Enovix Corporation announced that its AI‑1 smartphone battery achieved a volumetric energy density of 935 Wh/L in an independent test conducted by Polaris Battery Labs, a recognized third‑party testing firm. The result represents a 12 % improvement over the best commercially available silicon‑doped graphite battery, which was measured at 900 Wh/L, and confirms the company’s 100 % active silicon anode architecture.
The 935 Wh/L figure translates into a 25–45 % increase in runtime for the same smartphone form factor or the ability to use a smaller battery with equivalent performance. This advantage stems from Enovix’s proprietary 3‑D cell design, which contains silicon swelling and preserves cycle life and safety, a key differentiator against traditional graphite and emerging silicon‑nanowire competitors.
Enovix’s financial trajectory shows that while revenue has grown sharply—Q3 2025 revenue reached $7.5 million, a 98 % year‑over‑year increase, and a non‑GAAP gross margin of 31 %—the company remains in operating loss territory. The AI‑1 breakthrough could lift average selling prices and accelerate market share gains, thereby improving profitability over the medium term.
The AI‑1 platform was first introduced in July 2025, with sample cells shipped to OEMs for qualification. Enovix is targeting commercial availability in the first half of 2026, with Honor identified as a potential partner and a second unnamed OEM in the qualification pipeline.
CEO Dr. Raj Talluri said the independent testing “confirms what we have consistently communicated to customers and partners: AI‑1 delivers a step‑function improvement in volumetric energy density over the competition.” He added that further advancements are expected with the upcoming AI‑2 and AI‑3 batteries.
The breakthrough positions Enovix ahead of incumbent graphite suppliers and silicon‑nanowire challengers, potentially enabling higher ASPs and faster OEM adoption. However, scaling production to meet demand, managing cost inflation, and maintaining the 3‑D cell’s performance at scale remain significant headwinds.
Despite these challenges, the growing demand for AI‑enabled smartphones and high‑power devices provides a tailwind that could accelerate the adoption of the AI‑1 platform, provided Enovix can navigate the production and supply‑chain hurdles.
The AI‑1 battery’s record‑setting energy density is a material milestone that could materially improve Enovix’s future profitability and market share, underscoring the company’s strategic focus on high‑performance silicon‑anode technology.
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