Report: The investment in China's circuit board industry is expected to increase by about 3% year-on-year in 2025, with AI computing power PCB serving as the core growth engine.

Sina Finance reported on March 31st that according to the latest statistical data from CINNOICResearch, the total investment in the Chinese PCB industry in 2025 is expected to be approximately 105.3 billion yuan, a 2.9% increase compared to 2024. Although the number of investment projects in the Chinese PCB industry in 2025 has decreased compared to 2024, the investment amount per project has significantly increased, with the largest single investment scale also increasing. The investment pattern is shifting towards high-end clustering and structural optimization, with AI computing power specialized PCB becoming the absolute mainline. The focus is on high-end products such as advanced HDI, high multilayer, high-speed, and high-frequency PCB. Automotive electronic PCBs are following closely behind with strong growth, benefiting from the upgrade to new energy vehicles and intelligent driving. Communication and industrial control PCBs are stable and are supporting the construction of 5G and data centers. The overall trend is moving away from the dispersed low-end layout in 2024 and officially entering a new era dominated by high-end products.