全球领先的新经济产业第三方数据挖掘与分析机构
关于“HDI板”的报告
艾媒咨询 | 2025年中国PCB行业研究报告
当前,中国PCB行业发展态势良好,在全球产业格局中占据重要地位。作为电子产品之母,PCB是电子系统的关键载体,支撑着电子信息产业前行。近年来,AI算力革命成为行业增长的强大引擎,国内外云解决方案提供商不断加大算力中心投入,使得AI服务器、交换机等对高多层板、HDI板的需求猛增。同时,汽车智能化的推进也为行业发展添砖加瓦。随着L2级辅助驾驶普及,城市导航辅助驾驶落地并向低价车型渗透,汽车电子化程度加深,单车PCB价值量大幅提升,拉动了车用PCB需求。此外,消费电子、工业控制等领域的升级步伐也在逐渐加快,共同为中国PCB产业的发展注入多元活力 。
全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research(艾媒咨询)最新发布的《2025年中国PCB行业研究报告》数据显示,预计到2029年中国PCB市场规模将达到5545.1亿元。从细分市场来看,随着电子产业高端化及新兴技术推动,打样/小批量PCB市场占比有望持续提升。艾媒咨询分析师认为,中国PCB行业已进入“结构性增长”的关键阶段,市场规模的稳步扩张与细分领域的差异化发展将成为核心特征。然而,目前行业仍面临着关键挑战:高端市场需求旺盛,但核心材料与先进工艺仍存在技术瓶颈,高端产能依赖头部企业扩产;中低端市场门槛低,同质化竞争未缓解,中小厂商需以差异化服务、细分深耕突围。
未来,具备技术研发优势、能够快速响应高端及定制化需求的企业,将在行业竞争中占据更有利地位,推动中国PCB产业从“规模领先”向“质量与规模双优”的全球PCB核心制造基地升级。
China’s printed-circuit-board (PCB) industry is currently in robust health and occupies a pivotal position in the global industrial landscape. As the “mother of electronic products,” the PCB is the essential carrier of electronic systems and underpins the entire information-technology sector. In recent years, the AI-computing revolution has become a powerful engine of growth: cloud-service providers worldwide are pouring ever-larger sums into data-center capacity, causing demand for high-layer-count and HDI boards in AI servers, switches and related equipment to surge. At the same time, the advance of automotive intelligence has provided further momentum. With Level-2 advanced driver-assistance systems now common, city-level navigation assistance is being rolled out and is rapidly penetrating lower-priced vehicles. The deepening electrification of automobiles has driven the PCB value per vehicle sharply upward, boosting demand for automotive PCBs. In addition, the pace of upgrades in consumer electronics, industrial control, and other sectors is accelerating, collectively injecting diversified vitality into China’s PCB industry.
According to the latest “Research report on the PCB industry in China in 2025” released by iiMedia Research, a leading third-party data-mining and analytics agency in the global new-economy sector, China’s PCB market is projected to reach RMB 554.5 billion by 2029. From the perspective of market segmentation, the share of prototyping / small-batch PCBs is expected to rise continuously, driven by the premiumization of the electronics industry and by emerging technologies. Analysts at iiMedia believe that China’s PCB sector has entered a critical phase of “structural growth,” in which steady overall market expansion will coexist with differentiated development in niche segments.Nonetheless, the industry still faces key challenges. Demand in the high-end segment is vigorous, yet core materials and advanced processes remain technically constrained; additional high-end capacity depends largely on expansion by leading firms. In the low- to mid-range segment, low entry barriers and undiminished homogeneous competition persist, forcing small and medium-sized manufacturers to escape through differentiated services and deep cultivation of niche markets.
