芯屏协同

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天山电子:首款企业级SSD混合盘在有序推进中
Ju Chao Zi Xun· 2025-10-03 09:22
Group 1 - The company is extending its expertise in display technology into the semiconductor storage sector, focusing on three main product lines: CXL extended memory modules, SSD solid-state drives, and storage peripherals [1] - The strategy combines "chip-screen collaboration and computing-storage integration" to build a complete storage ecosystem from AI computing support to smart terminal applications [1] - The development and design of the first enterprise-level SSD hybrid drive are progressing in an orderly manner [1] Group 2 - The company is concentrating on the research and application of customized liquid crystal display modules and touch products, evolving from single display modules to integrated solutions that include main control boards, structural components, and software systems [1] - This upgrade to complex modules provides end customers with a comprehensive product matrix covering various scenarios, including smart home applications [1] - The company is strategically investing in the vertical integration of the entire chain from "storage chip research and manufacturing to main control chip and memory module research, memory module manufacturing, and market commercialization" through investments in Wuhan Dingdian and new storage technology [1]
天山电子:公司首款企业级SSD混合盘的研发、设计等阶段性工作正在有序推进中
Zheng Quan Shi Bao Wang· 2025-09-30 12:59
人民财讯9月30日电,天山电子(301379)9月30日在互动平台表示,公司依托专业显示技术积累向半导 体存储领域延伸,计划重点布局CXL扩展内存模组、SSD固态硬盘、存储外设三大产品线,通过"芯屏 协同,算存融合"的战略组合,构建从AI算力底层支撑到智能终端应用的完整存储生态能力。目前,首 款企业级SSD混合盘的研发、设计等阶段性工作正在有序推进中。 ...
天山电子(301379) - 2025年09月01日投资者关系活动记录表
2025-09-01 10:22
Group 1: Financial Performance - In the first half of 2025, the company achieved operating revenue of 856 million yuan, a year-on-year increase of 29.66%, surpassing the growth rate for the entire year of 2024 [2] - Net profit increased by 15.46% year-on-year, while the net profit after deducting non-recurring gains and losses grew by 29.66% [2] - The slower growth in net profit compared to revenue is attributed to increased expenses and reduced government subsidies and investment income [2] Group 2: Business Segments - The automotive business showed rapid revenue growth in the first half of 2025, primarily focusing on dashboard products, with key clients including BYD, Dongfeng, Wuling, and Changan [3] - The complex module business, categorized under material sales, has begun small-scale supply, marking a breakthrough from zero to one compared to 2024 [4] - The company is expanding its complex module production lines, with new facilities under construction to meet future capacity needs [4] Group 3: Product and Market Strategy - The company maintains a stable gross margin around 20%, supported by a strong customer base, efficient production, product differentiation, and supply chain advantages [6] - The company is extending its product line from display modules to storage modules, focusing on enterprise-level SSDs and other storage solutions, with ongoing development of its first enterprise SSD hybrid disk [8] - The dual-base strategy involves the Tanwei base for monochrome LCD modules and the Lingshan base for larger TFT automotive and complex modules, enhancing production capacity and product upgrades [7]