While Apple supplier TDK says that its new battery has 10% more capacity than conventional graphite anode batteries, industry studies have shown that their new technology has the potential to lift capacity by 40% or more. That would be a giant leap for smartphones. mobile game gadgets, wearables and AI-related edge tools, while slimming down their size, according to Toyo Securities analyst Hideki Yasuda.

China's smartphone company Honor uses TDK'S latest battery in their foldable smartphone the Magic V2 measures than 10mm thick because of the battery. Honor, whose website states that its phone contains a silicon-carbon dual battery, vies with Huawei Technologies Co., Oppo Co. and Xiaomi Corp. in China and Asia more broadly.

TDK Chief Executive Officer Noboru Saito stated that “As we head into the age of AI where the world gets ever more connected, the demands placed on batteries will only grow, and it’s our mission to meet those needs through new and evolving technology.”

TDK is now the sole mass-producer of silicon-carbon batteries for smartphones.

The problem with Bloomberg's report is that the potential of lifting battery capacity by 40% or more doesn't have a tangible timeline as to when the higher capacity will be available in smartphones.

Whether Apple will decide to use TDK's latest silicon-carbon dual battery in future iPhones is unknown at this time. It should be noted that it was rumored back in November that Apple was developing their own next-gen battery for the iPhone and Apple Vision Pro that could surface in and around the 2025-26 timeline.