Core Viewpoint - The company, Jiangbolong (301308.SZ), is actively engaging with investors regarding its embedded storage products, which include UFS, eMMC, ePOP, and LPDDR, indicating that NAND Flash products still constitute a significant portion of its embedded storage revenue [1][3]. Group 1 - The company confirmed that UFS and eMMC NAND Flash products continue to represent a large share of its embedded storage revenue [1]. - An investor inquired about the inclusion of LPDDR revenue in the annual report's embedded storage revenue and noted significant price increases in memory-related products, including LPDDR4(x) and eMMC [3]. - The company’s embedded storage revenue is projected to account for 48.24% of total revenue in the 2024 annual report, prompting questions about the specific contributions of LPDDR and eMMC [3].
江波龙：目前UFS、eMMC等NAND Flash产品仍然占嵌入式存储收入的较大比重