According to the China Merchants Securities Research Report, demand for AI electronic cloth has increased, high-end supply release is limited, and structural gaps persist. On the demand side, the core of the e-yarn/cloth demand upgrade is the dual driving force of AI computing power and high-frequency communication. On the supply side, the core bottleneck of high-end electronic cloth is that the delivery cycle of high-end looms is 18 to 24 months, which is difficult to break through in the short term, and there is still a gap in high-end electronic cloth. Leading companies focus on the expansion of high-end production capacity, which helps to strengthen their global voice. Leading companies are intensively increasing e-yarn/cloth production capacity, focusing on high-end fields.

According to the China Merchants Securities Research Report, demand for AI electronic cloth has increased, high-end supply release is limited, and structural gaps persist. On the demand side, the core of the e-yarn/cloth demand upgrade is the dual driving force of AI computing power and high-frequency communication. On the supply side, the core bottleneck of high-end electronic cloth is that the delivery cycle of high-end looms is 18 to 24 months, which is difficult to break through in the short term, and there is still a gap in high-end electronic cloth. Leading companies focus on the expansion of high-end production capacity, which helps to strengthen their global voice. Leading companies are intensively increasing e-yarn/cloth production capacity, focusing on high-end fields.