Core Viewpoint - The company, Yilian, has launched a fully domestic "SSD M.2 Automation Solution" that significantly enhances manufacturing efficiency, product consistency, and cost-effectiveness in the SSD production process, addressing key pain points in consumer-grade solid-state drive (CSSD) manufacturing [1][2][12]. Group 1: Manufacturing Efficiency - The SSD M.2 Automation Solution achieves a single line UPH (Units Per Hour) of over 480 PCS/H, which is a 50% improvement compared to manual operations [1][7]. - The automation system supports multiple specifications of M.2 SSDs and operates in flexible modes, enhancing production adaptability [4][12]. - The solution has led to a near 100 PPM reduction in product defect rates through comprehensive traceability management [7][12]. Group 2: Cost Reduction - The automation solution reduces labor costs by saving 2 personnel per machine daily, thereby lowering the overall manufacturing cost of SSDs [7][12]. - The system's ability to replace manual labor stabilizes production and reduces training and labor fluctuations, contributing to a continuous decrease in total cost of ownership (TCO) for consumer-grade products [8][12]. Group 3: Quality Improvement - The automated production line has achieved a small batch order pass rate of 99.80%, with first-time pass rates for FT/BI at 98.43% and 99.57% respectively, showcasing significant quality enhancements over manual processes [8][9]. - The integration of a digital brain through the TianGong platform ensures real-time data collection and analysis, facilitating dynamic optimization of testing results [9][12]. Group 4: Industry Impact - Yilian's automation solution addresses the growing demand for high-performance and consistent manufacturing systems in the SSD market, driven by the rise of AI applications [12][13]. - The implementation of this solution has garnered positive feedback from major clients, highlighting its role in accelerating the scale of domestic high-end storage production and breaking traditional manufacturing efficiency bottlenecks [12][13].

点击小程序查看报告原文 2月24日，阿里巴巴宣布未来三年在云和AI基础设施投入将超越过去十年总和，引发市场积极关注。我们认为DeepSeek等大模型凭借其优异的性能、开源 的特点以及所引发的跟随效应有望引发国内AI资本开支增长。近一两年来， 部分国产厂商 先后宣布其企业级存储器产品完成重要客户验证并开始逐步出 货，我们认为经过前期若干年的深耕，当前国产企业级存储器有望跨越"从0到1"过程，进入加速放量阶段。 结合Bloomberg等数据，我们测算2024年全球企业级存储市场规模近450亿美元。 考 虑到近段时间DeepSeek V3/R1、Qwen 2.5等优质国产开源大模型发布 所带来的"大模型平权"，产业界对国产AI大模型呈现的积极拥抱态度， 以及2024年以来的存储涨价周期，我们预计2025、2026年国内互联网、运营商数 据中心资本开支有望维持6,000亿元以上高位， 驱动国内企业级存储器市场规模至1,500亿元以上高位，呈高速增长态势。 根据CFM数据，目前企业级NAND占比约20%，企业级DRAM占比30%~40%，我们 认为企业级存储占整体比例约30%，且这一比例有望继续增长，是存 储市场的重要 ...