Group 1: Business Strategy and Product Development - The company focuses on enterprise-level storage products, emphasizing high-end technology, long R&D cycles, and strong customer loyalty, which tests the comprehensive strength of storage enterprises [2] - The SOCAMM product, designed for AI data centers, offers over 2.5 times the bandwidth and approximately 20% lower latency compared to traditional RDIMM, with a size one-third that of standard RDIMM [3] - The company has achieved a cumulative deployment of over 80 million self-developed main control chips by the end of July, with rapid growth expected [5] Group 2: Market Position and Competitive Advantage - The company ranks second in domestic market share for eSSD, following Solidigm and Samsung, with PCIe products starting to be adopted by leading domestic enterprises [2] - The TCM (Technology Contract Manufacturing) model is being developed to connect wafer manufacturers with core downstream customers, aiming to reduce industry cycle fluctuations and enhance market responsiveness [4] - The company has established strategic partnerships with major clients like SanDisk to launch customized high-quality UFS products for the mobile and IoT markets [6] Group 3: Financial Performance and Future Outlook - The company anticipates significant growth opportunities through its TCM model, which has already shown positive effects in collaboration with industry participants [4] - The self-developed UFS4.1 product achieves sequential read/write speeds of 4350MB/s and 4200MB/s, with random read/write performance reaching 630K IOPS and 750K IOPS, outperforming mainstream market products [5] - The company is preparing for the development of the next generation of main control chips to meet the increasing performance demands of AI terminals [5] Group 4: Risk Management and Market Challenges - Investors are advised to be cautious regarding the SOCAMM product, which has not yet generated revenue despite its potential applications in AI servers [3] - The company is leveraging its self-developed technologies to navigate market challenges and capitalize on growth opportunities in embedded business sectors [5]
江波龙(301308) - 2025年8月22日投资者关系活动记录表