Breakthrough in new materials and expansion of application scenarios jointly promote the golden age of supercapacitors. Against the backdrop of increasing demand for renewable energy and efficient energy storage, supercapacitors, as a new generation of energy storage devices, are profoundly changing the energy utilization patterns of multiple industries. More than half of 2025 has passed, and a series of significant progress has been made in this field.

011. The Golden Age of Supercapacitors

1.1>Promotion of Technological Breakthroughs

The breakthrough of new materials has propelled supercapacitors into a golden age, particularly demonstrating significant advantages in key performance aspects such as charge and discharge speed, power density, and cycle life. Supercapacitors, also known as supercapacitors, exhibit significant advantages in charge and discharge speed, power density, and cycle life due to their unique mechanism of physically storing charge. In recent years, the progress of materials science has driven the leapfrog development of supercapacitor technology.

The latest 140V titanium based supercapacitor liquid cooled module exhibited by a domestic company is a vivid example. Compared to ordinary lithium battery modules, it has higher power density, faster response speed, longer cycle life, and a 20% increase in volume utilization. The excellent cooling effect of the liquid cooling system allows the operating temperature difference to be controlled within 5 degrees at a charge discharge rate of 8C, significantly improving safety.

At the same time, the technological roadmap is also showing a trend of diversified development. At the NVIDIA GTC 2025 conference, global power leader Delta showcased its PowerCapacity Shelf solution equipped with lithium-ion supercapacitors (LIC). This solution cleverly combines the advantages of lithium-ion batteries and traditional double-layer supercapacitors, achieving millisecond level high-power charge discharge response and providing an effective solution for instantaneous power compensation of AI servers.

Industry observers have pointed out that "supercapacitor technology is gradually shifting from its role as an auxiliary power source to a core energy storage component." Currently, we are standing on the important threshold of large-scale application.

1.2>The explosion of market demand

The AI revolution has greatly driven the demand for supercapacitors in the market, especially in the fields of AI servers and high-power data centers, where supercapacitors are needed to provide reliable power. The rapid development of the supercapacitor market is mainly attributed to the strong driving force of the AI revolution. With the widespread popularity of large-scale models such as DeepSeek, the global demand for computing power has shown astonishing growth. It is expected that by 2025, the total investment of global technology giants in data centers will exceed 2 trillion yuan, with a year-on-year growth rate of over 50%.

High power AI servers pose a serious challenge to power systems. With the continuous increase in power of Nvidia's new generation Blackwell architecture GPU, traditional power supply solutions are no longer able to meet the demand for instantaneous power compensation. However, supercapacitors are becoming a key component in the new generation of server power architecture due to their fast response and high reliability.

In this field, Chinese manufacturers have demonstrated strong capabilities. For example, Jianghai Group's supercapacitor products have successfully met the performance requirements of Nvidia GB300 servers, and the cost is more than 30% lower than overseas competitors. The company has submitted to Microsoft Facebook、Google、 International renowned cloud service providers such as NVIDIA and Oracle have submitted samples for testing, and are expected to enter the small batch order stage after completing the testing in the second quarter of 2025.

1.3>Diversified application scenarios

Supercapacitors play an important role in grid frequency regulation and new energy vehicles, improving efficiency and demonstrating superior performance in various scenarios. The application field of supercapacitors is not limited to AI servers. In terms of grid frequency regulation, a domestic company has launched a 5MW ultra high power prefabricated cabin that supports system frequency regulation from seconds to minutes, suitable for various scenarios such as wind and solar power generation, thermal power generation, and independent power stations. By linking with new energy units, the frequency regulation performance and mileage can be significantly improved, with a maximum amplification of 1200C, thereby significantly reducing the infrastructure investment of the power station.

In addition, the field of new energy vehicles is also a place where supercapacitors can showcase their potential. During the braking process, supercapacitors can quickly capture and store kinetic energy, improving the overall efficiency of the vehicle. As the global automotive industry accelerates its transition towards electrification, major car manufacturers are actively investing in supercapacitor technology to optimize vehicle performance and extend service life.

Meanwhile, in the field of consumer electronics, supercapacitors also play an important role in smartphones and wearable devices due to their fast charging and discharging characteristics. With the increasing popularity of IoT devices, the advantages of supercapacitors in providing reliable and efficient power will become more prominent.

