The Rise of AI and Its Impact on High-Speed Connector Development in China

时间： 2024-10-09 来源：Kinghelm Official Website

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Since the launch of ChatGPT over 600 days ago, the AI revolution has significantly transformed the landscape of consumer electronics and data centers. Major players like Nvidia and Amphenol have emerged as key winners in this evolving market. Against this backdrop, we must consider the future of domestic high-speed connectors in China and whether it is possible for the country's IT industry to achieve self-sufficiency.

AI's Transformative Influence on Hardware

In the wake of the AI boom, the consumer electronics sector has witnessed a remarkable resurgence. According to Counterpoint Research, global PC shipments reached 62.5 million units in Q2 2024, reflecting a year-over-year growth of 3.1% for two consecutive quarters.

This resurgence is not just limited to PCs; the demand for data centers has also surged, particularly in the realm of large-scale and edge computing. In March, Nvidia unveiled its GB200-NLV72 server, which employs a cable-backplane connection architecture, showcasing the importance of high-speed connectors. Competing tech giants, including AMD, Hewlett Packard Enterprise, Broadcom, and Cisco, have formed the UALink consortium to challenge Nvidia's dominance in this space.

Hardware Upgrade: New Connector Technologies

AI's influence on the data center and PC markets has brought about four specific hardware demands:

High-Performance Computing: Training deep learning models necessitates substantial computational power, leading to the rise of GPUs, NPUs, and ASICs designed to expedite model training.

Large-Scale Memory: Many AI tasks require vast memory capacities, prompting the development of high-performance computing clusters and GPU cloud services.

High-Bandwidth Interconnects: AI systems require rapid data transfer from sensors and storage devices, increasing the demand for high-speed networking and interconnect solutions.

Energy Efficiency: AI systems often run for extended periods, making energy efficiency crucial for reducing operational costs.

In this evolving landscape, the development of AIPC (AI-powered PCs) is reliant on cutting-edge technologies like Qualcomm's Snapdragon X Elite platform and AMD's Ryzen 8000 series. With these advancements, the need for LPDDR5x memory specifications has surged.

While DDR and LPDDR memory technologies are prevalent, LPDDR’s reliance on BGA soldering limits upgrade potential. This limitation has led to the emergence of the CAMM2 connector, which facilitates modular memory upgrades. As explained by industry experts, the CAMM2 connector offers flexibility and space-saving advantages, boasting 644 pins compared to the traditional SO-DIMM’s 262 pins.

Nvidia's Dominance and Market Opportunities

The resurgence in the PC market is just one facet of AI's broader impact; the data center sector also plays a crucial role. Investment in data centers has grown significantly, with forecasts suggesting that the global market could reach $158.97 billion by 2030.

Nvidia's outstanding performance in the data center space has propelled it to become the world's most valuable company, alongside partners like Amphenol, which provides advanced interconnect solutions. Nvidia’s GB200 server, for instance, incorporates high-value connectors, with a single server's cable harness potentially worth over $34,000.

Accelerating Domestic Alternatives

In light of increasing global competition and export restrictions impacting Chinese tech firms, the urgency for self-reliance in IT manufacturing has intensified. Domestic companies like Luxshare Precision, Huafeng Technology, and Wolong Nuclear Materials are stepping up efforts in high-speed connector production.

Huafeng Technology has emerged as a key supplier for Huawei's high-speed backplane connectors, having successfully developed products capable of 112G and 224G transmission speeds. Meanwhile, Luxshare has been at the forefront of innovation since 2014, developing its Optamax™ technology to deliver ultra-low-loss, high-speed connections.

Conclusion

Overall, the trajectory toward high-speed interconnect technology remains promising, with domestic manufacturers making strides in performance and reliability. The rapid development of AI technology presents both challenges and opportunities, urging the need for innovation and localized production.

The pursuit of self-sufficiency and domestic alternatives is vital for enhancing the competitiveness of China's connector industry. As AI continues to reshape the tech landscape, the ability to innovate and adapt will be crucial for securing a leading position in the global market. With a robust domestic supply chain, China can strengthen its technological independence and contribute to the advancement of the global IT ecosystem.

