Supercapacitor EDLC Unveiled! Why are even Nvidia and TSL scrambling for it, with a projected market capitalization of 7.3 billion USD by 2032.

With the explosive growth of high-energy-consuming industries such as electric vehicles, AI servers, and renewable energy, traditional lithium battery storage can no longer meet the demand for "instant high power" and "stable power supply." Supercapacitors (EDLC) have become a key player. By 2025, supercapacitors will not only attract significant attention from tech giants like NVIDIA ( but are also projected by market research firm DataIntelo to reach a market size of 7.3 billion dollars by 2032.

Why are supercapacitors so important?

Supercapacitor )EDLC( stores energy based on "physical adsorption" on the surface of the electrodes, unlike lithium batteries that rely on chemical reactions, therefore it has the following features:

Charging time is measured in seconds: for example, an EDLC module with a capacity of 3000F can be fully charged to 80% energy in 10 seconds, varying according to current and design.

Can release large currents instantaneously: capable of releasing hundreds of amps of current within milliseconds, suitable for situations such as instant start and voltage stabilization.

Charge and discharge lifespan exceeds 500,000 times: The lifespan is 100 to 500 times that of lithium batteries.

Operating temperature range -40°C to 85°C, more resistant to extreme environments than lithium batteries.

EDLC Schematic Diagram Material Innovation: Next Generation Capacitor Quality Upgrade

UCLA creates a plastic-based supercapacitor: The research team used graphene + conductive polymers )PEDOT( to develop a supercapacitor with a lifespan of over 70,000 cycles and an energy density of 20 Wh/kg, comparable to low-end lithium batteries.

European team develops self-healing materials: through supramolecular hydrogel structures, even after tens of thousands of high-frequency cycles, the capacity decay is still less than 3%, setting new records for lifespan and stability.

NVIDIA also relies on it to support AI: if the power supply is unstable, the GPU will crash.

Taking NVIDIA GB200/B100 server racks as an example:

Single unit power consumption can reach 10~20kW

If the voltage drops briefly within 10 milliseconds, it may cause the GPU to crash.

To this end, NVIDIA has partnered with Delta Electronics to launch the power module "Power Capacitance Shelf" integrating lithium-ion capacitors )LIC(, which can provide instant backup power for about 1 to 2 seconds, sufficient for the backup system to switch over.

The image shows the schematic of the EDLC inside the NVIDIA GB200/B100 server, sourced from the Taiwan Stock Industry Research Department, with the application expanding comprehensively: from servers to automobiles.

AI Data Center Backup System: The capacitor modules showcased by Delta Electronics are specifically designed for AI data centers to meet the high current demands following the surge in AI computing power, and will be widely adopted in cloud data centers in the future.

Supercapacitors for Automotive Systems: American battery manufacturer Clarios collaborates with automakers to launch a 12V/48V system supercapacitor, helping to stabilize vehicle start-stop systems and brake regeneration, especially suitable for electric vehicles and hybrid cars.

The American battery giant Clarios launched its supercapacitor on May 7: Market trend: explosive growth, production capacity unable to keep up.

Annual growth rate of nearly 13%: According to a report by market research firm DataIntelo, the global supercapacitor market was $2.4 billion in 2023 and is expected to exceed $7.3 billion by 2032, growing nearly threefold.

Supply chain pressures have affected NVIDIA's designs: According to reports, the GB300 system was originally planned to be equipped with the LIC module as standard, but due to insufficient supply chain capacity, it has been changed to a "high-end optional".

Tech giants rush into the market: from Tesla to Siemens, they're all here.

Supercapacitor EDLC or the "voltage stabilization heart" of next-generation energy technology

In summary, supercapacitors are not a replacement for lithium batteries, but rather an immediate backup power source for power systems. AI, electric vehicles, and data centers require not only "energy storage", but also "energy buffering" that can be delivered instantaneously, which is precisely the battlefield of EDLC. And in the future, whoever can solve the challenges of supercapacitors:

unit price

Volume

production bottleneck

Whoever has the opportunity to lead this industrial revolution in high-power energy storage.

This article reveals the secrets of supercapacitors EDLC! Why are even Nvidia and Tesla racing to grab them? It is expected that by 2032, the market value will reach 7.3 billion dollars, first appearing in Chain News ABMedia.