With ChatGPT out of the loop, AI bursting into flames, last year's sluggish PCB market, finally ushered in strong growth demand.

Recently, just broke through the trillion-dollar market value of the U.S. stock AI arithmetic king Nvidia, based on the visibility of the data center demand, plans to increase the second half of the 23rd year of procurement, and gradually from the trillion-dollar data center market, from the general-purpose servers to AI servers.

The rapid growth in demand for AI servers, the PCB industry has also ushered in a new windfall, not only will usher in the technical level of higher arithmetic, higher speed, higher capacity upgrades, but also usher in a new growth point for the entire PCB market.

As we all know, after nearly a century of development of PCB, known as the "mother of electronic products". In recent years, with the new generation of information technology breakthroughs, PCB global market size continues to expand, the industry also shows a cycle of growth.

In 2022, the total output value of the global PCB industry reached 81.741 billion U.S. dollars, and is expected to exceed 100 billion U.S. dollars by 2026, with a compound growth rate of nearly 4.8%, of which the compound growth rate of the server field is 11.2%, which is the fastest downstream growth rate in the direction.

In the 5G era and AI wave, the massive demand for arithmetic power will promote the upgrade of servers and drive PCB boards to high-speed and high-frequency development. High-performance computing power chip demand is unprecedentedly strong, PCIe protocol upgrades will promote the server PCB material upgrades, process difficulty, and increased value!

At present, ordinary servers / memory, only six to sixteen layers of boards and packaging substrates, while the number of high-end AI server motherboard layers in more than sixteen layers, the number of layers of the backplane more than twenty layers, with the demand for servers to improve the requirements of the technical level of the PCB needs to be constantly upgraded, and at the same time to drive the value of the PCB volume and the market size of the obvious increase.

However, from the perspective of the development of the PCB industry, the overall global PCB industry concentration is low, the head effect is not obvious. In the past, the supply of high-end products mainly from Europe, the United States, Japan and South Korea, the domestic PCB supply is generally concentrated in low-end multilayer board.

But in recent years, under China's long-term investment and industrial transfer, the global share of domestic output has exceeded 50%, the head of the PCB manufacturers have gradually realized technological breakthroughs, products gradually towards high-end, the formation of brand barriers, and continue to eat into the high value-added market.

According to statistics, the future value of AI server PCB will be 5 to 6 times the value of ordinary servers, and AI server business, will become the focus of competition between domestic and foreign PCB companies.

In the future high computing power chip incremental market background, supply chain relationship and product performance, will be the core competitive elements of the industry, from the perspective of the company's development, and AI chip makers and head of the server manufacturers to establish a long-term and stable cooperative relationship with the enterprise will continue to benefit.