With the explosive growth of global AI computing power infrastructure, supercapacitors have leapt from traditional "niche energy storage devices" to become "core components" that determine the stability of AI server power supply architectures. From the mandatory standard configuration of GB300 to the capacity upgrade of the Rubin platform, from 100-megawatt-level grid frequency regulation to the "hidden champion" of wind turbine pitch control, supercapacitors are entering a golden period of "structural opportunity explosion." However, common issues such as bottlenecks in the localization of upstream key materials, selection between LIC and EDLC technology routes, large-scale mass production yield, and cost control also urgently require collaborative efforts across the upstream and downstream industry chain.
To promote in-depth exchanges within the industry, Aibang Intelligent Manufacturing will hold the "Supercapacitor Industry Chain Technology Exchange Forum" in Suzhou on November 26, 2026. This forum will focus on topics such as the panoramic view of the industry chain, key materials and core devices, cutting-edge technology routes, and scaling bottlenecks. It will bring together experts and enterprise representatives from fields including materials, devices, modules, system integration, equipment, and terminal applications to jointly explore technological evolution and industrial collaboration.
I. In-Depth Analysis of the Industry Chain
The supercapacitor industry chain has formed a complete system from upstream core materials to downstream terminal applications, mainly including the following five segments:
1. Upstream Core Materials
The performance ceiling of supercapacitors largely depends on breakthroughs in key materials. Upstream materials mainly include four categories: electrode materials, electrolytes, separators, and current collectors.
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Electrode materials are the core that determines energy density and power density. Traditional activated carbon is gradually being upgraded to new materials such as graphene-enhanced carbon electrodes, MXene, and biomass porous carbon. High specific surface area activated carbon is the most core electrode material for supercapacitors. Previously, the global high-end market was mainly supplied by Japan’s Kuraray.
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Electrolytes directly affect the operating voltage and temperature range. High-concentration "water-in-salt" aqueous electrolytes expand the operating window to about 3V, and wide-temperature electrolytes support applications below -40°C.
2. Midstream Device Manufacturing
Midstream device manufacturing is the core link of the industry chain, mainly including two major technology routes: Electric Double Layer Capacitors (EDLC) and Lithium-Ion Capacitors (LIC). LIC has become the mainstream solution for millisecond-level power buffering in AI servers due to its combination of high power and high energy density.
3. Supercapacitor Modules and System Integration
The module layer combines individual cells through series and parallel connections, together with a BMS, to form a usable power system. It serves as a key bridge connecting devices and application scenarios.
4. Equipment Sector
The large-scale mass production of supercapacitors relies on manufacturing equipment, and the equipment sector benefits from the industry’s expansion wave. The production process of supercapacitors is similar to that of lithium batteries, mainly divided into four major stages: electrode preparation, cell assembly, electrolyte injection and sealing, and formation and testing.
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Front-end carbon material preparation mainly includes: precursor crushing and grinding equipment, carbonization and activation kiln equipment, air flow classification and powder processing equipment, etc.
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Electrode preparation mainly includes: mixing equipment, coating equipment, rolling equipment, slitting equipment.
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Cell assembly mainly includes: winding/stacking equipment, welding equipment, drying equipment, casing assembly equipment.
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Electrolyte injection and sealing mainly includes: injection equipment, high-pressure impregnation equipment, sealing equipment.
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Formation and testing mainly includes: formation equipment, aging/sorting equipment, comprehensive testing systems.
5. System Integration and Applications
The system integration layer provides complete energy management solutions for end application scenarios.
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AI Data Centers: NVIDIA GB300/Rubin platforms mandate standard configuration of supercapacitors. In the GB200 era, supercapacitors were only optional accessories, with a penetration rate of less than 5%; the GB300 officially mandates standard configuration, with each cabinet requiring 300+ LICs. The retrofit penetration rate of global existing AI servers is less than 10%, and that of domestic small and medium-sized intelligent computing centers is less than 15%. System integrators include Delta, Megmeet, etc.
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Grid Frequency Regulation: With microsecond-level response speed, supercapacitors have become a preferred solution for frequency regulation in new power systems. The Pianguan 58MW supercapacitor + 42MW lithium battery hybrid frequency regulation power station in Shanxi is the world’s largest.
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Wind Turbine Pitch Control: Supercapacitors have become the preferred backup power solution for pitch systems of global mainstream wind turbine manufacturers. In 2025, China’s newly installed wind power grid-connected capacity reached 119.87 GW, a year-on-year increase of +50.2%.
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New Energy Vehicles and Rail Transit: Penetration rates in scenarios such as fast-charging buses, subway regenerative braking, and heavy-load start-stop at ports continue to rise.
II. Preliminary Topics (Including but Not Limited to the Following)
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No.
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Topic
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1
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Growth trends of supercapacitors in AIDC market segments
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2
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Introduction to supercapacitor industry standard system
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3
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Comparison of LIC and EDLC technology routes for supercapacitors
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4
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Industrialization process of lithium-ion capacitors (LIC)
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5
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Research progress on graphene application in supercapacitors
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6
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New requirements for separators in supercapacitors
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7
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Engineering challenges of high specific energy supercapacitor electrode materials
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8
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Introduction to industrial process of dry electrode technology
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9
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Performance study of porous carbon materials for supercapacitors
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10
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Application of spiro-(1,1′)-bipyrrolidinium tetrafluoroborate (SBP) electrolyte in supercapacitors
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11
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Application of bio-based carbon materials in supercapacitors
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12
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Introduction to the applicability of lithium supplements in supercapacitors
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13
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Analysis of factors influencing current collectors on supercapacitors
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14
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Application scenarios of laser equipment in supercapacitor production
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15
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Overview of demand for fully automated supercapacitor production lines
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16
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Application of coating process in supercapacitor production
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17
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Key inspection points in supercapacitor production process
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18
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Introduction to supercapacitor thermal management technology
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19
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System-level reliability testing requirements for supercapacitor modules
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20
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Supercapacitor modules and system integration
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21
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Collaborative management of CMS and BMS for supercapacitors
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22
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Application of supercapacitors in the medical field
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23
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Application prospects of supercapacitors in energy storage
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24
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Application of supercapacitors in the wind power sector
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For more innovative presentation proposals, please contact Ms. Zhou: 18320865613 (WeChat same number)
III. Registration Methods
1. Speaking Sponsorship
Ms. Zhou: 18320865613 (WeChat same number)
Email: ab035@aibang.com
2.Conference Registration