Ge Long Hui A P P·2025-12-02 08:44Core Viewpoint - Baiwei Storage is benefiting from the trend of edge AI, having successfully integrated its products into multiple AI wearable devices [1] Group 1: Market Trends - The demand for high-performance, compact, and low-latency embedded storage is being driven by AI endpoints [1] - Baiwei Storage is focusing on the high-growth sector of AI wearable devices with its ePOP product series, which stacks DRAM and NAND on top of SoC for smaller size and higher bandwidth [1] Group 2: Product Adoption - The ePOP products have been adopted by well-known companies such as Meta, Google, Xiaomi, Xiaotiancai, Rokid, and Thunderbird Innovation, and are widely used in AI/AR glasses and smart wearable devices [1] Group 3: Financial Outlook - As a leading domestic storage manufacturer, Baiwei Storage is expected to continue benefiting from the upward cycle of storage and the increasing volume of edge AI storage [1] - The company has adjusted its revenue forecasts for 2025-2026 and added revenue projections for 2027, along with adjustments to net profit estimates for the same years, maintaining a "buy" rating due to anticipated growth in edge AI storage [1]