What Opportunities And Challenges Does Thermal Graphite Film Face As AI Lifts The Demand for Heat Dissipation Again?

2024 is the year of consumer electronics AI, and major manufacturers are launching AI terminal products one after another. To meet the training and inference needs of AI large models, the computing power of AI terminal devices is growing exponentially, with a significant increase in the heat generation and dissipation requirements of internal devices in consumer electronics products such as smartphones, laptops, and smart homes.

Under the empowerment of AI, while product functions become more powerful, the demand for mobile computing resources and storage increases. With the trend of ultra-thin, high integration, and miniaturization of AI chips in smartphones, heat dissipation has become one of the performance indicators that consumers are eagerly concerned about.
Eg.: iPhone, the thermal graphite film of the iPhone 15 Pro series only covers the wireless charging coil, while the heat dissipation film of the iPhone 16 Pro series extends from the coil to the periphery, covering roughly 60% of the area of the back cover to improve the heat dissipation efficiency. In the future, with the acceleration of AI big models landing on the end side and the continuous improvement of AI computing power in intelligent machines, it is expected that more requirements will be put forward for heat dissipation, and the amount of graphite film used is expected to further increase, thereby driving the increase in value.