The era of storage module manufacturer 3.0 is coming, and customization has become the core competitiveness.

"If the growth of an enterprise only depends on the industry, it is not enough to represent its competitiveness. Regardless of the smooth development of the industry, the growth rate of the enterprise must exceed the average level of the industry, which is the absolute competitiveness of this enterprise. " At Jibang Consulting 2022 Storage Industry Trend Summit, Ni Huangzhong, Chairman of Shenzhen Shichuang Electronics Co., Ltd., stressed that storage module manufacturers should have absolute competitiveness. He expounded the capabilities that future storage module manufacturers need in the 3.0 era, and at the same time released the industrial control subdivision storage brand at the meeting.

The memory module manufacturer is between the original factory and the system manufacturer. According to the characteristics of storage vendors in different stages, Ni Huangzhong divided storage module vendors into 1.0 era, 2.0 era and 3.0 era. According to his understanding, the memory chip manufacturers in the 1.0 era mainly produce low-end products such as Micro SD card and U disk. "Since 2000, some memory module manufacturers in Chinese mainland and Taiwan Province Province have decoded and reused ink molds. At that time, there were experts specializing in this technology in Taiwan Province Province, and the module factory in Shenzhen was also developed on the basis of this product. "

Later, many memory module manufacturers upgraded to the 2.0 era, and the manufacturers in the 2.0 era had certain technical background and brand influence in the industry. Specifically, it is mainly to introduce advanced technology into the factory to make the products relatively better. However, storage module manufacturers in the 2.0 era generally face some challenges-it is difficult to make a big breakthrough in sales and output, and the technical investment is relatively small. Because it can't compete with the original factory in technology leadership, it is difficult to enter the ecological circle of first-line manufacturers.

Storage module manufacturers in the future 3.0 era have certain enterprise strategic planning ability, can do enterprise top-level design from a higher angle, and have comprehensive technology development ability. Of course, Ni Huangzhong believes that memory module manufacturers only have the development ability of controllers, which cannot be regarded as "comprehensive technology development ability". It is not enough to do simple development. In the 3.0 era, storage module manufacturers should not only have the development ability, but also need to set foot in product-side equipment for customized development. Module enterprises are required to have the ability of system development, think more about the Internet, and apply the industrial Internet to advanced manufacturing. Storage module manufacturers in the 3.0 era can meet the customization needs of users and finally participate in the formulation of industry standards. "When storage module manufacturers have independent technology and product definition capabilities, have certain influence in the industry, and can provide services for the high-end customization market, the original factory will actively seek cooperation."

According to the latest data of Jibang Consulting, in 20021year, the global semiconductor market exceeded 500 billion US dollars, with a year-on-year increase of more than 10%. Among them, the global storage market has increased by 29%. "Thanks to the price reversal caused by the shortage of DRAM at the beginning of the year, although the price of DRAM has declined now, this does not affect our optimistic expectations for the future storage market." Ni Huangzhong firmly believes that there will be great opportunities in the storage market in the next few years.

In addition to the applications of 5G, AIoT and big data, concepts such as smart driving and metauniverse are also promoting the development of the storage industry. By 20021year, the number of electric vehicles in the world will exceed100000. The report "Global Electric Vehicle Outlook" released by the International Energy Agency (IEA) on April 29th, 20021year shows that the number of electric vehicles in the world will continue to increase in the next1year. Driven by the existing policies, it is estimated that by 2030, the number of electric vehicles in the world will reach 65.438+0.45 billion. At the same time, the popularity of electric vehicles has also promoted the development of autonomous driving. These factors will promote the application of big data, thus promoting the growth of storage demand.

As a storage module enterprise in China, Shichuang Creative Company is very concerned about China's policies. The establishment of the National Foundation in previous years, the launch of the 20 19 Science and Technology Innovation Board, and the introduction of the national tax reduction policy in 2020 have all brought more opportunities to China chip manufacturers, which is a great opportunity for all domestic chip companies.

