Table_RightTitle|Table_Title AI Table_IndustryRank()Table_ReportType 2024 Table_ReportDate 2024 06 27 T abl e _S umm ary 24 300 24Q1 PCB 2024 AI AI AI PCB AI AI AIPC AI AI 1 PCB AI PCB PCB/PCB PCB AI 2 AI GB200 AI A100 AI 3 PC AI AI HBM 4 2.5D/3D Chiplet Chiplet AI PC 1 AI AI AI Apple Intelligence AI 2 AIPC PC AI AIPC PC AIPC AI Ready Table_Chart 300 Table_ReportList AI AIPC WWDC 2024 Table_Authors:S0270520050001 075583223620:13122771895-35%-30%-25%-20%-15%-10%-5%0%5%10%电子 沪深300 5469 Table_Pagehead 2 35 AIPC AIPC PC AI AI AI YWFUvMmRoNoPpRmPsPpQoP9P8Q9PtRrRnPtPfQoOoQjMsQyQ7NqQwOwMtPnQMYqMnQ Table_Pagehead 3 35$st art$1 AI.5 1.1 24.5 1.2 SW 24Q1 PCB.6 1.3 AI.8 2 AI PCB.9 2.1 AI.9 2.2 AI PCB PCB.10 2.3 GB200 AI.14 2.4 HBM.16 2.5 Chiplet.20 3 AI.23 3.1 AI.23 3.2 AI AI.24 3.3 AIPC.27 3.4 AIPC.28 3.5 AIPC.31 4.33 5.34 1%.5 2 PE-TTM 2019-2024.5 3:21Q1-23Q4.6 4:21Q1-23Q4.6 5:2021-2023.6 6:2021-2023.6 7:2022Q1-2024Q1.7 8:2022Q1-2024Q1.7 9:2021-2023&2024Q1.7 10:2021-2023&2024Q1.7 11:2021-2023&2024Q1.8 12:2021-2023&2024Q1.8 13:AI.8 14.9 15 AI.9 16 AI.10 17.10 18 B200.11 19 2022-2027 PCB.11 20 2023 PCB.12 21 2024 PCB.12 22 PCB AI PCB.12 23 PCB 2024Q1.13 24 GB200 AI.14 Table_Pagehead 4 35 25:.14 26:昇.15 27.16 28:2020-2023.16 29:2023 EB/EFLOPS.16 30:DRAM NAND Flash.17 31:2019-2024.17 32:2020-2024 DRAM NAND Flash.18 33:NAND Flash DRAM.18 34:2024Q1.19 35:AI HBM.19 36:HBM.19 37:2022-2024 HBM DRAM.20 39:2023-2024 HBM/TSV.20 40.20 41 2.5D/3D.21 42 Chiplet.21 43 Chiplet 2.5D/3D.21 44 Chiplet.22 45 Chiplet.22 46 昇 910(a)MLU370(b).23 47.23 48.23 51:AI.24 52:.24 53:AI.25 54:AI.25 55:AI.26 56:WWDC 2024“Apple intelligence”.26 57:AI.27 58:AIPC PC.27 59:AIPC.28 60:AIPC.28 61:AIPC.29 62:AIPC.29 63:.30 64:AIPC.31 65:Copilot.32 66:AI Chat with RTX.33 67:AI.33 68:AIPC.33 LsV1YGe1z4fG2Z2IRAuNk5DzSda0ryHb0G1WUCrSdD4jycAy5rZjbYDjrSgeTTtd Table_Pagehead 5 35 1 AI 1.1 24 24 300 2024 6 25 300 0.78%11.79%31 14 300 12.57 1%iFinD 2024 6 25 24 SW PE(TTM)60.25 2019 SW PE(TTM)48.79 2019 2 PE-TTM 2019-2024 iFinD 2024 6 25 Table_Pagehead 6 35 1.2 SW 24Q1 PCB 2024 5 8 482 2023 2024 56 416 SW/SW 2023 SW 2023 27,744.37 2022 28,125.49 1.36%2023 Q4 7958.26 2023 Q3 7.71%SW 2023 15.71%0.25pct 11.50%0.88pct SW 2023/2.11%/3.40%/5.50%/0.49%,0.22/0.19/0.35/0.11pct SW 2023 876.15 