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

Ask AI · How can AI computing power PCBs drive the high-end transformation of the circuit board industry?

According to the latest statistics from CINNO•ICResearch, in 2025 the total investment in China’s circuit board industry is approximately 105.3 billion yuan, up 2.9% year over year from 2024. Although the number of investment projects in China’s circuit board industry in 2025 declines somewhat compared with 2024, the investment volume of individual projects increases significantly; the largest single investment scale grows in parallel. The investment landscape is shifting toward high-end clustering and structural optimization, with AI computing power–dedicated PCBs becoming the absolute mainstay. Investment focuses on high-end products such as advanced HDI, high multi-layer and high-speed high-frequency solutions, and other high-precision offerings. Automotive electronics PCBs follow closely with strong momentum, benefiting from upgrades in new energy vehicles and intelligent driving. Communication and industrial control PCBs provide steady support, underpinning the development of 5G and data center construction. Overall, the industry bids farewell to the mid-to-low-end, decentralized layout of mid-2024 and officially enters a new stage dominated by high-end solutions.