Storage vendors will have greater opportunities in China in the future. Because China is the largest application market in the world, and the population of China accounts for about 20% of the global population, China occupies more than 30% or even 40% of the application market in the three major application fields of storage: smart phones, PCs and servers. The storage enterprises in China are closest to this application market, and it is also the most convenient to communicate with customers in these application fields. Although smart phones, PCs and data centers are popular storage applications, there will be more personalized applications in these fields in the future, which requires relevant suppliers to provide personalized solutions, and storage module enterprises will have more application opportunities.

Look at the major changes in the domestic storage field. In the past two years, Changjiang Storage and Changxin Storage have been widely recognized in the industry. It can be predicted that the market cycle of Xtacking flash memory technology of Changjiang Storage will be shorter, and the performance of products based on this technology will be better.

In fact, before the technical breakthrough of these two manufacturers, the international original factory monopolized the domestic storage market. Due to the breakthrough of domestic original factory, the monopoly pattern of international original factory in China market will be broken, which will bring more development opportunities to storage module enterprises in China and even the whole world.

The global storage market is about $1 trillion. Whether in Chinese mainland, Taiwan Province Province of China or other countries in the world, manufacturers of storage modules are an important link in the industrial chain. However, the memory module manufacturers here also have the characteristics of polarization. Because the storage market is hot now, many enterprises want to enter the storage field, including some opportunists.

If storage module manufacturers want to win the favor of capital and the recognition of system manufacturers, they must do a good job in strategic planning, technical reserve, talent reserve and product definition, and build upstream and downstream to achieve a win-win situation. This is the future opportunity for storage module manufacturers. This requires the enclosure manufacturer to have the following elements:

The first is system-level development capability. Not only the development of software and firmware, but also the all-round development ability of the whole system, including the ability of equipment definition and test definition, which can provide system solutions for system manufacturers. Only by doing these well can customization be realized.

The second is to establish a strategic cooperative relationship in the industrial chain, and partners are the main nodes to maintain the stability of the supply chain. Only by strengthening cooperation and building a high-quality supply chain system can we win together with our partners.

The third is the ability of product planning and definition. When enterprises lack product planning ability, their product definition ability will be insufficient, and many defective products will appear in the production process. Such products will flow into the market and form a larger inventory.

The fourth is intelligent manufacturing capability. Intelligent manufacturing is very important in product definition. Without the ability of equipment customization development, the technology level of manufacturers will not reach the standard and the requirements of customization.

Fifth, we need to participate in the customization of industry standards.

At the same time, Ni Huangzhong also revealed that the demand for customization in the future will be very large, and creative companies will implement dual-brand drive. “SCY br & amp； We will provide standard products for consumers, while Waco will provide standardized products for customers in industrial control and sub-sectors. Customized services and total solutions "

A month ago, the new creative factory officially opened. The company has done hardware research and development and equipment automation transformation for both old and new factories, and fully integrated production engineering capabilities. After the integration, creative R&D efficiency and R&D linkage are better connected, and they undertake the functions of package testing and module manufacturing respectively. Ni Huangzhong said that the production capacity of the factory has also improved. The production capacity of the packaging plant has increased from 12kK/ month in 2020 to 16kK/ month now, and the module production capacity has increased from 1 10,000 SSD in 2020 to10.5 million SSD now.

In addition to the dual-brand drive and the layout of two factories, the company also made technical changes on 202 1-the office in Nanshan District of Shenzhen has tripled, and more R&D engineers will be recruited in Shenzhen, Shanghai and Taiwan Province Province in the future. At that time, Creativity will also set up an automation department. At present, we have been doing customized equipment development with equipment manufacturers, including the development and online of software components and MES system. In the future, Shichuang will build a factory in Shenzhen that can meet the requirements of Industry 4.0, and finally realize the goal of "black light factory".

It is worth noting that Ni Huangzhong also revealed the creative future product planning, which will not only continue to launch integrated storage solutions based on NAND, but also provide integrated solutions based on DRAM, and launch consumer-grade and enterprise-grade LPDDR and storage chips. In addition, the WeIC brand will go deep into more industrial fields.