Core Insights - The storage chip sector is experiencing a continuous increase in market demand, with Jiangbolong revealing key developments in mSSD applications, UFS4.1 product collaborations, wafer supply assurance, and storage cycle outlooks during investor discussions [1] Group 1: mSSD Development - Jiangbolong's mSSD, utilizing Wafer-level System-in-Package (SiP) technology, integrates multiple components into a single package, offering significant manufacturing cost advantages while maintaining performance comparable to traditional SSDs [3] - The mSSD is being rapidly adopted by leading PC manufacturers, with analysts noting its potential as the standard storage solution for next-generation mobile computing platforms due to increasing demands from AI PCs for space and power efficiency [3] Group 2: UFS4.1 Product Capabilities - Jiangbolong is among a few global companies capable of developing UFS4.1 products at the chip level, with its self-developed controller offering superior performance in terms of process, read/write speed, and stability compared to comparable market products [3] - UFS4.1 is positioned as a premium storage option for Tier 1 clients' flagship smart terminal models, with mass shipments expected to commence soon [3][4] Group 3: Supply Chain Resilience - Jiangbolong has established deep cooperative relationships with major wafer manufacturers and leading smart terminal device companies, paving the way for large-scale commercialization of UFS4.1 [4] - The company has signed long-term supply agreements and commercial memorandums with global wafer suppliers, enhancing its supply chain resilience amid structural tensions in storage wafer supply [5] Group 4: Market Outlook - Jiangbolong anticipates a positive trend in storage prices, driven by structural changes in demand due to AI applications and the rapid expansion of AI infrastructure, coupled with a shortage of HDD supply [5] - The company highlights that the capital expenditure recovery of storage manufacturers will have limited short-term contributions to output growth due to the lag in capacity construction cycles [5]
江波龙：mSSD加速导入PC大厂 UFS4.1步入批量出货前夜