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鵬鼎控股(002938.SZ):因應未來AI服務器的開發需求,目前主力量產機種板層由10~12L升級至16~20L水平,並已切入全球知名服務器客户供應鏈
格隆匯 08-24 15:40

格隆匯8月24日丨有投資者向鵬鼎控股(002938.SZ)提問,“AI+算力推動PCB行業景氣度回升。PCB作為電子信息的基礎行業,下游應用領域廣闊,在通信消費電子、汽車電子、工控醫療及航空航天等場景均有廣泛的應用。AI服務器作為算力的基礎設施,將迎來技術能力與需求的同步提升,AI服務器PCB價值量也將顯著提升,為普通服務器PCB的5-6倍。公司怎麼看這部分業務?公司是否已經取得AI服務器PCB的訂單?”

鵬鼎控股回覆稱,2023年以來,CHATGPT的出現引發了新一輪的科技浪潮,由此也帶來了巨大的算力需求,打開了AI服務器的市場空間,預計將帶來相關PCB產品需求的快速增長。同時,伴隨着算力的要求越來越高,對於PCB相關產品的要求將不斷升級,特別是HDI類產品需求將不斷上升。根據Prismark數據,2022年全球服務器及存儲器用PCB的產值為98.9億美元,預計2027年產值達到142.8億美元,5年CAGR為7.6%,增速快於其他PCB品類。面對新興的AI服務器需求成長,公司在技術上持續提升厚板HDI能力,因應未來AI服務器的開發需求,目前主力量產機種板層由10~12L升級至16~20L水平,並已切入全球知名服務器客户供應鏈。

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