国际数据公司(IDC)发布最新报告显示，中国企业级固态硬盘市场在2024年得到修复，市场规模达到 62.5亿美元，与2023年相比增长187.9%。IDC预计，2029年中国企业级固态硬盘市场规模将达到91亿美 元。从厂商销售额角度来看，Solidigm和三星占据中国企业级固态硬盘市场中最大份额。三星凭借技术 全栈能力和高端产品保持着全球的领导地位，但在中国市场面临国产替代和成本压力。Solidigm则聚焦 AI优化存储和大容量产品为核心，依托SK海力士生态快速崛起。同时，政策推动国产化率提升，本土 存储企业通过大容量产品和主控芯片等技术创新，以及产业链和服务本地化，缩小与国际品牌的差距， 在份额上有较大幅度的提升。从行业采购角度来看，云计算和互联网企业持续加大AI资本的投入，数 字基础设施的演变和现代化、以云为中心的架构的激增以及人工智能等数据密集型工作负载的增加，进 一步加速企业对固态存储的需求。在服务器市场，传统IT部门和云服务提供商的需求占企业级固态硬盘 市场的最大份额。除此以外，运营商、政企也具有较强的消化能力，国内模组厂商在这一领域借助政策 推动有较好的渗透率，而在云计算和互联网市场仍有较大国产替 ...

在人工智能驱动的数字时代，海量数据的高效存储与快速调用成为AI应用的核心支柱。从智能推荐系 统的实时数据处理，到深度学习模型的参数训练，固态硬盘(SSD)以其卓越的读写速度与稳定性，正成 为AI基础设施的关键组件。然而，鲜为人知的是，在微观世界中，中子辐射引发的比特翻转问题，正 悄然威胁着AI的数据安全与系统稳定性。 忆联作为国内唯一高分通过中子辐照测试的SSD厂商，联合国内知名机构中国散裂中子源在远超地表中 子辐射量的模拟环境下，实测PCIe Gen5 ESSD UH812a的高可靠性，以期为AI时代提供更安全高效的存 储解决方案。 1.2验证平台 中国散裂中子源是国际前沿的高科技多学科应用的大型研究平台，依托中国散裂中子源建成的大气中子 辐照谱仪是国内首台、国际先进的大气中子地面模拟加速测试平台，可为航空、电力电子、智能驾驶、 高性能存储与计算等领域的高可靠性的电子元器件及系统提供大气中子单粒子效应风险评估和测试服 务。 1.测试背景与环境 1.1测试背景 中子，作为一种不带电的亚原子粒子，广泛存在于宇宙射线、高海拔地区、核电站周边等环境中。当这 些微小的粒子穿透SSD的存储单元时，可能会导致存储芯片中的 ...

Core Insights - The mobile hard drive market in China is experiencing growth, with the market size reaching 476.8 billion yuan in 2023 and projected to grow to 496.3 billion yuan in 2024, driven by increasing data storage needs and technological advancements [1][10]. Industry Definition and Classification - Mobile hard drives are portable storage devices that use hard disk technology for data exchange between computers, emphasizing convenience and high capacity [2]. Industry Chain Analysis - The mobile hard drive industry chain includes raw material suppliers, manufacturers, and sales channels, with a focus on technological innovation and cost optimization to enhance competitiveness [4]. Development History - The Chinese mobile hard drive industry has evolved over two decades, transitioning from high-end imported products to a competitive market with local brands offering cost-effective solutions [6]. Current Market Analysis - The global mobile hard drive market reached 1,064.77 billion yuan in 2023, with mechanical drives dominating the Chinese market due to their cost-effectiveness and large capacity [10]. Downstream Application Areas - The consumer market accounts for 65% of the mobile hard drive demand, driven by personal users' needs for high-capacity storage for media and data, while enterprise applications represent 25% [12]. Key Companies Analysis - The competitive landscape includes international brands like Western Digital and Seagate, alongside domestic players such as Lenovo, Huawei, and Aigo, each with unique market strategies and product offerings [14][15][17]. Future Development Trends - Key trends include continuous capacity enhancement driven by 3D NAND technology, increased focus on data security through advanced encryption and biometric technologies, and a shift towards smaller, more portable devices [19][20][21].

证券代码：300302 证券简称：同有科技 北京同有飞骥科技股份有限公司 投资者关系活动记录表 编号：2025-001 | 投资者关系活 | | | --- | --- | | 动类别 | □路演活动 □新闻发布会 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 参与单位名称 | 参与公司 年度网上业绩说明会的投资者 2024 | | 及人员姓名 | | | 时间 | 年 月 2025 5 9 日（星期五）15:00-17:00 | | 地点 | 网络平台"约调研 小程序"（https://www.irlianmeng.com） IR | | 上市公司接待 | 董事长兼总经理：周泽湘先生 | | | 副总经理兼董事会秘书：时志峰女士 | | 人员姓名 | 财务总监：杨晓冉女士 | | | 独立董事：郑登津先生 | | | 公司于 年 月 日（星期五）举行了 年度网上业 2025 5 9 2024 | | | 绩说明会，公司管理层与投资者进行了互动交流，就投资者 | | | 关注的问题进行了答复，以下为业绩说明会主要问题及答 | | | 复： | | 投资者关系活 | 1、公司在推 ...

