What are the trends in the electronics industry

The electronics industry is currently in a dual wave of AI driven and domestic substitution. Let me help you sort out a few key trends: 1、 AI technology ignites computing power demand GPU cluster explosion: Large model training drives GPU cluster size from tens of thousands of cards to millions of cards, significantly increasing the value of switches and PCB boards. Storage technology upgrade: HBM memory has seen a surge in demand for large models, leaving ample room for domestic substitution. Competition in computing power chips: Domestic GPU manufacturers are accelerating their catch-up, but US export controls pose challenges. 2、 Domestic substitution accelerates comprehensively Semiconductor equipment: The market size will reach 35.697 billion US dollars in 2023, and domestic equipment has complete coverage of mature processes and is breaking through advanced processes. In the field of materials, the self-sufficiency rate of wafer manufacturing materials is less than 15%, and the packaging materials are less than 30%. There is a huge space for domestic substitution. Export growth: In August 2024, the export of integrated circuits increased by 18% year-on-year, marking the 10th consecutive month of growth. 3、 Technological integration drives upgrading Intelligence: AI and the Internet of Things are deeply integrated, and devices such as smartphones and smart homes are evolving towards intelligent terminals. Greening: Environmental regulations promote the application of halogen-free and biodegradable materials. Scenario based: Automotive electronics are evolving towards autonomous driving, and industrial electronic devices are transitioning towards intelligent manufacturing. 4、 Breakthrough in segmented fields Consumer electronics: Innovative features such as foldable screens and AI photography enhance user experience. Automotive Electronics: New energy vehicles drive the development of highly integrated and reliable electronic devices. Industrial electronics: the popularization of intelligent manufacturing and industrial Internet, and the transformation of equipment to intelligence and networking.