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TDK Prepares Slim Batteries Tailored for AI-Powered iPhones

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TDK is gearing up to launch a new generation of batteries designed to support smartphones handling AI-related tasks, just as major client Apple prepares to release a slimmer iPhone model. The Tokyo-based company plans to begin shipping its third generation of silicon-anode batteries by the end of June, ahead of its initially planned September timeline. This early shipment could allow smartphone manufacturers to incorporate these advanced batteries into thinner devices set to launch later this year.

The company’s CEO, Noboru Saito, expressed optimism about the progress and timing, suggesting that some handset makers might adopt the new battery technology sooner than expected. TDK’s innovation focuses on replacing the conventional graphite anode with silicon, which allows the batteries to store 15% more energy within the same physical space. This advancement supports the trend of creating slimmer devices without compromising battery life, a critical factor as AI features increasingly demand more power.

Recent smartphone releases reflect this shift toward thinner designs enabled by better battery technology. For instance, Samsung unveiled its Galaxy S25 Edge, which is notably slimmer than its predecessor, the S25 Ultra, while offering enhanced AI-driven camera features. Similarly, Apple is anticipated to introduce the iPhone 17 Air, showcasing a fresh industrial design that emphasizes reduced thickness and may set the stage for future slim devices from the company.

Both Apple and Samsung are significant customers for TDK, accounting for roughly 10% each of the company’s total revenue. While TDK has not revealed the pricing or specific clients for the new batteries, CEO Saito mentioned that the company is willing to supply this technology to any customer who recognizes its benefits. This move could further accelerate the adoption of silicon-anode batteries across the smartphone industry, particularly as AI capabilities become more integral to mobile devices.

T-Mobile and Starlink to Launch Satellite Connectivity for $15 a Month

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T-Mobile has announced that it will launch its satellite-to-cell service, powered by SpaceX’s Starlink, in July at a cost of $15 per month. The initiative aims to eliminate mobile dead zones and provide connectivity to remote areas, marking a significant advancement in mobile technology. T-Mobile’s shares rose by approximately 4% in premarket trading on Monday following the announcement.

The satellite service will address coverage gaps in regions of the U.S. that are inaccessible by traditional cell towers, with T-Mobile stating that 500,000 square miles of such areas will now have connectivity. A beta trial for the service began on Sunday, with T-Mobile offering the service free to customers until the official launch. After that, the service will be included at no additional cost for customers on the premium Go5G Next plan. Other plan customers will receive a 33% discount when the service officially launches.

In a groundbreaking move, T-Mobile will make the Starlink service available to customers of all U.S. wireless providers, including AT&T and Verizon, without requiring them to switch. The initial beta version of the service will provide text messaging via satellite, with voice and data features planned for later.

Mike Katz, T-Mobile’s president of marketing, strategy, and products, emphasized that the service is unique in the U.S. and will work across most smartphones from the last four years, thanks to partnerships with Apple and Google for seamless integration with their operating systems. This satellite service is expected to revolutionize connectivity for users in hard-to-reach areas.

Qualcomm Shares Fall on Downbeat Forecast for Licensing Business

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Qualcomm’s (QCOM.O) shares dropped by around 5% in early trading on Thursday following a disappointing forecast for its patent licensing business, despite strong expectations for quarterly sales and profits. The chipmaker revealed that its licensing business, which contributed 14.8% to its total revenue in the reported quarter, would experience no sales growth this year due to the expiration of its agreement with Huawei Technologies (HWT.UL).

TD Cowen analysts had initially expected the removal of Huawei’s royalty payments to have a mild impact, but they noted that the development adds to the “wall of worry” surrounding Qualcomm’s stock. However, analysts pointed out that Qualcomm has secured licensing agreements with two other Chinese smartphone manufacturers, which may help mitigate some of the losses.

The company’s first-quarter performance exceeded expectations, driven by strong demand for AI features in mobile devices, and is often seen as a barometer for broader smartphone industry trends. Qualcomm’s second-quarter sales forecast of $10.75 billion, with adjusted profits of $2.80 per share, surpassed analysts’ estimates of $10.34 billion and $2.69 per share, respectively, as reported by LSEG data.

While Qualcomm credited growth in its smartphone division to strong sales from China, powered by government subsidies and flagship smartphone launches, it also highlighted positive performance across other business segments, including handsets, autos, and IoT.

Despite gains in 2024, Qualcomm’s stock has underperformed AI chip leader Nvidia (NVDA.O), whose shares surged by 171%. Qualcomm’s stock has increased by 6% this year, far surpassing the losses seen by competitors like Intel (INTC.O), which saw a 60% decline, and Advanced Micro Devices (AMD.O), which dropped by 18%.

As a result of the company’s outlook, Qualcomm’s median price target decreased slightly to $192, down from $199 prior to the report, according to LSEG data. The company’s forward price-to-earnings ratio stands at 15.02, significantly lower than Nvidia’s 27.64 and Intel’s 32.21.