PCI Express 커넥터 시장 보고서 : 동향, 예측 및 경쟁 분석(-2035년)

PCI Express Connector Market

The future of the global pci express connector market looks promising with opportunities in the consumer electronic, data center, and telecommunication markets. The global pci express connector market is expected to reach an estimated $10.1 billion by 2035 from $5.5 billion in 2027 with a CAGR of 7.8% from 2027 to 2035. The major drivers for this market are the rising demand for ai & machine learning and the increasing demand for cloud computing solutions.

• Lucintel forecasts that, within the type category, 32Gb/s (Gen 5) is expected to witness the highest growth over the forecast period due to increasing demand for faster data transfers.
• Within the application category, data center is expected to witness the highest growth over the forecast period due to rapid growing needs for data center expansion, and connectivity.
• In terms of regions, APAC is expected to witness the highest growth over the forecast period due to rapid growing needs for manufacturing in Asia Pacific.

Emerging Trends in PCI Express Connector Market

There has to be a single space between words. The PCIe connector market is shifting away from commodity interconnects and toward high-speed, thermally managed platforms. Between 2025-2027, Lucintel expects demand to be tied to data center capital spending with the automotive and industrial markets beginning to open new markets; the other major drivers of demand will be AI servers and edge computing with the adoption of PCIe 6.0.

• High Speed Signal Integrity: PCIe 6.0 can achieve speeds of 64 GT/s, while 2025 server designs will begin to rely on even lower loss materials with tighter control on impedance and improved shielding; the planned speeds of PCIe 7.0 at 128 GT/s further supports this trend. This will start to drive demand for engineered connectors over commodity systems.
• AI-driven Density: The ramp to high speed signaling will continue to lead to AI platforms requiring higher mezzanine, backplane, and connector density. The result will be increasing connectors per system in the next few years.
• Thermal Design Integration: Integrating thermal management into connectors will be a key differentiator for suppliers as rack power densities continue to increase. This trend will accelerate with the introduction of liquid AI computing infrastructure expected in 2025.
• Modular Architectures: CXL and PCIe 6.0 are creating more modular architectures, potentially allowing upgrades of CPUs, memory and add-in accelerators independently. CXL 2.0 will create demand for high-cycle interconnect assemblies that are field replaceable.
• Supply Resilience: Due to recent disruptions in the supply of semiconductor devices and logistical challenges, manufacturers of electronics components are now qualifying secondary sources in Asia, North America and Europe. Amphenol and TE Connectivity plan to release expansive interconnect portfolios by 2025, making multi-region qualification a purchasing consideration that will impact price and delivery.

From 2025 to 2027, the pci express connector market will experience growth in lockstep with AI infrastructure, bandwidth upgrades, and modular computing. Suppliers will need to combine low loss with thermal capabilities to win high margin contracts. Buyers will demand qualification in all regions, across all platforms and every lifecycle phase. There will be substantial low margin business, but the strongest margins will be in application-specific connector systems that are validated and controlled.

Recent Developments in the PCI Express Connector Market

The PC-centric demand for PCI express connectors will become less prominent as the demand for PCI express connectors in datacenters, AI accelerators, networks, and the automotive segment grows. Activity will be the highest from 2025-2027. Connectivity innovation with PCIe 6.0 and design work focused on PCIe 7.0 will drive the bulk of this activity. In the next several years, Lucintel has predicted that connector manufacturers will compete against each other on signal integrity, thermal performance, and modularity of the connector rather than volume alone.