Looking ahead, enterprises that possess technological R&D advantages and can respond rapidly to high-end and customized requirements will occupy a more favorable competitive position, propelling China’s PCB industry from "scale leadership" to a global core manufacturing base that excels in both quality and scale.艾媒咨询 | 2025-2026年中国台球产业消费趋势报告
随着国家体育总局将台球纳入“全民健身公共服务体系”,赵心童2025年斯诺克世锦赛夺冠,台球消费持续升温。iiMedia Research(艾媒咨询)数据显示, 2024年中国台球市场规模为872.0亿元,同比增长20.5%,预计到2030年有望达到1920.3亿元。如今,台球产业呈现出产业类型丰富、地域覆盖广泛、产业融合深入的多元发展格局。未来,台球产业发展将朝着技术创新、市场细分、政策支持和国际化的方向推进。这些因素将共同推动台球行业向着更大规模、更高质量发展。
With the General Administration of Sport of China incorporating billiards into the "National Fitness Public Service System", Zhao Xintong's victory at the 2025 World Snooker Championship has led to a continuous rise in billiards consumption. iiMedia Research data shows that the market size of billiards in China was 87.20 billion yuan in 2024, with a year-on-year growth of 20.5%. It is expected to reach 192.03 billion yuan by 2030. Today, the billiards industry presents a diversified development pattern featuring a rich variety of industrial types, extensive geographical coverage, and in-depth industrial integration. In the future, the development of the billiards industry will advance in the directions of technological innovation, market segmentation, policy support and internationalization. These factors will jointly drive the billiards industry towards larger scale and higher quality development.艾媒研报|科创板:2019年科创板受理企业及影子股分析研究报告
本报告研究涉及企业/品牌包括:科前生物、安翰科技、和舰芯片、容百科技、利元亨、江苏北人、天奈科技、睿创微纳、晶晨股份、贝斯达、华兴源创、微芯生物、特宝生物、国盾量子、虹软科技、世纪空间、光峰科技、福光股份、鸿泉物联、木瓜移动、优刻得、博众精工、创鑫激光、聚辰股份、海尔生物、天准科技、晶丰明源、申联生物、南微医学、美迪西、紫晶存储、苑东生物、恒安嘉新、乐鑫科技、龙软科技、杰普特、热景生物、瀚川智能、威胜信息、安博通、铂力特、视联动力、博瑞医药
2019年3月份科创板受理的企业包括:科前生物、安翰科技、和舰芯片、容百科技、利元亨、江苏北人、天奈科技、睿创微纳、晶晨股份、贝斯达、华兴源创、微芯生物、特宝生物、国盾量子、虹软科技、世纪空间、光峰科技、福光股份、鸿泉物联、木瓜移动等 2019年4月份受理的企业包括:优刻得、博众精工、创鑫激光、聚辰股份、海尔生物、天准科技、晶丰明源、申联生物、南微医学、美迪西、紫晶存储、苑东生物、恒安嘉新、乐鑫科技、龙软科技、杰普特、热景生物、瀚川智能、威胜信息、安博通、铂力特、视联动力、博瑞医药等,相应的重点影子股包括: TCL集团、华域汽车、天风证券、通化东宝、千方科技等。
In March and April 2019, the science and technology innovation board accepted the following enterprises: Wuhan Keqian Biology Co,Ltd, Ankon Technologies Co. Ltd, Hejian Technology (Suzhou) Co, Ltd, Ningbo Ronbay New Energy Technology Co, Ltd, Guangdong Lyric Robot Automation Co, Ltd, Jiangsu Beiren Robot System Co,Ltd, Jiangsu Cnano Technology Co, Ltd,Raytron Technology Co,Ltd,Amlogic (Shanghai) Co,Ltd, Shenzhen Basda Medical Apparatus Co,Ltd,Suzhou Hyc Technology Co,Ltd , etc. In April 2019, the science and technology innovation board accepted the following enterprises: Montage Technology Co, Ltd, UCloud Technology Co, Ltd, Bozhon Precision Industry Technology Co,Ltd, Shanghai Shen Lian Biomedical Corporation, Shanghai Bright Power Semiconductor Co, Ltd, Suzhou Tztek Technology Co,Ltd, Giantec Semiconductor Corporation, QINGDAO HAIER BIOMEDICAL CO, LTD. , MAXPHOTONICS Co, Ltd, Amethystum Storage Technology Co,Ltd , etc.艾媒咨询 | 2025-2026年中国智能平板学习机市场趋势研究报告
随着技术的不断发展,智能平板学习机产品技术日益成熟,广泛应用于多个教育学习场景,其广阔的应用前景将推动中国智能学习机行业规模快速增长。全球新经济产业第三方数据挖掘和分析机构iiMedia Research(艾媒咨询)最新发布的《2025-2026年中国智能平板学习机市场趋势研究报告》数据显示,2024年中国智能平板学习机市场规模达270.72亿元,同比增长48.27%,预计2027年中国智能平板学习机市场规模将超500亿元。艾媒咨询分析师认为,中国教育智能产品正在为传统的教育方式带来更多的可能性和创新性,人工智能等新兴技术与教育的深度融合,是今后智能学习机领域高质量发展的重要一步。
