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In recent years, the global connector market has shown a steady growth trend, with the global connector market size reaching 90 billion US dollars in 2023 and further increasing to 95.4 billion US dollars in 2024. As the largest application area of connectors, communication benefits from the spatial growth brought by the global development of AI and the increasing demand for cloud computing in data centers. According to statistical data, the global market size of communication connectors was 14.269 billion US dollars in 2019, and it is expected to reach 21.5 billion US dollars by 2025;

The specific requirements of the communication industry for connectors mainly include network equipment, network infrastructure, cable equipment, etc. Among them, network equipment applications mainly include switches, routers, etc., while mobile communication infrastructure applications include communication base stations, base station controllers, mobile switching networks, servers, etc.

The development of AI and 5G has increased the demand for data transmission, leading to the emergence of a new market for high-speed connectors. Connectors are key components that connect different components, devices, or systems together, playing an important role in achieving data transmission and communication between devices. With the increasing demand for large-scale GPU training clusters from AI, it poses challenges to the connector industry, especially in terms of higher requirements for signal density, signal integrity, including heat dissipation and power consumption. Therefore, in fields such as 5G base stations and AI servers, transmission rates will move towards higher directions, leading to demands for high-speed I/O interfaces, memory modules, and high-speed backplane connectors. Among them, high-speed backplane connectors are known as the "crown jewel" of the connector industry.

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通讯连接器组件及结构件应用场景如下 :

背板连接器主要用于背板和单板之间提供可靠的信号连接和转换,I/O 连接器主要用于单板与外部端口的信号传输。


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