• Technology Launches: In 2025, Samtec introduced connectors for PCIe 6.0 and operating speeds of up to 64 GT/s. These solutions will address switches, servers, and accelerator boards. As higher speeds dominate connector purchasing over the next few years, PCIe connectors with tighter control of insertion loss will gain market share.
• Capacity Additions: Amphenol's 2025 budget prioritized building out capacity for high-speed interconnects as data centers continue to drive demand. The company reached $19.6 billion in sales for 2024, giving them the scale necessary to support higher volumes of connector supply. Capacity additions will eliminate supply restraints on high-speed connectors as new AI server architectures increase the number of high-speed connections in a single system
• Strategic Partnerships: PCI-SIG's 2025 developer focus brought system and subsystem designers as well as component suppliers together to address designs and innovations for platforms operating at PCIe 6.0 and the emerging PCIe 7.0."
• Major Contracts: The increased demand for high-density board-to-board and cable-based PCIe connections in the rollout of Nvidia's 2025 Blackwell system is driven by the incorporation of 72 GPUs in the GB200 NVL72 platform. As larger accelerator clusters come on the market, PCIe connector demands per rack will go up. In this environment, suppliers who can provide a comprehensive solution for signal integrity at scale will gain a competitive advantage.
• Automotive Adoption: PCIe has begun to be deployed in vehicle computing to support centralized and zonal processing. In 2025, automotive semiconductor suppliers began to validate PCIe 5.0 interfaces for advanced driver assistance systems. The automotive market will have a significant impact on the availability of PCIe interfaces; however, the automotive industry is more demanding than most when it comes to temperature, vibration, and lifecycle requirements, which will make entering the market more difficult.

Across basic connector design, the market has begun to change at a greater speed than the market's revenue mix. The automotive market may take some time to gain significant market traction, however it will be the strongest opportunity over time. Vendors with a focus on PCIe 6.0, strong design collaboration, and strong manufacturing will be the vendors to capture and retain market share. For conventional PC applications, although data rates may increase dramatically, intense competition will prevent strong improvements in pricing.

Strategic Growth Opportunities in the PCI Express Connector Market

The market for PCI Express connectors is entering a new, broader expansion cycle with the increased bandwidth needs for AI servers, edge computing, electric vehicles, and industrial automation. For the 2024 to2026 time period, design cycle shortening with platform upgrades will create more demand for higher value connectors. For Lucintel, the demand will remain strong in data infrastructure and specialized electronics, whereas supply chain localization will work in favor of regional manufacturers.

• AI Data-center Connectors: The most notable revenue potential within the market is represented by high speed PCIe 5.0 and PCIe 6.0 connectors for GPU servers. NVIDIA has started shipping their Blackwell platform in October 2024 which puts pressure on suppliers to provide solutions for more dense, thermally challenging systems. The opportunity/market will create a need for faster signaling, tighter layouts, and more frequent platform refreshes within the next ten years.
• Automotive Computing: The market's addressable customer base has increased due to the expansion of computing domain controllers, ADAS, and centralized computing architectures. Approximately 1.3 million electric vehicles were sold globally in January 2025 further reinforcing the demand for high reliability internal interconnects. Automotive qualification and vibration resistance will sustain premium PCI Express connector pricing over the next three to five years.
• Rugged Industrial Edge Systems: Factories are implementing vision systems, robotics, and real-time analytics. These systems need ruggedized connectors that can resist heat, vibration, and frequent maintenance. The International Federation of Robotics reported that in 2023, 541,302 industrial robots were installed. This large scale deployment will create an incentive for localized processing. There is a new market opportunity for suppliers who can design ruggedized systems for these industrial automation deployments.
• Premium High Speed Products: An overbuilt board level connector with PCIe 6.0 is a higher margin offering than a standard connector. PCI-SIG released the PCIe 6.0 spec in January 2022 at 64 GT/s, and it is now a key specification for system designs. Margin and prices will shift to suppliers who can achieve solutions with high mechanical precision and thermal control alongside signal integrity.
• Regionalized Supply: Disruptions in semiconductor and electronic supply create a risk of high concentration. Therefore, customers are seeking second sources for connectors. €43 billion in public and private investment by 2030 from the European Chips Act will be addressed by local component ecosystems. Certified regional production will win the business where delivery assurance, traceability, and engineering support will be secondary to pricing.

The greatest market opportunities will be in systems that develop bandwidth and time to market at a lower total cost while improving reliability in the next 5 years. Focus should be on qualification with AI server makers, automotive electronics, and industrial automation system integrators. The product line must have clearly articulated paths from PCIe 4.0 and PCIe 6.0 while also providing regional manufacturing and engineering support.

