16/03/2025
Claiming to be the largest increase in AI: A detailed analysis report on the market size of 150 billion integrated inductors
From Pangufeng's Snowball column
1. Market size of integrated inductors: Relevant data show that the market price of integrated inductors used for AI is as high as 10 yuan per piece (10 times that of ordinary inductors). The current price is still rising, and the global supply is in short supply! Global AI servers are expected to require 15 billion integrated inductors, and one AI server needs to be equipped with at least 300 integrated inductors. The global integrated inductor market size is expected to exceed 150 billion, which is comparable to the current market size of optical modules.
2. The use of integrated inductors: Taking NVIDIA's latest new generation AI chip GB200 as an example, GB200 has 208 billion transistors. In the GPT-3 LLM benchmark with 175 billion parameters, GB200's performance is 7 times that of H100, and NVIDIA claims that its training speed is 4 times that of H100. This GB200 AI chip has higher requirements for the stable power supply and filtering interference of AI servers. Traditional ferrite inductors are difficult to meet, and metal soft magnetic one-piece molded inductors have become the best choice, which can ensure the smooth operation of AI servers using GB200 chips. Each NVIDIA GB200 chip needs to be configured with nearly 300 one-piece molded inductors, which is far more than the amount of optical modules. With NVIDIA's large-scale purchases, the global one-piece molded inductors have begun to be out of stock!
3. Upstream and downstream of integrated molded inductors: upstream (metal soft magnetic powder) → downstream (integrated molded inductors)
4. Listed companies related to integrated molded inductors:
Integrated molded inductor listed companies: Maxim Technology (supplying NVIDIA through Delta and Foxconn), Magetech, Fenghua Hi-Tech, Sunlord Electronics, Platinum New Materials, Mingpu Opto-Magnetics
Upstream metal soft magnetic powder listed companies: Yuean New Materials (planned production capacity of 100,000 tons, supplying NVIDIA through Delta), Longci Technology (planned production capacity of 60,000 tons), Tiantong Shares (planned production capacity of 30,000 tons), Yitong New Materials (planned production capacity of 25,000 tons), Platinum New Materials (planned production capacity of 6,000 tons), Antai Technology (planned production capacity of 3,000 tons)
Integrated molded inductor equipment listed companies: Korris, Tanaka Seiki, JPT.
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