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半导体存储新势力:江波龙汽车存储的PTM模式解析
Quan Jing Wang· 2025-10-22 08:13
Core Insights - The automotive storage market is undergoing significant transformation driven by the growth of smart and connected electric vehicles, with Jiangbolong emerging as a key player in this sector [1][6]. Group 1: Automotive Storage Solutions - Jiangbolong has showcased its strength in automotive storage by presenting four star products at the recent Smart Expo, highlighting its comprehensive range of automotive storage solutions that cater to various critical applications such as smart cockpits and advanced driver-assistance systems (ADAS) [3]. - The company offers a full suite of automotive storage solutions, including eMMC, UFS, LPDDR, and SPI NAND Flash, which are designed to perform reliably in extreme conditions while maintaining low power consumption [3][5]. Group 2: Competitive Advantage - Jiangbolong's leading position in the automotive storage market is attributed to its unique PTM (Product Technology Manufacturing) model, which allows for comprehensive control over the entire production chain, ensuring product quality and effective cost management [5]. - The company has developed proprietary main control chips and firmware algorithms, enabling rapid market response and customized solutions, while its high-reliability production lines ensure consistency and reliability in its products [5]. Group 3: Technological Innovation - Jiangbolong continues to drive innovation in automotive storage technology, with its automotive-grade eMMC, UFS, LPDDR4x, and SPI NAND Flash products achieving industry-leading performance in terms of speed, capacity, and power consumption [5]. - The automotive-grade UFS offers over six times the read/write performance compared to eMMC, significantly reducing transmission latency for applications such as ADAS domain controllers and cockpit HMI systems [5]. - The automotive-grade LPDDR4x balances high speed and low power consumption, providing robust support for interactive experiences like AI voice assistants in smart cockpits [5]. Group 4: Future Outlook - As the market for smart connected electric vehicles continues to expand, Jiangbolong is committed to deepening its focus on the storage sector, aiming to support the global automotive industry in transitioning towards a smarter and greener era of mobility [6][7].
汽车存储,江波龙强势杀入,发布重磅新品
半导体芯闻· 2025-05-08 10:35
Core Viewpoint - Jiangbolong, established in 1999, is a leading Chinese storage company known for its embedded storage solutions, including UFS, eMMC, ePoP, LPDDR, and SLC NAND Flash, catering to various industries such as consumer electronics, data centers, industrial, communication, and automotive [1][2]. Automotive Storage Market - The automotive storage market is experiencing significant growth due to the rise of smart and electric vehicles, with IDC predicting that revenue from automotive storage chips will exceed $7 billion by 2027 [2]. - Jiangbolong has been proactive in this sector, investing in research and development for automotive storage since 2017 and launching automotive storage products in 2019 [2][4]. Product Development and Capabilities - Jiangbolong offers a range of automotive storage products, including automotive-grade eMMC, UFS, and LPDDR, and has established partnerships with over 20 OEMs and 50 Tier 1 automotive clients [6][8]. - The company has a robust testing and packaging capability, with over 5,000 test cases and a dedicated testing base in Zhongshan, ensuring high reliability for automotive storage products [4][6]. New Product Launches - Jiangbolong recently introduced several new automotive storage products, including a custom automotive-grade eMMC with a maximum capacity of 128GB and a self-developed WM6000 controller, achieving speeds up to 600MB/s [11][12]. - The automotive-grade LPDDR4x storage solution features a data rate of 4266Mbps and supports low power consumption, making it suitable for applications like AI voice assistants in smart cabins [11][13]. Competitive Advantages - Jiangbolong's competitive edge lies in its self-developed core components, which enhance overall performance by over 10%, and its ability to quickly address core issues [12][16]. - The company emphasizes a "full-link reliability" approach, ensuring high-quality and reliable automotive storage solutions [13][16]. Future Outlook - Jiangbolong aims to deepen its "technology self-research + ecosystem co-construction" strategy, collaborating with industry partners to unlock the potential of automotive storage [17].