PCI Express Connector Market Drivers and Challenges

The market for PCI Express connectors comprises of elements such as technology and data center growth, high-performance AI workloads, economic cycles, and volatility in regulations and expectations. Lucintel considers factors such as connectivity performance and reliability, miniaturization, sustainability, and supply-chain reliability as dominant factors. While ample opportunities exist, challenges are also significant and are caused by high costs, stagnating standards, and increasing complexity in manufacturing.

The factors responsible for driving this market include:

• Demand for AI Infrastructure: The rising demand for high speed PCIe connectors, risers, backplanes, and cable assemblies for use in high-speed data transfer in AI training, inference, and high-performance computing is fueling market growth. PCIe 6.0 provides a level of support for more than 64 GT/s of bandwidth, a significant increase over PCIe 5.0. Servers and accelerators are being upgraded and so are the connector requirements in terms of signal integrity, thermal design, and mechanical reliability. This market influence will be active over the next 3 to 5 years due to the continuously increasing volume of workloads."
• Connectivity Advancements: The advancing generations of PCIe technologies spur the original equipment manufacturers to develop and implement connectors that are capable of higher frequencies and tighter tolerances with better insertion reliability. In June 2025, PCI-SIG released the PCIe 7.0 specification that aims for 128 GT/s per lane. Although widespread commercial deployments will take some time, this specification helps drive investments for connectors, materials, test equipment, and high-speed design services. During the next 3 to 5 years, with the staggered adoption of PCIe 4.0 and PCIe 5.0, there will be an increasing demand for high-performance connectors.
• Growing Data-Center Connectivity Requirements: Modernized networking and increased use of cloud computing, edge computing, and storage virtualization will result in greater numbers of devices equipped with PCI Express interfaces. In the report by Uptime Institute for 2025, it was reported that, despite challenges with power and infrastructure, data-center operators focused on capacity expansion. Connectors for motherboards, storage systems, network cards, and accelerators will benefit from this trend. Over the next 3 to 5 years, the increasing adoption of regional data centers and distributed computing will meet the needs for high-performance connectors with high reliability that are designed for continuous operation, ease of maintenance, and high uptime requirements.
• Product Innovation and Miniaturization: Facilitating equipment design and development of compact systems integrating higher interconnect bandwidth can support the market with demands for connectors for compact Servers, embedded computers, industrial controllers and advanced storage systems. Responding to market requirements, manufacturers are offering low profile connectors, improved shielding, more dense layouts, and cable-based PCI Express solutions. For example, most PCIe 5.0 solid-state drives support up to 14 GB/s sequential-read performance in 2025. The high demand for improved connectivity will impact the market positively by increasing the demand for advanced, high performance connectors with small, space saving designs.
• Manufacturing Efficiency and Regional Supply-Chain Investment: Tighter dimensional tolerance, lower defect rates in produced connectors, and increased manufacturing flexibility in features such as stamping, moulding, and assembly are the result of increased automation and improved inspection systems. Increased automation, flexibility in production, and the localized electronics components industry, are a result of focused semiconductor and electronics investments. Regional oversized manufacturing capacity supported by the European Chips Act implementation in 2025, will provide improved supply chain electronics integration and resilience. Over the next three to five years, automation coupled with flexible production and material sourcing that is dispersed across a large geographical region will improve cost and demand fulfilment for manufacturers.

The challenges facing this market include:

