30 YEARS OF ELECTRONICS INDUSTRY EXPERTISE
Prismark Research Featured in CNBC Report on Global PCB Supply Chains
CNBC recently featured Prismark market data and industry analysis in its report, "U.S. Confronts The Hidden Risk Of Chinese Circuit Boards Fundamental To AI Chips," examining the strategic importance of printed circuit boards within the global electronics ecosystem.
The report highlights several key trends identified through Prismark's ongoing research:
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China's share of global PCB production is projected to reach approximately 60% by 2026, compared with less than 10% in 2000.
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The global PCB market is expected to grow from $85.2Bn in 2025 to $123.3Bn by 2030, reflecting strong demand from AI infrastructure, data centers, networking equipment, automotive electronics, and advanced computing applications.
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The industry's largest PCB manufacturers continue to invest in advanced technologies and manufacturing capacity to support next-generation electronics systems.
As AI, cloud computing, and advanced electronic systems continue to drive innovation, understanding the PCB industry has become increasingly important. While semiconductors often dominate headlines, PCBs remain a foundational technology that enables the performance and integration of modern electronic products.
Prismark is proud to provide independent market intelligence that helps industry leaders, policymakers, investors, and media organizations better understand the trends shaping the future of electronics manufacturing.
Watch CNBC's full report below.
"This CNBC report draws upon Prismark's PCB production forecasts, market sizing data, and annual rankings of the world's leading PCB manufacturers."
To access and download a complimentary copy of
PRISMARK'S DISCOVERY SERIES:
GLOBAL LEADING PCB COMPANIES - 2025
May 2026
Click on the report cover.
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The global PCB market jumped to 16.7% due to strong demand for AI infrastructure. AI servers, high-speed networking, and advanced substrates together boosted the bare board PCB market to $85.8Bn in 2025, up from $73.6Bn in 2024.
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The growth, however, was not evenly distributed. Leading AI server and networking PCB suppliers achieved over 50% annual growth, but the majority of PCB suppliers only had less than 10% sales growth in 2025.
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AI data centers and networking systems typically require sophisticated large panel and high- layer-count boards. In some demanding applications, additional fine-pitch build-up layers were required for high-layer-count and high-density interconnection. As a result, strong growth was observed in HDI and HLC market segments.
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After two challenging years, the substrate market returned to strong growth in 2025. Many leading substrate suppliers achieved revenue growth of 20% to 30%, driven by recovering demand and continued momentum in advanced packaging applications.
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Chinese PCB suppliers outperformed their competitors in 2025. Among the top 100 PCB companies, 43 of them have headquarters in China. In addition, it is estimated that Chinese PCB companies produced 36% of PCB production value.
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Taiwanese PCB companies also delivered outstanding performance in 2025. Collectively, Taiwanese PCB and substrate suppliers accounted for approximately 30% of global PCB/substrate production.
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2025 was a highly rewarding year for the PCB industry. The Top 40 companies achieved an average net profit margin of 8.3%, while aggregate net profits increased 55% YoY. At the same time, capital expenditures among the Top 40 companies rose 27%, with the CAPEX-to-sales ratio increasing from 14.9% in 2024 to 15.6% in 2025.
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