CITIC Construction Investment released a research report stating that there are three major directions of AI chip inductor upgrades: with computing power upgrades and power growth, inductor usage has increased dramatically, and the increase in quantity faces conflicts with the usable area of the PCB board and problems of declining power supply efficiency. Therefore, AI chip inductors have three major upgrade directions: 1. Single-phase inductors move towards multi-phase inductors, 2. Horizontal power supply to VPD vertical power supply, and 3. NON-TLVR inductors shift to VRTL inductors. Driven by volume, price, and structure, the AI chip inductor market is rapidly expanding, and the market size is expanding tenfold from 2025 to 2028. In the future, chip inductors will face multiple drivers, and the increase in computing power — driving the increase in demand for chip inductors and the increase in chip power — driving an increase in the amount of inductors used per chip, and the upgrading of inductor performance requirements — driving the upgrading of inductor types and value increases. The market size will increase from 2.4 billion in 2025 to over 30 billion in 2028, and the market will expand more than tenfold.

Zhitongcaijing · 1d ago
CITIC Construction Investment released a research report stating that there are three major directions of AI chip inductor upgrades: with computing power upgrades and power growth, inductor usage has increased dramatically, and the increase in quantity faces conflicts with the usable area of the PCB board and problems of declining power supply efficiency. Therefore, AI chip inductors have three major upgrade directions: 1. Single-phase inductors move towards multi-phase inductors, 2. Horizontal power supply to VPD vertical power supply, and 3. NON-TLVR inductors shift to VRTL inductors. Driven by volume, price, and structure, the AI chip inductor market is rapidly expanding, and the market size is expanding tenfold from 2025 to 2028. In the future, chip inductors will face multiple drivers, and the increase in computing power — driving the increase in demand for chip inductors and the increase in chip power — driving an increase in the amount of inductors used per chip, and the upgrading of inductor performance requirements — driving the upgrading of inductor types and value increases. The market size will increase from 2.4 billion in 2025 to over 30 billion in 2028, and the market will expand more than tenfold.