On April 29th, according to a research report by CITIC Securities, the traditional electronic fabric market will experience price recovery from 2024 to 2025. In Q1 of 2025, multiple companies successfully raised prices, and the price of electronic yarn increased by over 17% year-on-year. This is due to the improvement of market supply and demand structure and limited changes in production capacity. At the same time, the demand for AI servers and high-frequency communication is driving the supply shortage of Low Dk electronic yarn. The global market size of 5G low dielectric electronic yarn and electronic fabric is expected to reach approximately $135 million in 2023, and is expected to reach $528 million by 2030, with a compound annual growth rate of 21.4%. At present, Japanese and Taiwanese companies occupy a large share of the low dielectric electronic fabric market, but domestic companies will vigorously expand production from Q4 2024. It is expected that after the new domestic production capacity is put into operation in the second half of 2025, the market share will be expanded and performance will be realized.
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