嵌入式存储：轻巧智能，全面适配主流生态 ELEXCON 2025展会现场 聚焦国产化替代，德明利荣获"年度AI市场领军企业奖" 面对算力、数据中心及终端智能化需求爆发，德明利基于研发技术创新以及对业务场景的深刻理解，构 建面向AI领域的消费级、企业级及工业级全场景产品生态，以"芯片+算法+场景"全链条自研能力，全 面提升自主可控水平。凭借在AI规模化落地中的创新成果和市场表现，德明利荣获由ELEXCON大会颁 发的"年度AI市场领军企业奖"，体现了在国产替代与自主创新上的坚定步伐。 【新华企业资讯9月5日】2025 ELEXCON深圳国际电子展于8月28日闭幕。本届大会以"All for AI"为主 题，深圳市德明利技术股份有限公司携嵌入式、工业级、消费级全栈存储解决方案亮相展会，以自研国 产力量承接AI浪潮，赋能产业智能升级。 在AIoT加速演进的背景下，德明利的嵌入式存储产品矩阵覆盖LPDDR、UFS、eMMC等系列，广泛应 用于智能手机、平板、可穿戴设备等终端。针对AI场景下的高并发与低延迟需求，德明利自研固件结 合低功耗架构，保证高带宽与长续航表现；LPDDR 5X、UFS 2.2/3.1接口速度最高 ...

Core Viewpoint - The article emphasizes the rapid expansion of the storage market driven by AI, highlighting the significant growth in sales and profits of major storage companies like SK Hynix and Micron, and the strategic positioning of Bawei Storage in advanced packaging and storage solutions [3][4][5]. Group 1: Market Dynamics - AI is accelerating the expansion of the storage market, with major tech companies increasing their capital expenditures in AI infrastructure [3]. - In Q2, SK Hynix's sales grew by 35% year-on-year to 22 trillion KRW, and Micron's revenue increased by 38% to $8.05 billion, with Micron's net profit doubling [3][4]. - The demand for high-performance, large-capacity storage is rising due to AI applications in PCs, smartphones, and other devices [5]. Group 2: Bawei Storage's Performance - Bawei Storage reported a 13.7% year-on-year revenue growth in the first half of the year, with Q2 revenue increasing by 38.2% year-on-year and 53.5% quarter-on-quarter [6][16]. - The gross profit margin for Bawei Storage improved significantly, with Q2 sales gross margin rising by 11.7 percentage points [6][16]. - Embedded storage remains a key focus, accounting for 58.4% of total revenue, with a 4.9% growth in the first half of the year [20][21]. Group 3: Advanced Packaging Technology - Bawei Storage is focusing on advanced packaging technology, which is crucial for enhancing memory communication bandwidth in the AI era [8][12]. - The company is developing a wafer-level advanced packaging project with a total investment of 3.09 billion CNY, expected to be operational in the second half of the year [13][14]. - The advanced packaging techniques, such as FOMS and CMC, are designed to meet the high-density interconnection and data transmission needs of AI applications [15][14]. Group 4: Competitive Positioning - Bawei Storage has established partnerships with major clients in various sectors, including AI, smartphones, and PCs, enhancing its market position [26][32]. - The company is positioned as the only domestic provider with both storage and wafer-level advanced packaging capabilities, which strengthens its competitive edge [39]. - The rise of domestic storage companies, such as Changxin Technology, is expected to benefit Bawei Storage by reducing raw material costs and enhancing collaboration [38][39].

