According to the CITIC Construction Investment Securities Research Report, multi-phase TLVR inductors are the general trend. There are three major future industrial trends in AI chip inductors: 1. Single-phase inductors are moving towards multi-phase inductors, increasing density; 2. Horizontal power supply is shifting to VPD vertical power supply, improving power supply efficiency; 3. USON-TTLVR is shifting to TLVR inductors, increasing value. A multiphase TLVR inductor will become a must. The market size of AI chip inductors will expand more than tenfold from 2025 to 2028. Chip inductors will face multiple drivers in the future. As AI chip shipments increase, chip power increases, and inductance performance is upgraded, the AI chip inductor market will rapidly expand. Scale growth rate = chip shipment ratio × power increase factor × single value increase factor.

According to the CITIC Construction Investment Securities Research Report, multi-phase TLVR inductors are the general trend. There are three major future industrial trends in AI chip inductors: 1. Single-phase inductors are moving towards multi-phase inductors, increasing density; 2. Horizontal power supply is shifting to VPD vertical power supply, improving power supply efficiency; 3. USON-TTLVR is shifting to TLVR inductors, increasing value. A multiphase TLVR inductor will become a must. The market size of AI chip inductors will expand more than tenfold from 2025 to 2028. Chip inductors will face multiple drivers in the future. As AI chip shipments increase, chip power increases, and inductance performance is upgraded, the AI chip inductor market will rapidly expand. Scale growth rate = chip shipment ratio × power increase factor × single value increase factor.