A report from CITIC Securities indicates that the demand for printed circuit boards (PCBs) is experiencing a structural growth cycle, primarily driven by AI servers, data centers, and high-speed network equipment. This trend is expected to boost the market for photosensitive dry film, a key consumable in PCB manufacturing, to an estimated 13.6 billion RMB by 2030, with a compound annual growth rate of 9.4%. While currently dominated by companies from Taiwan and Japan, the report suggests that domestic Chinese manufacturers are poised to increase their market share due to the adoption by leading PCB firms and the concentration of PCB production capacity in China. AI
IMPACT Accelerates demand for specialized PCB components, signaling continued growth in AI infrastructure build-out.
RANK_REASON Industry analysis report projecting significant market growth driven by AI-related hardware demand.
- 36Kr
- China
- CITIC Securities
- DeepSeek V4
- Doubao
- Douyin
- Japan
- Luckin Coffee
- printed circuit board
- Taiwan
- 13.6B RMB
- 2030
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