Group 1: Company Overview and Market Position - The company aims for a revenue target of no less than 9.163 billion yuan for 2023, driven by macroeconomic recovery and consumer confidence [2] - The company holds a 5.05% share of its supply from Yangtze Memory Technologies, its fifth-largest supplier [3] - The company has a low global market share, indicating significant growth potential as storage demand and terminal applications continue to expand [4] Group 2: Product and Technology Insights - The company is capable of switching storage wafers from different manufacturers, ensuring flexibility in product offerings [2] - The company has launched enterprise-grade DDR4 memory and SSD samples, with expectations for bulk orders from clients within the year [4] - SLC NAND Flash is increasingly replacing NOR Flash, particularly in products with capacities of 512 Mb and above, indicating a strong market trend [4] Group 3: Market Conditions and Future Outlook - The storage market is currently in a downturn due to insufficient terminal demand, but recovery is anticipated in Q2 or Q3 2023, driven by macroeconomic improvements [2] - The company is closely monitoring the recovery of consumer purchasing power in the terminal market [3] - The company maintains a cautious approach to inventory valuation, with a declining trend in inventory levels since Q3 2022 [3]
江波龙(301308) - 2023年5月23日投资者关系活动记录表