高盛大幅上调AI服务器PCB和CCL预测 2028年市场规模将达840亿和480亿美元

智通财经
Aug 06
【高盛大幅上调AI服务器PCB和CCL预测 2028年市场规模将达840亿和480亿美元】高盛在最新发布的全球印刷电路板和覆铜板行业报告中,大幅上调人工智能服务器相关市场规模预测。该行预计,全球AI服务器PCB市场将在2027年达到375亿美元,较此前预测上调38%,2028年进一步增至840亿美元;CCL市场2027年预计达到221亿美元,上调18%,2028年则有望增至480亿美元。这意味着,2026年至2028年,AI服务器PCB和CCL市场规模的复合年增长率将分别达到148%和161%。与传统服务器周期不同,本轮增长不仅来自服务器出货量增加,还受到PCB层数提高、高阶HDI渗透、CCL材料升级,以及整机柜内部PCB使用量增加等多重因素推动。

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