Consumer electronics and AI technologies drive the growth of EMI shielding products

Recently, EMI Shielding Products have attracted wide attention in the market. This phenomenon is mainly affected by the global AI technology leader Nvidia. In its latest earnings report, Nvidia expects that the new superchip GB200 based on the Blackwell architecture and the new flagship large server DGX GB200 market demand is far more than expected, and will bring a lot of revenue. In addition to Nvidia, Microsoft also launched the first new product of the latest surface series Copilot+PC, and the application of these products in AI servers has a surge in demand for electromagnetic shielding materials, because they need to effectively resist electromagnetic interference to ensure the service life of the product and reduce additional costs.

 The market size of Electromagnetic shielding materials has continued to expand in recent years. According to BCC Research estimates, the global market for electromagnetic shielding materials is estimated to reach $9.25 billion in 2023, and is expected to grow at an annual rate of 10% in the next five years. This growth is mainly driven by the recovery of demand for consumer electronics and the high degree of prosperity of AI technology.

In the first half of 2024, domestic smartphone shipments hit a three-year high, while AI PC shipments are also growing. In the future, as the penetration rate of AI PC continues to increase, the demand for electromagnetic shielding materials industry continues to expand. According to the data, the penetration rate of AI PC in China will increase from 55% to 85% in 2024-2027.

The role of electromagnetic shielding materials in electronic products is to protect the equipment from external electromagnetic interference, while preventing the electromagnetic wave generated by the equipment itself from causing interference to the outside world, thereby extending the service life of electronic component.These materials are widely used in communication equipment, computers, mobile phone terminals, new energy vehicles, household appliances, national defense and other terminal fields.

In general, with the rapid development of consumer electronics and AI technology, the market demand for electromagnetic shielding materials will continue to grow, bringing new development opportunities for related enterprises.

Electromagnetic shielding material industry chain diagram

Our company is an innovative enterprise focusing on the research and development, manufacturing and sales of new functional materials such as shielding materials, thermal conductive materials, and absorbing materials. We provide customers with diversified electromagnetic safety protection materials, products and one-stop electromagnetic safety protection services. Our advantageous products include EMI shielding conductive elastomer gaskets and EMI vent panels.

We can also provide customers with electromagnetic compatibility design and rectification services. Please feel free to contact us