한글목차

세계의 AI 서버 커넥터 시장 규모는 2024년에 5억 5,600만 달러로 추정되며, 2025년부터 2031년까지 예측 기간 동안 CAGR 18.5%로 확대되어 2031년까지 18억 6,000만 달러로 재조정될 전망입니다.

본 보고서는 AI 서버 커넥터에 대한 최근 관세 조정과 국제적인 전략적 대응 조치에 대해 국경 간 산업 발자국, 자본 배분 패턴, 지역 경제의 상호의존성, 공급망 재구축 등의 관점에서 종합적인 평가를 제공합니다.

2024년 세계 AI 서버 커넥터 생산량은 약 6,300만 대, 세계 평균 시장 가격은 약 8.8달러/대였습니다.

AI 서버 커넥터는 AI 컴퓨팅 플랫폼 내에서 사용되는 물리적 인터페이스 부품으로 CPU, GPU, 메모리, 스토리지, 네트워크 장비 등의 모듈 간 데이터, 신호, 전력의 고속 전송을 가능하게 합니다. 이는 인공지능 서버의 고대역폭, 저지연, 시스템 상호운용성 확보에 매우 중요한 요소입니다.

시장의 급속한 성장:

AI 서버의 수요 급증에 힘입어 향후 몇 년 동안 AI 서버 커넥터 산업 전체가 낙관적인 빠른 성장을 보일 것으로 예상됩니다.

높은 시장 집중도:

현재 AI 서버 커넥터 시장은 주로 Amphenol, TE Connectivity, Molex 3사가 주도하고 있습니다. 업계는 진입장벽이 높아 향후 몇 년 동안 이들 3사가 시장을 독점할 것으로 예상됩니다. 현재 암페놀은 엔비디아와 독점 계약을 체결하여 엔비디아의 GB 200 서버용 고속 커넥터와 구리 케이블을 공급하고 있습니다. 다른 커넥터 공급업체의 진입 기회는 제한적입니다.

지속적인 기술 혁신:

커넥터 업계는 AI 서버 산업의 수요에 부응하기 위해 기술 혁신을 지속할 것입니다. 현재 신호 속도는 PCle 3.0, PCle 4.0에서 PCle 5.0, PCle 6.0으로 전환되고 있으며, 커넥터 제조업체는 연구개발에 대한 투자를 지속적으로 늘려야 합니다. 커넥터 제조업체는 AI GPU 및 서버 제조업체와 긴밀한 관계를 구축하여 고객의 요구사항 변화를 파악해야 합니다.

이 보고서는 AI 서버 커넥터 세계 시장에 대해 총 판매량, 매출액, 가격, 주요 기업의 시장 점유율 및 순위에 초점을 맞추고 지역/국가, 유형 및 용도별 분석을 종합적으로 제시하는 것을 목적으로 합니다.

AI 서버 커넥터 시장의 규모, 추정 및 예측은 판매량(천대 단위) 및 매출액(백만 달러)으로 제시되며, 2024년을 기준 연도로 하여 2020년부터 2031년까지의 과거 데이터와 예측 데이터를 포함하고 있습니다. 정량적, 정성적 분석을 통해 독자들이 AI 서버 커넥터 관련 사업 전략 및 성장 전략 수립, 시장 경쟁 평가, 현재 시장에서의 자사 포지셔닝 분석, 그리고 정보에 입각한 비즈니스 의사결정을 내릴 수 있도록 지원합니다.

시장 세분화

기업별

• Amphenol
• TE Connectivity
• Molex
• Samtec
• Hirose Electric
• Luxshare

유형별 부문

• 백플레인 커넥터
• 메자닌 커넥터
• I/O 커넥터
• 전원 커넥터
• 기타

용도별 부문

• AI 트레이닝 서버
• AI 추론 서버

지역별

• 북미
  • 미국
  • 캐나다
• 아시아태평양
  • 중국
  • 일본
  • 한국
  • 동남아시아
  • 인도
  • 호주
  • 기타 아시아태평양
• 유럽
  • 독일
  • 프랑스
  • 영국
  • 이탈리아
  • 네덜란드
  • 북유럽 국가
  • 기타 유럽
• 라틴아메리카
  • 멕시코
  • 브라질
  • 기타 라틴아메리카
• 중동 및 아프리카
  • 튀르키예
  • 사우디아라비아
  • 아랍에미리트
  • 기타 중동 및 아프리카

영문목차

The global market for AI Server Connectors was estimated to be worth US$ 556 million in 2024 and is forecast to a readjusted size of US$ 1860 million by 2031 with a CAGR of 18.5% during the forecast period 2025-2031.