28.95%SW 2023 3.16%1.23pct 3:21Q1-23Q4 4:21Q1-23Q4 iFinD iFinD 5:2021-2023 6:2021-2023 iFinD iFinD 24Q1 22Q1 2024Q1 6754.56 13.02%2022Q1 2024Q1 255.57 74.70%Canalys 2024Q1 Table_Pagehead 7 35 PC 11%/3.2%7:2022Q1-2024Q1 8:2022Q1-2024Q1 iFinD iFinD 24Q1 PCB 1 24Q1 1003.52 21.27%55.76 31.03%24Q1 208.21%/207.06%2 24Q1 3040.12 13.18%126.75 53.91%3 24Q1 1660.62 13.57%8.13 23Q1-28.1 2023 24Q1 4 24Q1 582.94 14.31%44.18 31.71%24Q1 5 24Q1 9:2021-2023&2024Q1 10:2021-2023&2024Q1 iFinD iFinD Table_Pagehead 8 35 11:2021-2023&2024Q1 12:2021-2023&2024Q1 iFinD iFinD 1.3 AI 2024 AI AI PCB AI AI Chiplet AI PC AI AI AIPC AIPC 13:AI Table_Pagehead 9 35 2 AI PCB 2.1 AI AI ChatGPT AI OpenAI GPT GPT-1 1.1 GPT-3 1750 GPT-4 1.8 14 Epoch(2024)OurWorldInData AI AI AI AI AI 2023 AI 35.4 490 17%2024 42.1 14%560 15 AI Table_Pagehead 10 35 AI AI CPU+GPU CPU+TPU CPU+GPU AI GPU AI AI AI AI PCB 16 AI 2.2 AI PCB PCB PCB AI Printed Circuit Board PCB PCB PCB AI PCB PCB PCB 17 PCB Table_Pagehead 11 35 AI PCB 1 AI PCB PCB GPU GPU PCB 2 PCB 18 B200/PCB Prismark PCB 2022-2027 5%/6.5%4.8%3.3%19 2022-2027 PCB 2023 Prismark PCB PCB Prismark 2023 PCB 54.4%29.8%PCB 2024 Prismark 2023-2028 Table_Pagehead 12 35 PCB 4.1%5.4%8%PCB PCB HDI 20 2023 PCB 21 2024 PCB 2023 Prismark 2023 Prismark PCB AI PCB 2023 PCB AI PCB 1 HDI ELIC Multek HDI 2 16-20L 2024 1 AMD AMD PartnerExcellenceAward 3 LED FC-CSP FC-BGA AP CPU GPU AI 4 PCB Any Layer HDI 5 EGS/Genoa PCB 800G HDI CSSD HDI FPC AR/VR 6 BHS OKS;112Gbps 3 HDI UBB FPGA GPU XPU 7 70 24 HDI VGA PCB 5 20 HDI HDI 22 PCB AI PCB HDI ELIC(EveryLayerInterconnection)HDI Multek HDI AI HDI AI 1620L 2024 1 AMD PartnerExcellenceAward PCB Table_Pagehead 13 35 AMDEPYC AI LED FC-CSP FC-BGA AP CPU GPU AI PCB AnyLayer HDI EGS/Genoa PCB 800G HDI CSSD HDI FPC AR/VR OLED FPC/R-F GPU FPC/R-F FPC AR/VRAnylayerFPC PCB Class8 NoEtch&Stub6/7mimax PCB BHS OKS;112Gbps 3 HDI UBB PFGA GPU XPU Eagle/BirchStream AI AI AI HDI 70 24 HDI VGA PCB 5 20 HDI HDI AI 2023 2023 2023 2023 2023 AI PCB 24Q1 AI HDI PCB 2024Q1 157.03%23 PCB 2024Q1 iFinD Table_Pagehead 14 35 2.3 GB200 AI AI Blackwell 5 2024 3 2024 GTC Blackwell Blackwell GPU B200 GB200 1 Grace CPU 2 B200 GPU B200 GPU 2080 10TBps 20petaflops FP4 GB200 GPU 900GB/B200 GPU 1 Grace CPU FP4 Blackwell AI Hopper 5 8 AI 