The agency pointed out that servers, switches, etc. as carriers of computing power and transmission hardware will greatly increase the usage of components such as PCBs and connectors. Meanwhile, as industries such as the digital economy, 6G, and artificial intelligence explode one after another this year, PCBs are thought by the industry to be in high demand.
PCB is known as the mother of electronic products and is a key component of consumer electronics products such as computers and mobile phones. The agency pointed out that servers, switches, etc. as carriers of computing power and transmission hardware will greatly increase the usage of components such as PCBs and connectors. Meanwhile, as industries such as the digital economy, 6G, and artificial intelligence explode one after another this year, PCBs are thought by the industry to be in high demand.
PCBs are an important component in the electronics industry to achieve electrical connections between components in circuits. There are a wide range of downstream applications. Among them, communications, computers, and automotive electronics account for more than 70% of total PCB consumption. Industry insiders said that all information generation, processing, transmission and application are inseparable from PCBs. Order visibility for PCB and IC substrate production equipment has been extended to 2024. Fangzheng Securities believes that the continued growth in capital expenditure in global data centers is driving up demand for PCBs, and traditional server PCBs are constantly being upgraded with iterations of new platforms; AI server shipments are growing strongly, and the value of stand-alone PCBs is far higher than traditional servers. With large-scale computing power deployment, the high increase in AI server demand will surely bring significant new volume to the server PCB market. The server PCB market is expected to reach 16 billion US dollars in 2026. According to the East Asia Qianhai Securities Research Report, demand in the communications sector in the PCB market is expected to stabilize in the long run, and demand in the data center and automotive sectors is still high. The PCB market is expected to grow at an average annual rate of 4.8% in 2023-2026, and the global PCB market output value will reach US$101.5 billion by 2026.
According to the Finance Federation's theme library, among the relevant listed companies:
In the field of AI servers, Pengding Holdings mainly provides customers with R&D, production and sales of server PCB boards. In addition, the company's PCB products are also used in the field of AI terminal consumer electronics products represented by AI mobile phones.
Currently, the main customers of Chongda Technology include ZTE, Xinhua 3 (H3C), Yunjian, Baode, etc. The products are mainly used in products such as supercomputers, server motherboards, storage devices, and GPUs (graphics processing units).