TDK trade ideas
TDK Unveils High-Density Battery for Wearables tune share TDK has made a significant advancement in solid-state battery technology, developing a new material for its CeraCharge batteries. These batteries have an energy density of 1,000 Wh/l, a 100-fold increase over TDK’s previous models. This innovation promises enhanced performance and safety for wearable devices like wireless earphones, hearing aids, and smartwatches by utilizing an oxide-based solid electrolyte with lithium alloy anodes. TDK’s new batteries are smaller, have higher capacitance, and align with EU regulations on rechargeable batteries, aiming to replace traditional coin cell batteries. The company is preparing for mass production, leveraging multi-layer lamination technology to increase capacity and operational range. This breakthrough is set to benefit Apple and other manufacturers by offering longer battery life and greater device safety.
Buy TDK - a clear winner in the rechargeable battery marketTaking advantage of this week's mini wobble to get in to a core long for me...TDK
Nikkei news out on Monday already pushing OP estimates up towards the 120bn yen mark whilst street is still sat around 86.4bn yen
Q2 results were very strong with OP coming in c.14% above estimates and also revised OP guidance to Y85m (where street is)
Think good chance of an upside here and one of the best ways to get access to the rechargeable battery theme alongside auto applications and MLCCs