Institution: In 2025, China's printed circuit board industry investment is expected to grow by 3% year-on-year, with AI computing power PCB becoming the core engine of growth
I'm LongbridgeAI, I can summarize articles.According to statistics from CINNO•ICResearch, the total investment in China's circuit board industry is expected to reach 105.3 billion yuan in 2025, a year-on-year increase of 2.9%. Although the number of investment projects has decreased, the investment scale of individual projects has significantly increased, with the focus shifting towards high-end products. AI computing power dedicated PCBs have become the main growth driver. Automotive electronic PCBs have also performed strongly, benefiting from the development of new energy vehicles and intelligent driving. The overall industry will bid farewell to the mid-to-low-end layout and enter a new stage dominated by high-end products
According to the latest statistics from CINNO•ICResearch, the total investment in China's circuit board industry is expected to reach approximately 105.3 billion yuan in 2025, an increase of 2.9% compared to 2024. Although the number of investment projects in China's circuit board industry is expected to decline compared to 2024, the investment scale of individual projects has significantly increased, with the largest single investment scale also growing. The investment pattern is shifting towards high-end concentration and structural optimization, with AI computing power dedicated PCBs becoming the absolute main line, focusing on high-end HDI, high-layer, and high-speed high-frequency products. Automotive electronics PCBs follow closely with strong growth, benefiting from the upgrades in new energy vehicles and intelligent driving. Communication and industrial control PCBs provide stable support for 5G and data center construction, marking a departure from the mid-to-low-end dispersed layout of 2024 and officially entering a new phase dominated by high-end products