从联芸科技看行业趋势：GMIF 2025上的存储“芯”生态

Core Viewpoint - The article emphasizes the significant evolution of storage controller chips in the context of the AI wave, highlighting the shift from standardized products to intelligent and scenario-based solutions, as showcased at the GMIF 2025 Innovation Summit in Shenzhen [1][2]. Industry Trends - The GMIF 2025 Innovation Summit focused on technological innovations in the storage controller chip sector, with a clear trend towards AI applications driving the transition from standardized products to intelligent, scenario-specific solutions [2]. - The exhibition featured various industry players showcasing recent technological achievements, with a notable presence from companies like 联芸科技, which demonstrated a comprehensive range of data storage controller chips and solutions across multiple application scenarios [4]. Technological Advancements - A new generation PCIe 5.0 controller chip was highlighted, integrating smart power management and health inspection features aimed at enhancing SSD lifespan and reliability, particularly for AI inference scenarios [7]. - The presentation by 联芸科技's general manager outlined the challenges and opportunities for storage technology in the AI era, indicating a future direction towards "intelligent, green, high-reliability, and customized" solutions [8]. Product Development - 联芸科技 introduced its product evolution path, showcasing the MAP1606 controller chip in the PCIe 4.0 domain with a 50% improvement in NAND interface speed and random read/write performance, and over 26% power optimization, targeting lightweight AI inference scenarios [10]. - In the PCIe 5.0 domain, the MAP1802 controller chip achieved 14.8GB/s sequential read performance and 3.2M IOPS random read performance, with power increase controlled within 50%, supporting mid-level AI applications [10]. Market Position - 联芸科技 has established a complete product system covering consumer, industrial, and enterprise levels, with its controller chips sold in over 80 countries, holding approximately 12% market share in the global SSD controller chip market [12]. - The company emphasizes the importance of deep collaboration across the entire industry chain, including NAND manufacturers and module manufacturers, to drive continuous innovation in the storage industry [12]. Industry Recognition - At the summit, 联芸科技 was awarded the "Outstanding Storage Industry Contribution Award," recognizing its technological breakthroughs in storage controller chip architecture design and energy efficiency optimization [13][15]. - The award reflects the industry's reassessment of the technological value of data storage controller chips as a critical component of AI infrastructure, with expectations for ongoing innovation in this area [15]. Future Outlook - The article concludes that storage controller chips have evolved from mere components to critical elements influencing overall infrastructure efficiency, with future market dynamics likely shaped by companies that possess full-stack design capabilities and collaborative ecosystems [20].