1000 24 GB200 AI AI 2024 6 165 NPRM 16/14nm 128 NAND AI AI 25:16/14nm 128 NAND AI AI Table_Pagehead 15 35 昇 A100 1 昇 AGI 昇 昇 A100 昇 0.8-1.2 Meta Llama BloomGPT 昇 AI A100 20 昇 2500PFlops 2500 AI 2 2024 5 AI GPU KUAE GPU RTX 3090 RTX 4090 RTX 3090 batch RTX 4090 A100 1%90%MFU A100 3 AI A 2020 AI 2022 H 2024 B AI 26:昇 AGI 2024 5 24 3440 987.2 2041.5 AI Table_Pagehead 16 35 27 2.4 HBM HPC AI 2023 0.62 8:1 2023 28:2020-2023 29:2023 EB/EFLOPS DRAM NAND Flash DRAM 55.9%NAND Flash 44.0%Table_Pagehead 17 35 30:DRAM NAND Flash 2023 2024 2023 903.7 35%AI 2024 1529 69.2%31:2019-2024 2022 SK 2023Q4 25.53%14.0 2024H1 NAND 40%-50%SK 2023 50%9.5 2023 10 NAND 2024 6 2022 11 2023 2024 2022 TrendForce 2023 DRAM NAND Flash Table_Pagehead 18 35 32:2020-2024 DRAM NAND Flash 2020 2021 2022 2023F 2024F DRAM Supply Bit Growth 14.2%18.2%18.7%-2.1%11.1%Demand Bit Growth 15.7%20.8%11.9%6.4%13.0%NAND Flash Supply Bit Growth 31.4%39.4%29.8%2.3%3.6%Demand Bit Growth 29.4%39.7%19.2%11.0%16.0%Trendforce Canalys 2024 10%2.962 1%3370 TechInsights 2023 2028 2730 18%TrendForce 24Q1 DRAM 20%NAND Flash 23%-28%24Q2 DRAM 13%-18%NAND Flash 15%-20%33:NAND Flash DRAM iFinD 24Q1 8 2024 6 3 3 Table_Pagehead 19 35 34:2024Q1 2024Q1%2024Q1%7.37 76%2.23 1033%16.27 21%2.05 36%44.53 201%3.84 10.07-6%0.87-24%17.27 306%1.68 1.06-14%-0.45 4.05 99%0.50 2.47 72%0.51 138%iFinD AI HBM AI HBM High Bandwidth Memory,3D DRAM 2024 AI AMD HBM HBM3e 2024 HBM TrendForce 24Q1 SK HBM3e NVIDIA H200 HBM3e 35:AI HBM TrendForce 36:HBM TrendForce Table_Pagehead 20 35 AI HBM TrendForce HBM DRAM DDR5 AI 2024 DRAM HBM TSV 250K/m DRAM 1,800K/m 14%260%2023 HBM DRAM 8.4%2024 20.1%HBM SK HBM HBM 130K TSV SK 120K 37:2022-2024 HBM DRAM 2022 2023 2024E DRAM 2.60%8.40%20.10%HBM 80,087 51,863 84,150 TrendForce 39:2023-2024 HBM/TSV Samsung SK hynix Micron HBM TSV Capacity in End of 2023 45K/m 45K/m 3K/m HBM TSV Capacity in End of 2024 130K/m 120-125K/m 20K/m TrendForce 2.5 Chiplet AI Yole 2023 378 2029 695 10.7%40 Yole 2.5D/3D AI AI AI 2.5D 2024 5 2026 60%CoWoS 2026 CoWoS 2023 3D 2026 100%SoIC 2026 SoIC 2023 Table_Pagehead 21 35 AMD Marvell 60 53 7 6 2025 10%-20%41 2.5D/3D Yole Chiplet 2.5D/3D Chiplet SoC IP 2.5D 3D Chiplet 2.5D/3D Chiplet 2.5D/3D 42 Chiplet 43 Chiplet 2.5D/3D Chiplet Market.us 2023 Chiplet 