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The Problem with these Smartphone Batteries

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0:02

So, this is an iPhone 17 Pro Max. It has

0:04

about a 5,000 mAh battery, but this is

0:08

the Honor Power 2. Yes, it's absolutely

0:10

a clone of the iPhone, but it's also

0:12

thinner than the iPhone and has a 10,000

0:15

mAh battery. And this is the world we're

0:18

living in now. There are many phones out

0:19

now with absolutely massive batteries

0:21

the size that we only used to see in

0:23

power banks, but without actually making

0:25

the phones any thicker, all thanks to a

0:27

new battery technology called silicon

0:29

carbon. So, if you're a subscriber, then

0:32

you've already heard me talk a lot,

0:33

especially in the past year, about

0:35

silicon carbon batteries and how great

0:37

they are and how they're even perfect

0:39

for certain form factors of phones, like

0:40

enabling the ultra thin ones like Galaxy

0:42

S25 Edge and iPhone Air because they

0:45

could be super super thin, but still

0:47

with silicon carbon have normal battery

0:49

capacities. But yet, those phones didn't

0:53

have silicon carbon. In fact, a lot of

0:55

phones, competitive flagship phones,

0:57

have come out lately that have skipped

0:59

the silicon carbon battery. It seems

1:01

like whole companies like Samsung and

1:03

Apple and Google are just waiting on the

1:07

sidelines and not touching this new

1:08

battery tech in any of their phones. And

1:11

I finally think I know why. So, let's

1:13

talk about these new smartphone

1:15

batteries. So, like I said, on the

1:17

surface, on the surface, it would seem

1:20

like silicon carbon is a no-brainer.

1:22

Obviously, you should have it in your

1:23

phone, especially if you're just looking

1:24

at the benefits. They're called silicon

1:26

carbon because they essentially swap out

1:27

graphite and use silicon, which can hold

1:29

way more energy than graphite. So, the

1:31

main advantage is higher energy density.

1:34

We have phones now with way bigger

1:36

battery capacities in the same footprint

1:38

as always. I remember when the the new

1:40

OnePlus flagship came out last January,

1:43

and it made this huge jump from 5,400

1:45

mAh straight to 6,000 mAh by going with

1:48

silicon carbon. And then later the same

1:50

year they went to 7,300 milliamp hours.

1:54

So it just felt like we are resetting

1:56

what to expect from a smartphone

1:57

battery. But of course, like I

1:58

mentioned, new Samsung phones keep

2:00

coming out, no silicon carbon batteries.

2:02

New iPhones have been coming out, no

2:04

silicon carbon. Even new Pixel phones,

2:06

same thing. And so people of course are

2:08

talking about it. Now, I'd had some

2:10

suspicions about why, and a couple other

2:13

YouTubers have also shared, but I think

2:14

the main theory was that these are huge

2:17

companies that are going to ask for

2:18

massive quantities of stuff from

2:20

suppliers. So, with a brand new tech

2:21

like Silicon Carbon, you know, if you're

2:23

Apple, you're going and asking for 10

2:26

million of these things for your new

2:27

iPhone. And maybe that wasn't possible

2:29

yet. So, understandable if that's true.

2:32

But then again, Xiaomi is huge and

2:36

they're using silicon carbon and all

2:38

their flagships and Realme and Honor and

2:41

Oppo and Huawei and all these companies

2:43

using tons of silicon carbon in a lot of

2:45

volume of phones. Meanwhile, Google's

2:47

over here with the Pixel not shipping

2:48

that many phones and not using silicon

2:50

carbon. So maybe that's not the whole

2:52

story. So then I recalled I've I've

2:54

gotten a few emails in the past year

2:57

from people in the industry and I won't

2:58

say which companies they work for but

3:00

all smartphone companies and

3:03

individually they'd each reached out to

3:04

me to mention that there are some

3:07

concerns with silicon carbon batteries

3:09

and all their stories matched up about a

3:11

totally different concern about swelling

3:14

and longevity. Now I had only seen that

3:16

in these emails. So, I went digging and

3:18

I reached out to a couple other sources

3:19

and people that I know at these

3:21

companies. And now that I've heard back

3:22

from them, I'm actually much more

3:25

confident that this is the main reason

3:27

that we're not seeing this tech

3:28

everywhere in a ton of phones. See, one

3:30

thing about batteries is that as they

3:32

charge and discharge, they expand and

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contract a little bit with the heat,

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just like almost any other material.

3:39

It's why sidewalks have cracks. It's why

3:41

bridges have expansion joints.