Group 1 - The core viewpoint of the article highlights the extensive product layout of Baiwei Storage in the AI era, covering various fields such as mobile phones, PCs, and smart wearable devices [1] - Baiwei Storage offers a range of products including UFS, LPDDR5/5X, DDR5 overclocked memory bars, and PCIe 5.0 SSDs [1] - The company has established partnerships with well-known enterprises like Google and Meta in the smart wearable sector, projecting revenue of 106 million yuan from AI glasses in 2024, with an expected growth of over 500% in 2025 [1] - Baiwei Storage's advanced wafer-level packaging project is expected to commence production in the second half of 2025, covering various advanced packaging forms [1] - In the smart automotive sector, the company has launched automotive-grade eMMC, LPDDR, and NOR Flash products, which are already in mass production with leading domestic car manufacturers [1] - The company is actively promoting the integration of storage and computing, developing various storage-computing integration technology solutions [1] - The first main control chip, SP1800 eMMC 5.1, has already entered mass production, with plans to advance UFS main control chips in key areas [1] - Baiwei Storage emphasizes the future focus of the storage industry on deep applications in cloud, edge, and endpoint, highlighting the importance of localized delivery capabilities and the integration of storage with advanced packaging [1]

Core Viewpoint - The article highlights the significant growth and strategic positioning of Demingli in the embedded storage market, driven by the increasing demand for low-power, high-integration storage solutions due to the explosive growth of AI applications [3][16]. Group 1: Company Performance - Demingli's embedded storage business achieved revenue of 843 million yuan in 2024, marking a staggering year-on-year growth of 1730.6%, accounting for 17.7% of the company's total revenue [3]. - The company has successfully integrated its embedded products into the supply chains of several well-known enterprises, achieving important breakthroughs in both brand terminals and industrial clients [3]. Group 2: Product Offerings - At MWC, Demingli showcased a range of embedded products tailored for various applications, including high-performance, low-power, and large-capacity eMMC, UFS, and LPDDR4X/5/5X for AI terminals [5]. - The company also presented industrial-grade eMMC products designed for high stability and reliability in complex environments, catering to industrial automation and security monitoring [5]. - Additionally, Demingli exhibited a diverse product line including PCIe 5.0 SSDs and DDR5 memory modules, demonstrating its comprehensive capabilities in storage technology [8]. Group 3: Strategic Development - Demingli is focused on building a full-stack capability that encompasses everything from chip design to firmware development, packaging testing, and mass production delivery [10]. - The company is investing in deep research and development in the storage main control chip sector, aiming to accelerate the domestic substitution process through self-controllable core technologies [12]. - Demingli plans to continue expanding its embedded storage product lines into high-threshold fields, actively exploring new markets such as communications and the Internet of Things while deepening industry chain collaborations [14].

Core Viewpoint - The article highlights the advancements in storage technology showcased by Demingli at the COMPUTEX Taipei International Computer Show, emphasizing the shift from generalized to scenario-based storage solutions driven by AI industrialization [1][2]. Group 1: Company Performance - Demingli reported a total revenue of 4.773 billion yuan in 2024, marking a year-on-year increase of 168.74% [6]. - The embedded storage business achieved sales of 843 million yuan, with a staggering year-on-year growth of 1730.6% [6]. - Sales of high-speed PCIe solid-state drives increased by 979% year-on-year, becoming a new growth driver for the company's performance [6]. Group 2: Product Offerings - The company showcased core products designed for high throughput and low latency scenarios, including PCIe 5.0 SSDs, DDR5 memory modules, eMMC, UFS, and LPDDR series, which are tailored for demanding applications like AI inference and edge computing [4][6]. - Demingli has developed a comprehensive product matrix covering enterprise-level, embedded, consumer, and industrial-grade solutions, focusing on high-value-added product upgrades [6][12]. Group 3: Technological Capabilities - Demingli has established a one-stop scenario-based service capability, covering the entire process from wafer to finished product, ensuring differentiated solutions through medium characteristic analysis, main control chip design, firmware algorithm optimization, and packaging control [8][11]. - The company leverages a "5+1+N" global supply chain layout to achieve efficient collaboration in R&D, production, and delivery, ensuring product quality and precise alignment with customer needs [11]. Group 4: Strategic Direction - The article emphasizes Demingli's dual-track strategy of vertically integrating industry chain resources and horizontally expanding application scenarios to build a more open and win-win innovative ecosystem for intelligent storage [11]. - The focus on "chip + algorithm + scenario" technology capabilities allows for customized solutions that meet diverse demands across various applications, driving deep integration of AI technology with industry applications [2][12].