• Signal Integrity and Thermal Management: The speed of PCI Express (PCIe) connections drives each element to become more sensitive to insertion loss, crosstalk, variations, heat build-up, and signal integrity. Rajat Gupta, of Tech Design Forum, points out that PCIe 6.0 uses a 64 GT/s signaling rate, Pulse-Amplitude Modulation (PAM) 4 technology, and is a significant increase in design and validation complexities over other versions. Systematic design or fabrication errors and variations can adversely affect the communication and operation of the system. To meet future requirements, strategic investors will need to have more complicated shielding, enhanced process management, simulation, and testing.
• High Development Costs and Standard Transitions: Transitions to newer versions of the PCI Express technology create new challenges for connection designs and materials, as well as new geometry, testing, and qualification methods. Potential customers may hold back acquisition decisions while they decide if they will implement the platforms based on PCIe 5.0, PCIe 6.0, or other yet-to-be-released versions, PCIe 7.0. PCI-SIG's planned release of PCIe 7.0 in June 2025 illustrates the rapid development of standards. The commercial infrastructure and ecosystems will likely take many more years to develop. Potential customers may be taking on unnecessary risks and shortened product lifecycles by selling older products and supporting new products at the same time.
• Volatility in Supply Chains and Sustainability: The use of copper alloys, precious metal plating, engineering plastics, tooling and specialized manufacturing capacity makes PCI Express connectors more complex and therefore more susceptible to changing energy prices, geopolitical disputes, disruptions in the transportation of goods, and changes in trade agreements. Meanwhile, customers expect suppliers to use less material, use more recyclable packaging, reduce hazardous material content, and improve their documented environmental performance. These trends increase costs and system complexity. There is a competitive advantage for the next three to five years for companies that have flexible sourcing, simple designs, and a credible commitment to sustainability.

The derivatives of Artificial Intelligence (AI) and the use of edge computing along with high-speed storage and data centers require PCIe connectors to interconnect much faster with a higher data capacity. There are significant opportunities because of the new design and manufacturing trends in industries. However, there are legitimate concerns relating to supply-chain volatility, the increasing pressure for sustainability, and profitability. For the next three to five years, success in the market will depend on the ability to rapidly engineer and implement solutions, sustain reliable sourcing, and provide flexible designs for multiple generations of the PCI Express standard.

List of PCI Express Connector Market Companies

Companies in the market compete on the basis of product quality offered. Major players in this market focus on expanding their manufacturing facilities, R&D investments, infrastructural development, and leverage integration opportunities across the value chain. Through these strategies pci express connector market companies cater increasing demand, ensure competitive effectiveness, develop innovative products & technologies, reduce production costs, and expand their customer base. Some of the pci express connector market companies profiled in this report include-

• Amphenol
• Molex
• TE Connectivity
• Samtec
• AVX (Kyocera)

PCI Express Connector Market by Segment

The study includes a forecast for the global pci express connector market by type, application, and region.

PCI Express Connector Market by Type [Value ($B) from 2019 to 2035]:

• 8.0Gb/s (Gen3) & Below
• 16Gb/s (Gen 4)
• 32Gb/s (Gen 5)
• 32Gb/s (Gen 5) Above

PCI Express Connector Market by Application [Value ($B) from 2019 to 2035]:

• Consumer Electronics
• Data Center
• Telecommunication
• Others

PCI Express Connector Market by Region [Value ($B) from 2019 to 2035]:

• North America
• Europe
• Asia Pacific
• The Rest of the World

Country Wise Outlook for the PCI Express Connector Market

The market for PCIe connectors is forecasted to see disruptions that will come from the rapid deployment of AI servers, the introduction of PCIe 7.0 by PCI SIG, and the increasing demand for PCIe connectors from hyperscalers and semiconductor companies. PCI-SIG released the PCIe 7.0 standard and published the specification for 128 GT/s in June 2025. Meanwhile, demand for connected systems with greater capacity and performance is accelerating from increased investment within the semiconductor and hyperscale sectors. In line with these changes, the latest market assessment by Lucintel places the most importance on these disruptions to sector positioning.

