算力浪潮下的珠海

Core Viewpoint - The article highlights the emergence of new industrial opportunities in cities like Zhuhai, driven by advancements in AI computing power and the expansion of the PCB (Printed Circuit Board) industry, particularly through significant investments like the 5 billion yuan project by Jingwang Electronics [1][3][4]. Group 1: Industry Growth and Investment - Jingwang Electronics has initiated the largest PCB industry expansion project in China this year, with a total investment of 5 billion yuan in Zhuhai, aiming to enhance its production capacity for high-end HDI boards [1][3]. - The PCB industry is experiencing a surge due to the growth of sectors such as electric vehicles, 5G, and AI, with the global PCB market expected to reach 78.6 billion USD by 2025, driven by high-end products [3][9]. - The expansion of Jingwang Electronics is expected to increase its annual output value in Zhuhai to over 10 billion yuan, contributing significantly to the local economy [1][4]. Group 2: Regional Development and Competitive Landscape - Zhuhai has over 100 PCB companies, ranking third in Guangdong in terms of output value, and is becoming a hub for high-end PCB manufacturing as companies from Shenzhen relocate there [1][6]. - The local government and enterprises share a vision for high-end manufacturing, with efforts to transition from mid-range to high-end PCB production, particularly in AI server and automotive electronics [4][10]. - The PCB industry in Zhuhai has seen significant growth, with 174 companies generating 44.4 billion yuan in output, accounting for 15.2% of China's total and 8.5% globally [6][10]. Group 3: Future Prospects and Challenges - The global PCB market is evolving, with a projected annual growth rate of 5.2% from 2024 to 2029, driven by demand in AI, data centers, and automotive electronics [9][10]. - To remain competitive, Zhuhai must enhance its high-end manufacturing capabilities and adapt to the shifting dynamics of the PCB industry, as companies increasingly look to Southeast Asia for production [10].