31 2024 44 2024-2033 Chiplet 42.5%2033 1070 Table_Pagehead 22 35 44 Chiplet Market.us Chiplet 1 Chiplet Chiplet IP 2 Chiplet Chiplet 2024 Gaudi3 Blackwell 200 2023 AMD MI300X Graviton 4 45 Chiplet Chiplet chiplet 昇 910 370 昇 910 7nm 16nm I/O 4 HBM2 370 2 7nm Table_Pagehead 23 35 Chiplet 46 昇 910(a)MLU370(b)Chiplet 3 AI 3.1 AI AI 1 AI AI AI AI AI 2 AI AI AI AI 10 3 AI AI 47 48 AI 1 AI Table_Pagehead 24 35 2 3 AI 4 51:AI 3.2 AI AI AI 2023 54%43 OPPO 6/52:IDC OPPO AI 1 30 NPU TOPS AI 30 NPU TOPS GenAI SoC A17 Pro 9300 8 Gen 3 AI 2 AI 3 AI AI Table_Pagehead 25 35 53:AI IDC OPPO AI Counterpoint Research AI 2023 2027 12.3 AI AI 2027 43%54:AI Counterpoint Research AI AI OPPO vivo AI Table_Pagehead 26 35 55:AI Canalys Apple Intelligence GPT-4o 2024 6 11 1 2024 WWDC AI 1 AI Apple Intelligence AI OpenAI ChatGPT GPT-4o Siri AI 2 Xcode Swift API AI 3 Apple Intelligence Private Cloud Compute Prompt IP ChatGPT ChatGPT 56:WWDC 2024 Apple intelligence Canalys HDC 2024 AI 2024 6 21 HDC2024 Table_Pagehead 27 35 AI 1 HarmonyOS NEXT HarmonyOS Intelligence Top 5000 1500+2 AI 5.0 Pangu E PC Pangu P Pangu U Pangu S 3 AI HarmonyOS NEXT AI AIGC AIGC 4 HarmonyOS NEXT 57:AI ZOL 3.3 AIPC PC AI PC AIPC PC AIPC PC 58:AIPC PC Table_Pagehead 28 35 AIPC PC AIPC AI&AIPC 70 40 TOPS AI 16 GB 20tokens/s 4k tokens Omdia 2024 AIPC 2028 189.2 Omdia 2024 AIPC 0.5%2025 19.6%2028 PC 79.7%59:AIPC Omdia AIPC AIPC AI AI AI 60:AIPC 3.4 AIPC AIPC AIPC AIPC CPU GPU NPU AI CPU GPU NPU Table_Pagehead 29 35 AIPC NPU CPU GPU AI NPU 61:AIPC AIPC 40 TOPS NPU PC AI Ready AIPC 40TOPS AI AMD X86 ARM Mac X Elite 75TOPS AIPC AMD ARM 2025 GPU AI 62:AIPC IDC Canalys 2024 AI 1 CES GeForce RTX 40 SUPER GPU AMD NPU 8000G 14 4 X Plus NPU 45 TOPS 6 Computex AMD AIPC AI 300 APU 50TOPS Table_Pagehead 30 35 9000 AMD EPYC Lunar Lake AI 48TOPS Lunar Lake 80 AIPC Chromebook Kompanio 838 AI AIPC AI AI PC AIPC 63:1 CES GeForce RTX 4080 SUPER RTX 4080 SUPER 1.4 836 AI TOPS DLSS RTX 4080 SUPER 2 GeForce RTX 4070 Ti SUPER 16GB 256 bit 672 GB/s 1.6 DLSS 3 2.5 GeForce RTX 4070 SUPER GeForce RTX 4070 SUPER RTX 4070 20%3090 DLSS 3 1.5 AMD AMD 8000G Zen 4 AMD 7 8700G 8/16 24MB Radeon 780M AMD 5 8600G 6/12 22MB Radeon 760M AMD Ryzen AI NPU 14 HX 5.8GHz i9-14900HX 8 16 i7-14700HX 50%HX 14 5.8GHz 37%Microsoft