022. Market Pattern and Future Prospects

2.1>The Rise of Chinese Enterprises

Chinese manufacturers have demonstrated strong capabilities in the field of supercapacitors, with technological innovation and market expansion driving their emergence in the international market. The global supercapacitor market is showing a thriving development trend. According to QYResearch data, the global supercapacitor technology market sales have reached 1.094 billion US dollars in 2024. Looking ahead to 2031, this number is expected to surge to 1.72 billion US dollars, with a compound annual growth rate of as high as 6.8%. Some institutions predict that by 2029, the global supercapacitor market will grow rapidly at a compound annual growth rate of 11.57%, and the market size will reach 1.37 billion US dollars.

From a regional perspective, the Asia Pacific region holds a pivotal position in the global market, with a market share of up to 40%, and China leads the region with a market share of approximately 30%. Since 2019, the Chinese supercapacitor market has shown strong growth momentum, with the market size rising from 5.7 billion yuan at that time to over 16 billion yuan expected by 2025, far exceeding the global average growth rate.

Among numerous enterprises, Jianghai Group has successfully mastered the core technology of supercapacitors through the acquisition of ACT Corporation in Japan. After a large-scale technological transformation, it has established a complete industrial chain covering the research and development, mass production, and scene implementation of lithium-ion supercapacitors. Entering the first quarter of 2025, the company has achieved remarkable performance, achieving a revenue of 1.158 billion yuan and a year-on-year growth rate of 10.14%. Among them, the supercapacitor business has become a highlight of performance growth.

2.2>Industry Challenges and Opportunities of Supercapacitors

The industry faces challenges in energy density and manufacturing costs, but at the same time seeks breakthroughs through material innovation and process optimization. However, despite the broad prospects of the supercapacitor industry, two core challenges cannot be ignored. One of them is the issue of energy density. Due to the fact that supercapacitors store energy through electrostatic means rather than chemical reactions, this to some extent limits the amount of energy they can hold per unit volume or weight. Despite continuous progress in materials science, the gap in energy density compared to traditional batteries remains significant. Another major challenge is the high manufacturing cost. The production of supercapacitors involves complex processes and high-quality materials, with relatively high costs for key components such as electrode materials, electrolyte solutions, and separators. Especially advanced materials such as activated carbon, carbon nanotubes, and graphene, despite their excellent performance, are expensive and difficult to produce on a large scale.

Faced with these challenges, the industry is actively seeking breakthroughs. In terms of material innovation, researchers are committed to exploring new materials such as graphene and carbon nanotubes to improve energy density. Meanwhile, process optimization has also become a key breakthrough in the industry. Leading enterprises such as Jianghai Group have reduced costs through platform layout, built three major product lines of aluminum electrolytic capacitors, thin film capacitors, and supercapacitors, and extended them upstream to form foil materials, forming a synergistic effect. These efforts will bring new development opportunities to the industry and promote the application and popularization of supercapacitor technology in more fields.

2.3>The Golden Decade of Future Development

Supercapacitors will usher in development opportunities in multiple fields, especially in AI, renewable energy, and new energy vehicle applications, and the market is expected to continue to expand. With the rapid development of global energy transition and digital economy, the supercapacitor industry is facing unprecedented development opportunities. In the field of AI and data centers, with the continuous improvement of server power density, the application value and penetration rate of supercapacitors in AI servers will continue to grow.

In the field of renewable energy, the continuous increase in wind and photovoltaic installed capacity has put higher demands on fast frequency regulation resources. Supercapacitors, with their millisecond level response capability, have become a key tool for smoothing fluctuations in new energy and ensuring grid stability.

At the same time, the demand for supercapacitors in the field of new energy vehicles is also constantly increasing. The penetration rate of supercapacitors in hybrid power systems will gradually increase, and car manufacturers are actively exploring their applications in start stop systems, active suspensions, and other scenarios to improve vehicle performance and energy efficiency.

In addition, the research and development progress of hybrid technologies such as lithium-ion supercapacitors (LIC) has also attracted much attention. This type of technology combines the high energy density of lithium-ion batteries with the high-power characteristics of supercapacitors, and is expected to achieve commercial breakthroughs in the coming years.

Market research institutions predict that the global supercapacitor market will reach $1.37 billion by 2029, with a compound annual growth rate of 11.57% between 2024 and 2029. Among them, the automotive industry is expected to become the fastest-growing niche market.