申万宏源：AI PCB需求高增钻针行业量价齐升

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智通财经APP获悉，申万宏源发布研报称，在AIPCB需求拉动下，全球PCB钻针行业正在经历加速整合与技术升级的阶段，市场集中度较高。全球PCB产业正加速向高性能化及高密度化演进，材料升级、更高层数等变化对钻针的断针率、长径比、耐磨性(寿命)等也提出更高要求。钻针厂商将充分受益于量价齐升、高端化及国产化加速逻辑。申万宏源主要观点如下：PCB钻针市场高度集中，CR5达75%PCB钻孔工艺主要分为机械...

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申万宏源：AI PCB需求高增 钻针行业量价齐升

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申万宏源：AI PCB需求高增钻针行业量价齐升