Shulou(Shulou.com)11/24 Report--

With the acceleration of digitization process and the rapid development of emerging technologies, and the popularity of 5G, cloud computing, artificial intelligence and other technologies, the storage industry ushered in new opportunities for development. At the same time, in recent years, the development of the global semiconductor industry is facing many challenges, and the construction of local storage industry ecology is one of the common goals of Chinese semiconductor manufacturers. In the storage industry chain, from storage wafer manufacturers, controller manufacturers, closed test manufacturers, equipment manufacturers, SOC platform manufacturers, module manufacturers, to terminal manufacturers, each link contributes an indispensable force to the vigorous development of the whole industry.

September 21-22, sponsored by Semiconductor Investment Alliance, Shenzhen memory Industry Association, Guangdong Integrated Circuit Industry Association and Shenzhen Semiconductor Industry Association. GMIF2023 Global memory Industry Innovation Forum hosted by Aiji Micro Consulting (Xiamen) Co., Ltd. was solemnly held in Shenzhen with the theme of "exploring forward symbiosis and winning". 40 + guests were specially invited to participate in closed-door seminars, memory industry innovation forums, memory industry ecological forums and other activities to talk about the prosperity and development of storage ecology. The GMIF2023 has also set up an exhibition area, 20 exhibitors with 100 + exhibits to display cutting-edge products and the latest technological achievements in an all-round way. At the same time, the forum also announced the winners of the GMIF2023 Awards of the year, with a total of 29 companies on the list. In addition, there are two live broadcasts of To Class B memory and To Class C memory for a global audience to share innovative storage solutions, cutting-edge technologies and typical innovative cases on the application side in the memory chip industry.

A gathering of heroes to discuss the way of industrial symbiosis

The closed-door seminar held on the morning of September 21, led by storage head enterprises, gathered representatives of domestic semiconductor memory industry chain enterprises to jointly discuss the development trend and cutting-edge technology of the memory industry, and promote in-depth exchanges among enterprises. promote the innovative development of the memory industry.

The GMIF sub-forum-"memory Industry Ecology Forum" held on the afternoon of September 21 brought together representatives of domestic memory industry chain enterprises and leaders of Shanghai Stock Exchange to deeply discuss the localization development of semiconductor memory industry chain, share the latest market trends and technological trends, and discuss ways for ecological win-win and prosperous development.

GMIF2023 Global memory Industry Ecology Forum site

In recent years, driven by the huge market demand, China has gathered the most dynamic clusters of memory chips and modules in the world. Yu Bo, marketing director of Shenzhen Jiahe Jinwei Electronic Technology Co., Ltd., pointed out in the keynote speech "Transformation of Chinese Module Factory" that in recent years, with the development of domestic industrial design capability and level, coupled with the mass production of domestic particles, whether it is the product or brand concept, or the production cost, domestic module manufacturers have inherent advantages and have the ability to compete with international brands.

Since last year, due to the impact of cyclical downside and other factors, consumer-grade SSD and other memories are facing greater market challenges. Jin Ye, deputy general manager of Storage Division of Lianyun Technology (Hangzhou) Co., Ltd., said in the keynote speech on "Consumer SSD Technology and Market challenges" that starting from the technical characteristics of consumer SSD controller, meeting the needs of consumer SSD customers for both performance, low power consumption and low cost through hardware and software co-design, showing Lianyun's deep insight and forward-looking layout for the consumer SSD market.

Although consumer-grade products face challenges in the short term, the arrival of the era of artificial intelligence will also lead the storage industry to a new future. Huang Zhiwei, deputy general manager of Shenzhen Quanxing Technology Co., Ltd., pointed out in his speech that under the tide of AI represented by ChatGPT, work scenarios require storage to provide larger capacity, higher performance, lower latency and higher response speed, especially higher storage requirements for both DRAM and NAND, which brings new opportunities to the storage industry.

The rapid development of AI puts forward higher requirements for solid-state storage in data centers. Han Bingdong, vice president of sales of Yingrong Technology (Shanghai) Co., Ltd., pointed out in a speech on "innovative practice of solid-state storage in data centers" that the demand for computing power is explosive and the size of data centers is also expanding. Among them, the data center solid state disk needs to be specially optimized and customized for applications in order to better meet a variety of application scenarios. Compared with the traditional architecture of solid state disk, how to achieve the two goals of high efficiency and energy saving, and promote the construction and development of green data center is the direction that storage manufacturers focus on.