This report provides a comprehensive assessment of recent tariff adjustments and international strategic countermeasures on AI Server Connectors cross-border industrial footprints, capital allocation patterns, regional economic interdependencies, and supply chain reconfigurations.

In 2024, global AI server connectors production reached approximately 63 million units, with an average global market price of around US$ 8.8/unit.

AI server connectors are physical interface components used within AI computing platforms to enable high-speed transmission of data, signals, and power between modules such as CPUs, GPUs, memory, storage, and networking devices. They are critical to ensuring high bandwidth, low latency, and system interoperability in artificial intelligence servers.

Fast Market Growth:

Stimulated by the surging demand of AI servers, the whole AI server connectors industry will show optimistic and fast growth in the next few years.

High Market Concentration:

Currently, the AI server connectors market is dominated mainly by three players, including Amphenol, TE Connectivity and Molex. The industry faces high entry barriers with three supplies continuing to dominate the market in the coming years. Presently, Amphenol has signed the sole agreement with Nvidia and supplies high speed connectors and copper cables for their GB 200 servers. Other connectors suppliers have less chances.

Continuous Technology Innovation:

The connectors industry will keep technology innovation to meet the AI servers industry demand. Presently, the signal speed is transferring from PCle 3.0, PCle 4.0 to PCle 5.0, PCle 6.0, which require connectors manufacturers continue to increase their investment on R&D. Connectors manufacturers must build close relationship with AI GPU and servers manufacturers to know about client's requirements changes.

This report aims to provide a comprehensive presentation of the global market for AI Server Connectors, focusing on the total sales volume, sales revenue, price, key companies market share and ranking, together with an analysis of AI Server Connectors by region & country, by Type, and by Application.

The AI Server Connectors market size, estimations, and forecasts are provided in terms of sales volume (K Units) and sales revenue ($ millions), considering 2024 as the base year, with history and forecast data for the period from 2020 to 2031. With both quantitative and qualitative analysis, to help readers develop business/growth strategies, assess the market competitive situation, analyze their position in the current marketplace, and make informed business decisions regarding AI Server Connectors.

Market Segmentation

By Company

• Amphenol
• TE Connectivity
• Molex
• Samtec
• Hirose Electric
• Luxshare

Segment by Type

• Backplane Connectors
• Mezzanine Connectors
• I/O Connectors
• Power Connectors
• Other

Segment by Application

• AI Training Servers
• AI Inference Servers

By Region

• North America
  • United States
  • Canada
• Asia-Pacific
  • China
  • Japan
  • South Korea
  • Southeast Asia
  • India
  • Australia
  • Rest of Asia-Pacific
• Europe
  • Germany
  • France
  • U.K.
  • Italy
  • Netherlands
  • Nordic Countries
  • Rest of Europe
• Latin America
  • Mexico
  • Brazil
  • Rest of Latin America
• Middle East & Africa
  • Turkey
  • Saudi Arabia
  • UAE
  • Rest of MEA

Chapter Outline

Chapter 1: Introduces the report scope of the report, global total market size (value, volume and price). This chapter also provides the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by manufacturers in the industry, and the analysis of relevant policies in the industry.

Chapter 2: Detailed analysis of AI Server Connectors manufacturers competitive landscape, price, sales and revenue market share, latest development plan, merger, and acquisition information, etc.

Chapter 3: Provides the analysis of various market segments by Type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.

Chapter 4: Provides the analysis of various market segments by Application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.

Chapter 5: Sales, revenue of AI Server Connectors in regional level. It provides a quantitative analysis of the market size and development potential of each region and introduces the market development, future development prospects, market space, and market size of each country in the world.

