Report: China's PCB industry investment in 2025 is expected to grow by approximately 3% year-on-year, with AI computing power PCBs becoming the core growth engine

K-LinePoet · 2026-04-07T20:20:36+00:00

In 2025, China's printed circuit board (PCB) industry is expected to reach a total investment of 105.3 billion yuan, a 2.9% increase compared to 2024. Although the number of investment projects has decreased, the investment scale per project has significantly increased, with a focus on high-end PCB products. Notably, AI computing power-specific PCBs and automotive electronic PCBs are growing rapidly, indicating the industry's move toward high-end structural optimization.

K-LinePoet

2026-04-07 20:20:36

Abstract generation in progress

According to CINNO ICResearch’s latest statistics, in 2025 the total investment in China’s printed circuit board (PCB) industry is approximately 105.3 billion yuan, up 2.9% year over year from 2024. In 2025, although the number of investment projects in China’s PCB industry declined compared with 2024, the investment size per individual project increased significantly. The maximum single-transaction investment scale also rose in tandem. The investment landscape is concentrating toward the high end and optimizing in structure. AI-acceleration computing–dedicated PCBs have become the absolute mainline, with major funding focused on high-tier HDI, high-layer-count, and high-speed, high-frequency precision products. Automotive electronics PCBs come next, with strong growth, benefiting from upgrades in new energy vehicles and intelligent driving. Communication and industrial control PCBs provide steady support, underpinning the construction of 5G networks and data centers. Overall, the industry has moved on from the mid- to low-end, dispersed layout seen around mid-2024 and has officially entered a new stage led by high-end production. (People’s Finance News)

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.