• United States: Standardization and AI infrastructure are advancing together. In June 2025, PCI-SIG released the PCIe 7.0 specification that provides performance of 128 GT/s. In March 2025, NVIDIA launched its Vera Rubin platform designed for large-scale AI systems. Within the next three to five years, signal integrity and thermal management will become denser requirements from the server manufacturing sector within the U.S., due to the increased performance and integration of AI systems.
• China: Domestic computing initiatives are fostering the development of local interconnect technologies. In January 2025, the Ministry of Industry and Information Technology reported 10 national data-center clusters under the East-to-West Computing initiative. 2025 also saw the Huawei Kunpeng and Ascend ecosystem build out. The combination of policies and new infrastructure will sustain demand for PCIe connectors and systems that comply with the regulatory framework in China.
• Germany: German manufacturers of automotive and industrial electronics have started to invest in localized production and digital infrastructures. In April 2025, Bosch announced a €2.5 billion program. The program includes a commitment to establish European manufacturing and technology capacity. Increasing spending will create demand for rugged, high-speed board-level connectors used in factory automation, embedded computing and vehicle electronics.
• India: Indian manufacturing is starting to move more manufacturing capacity to domestic markets. In February 2024, Tata Electronics and PSMC received approval for a semiconductor fabrication plant at an investment of ₹91,000 crore. The plant will be completed during 2025. The growing semiconductor ecosystem will create an increased demand for PCIe connectors for servers, telecom equipment, and electronic assembly.
• Japan: Japanese vendors are investing to build advanced packaging and data-center technologies. Renesas announced a 300mm-wafer power-semiconductor fab investment of approximately ¥90 billion in February 2025. Although the focus is on power devices, the investment will increase capacity for manufacturing electronics and create a greater need for reliable PCIe connectivity in industrial, automotive and computing equipment.

Features of the Global PCI Express Connector Market

• Market Size Estimates: pci express connector market size estimation in terms of value ($M).
• Trend and Forecast Analysis: Market trends (2019 to 2026) and forecast (2027 to 2035) by various segments and regions.
• Segmentation Analysis: pci express connector market size by type, application, and region in terms of value ($M).
• Regional Analysis: pci express connector market breakdown by North America, Europe, Asia Pacific, and Rest of the World.
• Growth Opportunities: Analysis of growth opportunities in different types, applications, and regions for the pci express connector market.
• Strategic Analysis: This includes M&A, new product development, and competitive landscape of the pci express connector market.

Analysis of competitive intensity of the industry based on Porter's Five Forces model.

If you are looking to expand your business in this or adjacent markets, then contact us. We have done hundreds of strategic consulting projects in market entry, opportunity screening, due diligence, supply chain analysis, M & A, and more.

This report answers following 11 key questions:

• Q.1. What are some of the most promising, high-growth opportunities for the pci express connector market by type (8.0gb/s (Gen3) & below, 16gb/s (Gen 4), 32gb/s (Gen 5), and 32gb/s (Gen 5) above), application (consumer electronics, data center, telecommunication, and others), and region (North America, Europe, Asia Pacific, and the Rest of the World)?
• Q.2. Which segments will grow at a faster pace and why?
• Q.3. Which region will grow at a faster pace and why?
• Q.4. What are the key factors affecting market dynamics? What are the key challenges and business risks in this market?
• Q.5. What are the business risks and competitive threats in this market?
• Q.6. What are the emerging trends in this market and the reasons behind them?
• Q.7. What are some of the changing demands of customers in the market?
• Q.8. What are the new developments in the market? Which companies are leading these developments?
• Q.9. Who are the major players in this market? What strategic initiatives are key players pursuing for business growth?
• Q.10. What are some of the competing products in this market and how big of a threat do they pose for loss of market share by material or product substitution?
• Q.11. What M&A activity has occurred in the last 7 years and what has its impact been on the industry?

Table of Contents

1. Executive Summary

2. Market Overview

• 2.1 Background and Classifications
• 2.2 Supply Chain

3. Market Trends & Forecast Analysis

• 3.1 Macroeconomic Trends and Forecasts
• 3.2 Industry Drivers and Challenges
• 3.3 PESTLE Analysis
• 3.4 Patent Analysis
• 3.5 Regulatory Environment

4. Global PCI Express Connector Market by Type

• 4.1 Overview
• 4.2 Attractiveness Analysis by Type
• 4.3 8.0Gb/s (Gen3) & Below : Trends and Forecast (2019 to 2035)
• 4.4 16Gb/s (Gen 4) : Trends and Forecast (2019 to 2035)
• 4.5 32Gb/s (Gen 5) : Trends and Forecast (2019 to 2035)
• 4.6 32Gb/s (Gen 5) Above : Trends and Forecast (2019 to 2035)

