With the in-depth penetration of artificial intelligence technology in various fields, the requirements for hardware infrastructure, especially connectors, are becoming increasingly strict. Traditional connectors are no longer able to meet the extreme demands of AI algorithms for high-speed data transmission, low latency and high reliability. The industry is now entering a period of rapid growth and technological transformation.
Driven by the accelerated global digital transformation, connectors have become a key support for the rapid development of fields such as 5G communication, new energy vehicles, artificial intelligence (AI), and industrial automation.
The industry market has been developing steadily and continuously
At present, China has become the world's largest connector market, accounting for approximately 30.43% of the global market size. According to statistics, the market size of connectors in China reached approximately 218.1 billion yuan in 2024 and is expected to reach 231.2 billion yuan in 2025. The industry is anticipated to witness even greater development in the future.
2. Three major driving forces expand the market
Automobile electrification and intelligence
The increasing penetration rate of new energy vehicles and the development of autonomous driving technology have led to a significant increase in the usage and value of on-board connectors, especially high-voltage connectors (for 800V platforms) and high-speed connectors (for on-board Ethernet and sensors).
Communication technology iteration and data center construction
The large-scale deployment of 5G base stations, the expansion of data centers, and the explosive growth of AI servers have driven the demand for high-speed RF connectors (such as BNC/SMA), optical fiber connectors, and high-speed backplane connectors.
Innovation in Consumer Electronics
The full-scale popularization of Type-C interfaces, the iteration of fast charging technology, and the development of wearable devices (AR/VR, smartwatches) are driving connectors towards "miniaturization", "high frequency and high speed", and "modularization".
3. The future market development prospects are broad
Market size
The global connector market size is expected to grow from 71.7 billion US dollars in 2024 to 117 billion US dollars by 2034, with a compound annual growth rate (CAGR) of approximately 3.9% (as shown in the following figure). Among them, the growth rate of the new energy vehicle connector market (about 12%) will far exceed the industry average.
Regional market
The Asia-Pacific region (especially China) will continue to dominate the global market, accounting for more than 50% of the share. The market size in China is expected to grow from 23 billion US dollars in 2023 to 38 billion US dollars in 2034.
Technological trends
High-frequency and high-speed: Connectors supporting the 6G terahertz frequency band (0.1-1THz) are under development.
Material innovation: New materials such as silicon carbide (SiC) -based connectors (resistant to 300 ° C high temperatures) and bio-based plastic connectors (reducing carbon emissions) will be applied.
Modularization and integration: Modular connectors that support hot-swapping and multi-functional integration will become a trend to meet the demands of device miniaturization and multi-functionality.
4. Global brands help seize the initiative
International leading enterprises such as TE, Amphenol and Molex have dominated the high-end market with their technological accumulation and capital investment. Choosing the right connector brand can help them seize the initiative in this "intelligent connection" revolution.
01 TE Connectivity
Advantageous fields
Automotive electronics, industrial equipment, communication equipment
Core features and technical advantages:
One of the world's largest connector manufacturers, with a full range of products, a 15% R&D investment ratio, and a market share of over 40% in the field of high-voltage connectors for new energy vehicles
02 Amphenol
Advantageous fields
Communication infrastructure (5G/6G), data centers, aerospace
Core features and technical advantages:
Leading in high-speed data connection and RF connection technologies, it holds a 60% market share in the global 5G base station connector market and is one of the major suppliers of 5G base station connectors worldwide
03: Molex
Advantageous fields
Consumer electronics (Type-C), automotive electronics, data centers
Core features and technical advantages:
With a profound accumulation in the field of consumer electronics, it ranks first in the number of Type-C interface patents worldwide and is a core supplier for companies such as Apple
04 Daily Voltage Terminal (JST)
Advantageous fields
Consumer electronics, home appliances, industrial control (medium and low voltage)
Core features and technical advantages:
Exquisite stamping/injection molding technology and extremely high cost performance and reliability in the fields of medium and small power and signal transmission
05: Panasonic
Advantageous fields
New energy vehicles, high-end consumer electronics, medical care
Core features and technical advantages:
New material technology, process innovation, and in-depth exploration in high-end and high-reliability fields
The demand for high-speed connections from AI computing power, the acceleration of the electrification process of new energy vehicles, the iteration of communication technologies (5G/6G), and the continuous advancement of industrial automation are all jointly driving the connector technology to leap forward. In the future, connectors will no longer merely be passive adaptive components but will become key components that actively empower intelligent systems, and even the crucial "lifeline of connection". They will help artificial intelligence systems break through performance bottlenecks and usher in a brand-new era of intelligent connectivity.
Your message must be between 20-3,000 characters!