With the continuous development of technology, intelligent tablet learning machine product technology is increasingly mature, widely used in a number of education and learning scenarios, its broad application prospects will promote the rapid growth of China's intelligent learning machine industry. According to the latest "China's smart tablet learning machine market trend Research Report from 2025 to 2026" released by iiMedia Research, a third-party data mining and analysis institution in the global new economy industry, the market size of China's smart tablet learning machine in 2024 will reach 27.072 billion yuan, an increase of 48.27%. It is expected that the market size of China's smart tablet learning machine will exceed 50 billion yuan in 2027. Analysts from iMedia Consulting believe that China's educational intelligent products are bringing more possibilities and innovation to traditional educational methods, and the deep integration of emerging technologies such as artificial intelligence and education is an important step for the high-quality development of the intelligent learning machine field in the future.艾媒研报|和舰芯片研究报告:巨亏前行的芯片制造标杆
本报告研究涉及企业/品牌包括:和舰芯片、联华电子、厦门联芯、富拉凯咨询、橡木联合、台积电、中芯国际、三星、格罗方德
集成电路为信息产业的基础。中国虽为全球最大半导体市场,但国产率低,核心芯片极度缺乏。根据 IC Insights 统计资料,2018年中国集成电路自给率仅为15.35%。中国政府给予集成电路行业大力的政策支持及税收减免。2016-2018年和舰芯片收到共计52亿元的政府补助,2019年成为首家成功受理的台资晶圆代工企业。然而,芯片制造属于典型的资金密集型行业,和舰芯片在过去三年主要投入28nm工艺集成电路生产线的研发生产,投资额约50亿美元,目前仍处于亏损状态。根据艾媒咨询测算,和舰芯片主要固定资产和专有技术使用权成新率在60%以上,未来3年内的折旧摊销将依然巨大,难以盈利。且受限台湾半导体政策,和舰芯片技术落后台湾母公司一代,落后台积电两代,更将面临28nm制程激烈的市场竞争。
Integrated circuits are the foundation of the information industry. Although China is the world's largest semiconductor market, the country's productivity is low and core chips are extremely scarce. According to IC Insights statistics, China's IC self-sufficiency rate was only 15.35% in 2018. The Chinese government has given strong policy support and tax relief to the IC industry. In 2016-2018, HeJian received a total of 5.2 billion yuan in government subsidies. In 2019, HeJian became the first Taiwan-funded foundry company to be successfully accepted by the science and technology innovation board. However, chip manufacturing is a typical capital-intensive industry. In the past three years, HeJian has mainly invested in the research and development of 28nm process integrated circuit production lines, with an investment of about 5 billion US dollars, and is still in a deficit state. According to iiMedia Research, the newness rate of the main fixed assets and proprietary technology of HeJian is above 60%. Depreciation and amortization will remain huge in the next three years, making it difficult to make a profit. And limited by Taiwan's semiconductor policy, HeJian’s technology lags behind Taiwan's parent company by one generation and TSMC by two generations.艾媒报告|2019中国4K产业研究与商业投资决策分析报告
本报告研究涉及企业/品牌包括:TCL集团、京东方A、四川长虹、创维数字、华数传媒、国星光电、广电网络、捷成股份、丝路视觉、高斯贝尔、银河电子、中颖电子、国科微、东方网络、北京君正、圣邦股份、永新光学、中威电子、数码科技
利好政策、技术进步和市场需求驱动下,全球4K产业高速发展,2018年全球4K电视出货量达1.02亿台,中国4K产业虽然起步晚,但4K终端设备具备领先优势,2018年中国4K电视渗透率已达58.0%,预计2021年将达71.0%。目前中国4K已形成包括核心元器件制造、终端呈现设备制造和内容生产制作在内的三大产业链环节,产业发展前景广阔,2018年前三季度6家4K概念股上市公司营收突破百亿元,其中,TCL集团营收达到822.4亿元,成为中国4K概念第一股。iiMedia Research(艾媒咨询)数据显示,广东地区最关注4K产业,相关上市公司中京东方A(000725.SZ)的网络关注度最高,华数传媒(000156.SZ)的网络口碑最好。随着5G技术的发展成熟和应用,带动4K产业进入发展快车道,艾媒咨询分析师认为,未来4K显示技术在文教娱乐、工业制造、医疗健康和交通等领域将有更多的创新性融合。
