Biwin Storage Technology -佰维存储(688525) - 深圳佰维存储科技股份有限公司投资者关系活动记录表（2024年12月5日）

Group 1: Company Overview and Strategy - Shenzhen Biwin Storage Technology Co., Ltd. has established a comprehensive data management system integrating various management systems to ensure full traceability in the manufacturing process [3] - The company has launched a sub-brand "Biwin Tech Storage" targeting automotive and industrial applications, providing high-value storage solutions [5] - The company aims to become a major player in the automotive storage market, with a projected market size of $12.5 billion by 2027, growing at a CAGR of 20% from 2021 to 2027 [5] Group 2: Product Development and Market Position - The company has developed DDR5 products with a forecasted penetration rate exceeding 50% by Q3 2024, and has released LPDDR5/5X products with speeds up to 8,200 Mbps [3] - In the consumer PC market, the company’s SSDs can achieve transfer speeds of up to 7,450 MB/s, positioning them as industry leaders [5] - The company has entered the smart wearable market with clients like Google, Meta, and Xiaomi, focusing on low power consumption and rapid response capabilities [5] Group 3: Industry Trends and Future Outlook - The global storage market is expected to grow to$ 263 billion by 2027, driven by data center, cloud computing, and 5G growth [5] - The company anticipates a significant increase in domestic storage chip localization rates due to market and policy support [5] - The company is building a complete international team for advanced wafer-level packaging technology, with leadership experienced in establishing 12-inch wafer packaging factories [7]