The development of the storage industry needs the strong support of the capital market. How can the storage industry companies better develop through A shares? Zhang Fengbin, group leader of the South Center of the Shanghai Stock Exchange, said that Science and Technology Innovation Board gives priority to supporting the issuance and listing of scientific and technological innovation enterprises that are in line with the national scientific and technological innovation strategy and possess key core technologies. However, "it takes good blacksmiths to make good steel." Enterprises should fully understand Science and Technology Innovation Board's hard science and technology orientation, clearly position their own services and future development direction, persist in improving their own innovation ability and technical level, and do a good job in R & D and products. With the help of the registration system to achieve great-leap-forward development.

Driven by the innovation of storage technology and the diversified demand of the market, how to seize the opportunity and empower the innovation and development of the industry by supporting the equipment, materials and closed testing of the local memory industry chain? Ouyang Xiaolong, deputy director of the contact Intelligence Research Institute, pointed out that with the vigorous development of AI, cloud technology, super technology, self-driving and other technologies, memory chips with higher capacity and higher bandwidth have become the main growth point of the market. 3D IC technology, 3D stacking of ultra-thin chips and advanced packaging technology with ultra-high precision alignment have become the key technologies for memory chips to break through high capacity and high bandwidth and surpass Moore's Law.

In terms of the progress in the localization of test equipment, according to the introduction of CTO Xu Yonggang, Stantan Test has laid out a series of products such as memory chip ATE testing machine, BI aging testing machine, SLT testing machine, SSD module testing equipment and DDR module testing equipment, covering mass production and R & D engineering machines, helping to promote the domestic breakthrough of testing equipment in the field of DRAM and NAND Flash, and effectively reducing customer testing costs.

Liu Chunyang, business director of Homei Fine Arts, said: "with the continuous development of storage products in the direction of high capacity and high speed, the requirements for storage substrates are getting higher and higher, and the storage substrates are developing in the direction of thin plate, thin line and multi-process fusion. To meet the needs of different types of products. As a brand enterprise specializing in manufacturing IC packaging substrate, Homei Jingyi has a foothold in the field of storage and adheres to the technical route of self-developed packaging substrate to help the storage industry move forward. "

Wang Xiaoliang, product manager of Heyan Technology, pointed out: "from the perspective of closed testing, memory chips are stacked with more and more layers, and the thickness of wafer products is getting thinner and thinner, which puts forward higher requirements for equipment performance. Heyan Technology focuses on precision cutting and processing of hard and brittle materials such as silicon wafer, glass, ceramics, gallium arsenide, lithium niobate and metal. In the field of memory chips, it has launched wafer grinders, precision dicing machines, automatic cutting and sorting machines and other equipment to support the thinning of memory chips, ultra-thin memory chips cutting, finished products cutting of memory chips, and continue to enable the development of the integrated circuit industry. "

Zhao Ming, general manager of O'Connor, said: "O'Connor focuses on the development of semiconductor memory test systems. Based on SSD application scenarios, it can provide enterprises with self-developed one-stop memory test systems and product testing services, enabling storage research and development, quality testing, and covering enterprise, industrial and consumer applications."

A collection of speakers from different forums

After a day of intense clash of ideas, the guests ushered in a staggered dinner, which solemnly presented the GMIF 2023 Award. After a fierce competition in the early stage, Intel, Huawei, Tongfang computer, Yidao Digital, Baiwei Storage, Feiteng Information, Yangtze River Storage, Changxin Storage, Mai Wei, Heyan, Stantan, contact Intelligence, Like, Hemei Fine Arts, O'Connor, Huirong, Hongmaowei, Jinsheng, Lianyun, Yingrong, Demingli, de Yiwei, Pei, Jiahe Jinwei, Quanxing, Xinjin Speed and other enterprises stood out in the selection of layers. It has been unanimously approved by the expert judges and won the 2023 annual award.

A collection of some award-winning guests

Celebrities gather to explore the road of innovation and development in the storage industry

At the memory Industry Innovation Forum, the main forum of GMIF on September 22, senior executives of Huirong Technology, Baiwei Storage, Huawei, Feiteng, Godson, Tongfang computer and Like Automation conducted an in-depth analysis on the current situation and development trend of the storage industry, as well as the construction of industrial ecology, and introduced the latest products and technological achievements of the enterprise.

GMIF Innovation Forum

Song Bing, honorary president of Shenzhen memory Industry Association, attended the meeting and delivered a speech. As a link connecting all aspects of the industrial chain, the memory industry association will continue to play an important role as an industrial bridge. The association will actively promote cooperation between different links, promote the coordinated development of the industry, and help enterprises better cope with the challenges inside and outside the industry. GMIF2023 Global memory Industry Innovation Forum will provide participating enterprises with an opportunity to communicate within the industry and across areas, which is expected to stimulate new innovative thinking and cooperation opportunities.

