Oct. 24 at 8:18 PM
$SES @Juniper369 I’m with you. Smartphones could be the sleeper catalyst.
Another reason this matters: on-device AI, camera pipelines and 5G/6G modems keep pushing power demand higher while phones stay thin. OEMs must move faster to batteries that are safer, denser and accept faster charging without swelling or heat issues. That is exactly the problem set SES AI targets with advanced electrolytes and Li-metal know-how. MU-1 speeds the materials cycle from ideas to validated formulas, and Factory AI helps turn those wins into yield at scale.
Even one flagship design win can become recurring orders across yearly refreshes and adjacent devices like wearables and earbuds. The market mostly models EVs, but the smartphone volume story is a different animal. If SES AI lands it, that revenue stream could arrive sooner and be more stable than most expect.
https://v.daum.net/v/20251022063146605