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本文由JWM转载自Kinghelm Official Website，原文标题为:The Rise of AI and Its Impact on High-Speed Connector Development in China，本站所有转载文章系出于传递更多信息之目的，且明确注明来源，不希望被转载的媒体或个人可与我们联系，我们将立即进行删除处理。

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20220420 - 台达 - 选型指南代理服务技术支持现货查询批量订货

H-MTD® Products High-Speed Modular Twisted-Pair Data: System for Frequencies up to 20 GHz and Data Transmission up to 56 Gbps

型号- E6K10B-1XXZ5-Y,E9K10A-1XXX5-Y,02S3E6-S00S5,E6K10D-1XXZ5-Y,PCB-T2003-SB-04,PCB-T3503-SB-01,PCB-T2003-SB-02,PCB-T0601-SB-01,PCB-T2003-SB-03,E6S20B-40MT5-Y,PCB-T2003-SB-01,E6S14B-40MT5-Y,E9K14B-1XXX5-Y,E6S218-40MT5-Y,PCB-T0601-SB-02,E6S10F-40MT5-Y,E6S14E-1XXZ5-Y,99S2HC-40MT5-Y,LCA-104-XXXX-Y-Y,E6K14B-1XXZ5-Y,PCB-T1401-SB-01,PCB-T1401-SB-02,E6K10F-1XXZ5-Y,02K3E6-S01S5,E6S24A-40MT5-Y,99S2HG-40MT5-Y,LXX-101-XXXX-Y-Y,02S3E6-K00S5,02K3E6-K01S5,E6K10A-1XXZ5-Y,02S3E6-S01S5,E9K10B-1XXX5-Y,99S1HC-40MT5-Y,E6S20A-40MT5-Y,E6S24B-40MT5-Y,E6S10A-1XXZ5-Y,E9K14A-1XXX5-Y,E6S14A-40MT5-Y,E6K14D-1XXZ5-Y,PCB-S3401-SB-01,LCA-103-XXXX-Y-Y,PCB-S3401-SB-02,99S1HG-40MT5-Y,E6S24D-40MT5-Y,99K1HG-1XXZ5-Y,E6S10A-40MT5-Y,E6S10C-1XXZ5-Y,LCA-101-XXXX-Y-Y,99K1HC-1XXZ5-Y,E9K10F-1XXX5-Y,PCB-T0704-SB-02,LCA-102-XXXX-Y-Y,E6S20D-40MT5-Y,E6K14A-1XXZ5-Y,02K3E6-S00S5,E6S20F-40MT5-Y,PCB-T0602-SB-01,02K3E6-K00S5,PCB-T0602-SB-02,02S3E6-K01S5,E6S22A-40MT5-Y,E9K10D-1XXX5-Y

April 2021 - ROSENBERGER - 选型指南代理服务技术支持现货查询批量订货

Characteristics of High-Speed Board-to-Board Connectors

In this article Greenconn will introduce some key characteristics of high-speed board-to-board connectors.

2024-11-26 - 技术探讨代理服务技术支持现货查询批量订货

TE Connectivity（泰科）MIL-DTL-38999圆形连接器和38999型连接器选型指南

目录- Product Introduction MIL-DTL-38999 Connectors Panel Seals Hermetic connectors PCB Connectors Marine Connectors Band It Platform Connectors Power Connectors Lanyard Connectors Ultra-Dense Connectors 38999 Series 1.5 Connectors High-Speed Connectors High-Speed COTS Interface Connectors Fiber-Optic Connectors Backshells and Rear Accessories Specialty Connectors Assembly Instruction