Office 7%U 1 5.4GHz 7 150U 10 2 8 12 4 X Plus 10 Oryon CPU 37%54%45 TOPS Hexagon NPU AI 6 Computex AMD AI 300 APU AI 300 AMD XDNA2 AI NPU 50 TOPS AI Zen5 12 CPU 24 L3 Zen4 50%Copilot+9000 9000 Zen5 Zen4 16%9 9950X AMD EPYC Turin Zen5 MADE PYC 192 384 13 3nm 6nm Turin I/O EPYC 2024 Table_Pagehead 31 35 Lunar Lake NPU AI 48TOPS 4 GPU Battlemage Xe2 GPU Xe XMX 1.5 XMX 2 AI 67TOPS Lunar Lake 40%SoC 3 AI 2024 6 800 Ultra Lunar Lake 20 OEM 80 AIPC 4000 Ultra Kompanio 838 AI CPU Chromebook AI NPU 650 Chromebook AI DDR4 LPDDR4X Kompanio 838 AMD 3.5 AIPC PC AIPC PC AIPC AIPC AIPC AIPC AIPC AIPC AIPC AIPC 2023 10 Ultra AIPC AI AI AIPC 2024 1 CES AI Ready PC AI NOW AI Creator Zone 64:AIPC Copilot AIPC 2023 3 Copilot Copilot 2024 1 Window PC Copilot Windows 10 Table_Pagehead 32 35 Windows 11 Copilot AI 1994 PC Copilot GPT-4 Copilot Microsoft Build 2024 Copilot+Copilot Copilot+PC 40 TOPS 16GB 256GB Copilot PC AIPC 65:Copilot 2023 3-5 Copilot OpenAI Azure OpenAI Microsoft 365 Dynamics 365 Power Platform Copilot 2023 9 Copilot Windows 11 2023 9 26 Windows 11 2023 Microsoft 365 2023 11 Copilot Visa BP Copilot 2024 1 Windows PC Copilot WINDOWS PC Copilot Windows 10 Windows 11 Copilot AI 2024 1 Copilot Pro 20 Word Excel PowerPoint Office OpenAI Copilot GPT 2024 4 Microsoft Copilot for Security AI IT 2024 4 Microsoft Dynamics 365 Microsoft Power Platform 2024 Copilot for Microsoft 365 2024 4 9 Dynamics 365 Power Platform()Microsoft Copilot 2024 5 Copilot+Surface CoPilot+PC Copilot Copilot Pro Copilot+SLM LLM LM GenAI PC Copilot OpenAI GPT-4 Copilot+PC GenAI Office Azure AI Dynamics CRM Adobe Cognizant IBM ServiceNow Amdocs CSDN Counterpoint Research AI AI 1 2024 2 NVIDIA GeForce RTXTM GPU AI Chat with RTX 2 4 AIPC Table_Pagehead 33 35 3 Copilot+66:AI Chat with RTX 67:AI AIPC AI Ready 2023 PC 2023 NPU 2024,NPU PC AIPC AI Ready Copilot+AI 2024 AIPC 40TOPS AIPC 2025 AIPC 68:AIPC 4 AI 24Q1 PCB AI 1 PCB AI AI PCB Table_Pagehead 34 35 PCB PCB AI 2 AI GB200 AI AI 3 HBM HBM 4 2.5D/3D Chiplet 1 AI AI AI 2 AIPC PC AI AIPC PC AIPC AI Ready AIPC AIPC PC 5 AI AI AI Table_Pagehead 35 35$en d$Table_InudstryRankInfo 6 10 6 10-10 6 10 Table_StockRankInfo 6 15 6 5 15 6-5 5 6 5 300 Table_RiskInfo Table_PromiseInfo Tale_ReliefInfo Table_AdressInfo 1528 28 2007 11