FCBGA Substrate Report 2026

Key Research Points of the Report:
1. Analysis of the FCBGA Substrate Market in 2025
・Analysis of FCBGA substrate sales and supply trends among major substrate manufacturers by application and IC type
・Analysis of demand trends by semiconductor manufacturer (customer)
2. Market Analysis by Application
・FCBGA substrate market trends for PCs
・FCBGA substrate market trends for general servers
・FCBGA substrate market trends for AI servers
・FCBGA substrate market trends for networking
・FCBGA substrate market trends for automotive
・FCBGA substrate market trends for game consoles
・FCBGA substrate market trends for other applications
3. Market Size Trends and Forecasts from 2023 to 2035
・Analysis and forecasts of market size by application on a value, volume, area, and build-up-layer-equivalent area basis
・Analysis and forecasts of market size by application and substrate layer count on a value and area basis
4. Case Studies of Major Manufacturers (Top 14 Global Companies)
・Company profiles, production trends, capital investment trends, sales performance, and sales trends by customer
Scope of the Research
・By application: PCs, general servers, AI servers, networking, automotive, game consoles, and other applications
・By IC type: MPUs, GPUs, chipsets, ASICs/FPGAs, network ICs, automotive ICs, game console SoCs, and others
Published Date | August 7, 2026 |
Contract & Price | Corporate contract: JPY600,000 * *This contract allows for use within the purchasing company / organization. Global contract: JPY800,000 ** **This contract allows for use within the purchasing company / organization and the subsidiaries with a 51% stake or more. We (JMS) hold the copyright on this report in any contract. |
Size / Format | A4 x 228 pages You can choose from the following three patterns: *Hard copy (Book) + Soft copy (PDF) **Hard copy Only ***Soft copy Only |
Table of Contents
Chapter 1 Executive Summary
| Global FCBGA Substrate Market Summary (2025) | 2 |
| Global FCBGA Substrate Market Forecast (2026-2035) | 3 |
| Global FCBGA Substrate Market Size in 2025 | 4 |
| Global FCBGA Substrate Market by Application (2024 vs. 2025) | 5 |
| Sales Performance of Major FCBGA Substrate Manufacturers(Value and Volume Basis / 2025) | 6 |
| Supply Trends of Major FCBGA Substrate Manufacturers (Value and Volume Basis / 2025) | 8 |
| FCBGA Substrate Demand by Major Semiconductor Manufacturers | 11 |
| FCBGA Substrate Market Trends and Forecast by Application (Value, Volume, Area and Build-up Film Equivalent Area Basis) | 14 |
| FCBGA Substrate Market Trends and Forecast by Layer Count (Value and Volume Basis) | 18 |
| Major FCBGA Substrate Manufacturers: Sales Trends (2020–2025) | 21 |
| Major FCBGA Substrate Manufacturers: Capital Investment Trends | 22 |
| FCBGA Substrate Technology Trends | 25 |
Chapter 2 FCBGA Substrate Market Trends
| 2.1 FCBGA Substrate Market Trends by Application | 28 |
| 2.1.1 PC FCBGA Substrate Market Trends | 29 |
| PC FCBGA Substrate Sales by Manufacturer and IC Type(2023-2035) | 30 |
| PC FCBGA Substrate Supply by Manufacturer and IC Type (Value and Volume Basis / 2025) | 32 |
| PC MPU (Value and Volume Basis / 2025) | 34 |
| PC GPU (Value and Volume Basis / 2025) | 35 |
| PC Chipset (Value and Volume Basis / 2025) | 36 |
| PC FCBGA Substrate Demand by Semiconductor Manufacturer (Value and Volume Basis / 2025) | 37 |
| PC MPU FCBGA Substrate Technology Trends | 40 |
| PC GPU FCBGA Substrate Technology Trends | 41 |
| 2.1.2 General Server FCBGA Substrate Market Trends | 42 |
| General Server FCBGA Substrate Market Trends and Forecast(2023-2035) | 43 |
| General Server FCBGA Substrate Supply by Manufacturer (Value and Volume Basis / 2025) | 45 |
| General Server FCBGA Substrate Demand by Semiconductor Manufacturer (Value and Volume Basis / 2025) | 47 |
| 2.1.3 AI Server FCBGA Substrate Market Trends | 49 |
| AI Server FCBGA Substrate Market Trends and Forecast(2023-2035) | 50 |
