The research report released by CSC Securities highlights that multi-phase TLVR inductors are poised to emerge as the dominant trend in the market. Looking ahead, AI chip inductors are set to evolve along three key trajectories. Firstly, there will be a shift from single-phase to multi-phase inductors, aimed at boosting density. Secondly, power supply methods will transition from horizontal to VPD vertical power supply, enhancing power supply efficiency. Thirdly, a move from NON-TTLVR to TLVR inductors will be made to increase value. It is anticipated that multi-phase TLVR inductors will become indispensable. From 2025 to 2028, the market size for AI chip inductors is projected to expand over tenfold. As AI chip shipments rise, chip power is enhanced, and inductor performance is upgraded, the market for AI chip inductors will experience swift growth. The scale growth rate will be equivalent to the product of the multiples representing chip shipment increases, power enhancement, and unit value appreciation.
