Core Viewpoint - Demingli is actively expanding its embedded and industrial storage product lines, leveraging its self-developed controller technology to capture opportunities in the AI-driven market [1][4]. Group 1: Embedded Storage Development - Demingli has established a dedicated embedded storage team and launched products such as eMMC, UFS, and LPDDR, achieving mainstream customer certification and mass shipments [2]. - The company’s embedded storage products and solid-state drives accounted for over 60% of its revenue in the first half of 2024 [2]. - The primary market for embedded storage remains mobile clients, with plans to expand into automotive electronics and emerging industries [2]. Group 2: Industrial Storage Focus - Industrial storage is a key development area for Demingli, which has introduced the SATA SSD controller TW6501, characterized by high performance, reliability, and low power consumption [3]. - The company aims to create a comprehensive ecosystem for industrial storage solutions, including solid-state drives, embedded storage, and memory modules, with plans to launch the full product line this year [3]. - Demingli is responding to the high customization demands of the industrial market by combining its own controllers with third-party controllers to quickly meet customer needs [3]. Group 3: AI and Market Trends - The demand for enterprise-level storage is expected to grow significantly due to the influence of artificial intelligence and cloud computing, leading to upgrades in storage architecture [4]. - The company is focusing on adapting its storage products for AI applications, particularly in edge computing and inference scenarios, to meet the real-time requirements of AI devices [5]. - Demingli is also exploring opportunities in the wearable market, having started to develop storage solutions for wearable devices since late last year [5].
德明利：自研主控厂商发力嵌入式存储 推进全系列工业级产品上市