据芯智讯11月3日援引台媒称，存储控制芯片厂商慧荣科技总经理苟嘉章近日表示，存储供需缺口已达 200%，预计2026年情况会持续，2027年目前还无法预测。 联芸科技：公司新一代MAP1606主控芯片即将推出。该芯片将NANDIO速度提升50%，随机读写性能分 别达到1.7M/1.5MIOPS。 更多公司见主题库：闪存 、DRAM（内存） 其指出，这一轮的存储芯片短缺是AI推理需求所推动高带宽内存（HBM）、NAND Flash及机械硬盘 （HDD）三大核心储存与存储器元件同时紧缺，形成强大的"拉扯性"需求。 资料显示，慧荣科技是全球最大的NAND Flash主控芯片供货商，同时也是SSD主控芯片的市场领导 者，拥有最多的主控芯片解决方案及相关技术专利。 其指出，主控芯片厂技术能力不仅决定存储产品的性能上限，还通过差异化设计（如定制化固件、接口 协议优化）影响下游应用的适配性。同时，在存储器BOM中，主控芯片和封测共占约20%，价值量可 观。正因如此，主控芯片已成为存储行业技术壁垒与市场份额争夺的核心战场。 此外，据DigiTimes 11月3日消息，三星电子已率先暂停10月DDR5 DRAM合约报价，引发S ...

Core Viewpoint - Lianyun Technology, a leading domestic data storage main control chip and AIoT signal processing chip design company, is set to be listed on the Shanghai Stock Exchange on November 29, 2024, with a focus on consumer electronics, industrial control, and smart IoT sectors [1] Financial Performance - In Q3 2025, Lianyun Technology reported revenue of 921 million yuan, ranking 29th among 48 companies in the industry, significantly lower than the top competitor, Haowei Group, which had revenue of 21.783 billion yuan [2] - The main business revenue composition includes data storage main control chip revenue of 522 million yuan (85.68%), AIoT signal processing and transmission chip revenue of 71.75 million yuan (11.77%), and other income of 15.57 million yuan (2.55%) [2] - The net profit for the same period was 90.06 million yuan, ranking 25th in the industry, with a substantial gap compared to Haowei Group's net profit of 3.199 billion yuan [2] Financial Ratios - As of Q3 2025, Lianyun Technology's debt-to-asset ratio was 19.02%, lower than the industry average of 24.46%, indicating strong solvency [3] - The gross profit margin was 51.40%, higher than the industry average of 36.52%, reflecting robust profitability [3] Management Compensation - The chairman, Fang Xiaoling, received a salary of 1.1704 million yuan in 2024, a decrease of 30,400 yuan from 2023 [4] - The general manager, Li Guoyang, earned 1.0076 million yuan in 2024, an increase of 10,700 yuan from the previous year [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 1.58% to 15,500, with an average holding of 4,514.09 shares, a decrease of 1.55% [5] - New major shareholders include various mutual funds, with specific holdings detailed [5] Business Highlights - Tianfeng Securities noted that Lianyun Technology is a leader in China's storage main control sector, with a 141.76% year-on-year increase in non-recurring net profit for the first three quarters of 2025 [6] - Key product developments include the upcoming MAP1606 main control chip and advancements in UFS series embedded storage main control chips [6] - Revenue forecasts for 2025, 2026, and 2027 have been adjusted upward, with expected revenues of 1.38 billion, 1.696 billion, and 2.08 billion yuan respectively [6]

现场重点演示的新一代 PCIe 5.0主控芯片方案，集成了智能功耗管理与健康巡检功能，旨在为提升SSD的使用寿命与运行可靠性提供底层支撑。据现 场技术人员介绍，该芯片可根据实时工作负载动态调整功耗策略，在维持高性能输出的同时优化能效表现，尤其适用于对长时间稳定运行有较高要求的 AI推理场景。对此，一位不愿具名的行业专家评论称：" 这一技术演示 反映出存 存储底层创新从单纯追求性能提升 ，转向对能效、可靠性及场景适 配能力等多维目标的综合考量。 " 在AI浪潮席卷全球的背景下，存储系统作为智算性能的关键瓶 颈，其底层核心——主控芯片的技术革新正备受瞩目。近日于 深圳举办的GMIF 2025创新峰会上，这一趋势尤为明显。存 储主控芯片正加速从标准化产品向智能化、场景化方案演进， 而联芸科技等厂商的展示与布局，为我们观察这一产业变革提 供了清晰的窗口。 作者： 言朔 封图：图片资料室 近日 ，在 深圳举办的第四届 GMIF 2025创新峰会期间，存储主控芯片领域的技术创新成为与会者关注的焦点。与会厂商展示的技术路径表明，面向 AI应用，主控芯片正从标准化产品向智能化、场景化方案加速演进。 作为市场主要参与者之一，联 ...

Core Insights - The recent GMIF 2025 Innovation Summit highlighted the technological innovations in storage controller chips, focusing on the shift towards intelligent and scenario-based solutions for AI applications [1][6] Group 1: Exhibition Highlights - Various industry chain enterprises showcased recent technological achievements, with Lianyun Technology's booth being a focal point for technical exchanges among storage module manufacturers, terminal device companies, and industry experts [2] - Lianyun Technology presented a comprehensive range of data storage controller chips and solutions covering consumer, industrial, enterprise, and embedded markets, emphasizing their product layout in multiple application scenarios [2] - The new PCIe 5.0 controller chip demonstrated features like intelligent power management and health inspection, aimed at enhancing SSD lifespan and reliability, particularly for AI inference scenarios [2][3] Group 2: Storage Technology Evolution - Lianyun Technology's General Manager, Li Guoyang, discussed the challenges and opportunities in storage technology in the AI era, noting that storage systems have become a key bottleneck in overall performance release [2] - Future storage technology is expected to evolve towards "intelligent, green, high-reliability, and customized" directions, with the role of controller chips transitioning from traditional storage controllers to intelligent storage engines capable of data management and predictive maintenance [2][3] Group 3: Industry Recognition - Lianyun Technology was awarded the "Outstanding Storage Industry Contribution Award" at the summit, recognizing its technological breakthroughs in storage controller chip architecture design and energy efficiency optimization [4] - The award reflects the industry's acknowledgment of Lianyun Technology's capabilities and the increasing recognition of the technical value of data storage controller chips as a critical component of AI infrastructure [4][5] Group 4: Industry Trends - The ongoing expansion of AI application scenarios is leading to significant changes in the technological evolution of storage controller chips, with a focus on energy efficiency and reliability becoming core performance indicators [6] - The industry is witnessing a shift from generic standardized products to customized solutions tailored for specific AI scenarios, highlighting the importance of collaboration across the entire industry chain [6] - The role of controller chip manufacturers is evolving from mere suppliers to active participants in product definition and development, fostering a collaborative innovation model within the industry [6] Conclusion - The summit conveyed a clear consensus that storage controller chips have upgraded from mere components to critical elements influencing the efficiency of overall infrastructure in the context of rapid AI development [7] - The breakthroughs in technology not only affect the performance of storage devices but also directly impact the energy efficiency and reliability of AI systems, marking the beginning of a new competitive phase in the storage controller industry [7]