Investment Rating - The report rates the high-speed copper connection industry with a five-star rating, indicating strong growth potential and investment attractiveness [39]. Core Insights - The high-speed copper connection market is expected to grow from $6.635 billion in 2025 to $38.496 billion by 2035, with a compound annual growth rate (CAGR) of 19.22% during this period [33]. - The demand for low-power copper connections is driven by the increasing energy consumption of data centers, which currently account for 3% of global electricity usage and are projected to rise to 4.5% by 2025 [34]. - The industry is significantly influenced by advancements in AI and data center technologies, with major companies like NVIDIA and Google adopting high-speed copper connections for their systems [22][31]. Industry Definition and Background - High-speed copper connections, also known as Direct Attach Cables (DAC), are essential components for efficient signal transmission, primarily used in data centers, high-performance computing, and telecommunications [2][3]. - The technology offers advantages such as low cost, high speed (over 20 Gbps), and low energy consumption, making it favorable for short-distance connections in data centers [10][12]. Industry Classification - The high-speed copper connection solutions can be categorized into various types, including active and passive DACs, with applications in different networking scenarios [4][9]. Industry Characteristics - Key characteristics of the high-speed copper connection industry include widespread use of UTP and STP cables, advantages of copper connections over AOC in short-distance data center applications, and various application scenarios such as chip-to-chip connections and server interconnections [10][12][13]. Market Analysis - The market is expected to see significant growth due to the increasing demand for AI servers and the expansion of data centers, with AI server shipments projected to exceed 1.25 million units in 2023, marking a year-on-year growth of over 47% [35]. - The copper consumption in large data centers is anticipated to rise, with projections indicating that by 2030, large and super-large data centers will account for 67% of global copper consumption in construction [35]. Policy Overview - Recent policies aimed at enhancing the efficiency and sustainability of data centers are expected to drive demand for high-performance copper connection solutions, emphasizing the need for low-latency and high-bandwidth applications [41].
企业竞争图谱：2024年高速铜连接 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-11-15 11:47