Core Viewpoint - The rapid integration of AI into hardware ecosystems is reshaping the future of batteries, necessitating a transformation in their form, safety, and performance capabilities [1][2]. Group 1: Market Trends and Data - The global smartphone shipment is expected to rebound to 1.23 billion units in 2024, with a year-on-year growth of 3.4%, where AI model smartphones will account for over 35% of shipments, leading to an average battery capacity increase to 5200mAh, an 18% rise from 2022 [3]. - The global notebook shipment is projected to reach 215 million units by 2025, with AIPC models exceeding 40% market share, and the average battery capacity expected to surpass 70Wh, a more than 30% increase compared to traditional models [3]. - The demand for high-performance batteries is being driven by the emergence of AI terminals, with solid-state battery shipments expected to reach 12 million units in 2024, potentially increasing 3 to 5 times by 2025 [3]. Group 2: Company Strategy and Positioning - Haopeng Technology is focusing on "AI + Solid-State Battery" as a strategic pivot, aiming to transition from a supplier to a product co-definer in the AI wave [4]. - The company emphasizes the dual drive of "AI demand + AI empowerment" in battery technology, addressing the challenges posed by the increased power consumption and diverse form factors of AI devices [5][6]. - Haopeng Technology is committed to high investment in R&D while integrating academic resources to tackle advanced battery material development and solid-state battery innovations [12]. Group 3: Technological Innovations - The company has developed a 4.53V high-voltage silicon-carbon anode platform to enhance energy density and meet the long-lasting needs of terminal products [10]. - Haopeng Technology has launched a semi-solid battery product with breakthrough safety features, suitable for high-risk environments like aviation and high-speed rail [10]. - The company plans to trial full solid-state batteries by 2026, covering major solid-state battery routes and collaborating with terminal brand clients for AI product development [11]. Group 4: Partnerships and Collaborations - Haopeng Technology has signed a strategic cooperation agreement with Shenzhen Yuzhi Power Technology Research Co., focusing on applications in humanoid robots and mobile robots, indicating a commitment to high-growth, high-tech segments [15]. - The company has established deep collaborations with global tech giants like HP, Sony, Google, and DJI, enhancing its customer structure and global influence [19]. Group 5: Safety and Quality Assurance - Safety is viewed as a fundamental value, with the company implementing a comprehensive "SQDC" (Safety, Quality, Delivery, Cost) approach to ensure product reliability and user experience [19]. - The company conducts reverse validation testing post-product launch to ensure alignment between its products and terminal performance [19].
“AI+固态”从蓝海愿景变为刚性需求，消费电池老将转身狂奔