2 1 Shi Ji Jing Ji Bao Dao·2025-11-01 08:04Core Insights - The chip design industry is experiencing growth due to rising storage prices and the rapid development of edge AI, with companies seeking new growth opportunities beyond the mobile sector [2][11][19] Storage Industry Performance - The storage sector is benefiting from supply constraints, leading to significant revenue increases for major storage module manufacturers in Q3 [4][9] - Jiangbolong reported Q3 revenue of 6.539 billion yuan, a year-on-year increase of 54.6%, and a net profit of 698 million yuan, up 1994.42% year-on-year [4][5] - Bawei Storage achieved Q3 revenue of 2.663 billion yuan, a year-on-year increase of 68.06%, with a net profit of 256 million yuan, up 563.77% year-on-year [6][9] Market Dynamics - The mobile market is stabilizing, prompting manufacturers to explore new growth areas, particularly in AIoT and automotive electronics [11][17] - Storage price fluctuations are impacting the sales rhythm of terminal products, affecting inventory and sales strategies [11][12] Company Strategies - Companies like Jiangbolong and Bawei Storage are focusing on self-developed storage chips to differentiate their growth [9][19] - Companies are expanding their client base and optimizing customer structures, with Jiangbolong's self-developed main control chip deployment exceeding 100 million units [5][9] Emerging Trends - The transition from DDR4 to DDR5 memory is a significant trend, although it requires industry collaboration for successful implementation [13][14] - Companies are diversifying their product offerings, with firms like OmniVision achieving revenue growth through expansion into automotive and smart imaging markets [17][18] Future Outlook - The chip design industry is expected to deepen its development under the trends of AI integration, diversification, and self-sufficiency, with companies needing to adapt quickly to technological cycles and market changes [19][20]