型号- 455595,781-8015-XX,457462-126-200,PC4B0102,96 SERIES,PC4B0103,MC420E-N-09-N,66363W25A35PN,471716,MC6-12SM-01-P,202K132,1754699-1,HDJ10-**,DTS26F23-24320PN-025,M85049/8813-15Z02,781-8050-XX,781-8142-XX,605660,459265-126S-02-1,CFX36*1108***,TXS201AX00-24AI,202K142,455335,1985107-1,1516256-1,CFX24*2532***,187-0204-08A,1811269-1,781-8051-XX,781-8141-XX,FAB0032-126SIZE23-SAFS,PC4B0002,66363W11E35PN,611091,66363,781-8014-XX,59052-13A98PN,455360,FAB0032-126SIZE11-SAFS,1516342-7,D38999/26FD35PN-L/C,781-8062-XX,91H SERIES,HDJ11-**,611089,2221366,781-8073-XX,781-8130-XX,202K121,SOCKET,M22520/2-07,M22520/2-09,781-8063-XX,M22520/2-01,459266-125A-00-1,ACT00UB-A-EL38P,38943-22X,ACT SERIES,PC4B0029,66363W17A35PN,DTS24,DTS23,DTS20,187-0136-08,70 SERIES,1516343-7,DTS21,CEC-RWC-18684,59052-25-61PN,1811943-1,PC4B0038,JN1003R**,CEC-RWC-18680,AS81306/2-01,96F1-16-1-C,781-8075-XX,FAB0032-126SIZE15-SAFS,781-8013-XX,D38999/45,187-0206-08,DJT10,KMA SERIES,66363W11F35PN,DJT12,DJT11,DJT14,DJT13,DJT16,DJT19,1516258-1,1516258-2,AS81306/1-01,AS81306/1-02,781-8074-XX,605734,187-0205-08A,1516344-7,605837,MC420E-N-09,MC530E,M22520/2-10,781-8024-XX,459266-126M-02-1,PC4B0064,781-8052-XX,D38999/41,PC4B0054,M39029/107-620,38943-22L,D38999/43,PC04HP25185FSP5V,605721,MC506E-N-11-2PN-F***,601365,BTH1-1708-1-CSL,800300-24,66363W09A35PA,1445693-5,JN1003MF**,1445693-6,1445693-3,1445693-4,PC4F0084,JN1003,1445693-1,PC4F0085,CFX26*1108***,97 SERIES,781-8053-XX,PC420HP(AT)-BT1-25-185FS-SN-1-C-L13,781-8030-XX,1738894-1,91 SERIES,455500,DIV40E25-35PN-6139,59091,DTS26F15-35PN-6149,781-8064-XX,1-2064166-3,DTS-K,MC8016-K-11-02SN,KMAF,12333-22,DTS-L,781-8012-XX,KMAH,M39029/106-614,DTS-S,97F1-17-1-C,FAB0032-126SIZE19-SAFS,DTS24B1519PN,64F1-17-1-C-CC,459265-126M-00-1,1738974,781-8065-XX,M22520/23-09,781-8023-XX,M22520/23-01,1445692-6,64F SERIES,70F1-17-08-1-C-N,1445692-4,DIV40,1445692-5,DIV41,1445692-3,1877921,108-0001-20,DIV44,1445692-1,108-0001-25,DTS-B,D38999/40WJ35PN-L/C,108-0001-22,2101395,6754519-7,MS27466T25F35SDXXXX,459266-126M-00-1,FAB0032-126SIZE17-SAFS,59052-25C04SA,1811184,108-0012-25,M22520/23-11,PC4D0002,66363W11C35PN,781-8031-XX,108-0001-16,108-0001-14,W316TW09-11SN-****,108-0001-12,F4703-3,2828343-1,781-8011-XX,6754518-7,1445626-2,1445626-1,781-8043-XX,1445626-5,781-8022-XX,1445626-4,1445626-3,1954353,PC4D0021,781-8054-XX,1954355,1954576-3,MC5 SERIES,1954576-2,PC4D0024,1954576-1,F4704-4,MS27496,605344,96H SERIES,2828342-1,HEX07-AC,HEX07-AB,2125046-1,1754700-2,1754700-1,781-8032-XX,455608,70F SERIES,PC4D0059,59052-19A32SN,TXS201AX00-24BI,455335-1261-01,12331-22,1738916,38941-20,66363W11D35PN,38941-22,FAB0032-126SIZE09-SAFS,PC4D0042,781-8010-XX,1954577,PC4D0048,DIV SERIES,1877040-1,97F SERIES,PC4F0009,781-8044-XX,1877040-2,781-8021-XX,187-0108-08,1811633-1,611103-025,PC4F0002,1516338-7,JN1003MB**,MS27469,EN3645F0DN35MN,HEXYYL-AY-00S-YY-AY-Y-DS,MS27466,MS27467,66363W11A35PN,MS27468,222K142,459266-126S-02-1,91F1-17-08-1-C-SL-HE200,PC4F0016,38943-20,1604940-2,605345-01-31,38943-22,M81969/14-10,1811928,1516228-2,HET-A-04B,HDJ SERIES,1516228-3,HET-A-04C,781-8033-XX,1516228-1,222K132,MFX1105PZ,1811927,108-0004-24,FAB0032-126SIZE21-SAFS,605719-31,187-0178-08,DJT10F25-35SDXXXX,ACT00,PC40084H19NX1CBT,459265-125A-00-1,2320289-1,JN1003MA**,1516339-7,HET-A-03C,108-0004-14,108-0004-16,HET-A-03B,108-0004-18,781-8135-XX,108-0004-10,108-0004-12,CFX50,1-2064163-3,64 SERIES,CFX54,781-8020-XX,CFX59,CFX58,781-8045-XX,2125059-1,EN3645,610304,1877774,MC506E,1877775,HET-A-02B,HET-A-02C,66363W23B55PN,MS27476,187-0281-08,MS27477,MS27478,222K152,1811901,MS27475,MS27470,1811902,MS27471,AS85049/90,66363W11B35PN,CFX20,CFX21,CFX24,PC4F0049,2157695,CFX26,PC4F0043,2157694,CBC SERIES,66363W09B35PN,2157455,2157696,108-0003-24,M39029/58-360,781-8034-XX,108-0003-20,781-8057-XX,108-0003-22,459266-126S-00-1,JN1003A14-35PN-*,1985635-2,CFX30,1374759-4,PC4F0059,1374759-2,AS85049/86,CFX34,AS85049/85,M22520/7-07,AS85049/88,CFX36,AS85049/87,M22520/7-05,MC606E-N-11-01N-F**,AS85049/89,CFX34*1108***,59052,CFX20*1108***,1985635-1,M22520/7-01,MS27656,108-0003-18,66363W15A35PN,59052-25-35PN,459265-126M-02-1,108-0003-10,187-0191-08,DJL10,PC4F0025,PC4F0027,DJL11,781-8145-XX,DJL14,1811010-1,459265-125A-02-1,781-8046-XX,PC4F0023,64H SERIES,DJL18,455610-04,PC4F0020,455610-01,455610-03,455610-02,455500-128-1-01,FAB0032-126SIZE25-SAFS,MC400E-C-09-2SN-**,AS85049,611103-016,PC4F0032,PC4F0034,1877732,PC4F0030,PC4F0031,781-8134-XX,781-8035-XX,66363W09C35PN,2221849,M85049/128-7,M85049/128-3,1996625,D38999/23,1877384,D38999/25,M85049/128-1,66363W23A55PN,D38999/27,59052-13B98PN,MS27505,459266-125A-02-1,1588128-3,781-8133-XX,187-0095-06,1588128-2,59108-15C35PN,187-0095-01,MC520E,BTH SERIES,781-8047-XX,PC44CS,HDJ13-**,26473/02006X-4(LD),DJT SERIES,CFX20J2532PZNXXX,610299,PC4B0076,CFX26*2532***,1-1918883-3,D38999/21,66363W15B35PN,781-8071-XX,96F SERIES,PC44CS-1535-SN-1-C,1811866-1,610287,1588129-2,610286,PC4B0089,1588129-3,70H SERIES,CFX20*2532***,781-8070-XX,781-8144-XX,1811481-1,781-8025-XX,D3JFA35PN1BWG,KMAF1-

