Six vendors. Radically different tech approaches, timelines, and availability. We mapped them all so you don't have to start from scratch in due diligence.
Based on published data, investor updates, and patent filings through Q1 2026. Targets VP Manufacturing and VP Engineering evaluating dry electrode adoption.
| Vendor | Tech Approach | Production Stage | Chemistry Flexibility | Availability |
|---|---|---|---|---|
|
Tesla / Maxwell
PTFE fibrillization
|
Dry powder mixing → PTFE fibrillization → film lamination to current collector | Mass production (Q4 2025) | Limited — PTFE binder-constrained; anode proven first, cathode solved late | NOT available — proprietary |
|
LiCAP Technologies
Solvent-free pressing (ADE)
|
Activated Dry Electrode pressing — dense conductive films, no solvents | Pilot → production (2026) | Good — works with NMC, LFP, sodium-ion, solid-state | License only — 2–3 year adoption cycle (Nissan 2028, Cellforce 2026) |
|
AM Batteries
Electrostatic spray deposition
|
Electrostatically charged active materials sprayed onto foil — no solvents | Early pilot (first samples Oct 2024) | Moderate — electrostatic tuning is chemistry-dependent; high scrap (30–50%) | Equipment sales — targeting 2026 production. Not yet there. |
|
Anaphite
DCP precursor powders
|
Pre-engineered composite powders (DCP®) optimized for dry coating | Early pilot — NMC proven, LFP in dev | Chemistry-specific — each chemistry requires its own DCP formulation | Materials supplier only — not a hardware provider |
|
PNT (Korean)
Roll-to-roll adapted
|
Legacy roll-to-roll equipment adapted for dry coating; LFP cell production pivot | Pilot → production (0.2 GWh LFP 2026) | Legacy roll-to-roll constraints; primarily LFP-focused | Equipment sales — Asia-first. Weaker NA/EU positioning. |
|
Sakuu (Kavian)
3D printing / additive mfg
|
Additive manufacturing — layer-by-layer electrode deposition; software-controlled parameters | Production validated — hundreds of meters shipped 2025 | Any chemistry, same line — switch NMC↔LFP↔sodium-ion in software. Supercapacitors too. | Order now → deliver 6–12 months |
Not positioning. Validated production facts.
NMC on Monday, LFP on Tuesday. No line shutdowns, no retooling, no separate lines. Chemistry parameters are software — density, layer thickness, porosity — all changed in firmware.
AI data centers need power buffering. Supercapacitors are a $200M+ addressable market. Kavian validated supercapacitor output in October 2025 — on the same line as battery electrodes.
Hundreds of meters shipped in 2025. Scrap rate validated at under 5%. OEM customers in active qualification. You're not waiting for 2028 — you can order in Q2 2026.
Straight read from production data and public disclosures.
Model the ROI of switching from wet to dry at your production volume — floor space, energy, solvents, capital. Kavian vs. your current line.
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