# Enovix books a 100,000-battery drone order, with cells from South Korea The buyer is an unnamed multinational provider of dual-use drone systems, with deliveries scheduled for the first half of 2027. The announcement didn't give the order's value. Published 2026-10-14 by TGOs. Canonical: https://tgos.io/news/2026/10/14/enovix-books-a-100-000-battery-drone-order-with/ Enovix announced the purchase order on Tuesday, Oct. 13, for an initial 100,000 battery units.[1] The batteries will use Enovix cells made at the company's military-qualified South Korean facility, which it calls compliant with the Trade Agreements Act (TAA).[1] Enovix expects the customer to place follow-on orders in the second half of 2027 and beyond, after a successful initial deployment.[1] Enovix also develops silicon-anode batteries for smartphones and smart eyewear, but drone and defense customers accounted for about 70% of its preliminary third-quarter revenue of $11.0 million.[1][2] This order moves one opportunity out of its drone, defense and industrial pipeline, which Enovix estimates at about $216 million of peak annual production value, and into backlog.[1] It is among the fourth-quarter purchase orders Enovix referenced on Oct. 12, when it announced a leadership team realigned for drone and defense growth.[1][2] Interim CEO Ryan Benton said those orders, in the first part of the quarter, "have already exceeded our Q3’26 total revenue."[2] "Drone makers need high-performance batteries from a qualified, non-Chinese source now," said Steve Bakos, Enovix's chief revenue officer.[1] The company makes its defense cells in-house at a Korean plant it acquired, citing the site's 20-year defense production history, and is investing $19 million to double the plant's capacity.[2] ## Why it matters Benton said the added Korean capacity "will enable timely delivery" of the fourth-quarter orders.[2] Enovix expects to double its Korean drone battery capacity by mid-2027, as this order's first-half deliveries come due.[1][3] In September, Enovix said those Korean-made batteries were "on track" for compliance with programs governed by the National Defense Authorization Act.[3] ## Sources 1. Enovix: Enovix Receives 100,000-Battery Drone Order (Oct. 13, 2026) 2. Enovix: Q3’26 Revenue $11.0 Million Up 38% Year/Year (Oct. 12, 2026) 3. Enovix: Enovix’s TAA-Compliant Battery Manufacturing Strengthens Position with U.S. Defense Supply Chain (Sept. 1, 2026)