At the 23rd China International Semiconductor Expo, which opened on November 12, Luo Xiaodong, vice president of Changxin Technology, pointed out in his speech that due to the surge in global demand for computing power, the supercycle is entering a new “hierarchical era.” This stratification is first reflected in the growth differentiation of market segments: the server market accounts for more than 50% of demand, giving priority to high-value scenarios such as large AI models and intelligent computing centers; the automobile market is expected to have a compound growth rate of about 30% by 2030; and the penetration of AI functions in consumer electronics markets such as mobile phones and PCs is accelerating, but there are still obvious cyclical fluctuations.

At the 23rd China International Semiconductor Expo, which opened on November 12, Luo Xiaodong, vice president of Changxin Technology, pointed out in his speech that due to the surge in global demand for computing power, the supercycle is entering a new “hierarchical era.” This stratification is first reflected in the growth differentiation of market segments: the server market accounts for more than 50% of demand, giving priority to high-value scenarios such as large AI models and intelligent computing centers; the automobile market is expected to have a compound growth rate of about 30% by 2030; and the penetration of AI functions in consumer electronics markets such as mobile phones and PCs is accelerating, but there are still obvious cyclical fluctuations.