Chapter 6: Sales, revenue of AI Server Connectors in country level. It provides sigmate data by Type, and by Application for each country/region.

Chapter 7: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product sales, revenue, price, gross margin, product introduction, recent development, etc.

Chapter 8: Analysis of industrial chain, including the upstream and downstream of the industry.

Chapter 9: Conclusion.

Table of Contents

1 Market Overview

• 1.1 AI Server Connectors Product Introduction
• 1.2 Global AI Server Connectors Market Size Forecast
  • 1.2.1 Global AI Server Connectors Sales Value (2020-2031)
  • 1.2.2 Global AI Server Connectors Sales Volume (2020-2031)
  • 1.2.3 Global AI Server Connectors Sales Price (2020-2031)
• 1.3 AI Server Connectors Market Trends & Drivers
  • 1.3.1 AI Server Connectors Industry Trends
  • 1.3.2 AI Server Connectors Market Drivers & Opportunity
  • 1.3.3 AI Server Connectors Market Challenges
  • 1.3.4 AI Server Connectors Market Restraints
• 1.4 Assumptions and Limitations
• 1.5 Study Objectives
• 1.6 Years Considered

2 Competitive Analysis by Company

• 2.1 Global AI Server Connectors Players Revenue Ranking (2024)
• 2.2 Global AI Server Connectors Revenue by Company (2020-2025)
• 2.3 Global AI Server Connectors Players Sales Volume Ranking (2024)
• 2.4 Global AI Server Connectors Sales Volume by Company Players (2020-2025)
• 2.5 Global AI Server Connectors Average Price by Company (2020-2025)
• 2.6 Key Manufacturers AI Server Connectors Manufacturing Base and Headquarters
• 2.7 Key Manufacturers AI Server Connectors Product Offered
• 2.8 Key Manufacturers Time to Begin Mass Production of AI Server Connectors
• 2.9 AI Server Connectors Market Competitive Analysis
  • 2.9.1 AI Server Connectors Market Concentration Rate (2020-2025)
  • 2.9.2 Global 5 and 10 Largest Manufacturers by AI Server Connectors Revenue in 2024
  • 2.9.3 Global Top Manufacturers by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in AI Server Connectors as of 2024)
• 2.10 Mergers & Acquisitions, Expansion

3 Segmentation by Type

• 3.1 Introduction by Type
  • 3.1.1 Backplane Connectors
  • 3.1.2 Mezzanine Connectors
  • 3.1.3 I/O Connectors
  • 3.1.4 Power Connectors
  • 3.1.5 Other
• 3.2 Global AI Server Connectors Sales Value by Type
  • 3.2.1 Global AI Server Connectors Sales Value by Type (2020 VS 2024 VS 2031)
  • 3.2.2 Global AI Server Connectors Sales Value, by Type (2020-2031)
  • 3.2.3 Global AI Server Connectors Sales Value, by Type (%) (2020-2031)
• 3.3 Global AI Server Connectors Sales Volume by Type
  • 3.3.1 Global AI Server Connectors Sales Volume by Type (2020 VS 2024 VS 2031)
  • 3.3.2 Global AI Server Connectors Sales Volume, by Type (2020-2031)
  • 3.3.3 Global AI Server Connectors Sales Volume, by Type (%) (2020-2031)
• 3.4 Global AI Server Connectors Average Price by Type (2020-2031)

4 Segmentation by Application

• 4.1 Introduction by Application
  • 4.1.1 AI Training Servers
  • 4.1.2 AI Inference Servers
• 4.2 Global AI Server Connectors Sales Value by Application
  • 4.2.1 Global AI Server Connectors Sales Value by Application (2020 VS 2024 VS 2031)
  • 4.2.2 Global AI Server Connectors Sales Value, by Application (2020-2031)
  • 4.2.3 Global AI Server Connectors Sales Value, by Application (%) (2020-2031)
• 4.3 Global AI Server Connectors Sales Volume by Application
  • 4.3.1 Global AI Server Connectors Sales Volume by Application (2020 VS 2024 VS 2031)
  • 4.3.2 Global AI Server Connectors Sales Volume, by Application (2020-2031)
  • 4.3.3 Global AI Server Connectors Sales Volume, by Application (%) (2020-2031)
• 4.4 Global AI Server Connectors Average Price by Application (2020-2031)