| AI Server FCBGA Substrate Sales by Manufacturer and IC Type (Value and Volume Basis / 2025) | 52 |
| AI Server MPU (Value and Volume Basis / 2025) | 55 |
| AI GPU (Value and Volume Basis / 2025) | 56 |
| AI Accelerator ASIC (Value and Volume Basis / 2025) | 57 |
| AI Switch IC (Value and Volume Basis / 2025) | 58 |
| AI Server FCBGA Substrate Demand by Semiconductor Manufacturer (Value and Volume Basis / 2025) | 60 |
| FCBGA Substrate Technology Trends for Server MPUs (General and AI) | 62 |
| FCBGA Substrate Technology Trends for AI GPUs | 63 |
| FCBGA Substrate Technology Trends for AI Accelerator ASICs | 64 |
| FCBGA Substrate Technology Trends for AI Switch ICs | 65 |
| 2.1.4 Networking FCBGA Substrate Market Trends | 66 |
| Networking FCBGA Substrate Market Trends and Forecast(2023-2035) | 67 |
| Networking FCBGA Substrate Sales by Manufacturer and IC Type (Value and Volume Basis / 2025) | 69 |
| Networking FCBGA Substrate Demand by Semiconductor Manufacturer (Value and Volume Basis / 2025) | 70 |
| 2.1.5 Automotive FCBGA Substrate Market Trends | 73 |
| Automotive FCBGA Substrate Market Trends and Forecast(2023-2035) | 74 |
| Automotive FCBGA Substrate Supply and Demand by Manufacturer (Value and Volume Basis / 2025) | 76 |
| 2.1.6 Game Console FCBGA Substrate Market Trends | 80 |
| Game Console FCBGA Substrate Market Trends and Forecast(2023-2035) | 81 |
| Game Console FCBGA Substrate Supply by Manufacturer and IC Type (Value and Volume Basis / 2025) | 83 |
| Game Console FCBGA Substrate Demand by Semiconductor Manufacturer (Value and Volume Basis / 2025) | 85 |
| 2.1.7 FCBGA Substrate Market Trends for Other Applications | 87 |
| FCBGA Substrate Market Trends and Forecast for Other Application (2023-2035) | 88 |
| FCBGA Substrate Supply and Demand by Manufacturer for Other Applications (Value and Volume Basis/2025) | 89 |
| 2.2 FCBGA Substrate Market Trends by Application and Layer Count | 92 |
| 2.2.1 PC FCBGA Substrate Market Trends by Layer Count | 93 |
| PC FCBGA Substrate Market Trends and Forecast by Layer Count | 94 |
| PC MPU (Value and Area Basis) | 96 |
| PC GPU (Value and Area Basis) | 98 |
| PC Chipset (Value and Area Basis) | 100 |
| 2.2.2 General Server FCBGA Substrate Market Trends by Layer Count | 101 |
| General Server FCBGA Substrate Market Trends and Forecast by Layer Count | 102 |
| 2.2.3 AI Server FCBGA Substrate Market Trends by Layer Count | 104 |
| AI Server FCBGA Substrate Market Trends and Forecast by Layer Count | 105 |
| AI Server MPU (Value and Area Basis) | 107 |
| AI GPU (Value and Area Basis) | 109 |
| AI Accelerator ASIC (Value and Area Basis) | 111 |
| AI Switch IC (Value and Area Basis) | 113 |
| 2.2.4 Networking FCBGA Substrate Market Trends by Layer Count | 115 |
| Networking FCBGA Substrate Market Trends and Forecast by Layer Count | 116 |
| 2.2.5 Automotive FCBGA Substrate Market Trends by Layer Count | 118 |
| Automotive FCBGA Substrate Market Trends and Forecast by Layer Count | 119 |
| 2.2.6 Game Console FCBGA Substrate Market Trends by Layer Count | 121 |
| Game Console FCBGA Substrate Market Trends and Forecast by Layer Count | 122 |
| 2.2.7 FCBGA Substrate Market Trends by Layer Count for Other Applications | 124 |
| FCBGA Substrate Market Trends and Forecast by Layer Count for Other Applications | 125 |
Chapter 3 Manufacturers’ Case Studies
| IBIDEN CO., LTD. | 128 |
| SHINKO ELECTRONIC INDUSTRIES CO., LTD. | 135 |
| KYOCERA Corporation | 142 |
| TOPPAN INC. | 148 |
| FICT LIMITED | 155 |
| Unimicron Technology Corporation | 162 |
| NAN YA PCB CORPORATION | 169 |
| KINSUS INTERCONNECT TECHNOLOGY CORP. | 177 |
| Zhen Ding Technology Holding Limited | 184 |
| Samsung Electro-Mechanics Co., Ltd. | 192 |
| LG Innotek Co., Ltd. | 200 |
| KOREA CIRCUIT CO., LTD. | 207 |
| DAEDUCK ELECTRONICS Co., Ltd. | 214 |
| AT & S Austria Technologie & Systemtechnik Aktiengesellschaft | 221 |