NAS行业深度报告：供需合力，蓝海正启

Core Insights - The NAS industry is experiencing significant growth driven by the increasing demand for data storage due to the upgrade of smart devices, the expansion of internet applications, and the diversification of recording methods. Personal data storage has surged, with the memory required for a single photo and one minute of video increasing by 4-10 times and 6-10 times, respectively, from 2015-2018 to 2023-2025 [1][9][17]. Group 1: Data Storage Demand - The demand for data storage is escalating, with 87% of surveyed individuals facing "storage space insufficient" warnings and 83% experiencing anxiety when deleting files. Over 50% of respondents fit the definition of "data hoarding syndrome" users [1][19][22]. - The rise of content creators and platforms is further driving the need for storage solutions, with the number of creators on major platforms exceeding 14.93 million by 2024 [1][17]. Group 2: NAS Advantages - NAS (Network Attached Storage) offers advantages such as larger capacity, higher security, and efficient data interconnectivity compared to traditional storage solutions. It is more economical than upgrading to larger capacity smartphones and provides better privacy and speed than public cloud storage [1][9][30]. - NAS devices can support Docker and virtual machine functionalities, enhancing their usability and appeal [1][35]. Group 3: Market Dynamics - The NAS market has historically been dominated by established players like Synology and QNAP, which together held approximately 64% of the global market share in 2023. However, these products are often targeted at professional users, resulting in a high usage barrier [1][10][43]. - New entrants like UGREEN and Jizhuan are driving market growth by offering user-friendly software systems, frequent updates, and competitive pricing, leading to a 62.4% increase in sales and a 32.4% increase in volume in the domestic online NAS market from January to May 2025 [1][10][11][54]. Group 4: Future Outlook - The global NAS storage revenue is projected to reach approximately $1.578 billion in 2024, with a compound annual growth rate (CAGR) of 24% expected from 2025 to 2031. The potential market for NAS devices is substantial, with estimates suggesting a 10-fold increase in sales compared to current figures [1][11][30]. - The competition in the NAS market is shifting from niche to mainstream, with product usability becoming a core competitive factor that will test manufacturers' ongoing research and development capabilities [1][11][12].