Chan Ye Xin Xi Wang·2025-12-18 01:43Core Insights - The Chinese Network Attached Storage (NAS) industry is transitioning from a single structure focused on the enterprise market to a dual-track structure that includes both enterprise and consumer markets. The market size is projected to reach approximately 28.64 billion yuan in 2024, reflecting a year-on-year growth of 8.28% [1][9]. Industry Overview - Disk storage technology records data using magnetic media, with major types including Direct Attached Storage (DAS), Storage Area Network (SAN), and Network Attached Storage (NAS). NAS provides centralized management, file sharing, data backup, and elastic expansion, making it ideal for unstructured data storage [3][5]. Market Size - The NAS market in China is expected to grow significantly, driven by the digital transformation of enterprises and the increasing demand from individual and family users for data management, entertainment, and privacy security. Emerging consumer brands like Ugreen and Jikong are facilitating the penetration of NAS devices into ordinary households [1][9]. Key Companies - Ugreen Technology and Hikvision are notable players in the NAS market. Ugreen has rapidly expanded its presence with products like the DXP4800 series, while Hikvision leverages its security technology to offer NAS products that combine high security and usability [10][12]. Industry Development Trends 1. AI and Edge Computing Integration: The NAS industry is expected to integrate AI and edge computing, transitioning from passive storage to active service. This includes features like intelligent content generation and real-time video monitoring [13]. 2. Vertical Market Penetration: NAS applications are moving towards vertical markets, enhancing product customization and specialized solutions for sectors like smart homes and enterprise security [14]. 3. Ecosystem Competition and Domestic Substitution: The competition will focus on technology, ecosystem, and service, with international brands dominating the high-end market while local companies like Ugreen and Jikong expand in the mid-to-low end [15][16].