On March 31, 2023, China initiated a cybersecurity review of Micron's products sold in China, highlighting the importance of storage industry security.In addition, the demand for AI computing power is driving the shipment of high-performance servers, and AI servers have even stronger storage power requirements. AI will drive the mid-to-long-term demand 'from computing power to storage power'.
1. Overseas manufacturers dominate the market share, underscoring the importance of domestic storage security.
The underlying support for storage power: semiconductor memory chips (mainstream types being DRAM + NAND Flash).The manifestation of storage power: data centers + storage servers.
Overseas giants monopolize the market, and the importance of domestic storage security is becoming increasingly prominent.The global DRAM market is almost monopolized by Samsung, SK Hynix, and Micron, with the top three holding over 95% market share. The global NAND flash market is dominated by the top three companies—Samsung, Kioxia, and Hynix—with the top three currently holding a 65% market share and the top six accounting for nearly 95%.
2. China’s vast data ecosystem, coupled with AI, drives long-term demand 'from computing power to storage power'.
Driven by the rapid development of emerging technologies such as artificial intelligence, the Internet of Things, and cloud computing, China's data is experiencing explosive growth, driving up the procurement share of storage equipment in data centers.According to IDC forecasts, by 2025, China’s data sphere is expected to grow to 48.6ZB, accounting for 27.8% of the global data sphere, making it the largest data sphere worldwide.
The AI technology revolution is boosting demand for high-performance server infrastructure, with AI servers requiring DRAM/NAND…