Financial Data and Key Metrics Changes - Seagate reported a 31% year-on-year increase in revenue and an 81% growth in non-GAAP gross profit dollars for Q3 2025 [5][13] - Non-GAAP EPS was $1.90, which is at the top end of the guidance range, despite a 7% sequential decline in revenue [13][20] - Non-GAAP gross margin expanded by 70 basis points sequentially to 36.2% and over 1,000 basis points year-on-year [16][20] Business Line Data and Key Metrics Changes - Nearline revenue represented approximately 90% of mass capacity volume, with shipments of 120 exabytes, down 5% sequentially but up 55% year-on-year [15] - Mass capacity revenue declined sequentially by $145 million to $1.7 billion, representing a 48% increase year-on-year [14] - Legacy product sales totaled $254 million, down 8% sequentially, reflecting expected seasonal trends [15] Market Data and Key Metrics Changes - Cloud nearline revenue and exabytes were up nearly 10% sequentially, almost doubling year-over-year amid a tight supply environment [8] - Demand for mass capacity storage aligns with the cloud CapEx investment cycle and ongoing data center infrastructure build-out to support AI transformations [8][10] - Nearline exabyte demand looks strong through calendar 2025, with visibility of demand extending into the first half of calendar 2026 [10] Company Strategy and Development Direction - The company is focusing on managing controllable factors while executing its aerial density-driven technology roadmap [7] - Seagate's HAMR-based Mosaic drives are positioned as the industry's only three terabyte per disk products, with shipments expected to ramp in the second half of calendar 2025 [7][12] - The company aims to transform its business model to prioritize profits and cash generation while capitalizing on the growth in data generation and value [23] Management's Comments on Operating Environment and Future Outlook - Management expects minimal impact from tariffs on fourth-quarter financial performance and is monitoring the situation closely [6][20] - The demand environment remains intact, particularly among global cloud customers, despite potential tariff measures affecting customer buying decisions [7][20] - The company anticipates free cash flow generation to improve sequentially through the rest of the calendar year [19][20] Other Important Information - The company returned $152 million to shareholders through dividends and ended the quarter with liquidity of $2.1 billion [19] - The debt balance was $5.1 billion at the end of March, with a net leverage ratio of 2.1 times [19] Q&A Session Summary Question: Understanding upside in revenue despite supply constraints - Management confirmed that the guidance for June would have remained the same a month ago, indicating predictability built through the build-to-order process [29][30] Question: Progress on HAMR qualifications and contributions - Management stated that HAMR is growing well, with one major CSP qualification almost complete and more in progress [35][36] Question: Visibility on customer demand and pricing - Management noted that build-to-order models provide visibility into demand, and they expect to negotiate higher prices as they transition to higher capacity products [42][43] Question: Impact of tariffs on financial model - Management indicated that passing through tariff-related costs would be a last resort, and they are focused on maintaining margins to reinvest in the business [50][52] Question: Expectations for revenue growth and gross margin in the back half of the year - Management expressed confidence in revenue growth and profitability, with no reason to change expectations based on current visibility [58][60]

以下文章来源于差评X.PIN ，作者托尼 但俗话说得好，"有卧龙的地方必有凤雏"，前阵子我买存储卡的时候，发现USB标准化组织那点命名套路撑死算个弟弟， 敢情人家存储卡才是把"套娃 式标注"玩出花的天才。 不信你看，抛开存储卡品牌、容量以及标称速度，一张卡的卡面上可能还同时印着SDXC、C10、U3、V30、A2、I等各类性能标识，以及厂商自己整 出来的各种营销词汇。 我相信这些字符大家都认识，但放在一起就未必能全看懂了。 差评X.PIN . Debug The World，关注科技、数码、汽车、产经、游戏，传播能改变世界的科技互联网信息。 本文来自微信公众号： 差评X.PIN （ID：chaping321） ，作者：托尼、胖虎，编辑：米罗、面线，题图来自：Unsplash 市面上的接口标准有多乱，相信差友们应该早就深有体会——从传统的Type-A到能正反插的Type-C，从最基础的USB 2.0到功能强大的USB 4.0，再到 后面雷电口掺和进来"搅局"。 光这些接口的速度等级和功能，就足以让很多人在买数据线和各种外设的时候头大。前阵子咱们还专门写文章说过这事儿 （ 传送门 ） 。 | 接口类型 | 传输速 ...