2018年1月 - TE CONNECTIVITY - 选型指南代理服务技术支持现货查询批量订货

Kinghelm Type-C Female Connector KH-TYPE-C-16P-T with Horizontal Mounting, Enabling Efficient Data Transfer and Charging Functions

The application fields of KH-TYPE-C-16P-T mainly include various electronic devices such as mobile phones, tablets, and laptops. It can achieve high-speed data transfer and fast charging functions, improving the efficiency and convenience of device use.

2023-05-28 - 新产品代理服务技术支持现货查询批量订货

Kinghelm KH-AF90CB-13.6 USB Type-A Female Receptacle : A Compact and Reliable Solution for High-Speed Data Transfer

The Kinghelm KH-AF90CB-13.6 is a USB Type-A female connector that features a recessed (sink) design, allowing the connector to be embedded directly into the PCB (printed circuit board). This compact and streamlined approach reduces the required installation space while enhancing the mechanical stability of the connection. With support for USB 2.0 or higher data transfer speeds, it is a versatile and reliable choice for most USB Type-A device connections.

2024-11-19 - 产品代理服务技术支持现货查询批量订货

COMPUTER-ON-MODULE (COM) BOARD-TO-BOARD CONNECTOR SOLUTIONS

型号- 2369315-1,2357787-4,9-6318491-6,2357787-3,2357787-1,3-1827233-6,2369316-1,3-1827253-6,2369317-1,9-1939756-6,3-1827231-6,4-1827253-8,2357798-1,4-1827253-6,2357798-2,2357798-3,2357798-4,2357739-3,2357739-2,9-1827253-6,2357739-1,3-5353652-6,3-5353652-7,9-1827253-9,3-2040714-7,3-6318491-6,3-6318490-6,3-1939755-6,8-6318491-6,3-1939756-6,3-2040713-6,6-5353606-6

01/21 - TE CONNECTIVITY - 商品及供应商介绍 - 1-1773863-5 代理服务技术支持现货查询批量订货

Zhaolong’s High-speed Product Line Has Another “New Member” -- MCIO Connector with the Pin Pitch of 0.6mm

Zhaolong’s high-speed product line has another “new member”---MCIO (Mini Cool Edge IO). MCIO connector is a high-density, high-speed solution that is widely used in servers and data centers, etc, providing strong support for high-performance computing and stable operation of data centers.

2024-05-24 - 产品代理服务技术支持现货查询批量订货

Nextron‘s Next-Gen High-Speed Connectors

To meet the new demands arising from the rapid development of technology, Nextron has been developing new products including high-speed I/O connectors, circular connectors, and backplane connectors, which are applied to high-speed data centers, IIoT and Internet of Vehicle(IoV), etc. by integrating the patented technology, domain know-how and capabilities of simulation and verification accumulated over the past 30 years.