vehicles (EVs) by enhancing energy density and reducing weight. Companies like Group14 are leading this innovation, aiming to deliver safer, more efficient batteries that could significantly extend EV range and performance.

Silicon batteries hold significant potential to revolutionize any device powered by lithium-ion batteries. They will reshape the future of transportation – including electric vehicles and aviation – as well as enable edge computing in vehicles and personal devices, fundamentally changing how we navigate the world. The industry leaders will be determined by companies that find a way to scale.

The JV facility, designed and built using Group14’s modular manufacturing technology, started producing SCC55™ material in August, 2024, and shipped to over 100 customers by September. The factory has an initial annual production capacity of 2,000 tons, equivalent to 10 GWh and enough to power 100,000-250,000 EVs per year.

The U.S. Department of Energy is funding battery manufacturing and supply chain projects across 14 states to boost domestic production and reduce dependence on China. This initiative is projected to create 12,000 jobs and attract $16 billion in investments, strengthening the nation’s energy infrastructure and supply chain resilience.