2026 PCB laminate costs spike 20%-40% due to AI demand
Automotive Radar Market 2025 to 2032: ADAS Mandates, Electrification and the Shift from Optional to Essential →High-end PCB substrate and laminate costs spiked up to 20%–40% in 2026 as AI server manufacturing siphoned capacity away from automotive-grade sub-assemblies. This creates upward material cost pressure on automotive radar module production despite long-term declines in overall radar ASPs. Category managers must monitor sub-assembly material margins closely.
Severity: how big the impact would be if this plays out.
Likelihood: how probable the engine judges it is to happen or persist.
Spend exposed: the share of your annual category spend this flags.
Evaluate Tier-1 supplier PCB substrate exposure and indexation terms
Mitigate raw material price spikes driven by cross-industry capacity siphoning from AI server production.
Source · datainsightsreports.com