5 Segmentation by Region

• 5.1 Global AI Server Connectors Sales Value by Region
  • 5.1.1 Global AI Server Connectors Sales Value by Region: 2020 VS 2024 VS 2031
  • 5.1.2 Global AI Server Connectors Sales Value by Region (2020-2025)
  • 5.1.3 Global AI Server Connectors Sales Value by Region (2026-2031)
  • 5.1.4 Global AI Server Connectors Sales Value by Region (%), (2020-2031)
• 5.2 Global AI Server Connectors Sales Volume by Region
  • 5.2.1 Global AI Server Connectors Sales Volume by Region: 2020 VS 2024 VS 2031
  • 5.2.2 Global AI Server Connectors Sales Volume by Region (2020-2025)
  • 5.2.3 Global AI Server Connectors Sales Volume by Region (2026-2031)
  • 5.2.4 Global AI Server Connectors Sales Volume by Region (%), (2020-2031)
• 5.3 Global AI Server Connectors Average Price by Region (2020-2031)
• 5.4 North America
  • 5.4.1 North America AI Server Connectors Sales Value, 2020-2031
  • 5.4.2 North America AI Server Connectors Sales Value by Country (%), 2024 VS 2031
• 5.5 Europe
  • 5.5.1 Europe AI Server Connectors Sales Value, 2020-2031
  • 5.5.2 Europe AI Server Connectors Sales Value by Country (%), 2024 VS 2031
• 5.6 Asia Pacific
  • 5.6.1 Asia Pacific AI Server Connectors Sales Value, 2020-2031
  • 5.6.2 Asia Pacific AI Server Connectors Sales Value by Region (%), 2024 VS 2031
• 5.7 South America
  • 5.7.1 South America AI Server Connectors Sales Value, 2020-2031
  • 5.7.2 South America AI Server Connectors Sales Value by Country (%), 2024 VS 2031
• 5.8 Middle East & Africa
  • 5.8.1 Middle East & Africa AI Server Connectors Sales Value, 2020-2031
  • 5.8.2 Middle East & Africa AI Server Connectors Sales Value by Country (%), 2024 VS 2031

6 Segmentation by Key Countries/Regions

• 6.1 Key Countries/Regions AI Server Connectors Sales Value Growth Trends, 2020 VS 2024 VS 2031
• 6.2 Key Countries/Regions AI Server Connectors Sales Value and Sales Volume
  • 6.2.1 Key Countries/Regions AI Server Connectors Sales Value, 2020-2031
  • 6.2.2 Key Countries/Regions AI Server Connectors Sales Volume, 2020-2031
• 6.3 United States
  • 6.3.1 United States AI Server Connectors Sales Value, 2020-2031
  • 6.3.2 United States AI Server Connectors Sales Value by Type (%), 2024 VS 2031
  • 6.3.3 United States AI Server Connectors Sales Value by Application, 2024 VS 2031
• 6.4 Europe
  • 6.4.1 Europe AI Server Connectors Sales Value, 2020-2031
  • 6.4.2 Europe AI Server Connectors Sales Value by Type (%), 2024 VS 2031
  • 6.4.3 Europe AI Server Connectors Sales Value by Application, 2024 VS 2031
• 6.5 China
  • 6.5.1 China AI Server Connectors Sales Value, 2020-2031
  • 6.5.2 China AI Server Connectors Sales Value by Type (%), 2024 VS 2031
  • 6.5.3 China AI Server Connectors Sales Value by Application, 2024 VS 2031
• 6.6 Japan
  • 6.6.1 Japan AI Server Connectors Sales Value, 2020-2031
  • 6.6.2 Japan AI Server Connectors Sales Value by Type (%), 2024 VS 2031
  • 6.6.3 Japan AI Server Connectors Sales Value by Application, 2024 VS 2031
• 6.7 South Korea
  • 6.7.1 South Korea AI Server Connectors Sales Value, 2020-2031
  • 6.7.2 South Korea AI Server Connectors Sales Value by Type (%), 2024 VS 2031
  • 6.7.3 South Korea AI Server Connectors Sales Value by Application, 2024 VS 2031
• 6.8 Southeast Asia
  • 6.8.1 Southeast Asia AI Server Connectors Sales Value, 2020-2031
  • 6.8.2 Southeast Asia AI Server Connectors Sales Value by Type (%), 2024 VS 2031
  • 6.8.3 Southeast Asia AI Server Connectors Sales Value by Application, 2024 VS 2031
• 6.9 India
  • 6.9.1 India AI Server Connectors Sales Value, 2020-2031
  • 6.9.2 India AI Server Connectors Sales Value by Type (%), 2024 VS 2031
  • 6.9.3 India AI Server Connectors Sales Value by Application, 2024 VS 2031