Driven by favorable policies, technological advancement and market demand, the global Ultra HD industry is developing at a high speed. In 2018, global 4K TV shipments reached 102 million units. Although China's Ultra HD industry started late, 4K terminal equipment has a leading edge. The penetration rate of China's 4K TV has reached 58.0% in 2018 and is expected to reach 71.0% in 2021. At present, China Ultra HD has formed three major industrial chain links including core component manufacturing, terminal rendering equipment manufacturing and content production and production. In the first three quarters of 2018, the revenue of six 4K concept stock listed companies exceeded 10 billion. Yuan, of which, TCL Group's revenue reached 82.24 billion yuan, becoming the first share of China's 4K concept. According to iiMedia Research, the Guangdong region is most concerned about the Ultra HD industry. The related listed companies, BOE A (000725.SZ), have the highest network attention, and China Digital Media (000156.SZ) has the best network reputation. With the development and application of 5G technology, which is driving China Ultra HD industry into the fast lane of development, iiMedia Consulting analysts believe that the future 4K display technology will have more innovative integration in the fields of culture, education, entertainment, industrial manufacturing, medical health and transportation area.艾媒报告|2020Q1中国中小学在线教育行业运行监测报告
本报告研究涉及企业/品牌/案例:好未来,方直科技,作业帮,猿辅导;其他提及企业/品牌:学而思培优,爱智康,摩比思维馆,励步英语,顺顺留学,钉钉,虎牙直播,VIPKID,学习通,腾讯课堂,希沃白板,智学网,跟谁学
iiMedia Research(艾媒咨询)数据显示,中国在线教育市场规模逐年上升,预计2020年达到4538亿元。2019年中国中小学在校学生数达到17802.6万人,基于巨大的学生体量规模,以及疫情期间政府关于“停课不停学”等政策为中小学在线教育提供了快速发展的契机。iiMedia Research(艾媒咨询)数据显示,49.6%的受访中小学学生家长认为在线学习方便、安全,但有46.7%的受访中小学学生认为在线学习难以集中注意力,52.4%的中小学教师认为在线学习效果一般。目前,中小学在线教育市场迎来发展契机,但产品体验仍有较大提升空间,市场竞争格局未定,能够在用户体验方面具备优势的企业存在突围机会。
As the data of iiMedia Research showed, the scale of online education market in China has increased year by year, and is expected to reach 453.8 billion yuan in 2020. In 2019, the number of students in primary and secondary schools in China reached 17.782.6 million. Based on the huge student scale and the government's policy of "Closed non-stop learning." during the novel coronavirus pneumonia, it provided an opportunity for rapid development of online education in primary and secondary schools. As the data of iiMedia Research showed, 49.6% of the parents of primary and secondary school students thought that online learning was convenient and safe, but 46.7% of the primary and secondary school students thought it was difficult to concentrate on online learning, and 52.4% of the primary and secondary school teachers thought that the effect of online learning was average. At present, the online education market for primary and secondary schools is confronted with a development opportunities, but there is still increased potential for improvement in product experience, the market competition pattern is uncertain, and companies that have advantages in user experience have opportunities to break through.
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