Core Viewpoint - The article highlights the significant growth and strategic positioning of Demingli in the embedded storage market, driven by the increasing demand for low-power, high-integration storage solutions due to the explosive growth of AI applications [3][16]. Group 1: Company Performance - Demingli's embedded storage business achieved revenue of 843 million yuan in 2024, marking a staggering year-on-year growth of 1730.6%, accounting for 17.7% of the company's total revenue [3]. - The company has successfully integrated its embedded products into the supply chains of several well-known enterprises, achieving important breakthroughs in both brand terminals and industrial clients [3]. Group 2: Product Offerings - At MWC, Demingli showcased a range of embedded products tailored for various applications, including high-performance, low-power, and large-capacity eMMC, UFS, and LPDDR4X/5/5X for AI terminals [5]. - The company also presented industrial-grade eMMC products designed for high stability and reliability in complex environments, catering to industrial automation and security monitoring [5]. - Additionally, Demingli exhibited a diverse product line including PCIe 5.0 SSDs and DDR5 memory modules, demonstrating its comprehensive capabilities in storage technology [8]. Group 3: Strategic Development - Demingli is focused on building a full-stack capability that encompasses everything from chip design to firmware development, packaging testing, and mass production delivery [10]. - The company is investing in deep research and development in the storage main control chip sector, aiming to accelerate the domestic substitution process through self-controllable core technologies [12]. - Demingli plans to continue expanding its embedded storage product lines into high-threshold fields, actively exploring new markets such as communications and the Internet of Things while deepening industry chain collaborations [14].
2025 MWC 上海｜德明利交出“国产存储新答卷”