Core Viewpoint - The company is advancing in the development of UFS4.1 products, which are positioned as high-end storage solutions for flagship smart devices, indicating a strong market potential [1] Group 1: Product Development - The company, along with a few global enterprises, possesses the capability to develop UFS4.1 products at the chip level [1] - The UFS4.1 products developed by the company, featuring its self-developed main control, outperform comparable market products in terms of process, read/write speed, and stability [1] Group 2: Market Position and Partnerships - UFS4.1 is recognized as the preferred storage configuration for Tier 1 major clients' flagship smart terminal models, highlighting its broad market space [1] - The company has established deep cooperative relationships with several wafer foundries and leading smart terminal device manufacturers, indicating a strong position in the supply chain [1] - Flagship storage products represented by UFS4.1 are on the verge of mass shipment, suggesting imminent revenue generation [1]
江波龙(301308.SZ):包括公司在内,全球目前仅少数企业具备在芯片层面开发UFS4.1产品的能力