7 Company Profiles

• 7.1 Amphenol
  • 7.1.1 Amphenol Company Information
  • 7.1.2 Amphenol Introduction and Business Overview
  • 7.1.3 Amphenol AI Server Connectors Sales, Revenue, Price and Gross Margin (2020-2025)
  • 7.1.4 Amphenol AI Server Connectors Product Offerings
  • 7.1.5 Amphenol Recent Development
• 7.2 TE Connectivity
  • 7.2.1 TE Connectivity Company Information
  • 7.2.2 TE Connectivity Introduction and Business Overview
  • 7.2.3 TE Connectivity AI Server Connectors Sales, Revenue, Price and Gross Margin (2020-2025)
  • 7.2.4 TE Connectivity AI Server Connectors Product Offerings
  • 7.2.5 TE Connectivity Recent Development
• 7.3 Molex
  • 7.3.1 Molex Company Information
  • 7.3.2 Molex Introduction and Business Overview
  • 7.3.3 Molex AI Server Connectors Sales, Revenue, Price and Gross Margin (2020-2025)
  • 7.3.4 Molex AI Server Connectors Product Offerings
  • 7.3.5 Molex Recent Development
• 7.4 Samtec
  • 7.4.1 Samtec Company Information
  • 7.4.2 Samtec Introduction and Business Overview
  • 7.4.3 Samtec AI Server Connectors Sales, Revenue, Price and Gross Margin (2020-2025)
  • 7.4.4 Samtec AI Server Connectors Product Offerings
  • 7.4.5 Samtec Recent Development
• 7.5 Hirose Electric
  • 7.5.1 Hirose Electric Company Information
  • 7.5.2 Hirose Electric Introduction and Business Overview
  • 7.5.3 Hirose Electric AI Server Connectors Sales, Revenue, Price and Gross Margin (2020-2025)
  • 7.5.4 Hirose Electric AI Server Connectors Product Offerings
  • 7.5.5 Hirose Electric Recent Development
• 7.6 Luxshare
  • 7.6.1 Luxshare Company Information
  • 7.6.2 Luxshare Introduction and Business Overview
  • 7.6.3 Luxshare AI Server Connectors Sales, Revenue, Price and Gross Margin (2020-2025)
  • 7.6.4 Luxshare AI Server Connectors Product Offerings
  • 7.6.5 Luxshare Recent Development

8 Industry Chain Analysis

• 8.1 AI Server Connectors Industrial Chain
• 8.2 AI Server Connectors Upstream Analysis
  • 8.2.1 Key Raw Materials
  • 8.2.2 Raw Materials Key Suppliers
  • 8.2.3 Manufacturing Cost Structure
• 8.3 Midstream Analysis
• 8.4 Downstream Analysis (Customers Analysis)
• 8.5 Sales Model and Sales Channels
  • 8.5.1 AI Server Connectors Sales Model
  • 8.5.2 Sales Channel
  • 8.5.3 AI Server Connectors Distributors

9 Research Findings and Conclusion

10 Appendix

• 10.1 Research Methodology
  • 10.1.1 Methodology/Research Approach
    • 10.1.1.1 Research Programs/Design
    • 10.1.1.2 Market Size Estimation
    • 10.1.1.3 Market Breakdown and Data Triangulation
  • 10.1.2 Data Source
    • 10.1.2.1 Secondary Sources
    • 10.1.2.2 Primary Sources
• 10.2 Author Details
• 10.3 Disclaimer