AI服务器用高端电子铜箔专家会

Key Points Industry Overview 1. Domestic Copper Foil Market Supply: Limited supply, accounting for less than 10% of overall demand. Main suppliers include Shandong Glass Fiber and Honghu, but overall numbers are low. Over 90% of high-end copper foil materials like electronic preservation foil, Sumitomo, HVRP copper foil, and Sabic resin rely on imports, mainly from Japan and Taiwan. [3] 2. AI Server Market: Expected to reach 4 billion RMB in PCB orders in 2025, but domestic manufacturers face challenges due to insufficient capacity and reliance on imported high-end materials. Market share is expected to increase to around 30%. [4] 3. Copper Foil Prices and Supply: Currently high and tight, with Taiwan manufacturers raising prices by controlling supply. Prices range from 100 to 120 RMB for a standard copper foil to 500 RMB for high-speed copper clad laminates. [14] Key Players and Suppliers 4. Major Material Suppliers in AI Server Industry: Taiwan's Chimei, South Korea's Doosan, and Taiwan's Lianhai are recognized by NVIDIA. Chinese mainland companies like Shengye Electronics, Shanghai Nanya Electronics, and华盛电子 have a smaller market share and are actively trying to enter NVIDIA's supply chain. [5] 5. NVIDIA Copper Foil Supplier Decision: Determined by NVIDIA's CCL (Copper Clad Laminate) factory, not NVIDIA directly. NVIDIA focuses on final product performance indicators such as glass strength, wave resistance, and impedance. [6] 6. Progress of Chinese Mainland Companies in Entering NVIDIA Supply Chain: Several Chinese mainland companies are trying to enter NVIDIA's supply chain, including Jiangsu Garden Copper Foil, Defu, and Yihao. They have started sampling and delivering PCB boards to NVIDIA for testing. [7] Market Dynamics and Challenges 7. Application Scenarios of Low-Level HVL-1 Copper Foil: Suitable for cost-sensitive applications, not mainstream high-end applications. Used in non-core components or older models, while high-end devices like 5,090 GB200 servers or GB H100 require higher-level materials like HVL-2 or HVL-3. [8] 8. Material Utilization Rate and Improvement: High-end press machines with fixed dimensions result in low copper foil material utilization rate (about 70%). Improvement requires focusing on other process links rather than relying on existing press machines. [13] 9. Domestic RTF-2 Copper Foil Supply: Main suppliers include Yihao, Defu, and Jiangnan Copper. Overall supply占比 only 10% to 20%, and Taiwan manufacturers have limited supply to the mainland market. [22] Future Outlook 10. Market Share of Domestic AI Servers: Expected to reach around 30%. Domestic companies like DeepSouth Circuits and Guanghe Business Vibration are actively preparing to produce domestic AI servers and gradually improve their performance and quality. [12] 11. Challenges for Domestic Replacement: Some high-end materials still cannot meet demand, such as M7 and M8 levels. Comprehensive domestic replacement requires time and technical accumulation. [27]