3:43

Basically, every material has to expand

3:45

and contract a little bit with heat,

3:46

right? Fun fact, water is one of the

3:49

only materials that actually expands

3:51

while cooling, but it expands about 10%

3:54

in volume while freezing. And if that

3:56

happens too fast, it cracks. So during

3:58

charging in a silicon carbon smartphone

4:00

battery, the silicon heats up and

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absorbs lithium ions. And when that

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happens, the silicon can expand to three

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times its original volume. So that's

4:09

kind of insane. Like imagine a sponge

4:11

that triples in size when wet and then

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shrinks back down and then over and over

4:15

again every time it charges and

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discharges. Eventually things are

4:19

probably going to crack. You know that

4:20

meme going around where it's like, "Oh,

4:21

if you want to clean the ice off your

4:23

car windshield really fast, just pour

4:25

boiling water on it." But obviously you

4:26

shouldn't do that because that could

4:28

literally shatter your windshield

4:30

because of rapid temperature change

4:32

thermodynamics. So in the battery, the

4:35

silicon is actually really finely ground

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instead of a solid block to avoid the

4:40

mechanical stresses and the carbon is

4:43

actually there just to absorb the

4:45

expansion. So that's why it's called

4:47

silicon carbon. So everyone's messing

4:49

around and trying to tune it. Some

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companies are willing to include a

4:53

higher and higher percentage of silicon

4:55

because that lets you get a higher and

4:56

higher battery capacity in the same

4:58

space, but that's also pushing the

5:00

limits. And so they also have to do

5:01

their best to manage the inevitable

5:03

swelling to counteract that. It's just

5:05

physics or chemistry. I've I've actually

5:07

been told there are certain devices that

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have a literal steel cage around the

5:13

battery to prevent it from swelling. And

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then the cracking in this case is

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potentially some type of internal damage

5:19

to the battery, which is obviously

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really bad news. And worst case scenario

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is some type of thermal runaway, which

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obviously nobody wants that happening in

5:28

their pocket. And so you might be

5:29

thinking, oh, what about all the

5:30

testing? Like that's one of the most

5:32

common things we hear from these

5:32

companies is they're always able to

5:34

verify something like, you know, 80%

5:36

battery capacity after a thousand charge

5:39

cycles. So trying to give us some

5:41

confidence in the longevity of these

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batteries because they've actually

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tested that many cycles. Like that

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should make it survive years of regular

5:47

use. But batteries obviously go through

5:50

a lot more in regular use than just

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charge cycles. Like they deal with a lot

5:55

of outside heat and cold. They get

5:57

dropped sometimes. There's pressure

5:59

changes, there's humidity changes, etc.,

6:02

etc. It's a long list. So, testing is

6:04

really important, of course, but it's

6:05

really hard to account for all the

6:07

variables that a battery might

6:08

experience over a long period of time.

6:10

In one of my conversations, my source

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mentions that with all the thorough

6:14

testing going on, getting issues down to

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a rate of under one in 250,000

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feels pretty good. Like if you have an

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error rate of something that's under one

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in 250,000, that's a very rare issue and

6:28

you should be good to go. But at Samsung

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or Apple's scale, if it's tens of

6:34

millions of phones, that could still not

6:37

be good enough. That could still be a

6:39

dozen exploding Note 7s like it was in

6:41

2016. So since there isn't quite enough

6:44

real world data yet, especially over

6:46

longer periods of time, some companies

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are choosing to just sit it out for now

6:51

and continue developing regular

6:53

lithium-ion batteries. And you know,

6:54

remember those companies I mentioned at

6:56

the beginning that are all not using

6:57

silicon carbon, the Samsung's, the

6:59

Apples, the Google's, they're all huge

7:02

companies, but there's also something

7:03

else they all have in common, which is

7:04

they all operate or at least have a big

7:07

presence in America. And I bring this up

7:09

because we've talked about this before.

7:11

The US especially is a very software

7:13

focused market. There's all this

7:14

ecosystem lock in and inherently less

7:17

hardware competition. People just want

7:19

the blue bubbles at this point. So, if

7:21

people aren't going to buy the new

7:22

iPhone because of a silicon carbon

7:24

battery or they're not switching off of

7:27

the iPhone because of some other phone

7:29

silicon carbon battery, then there is no

7:32

reason for Apple to take that risk yet.

7:35

But in other markets where people can

7:37

just use WhatsApp and be happy about it,

7:39

then there's way more hardware

7:41

competition and people are willing to

7:42

switch. So if one phone has a 40% bigger

7:45

battery because of some new emerging

7:46

technology and the other one feels like

7:48

they're being left behind, people will

7:50

move to that. So yeah, this will be

7:52

fascinating to watch it play out. You

7:54

know, today still in 2026, silicon

7:56

carbon batteries are still a bleeding

7:58

edge technology. They're still a little

8:00

bit riskier and lithium-ion batteries

8:03

are still the safe bet. But there's this

8:05

divide now. So, we'll have to keep an

8:07

eye on how these silicon carbon phones

8:10

actually age. You know, the first ones

8:12

came out about 3 years ago, but there's

8:14

been a lot more out in the real world in

8:15

the past year. And so, we'll check in.

8:18

Get subscribed, and maybe in a year or

8:19

two, we'll have a lot more real world

8:20

data. We'll check in. We'll see how

8:22

things are going. Thanks for watching.

8:24

Catch you in the next one. Peace.

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