Taiwan's PCB industry chain hopes to turn risks into opportunities; TPCA estimates steady growth of 5.8% in 2025

2025/05/07

CTIMES
May 5, 2025
Author CTIMES/SmartAuto Report

Facing a series of shocks including reciprocal tariffs after Trump 2.0 took office, the main reason behind it is that in 2024, the demand for artificial intelligence (AI) will drive the information and communications industry, which is highly related to it, to grow significantly. According to an analysis report jointly published by the Taiwan Printed Circuit Association (TPCA) and the Industrial Technology Research Institute's International Institute of Industrial Science and Technology, "In 2024, the total output value of Taiwan's printed circuit (PCB) industry chain will reach NT$1.22 trillion, with an annual growth rate of 8.1%. The main reason is that driven by the expansion of demand for AI server applications, the materials and equipment industry chains will benefit simultaneously, and the industry generally shows revenue growth."

Among them, in the field of materials, the total output value of Taiwan's PCB materials will reach NT$346.3 billion in 2024, an annual increase of 13.4%. In terms of material structure, hard board materials are the main ones, accounting for more than 50%. The demand for high-end copper foil substrates (CCL) and low-loss (Low DK) materials has increased significantly, which is closely related to high-speed transmission and AI server applications. Taiwanese manufacturers have certain technical advantages in high-speed and high-frequency CCL materials such as M7 and M8, and their application scenarios have covered 800G switches, AI/HPC servers, etc.

At the same time, glass fiber and copper foil suppliers have strengthened technology development and capacity investment to respond to the material upgrade needs of AI and high-frequency applications. Some manufacturers have also introduced new materials such as quartz glass fiber and transparent polyimide (PI), and the application areas have expanded to satellite communications and wearable devices, showing a trend of product diversification.

Although the performance of rigid board materials has been relatively bright in recent years, soft board materials have also found emerging application scenarios in the smart glasses and wearable device markets. Many manufacturers will launch smart glasses products in 2025, combining generative AI and low-power chip design to enhance the wearing experience.

Taiwanese companies have invested in the development and supply of related materials, introducing transparent PI and low-loss soft board materials. The smart glasses market will show significant growth in 2025, which is expected to further drive the demand for related soft board materials. Based on the above analysis, the overall output value of Taiwan's PCB materials is estimated to reach NT$375.7 billion in 2025, with an annual growth rate of 8.5%.

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