According to CICC's research report, the supercapacitor card has a millisecond-level high-power pulse gap in AIDC power supplies, and also has a power backup function. As the 800VDC architecture gradually became standard, the single-watt overcapacity of the cabinet inflated, and the penetration rate increased rapidly. Due to high technical and certification barriers, although the nominal production capacity on the supply side seems high, there is a shortage of high-capacity effective production capacity. It is expected that the industry will usher in a supply shortage cycle from 2027 to 2028.
Zhitongcaijing · 3d ago
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According to CICC's research report, the supercapacitor card has a millisecond-level high-power pulse gap in AIDC power supplies, and also has a power backup function. As the 800VDC architecture gradually became standard, the single-watt overcapacity of the cabinet inflated, and the penetration rate increased rapidly. Due to high technical and certification barriers, although the nominal production capacity on the supply side seems high, there is a shortage of high-capacity effective production capacity. It is expected that the industry will usher in a supply shortage cycle from 2027 to 2028.
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