Group 1: Competitive Advantages in Enterprise Storage - The company is one of the few A-share listed companies that officially discloses specific enterprise storage product performance, including eSSD and RDIMM [3] - In Q1 2025, the revenue from enterprise storage products reached 319 million CNY, representing a year-on-year growth of over 200% [3] - The company has gained recognition from various well-known clients across different industries, including large internet companies and telecom operators, showcasing the adaptability and reliability of its products [3] Group 2: Impact of TCM Model on Revenue and Profitability - The company has partnered with SanDisk to leverage its strengths in main control chip development and packaging, aiming to launch customized high-quality UFS products for the mobile and IoT markets [4] - The UFS 4.1 product, featuring the company's self-developed main control chip, achieves sequential read/write speeds of 4350MB/s and 4200MB/s, and random read/write speeds of 630K IOPS and 750K IOPS, outperforming mainstream market products [4] - The TCM model is expected to enhance visibility in supply and demand, reduce price volatility impacts, and create continuous value through core capabilities [5] Group 3: Future Development of Self-Developed Main Control Chips - The company has launched three main control chips for eMMC, SD cards, and automotive-grade USB products, with cumulative applications exceeding 30 million units [5] - The first batch of UFS self-developed main control chips has been successfully taped out, indicating progress in high-end product development [5] - The company anticipates significant growth in the application scale of self-developed main control chips throughout 2025, while maintaining long-term collaborations with third-party chip manufacturers to diversify its product offerings [5]
江波龙(301308) - 2025年7月8日投资者关系活动记录表