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朗科科技:目前公司主要产品有SSD固态硬盘等存储产品和可穿戴设备等消费类电子产品
Zheng Quan Ri Bao· 2025-09-10 10:17
证券日报网讯 9月10日有投资者在互动平台向朗科科技提问"贵公司在机器人里有何布局",公司回 复"目前公司主要产品有SSD固态硬盘、DRAM内存条、嵌入式存储、移动存储等存储产品和可穿戴设 备、电脑外设等消费类电子产品,暂无涉及所述业务"。 (文章来源:证券日报) ...
深圳市朗科科技股份有限公司
Company Overview - The company is the inventor of flash drives, focusing on the research, production, and sales of storage products, aiming to provide solutions for global storage applications [5] - The main products include SSDs, DRAM memory modules, embedded storage, and mobile storage, with applications in various consumer electronics such as smartphones, tablets, and wearable devices [6][7] Industry Situation - The company's products belong to the storage industry, primarily semiconductor storage, which is characterized by small size and fast storage speed [9] - According to CFM flash market data, the global storage market size reached $120.225 billion in the first three quarters of 2024, a year-on-year increase of 96.8%, with an expected rebound of 77% to $160.7 billion for the entire year [9] - The NAND Flash and DRAM markets are expected to face price pressures in 2025 due to slowing demand and increased competition, with DRAM market growth anticipated due to the rise of HBM3e and DDR5 applications [9] - The server market is projected to be the most important application market for NAND Flash and DRAM in 2025, driven by the demand for AI and big data [11] Performance Drivers - The main performance drivers for the company's storage products include brand advantage, product cost-performance ratio, customer base in sales channels, and operational efficiency [8] Recent Developments - In February 2024, the company signed a cooperation agreement with the Shaoguan Municipal Government and other partners to enhance data center construction and digital transformation [15] - The company is collaborating on a project to establish a storage industry base in the Guangdong-Hong Kong-Macao Greater Bay Area [17] - The company has agreed to transfer 25% of its stake in a subsidiary, which will no longer be included in the consolidated financial statements [18] - The company has also signed a patent licensing agreement with Kingston, transferring rights and obligations related to a previous contract [19]