5. Global PCI Express Connector Market by Application

• 5.1 Overview
• 5.2 Attractiveness Analysis by Application
• 5.3 Consumer Electronics : Trends and Forecast (2019 to 2035)
• 5.4 Data Center : Trends and Forecast (2019 to 2035)
• 5.5 Telecommunication : Trends and Forecast (2019 to 2035)
• 5.6 Others : Trends and Forecast (2019 to 2035)

6. Regional Analysis

• 6.1 Overview
• 6.2 Global PCI Express Connector Market by Region

7. North American PCI Express Connector Market

• 7.1 Overview
• 7.2 North American PCI Express Connector Market by Type
• 7.3 North American PCI Express Connector Market by Application
• 7.4 The United States PCI Express Connector Market
• 7.5 Canadian PCI Express Connector Market
• 7.6 Mexican PCI Express Connector Market

8. European PCI Express Connector Market

• 8.1 Overview
• 8.2 European PCI Express Connector Market by Type
• 8.3 European PCI Express Connector Market by Application
• 8.4 German PCI Express Connector Market
• 8.5 French PCI Express Connector Market
• 8.6 Italian PCI Express Connector Market
• 8.7 Spanish PCI Express Connector Market
• 8.8 The United Kingdom PCI Express Connector Market

9. APAC PCI Express Connector Market

• 9.1 Overview
• 9.2 APAC PCI Express Connector Market by Type
• 9.3 APAC PCI Express Connector Market by Application
• 9.4 Chinese PCI Express Connector Market
• 9.5 Indian PCI Express Connector Market
• 9.6 Japanese PCI Express Connector Market
• 9.7 South Korean PCI Express Connector Market
• 9.8 Indonesian PCI Express Connector Market

10. ROW PCI Express Connector Market

• 10.1 Overview
• 10.2 ROW PCI Express Connector Market by Type
• 10.3 ROW PCI Express Connector Market by Application
• 10.4 Middle Eastern PCI Express Connector Market
• 10.5 South American PCI Express Connector Market
• 10.6 African PCI Express Connector Market

11. Competitor Analysis

• 11.1 Product Portfolio Analysis
• 11.2 Operational Integration
• 11.3 Porter's Five Forces Analysis
  • Competitive Rivalry
  • Bargaining Power of Buyers
  • Bargaining Power of Suppliers
  • Threat of Substitutes
  • Threat of New Entrants
• 11.4 Market Share Analysis

12. Opportunities & Strategic Analysis

• 12.1 Value Chain Analysis
• 12.2 Growth Opportunity Analysis
  • 12.2.1 Growth Opportunity by Type
  • 12.2.2 Growth Opportunity by Application
• 12.3 Emerging Trends in the Global PCI Express Connector Market
• 12.4 Strategic Analysis
  • 12.4.1 New Product Development
  • 12.4.2 Certification and Licensing
  • 12.4.3 Mergers, Acquisitions, Agreements, Collaborations, and Joint Ventures

13. Company Profiles of the Leading Players Across the Value Chain

• 13.1 Competitive Analysis Overview
• 13.2 Amphenol
  • Company Overview
  • PCI Express Connector Market Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.3 Molex
  • Company Overview
  • PCI Express Connector Market Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.4 TE Connectivity
  • Company Overview
  • PCI Express Connector Market Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.5 Samtec
  • Company Overview
  • PCI Express Connector Market Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.6 AVX (Kyocera)
  • Company Overview
  • PCI Express Connector Market Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.7 JAE Electronics
  • Company Overview
  • PCI Express Connector Market Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.8 HIROSE ELECTRIC
  • Company Overview
  • PCI Express Connector Market Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.9 Meritec (Qnnect)
  • Company Overview
  • PCI Express Connector Market Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.10 CJT Connectors
  • Company Overview
  • PCI Express Connector Market Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.11 Sofng
  • Company Overview
  • PCI Express Connector Market Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing

14. Appendix

• 14.1 List of Figures
• 14.2 List of Tables
• 14.3 Research Methodology
• 14.4 Disclaimer
• 14.5 Copyright
• 14.6 Abbreviations and Technical Units
• 14.7 About Us
• 14.8 Contact Us