Song Bing, Honorary President of Shenzhen memory Industry Association

Alex, a senior analyst at Aiji Micro Consulting, pointed out that the memory market is sluggish this year, and although domestic smartphone sales have increased slightly in the year-on-year and month-on-month dimensions in recent months, it is still not enough to reverse the overall market situation. However, judging from the semiconductor trend, the current 2023 is at a critical point of sunrise. In the long run, AIGC will be a new opportunity for the development of memory industry. AIGC industry includes four elements: data, computing power, algorithm and framework, each of which will promote the rapid development of the whole memory industry.

Gou Jiazhang, general manager of Huirong Technology Co., Ltd., said that affected by unfavorable factors such as inventory depletion, weak market demand, and slow global economic recovery, the development of China's semiconductor industry is facing greater challenges, but Huawei's new product launch is exciting and very important to China's semiconductor industry chain. In addition, he pointed out that technological advances such as electric vehicles, public and private cloud platforms, and AI are conducive to the development of the storage industry, and share Huirong's achievements in controlling technological innovation, and how to promote the development of China's memory industry through technical cooperation.

Sun Chengsi, chairman of Shenzhen Baiwei Storage Technology Co., Ltd., introduced that Baiwei Storage took the lead in the memory industry to put forward and landed the "R & D closed test integration" business model. Baiwei Storage transforms standardized storage wafers into thousands of storage products through the research of layout storage media, firmware algorithm development, product software and hardware development, advanced closed memory testing and other capabilities, and achieves "Win-Win" win-win development with wafer manufacturers, SOC platform manufacturers and end customers in the industry chain collaboration. Baiwei Storage is currently in the ground layout "R & D closed Test Integration" version 2.0, based on the memory closed test, in-depth layout test equipment development and wafer-level advanced closed testing, and the upstream layout of IC design capabilities, further improve and strengthen the company's competition barriers, better empower the needs of the industry and end customers, and enhance the company's competitiveness and profitability.

Ren Xianggui, director of solutions for Huawei flash memory manufacturing industry of Huawei Technology Co., Ltd., believes that the digital economy has become a new momentum of economic growth, and the development of the semiconductor industry has become an important part of promoting the development of the digital economy. The key to the development of high-quality storage is to develop advanced storage. Under the trend of "magnetic demagnetization and silicon advance", we should actively promote full scene, all-flash replacement, and develop flash storage. At present, Huawei has reached the industry-leading level in terms of performance, reliability and scalability of all-flash storage, which not only provides new momentum for the development of the global information industry, but also promotes China's status and influence in the global science and technology field.

Guo Yufeng, deputy general manager of Feiteng Information Technology Co., Ltd., pointed out that the integration of industry digitization and innovation is the trend of the times. Xinchuang provides independent, secure and controllable computing power and ecological integration for digitalization, while digitalization drives the demand growth of Xinchuang products through the business side. At present, there is an urgent need for innovation and digitization in the industry, and CPU is required to have the ability to support the rapid landing of user applications. Feiteng has constructed a complete domestic full-stack ecosystem of information construction from end to cloud, in which the hardware ecosystem includes storage, SSD, memory, peripheral network, graphics card, small clock chip, etc., and the number of storage ecological partners is the largest and continues to grow.

Xie Wangping, deputy general manager of the Terminal products Division of Tongfang computer Co., Ltd., believes that Xinchuang has entered the 2.0 era, on the one hand, the application is the king, compatibility, reliability, stability are very important, whether CPU or memory need to improve performance and experience. On the other hand is safety, to ensure the safe development of the industrial chain. "Tsinghua Tongfang" is a domestic machine manufacturer with full technical route and full product form, which fully meets the needs of commercial computers in various units. At the same time, as a local manufacturer, more than 95% of Tongfang's market is in China, working closely with the local supply chain to form the industrial advantage of Xinchuang and develop and strengthen China's IC industry.

Jiangshan, general manager of Guangdong subsidiary of Godson Zhongke Technology Co., Ltd., said that the company adheres to independent innovation and comprehensively grasps computer core technologies such as CPU instruction system, processor IP core, operating system, etc., to create an independent and open software and hardware ecology and information industry system, and to create an independent circle of friends, will further enhance the independent controllability of the industrial chain. At present, the whole machine ecology is very rich, including servers, storage, etc., there are 100 enterprises launched Godson server.

Ye Changlong, general manager of Shenzhen Like Automation equipment Co., Ltd., shared that the construction of an intelligent chemical plant is divided into several levels. First of all, it is necessary to realize automation and informatization on the basis of automation, and only when there is informatization can there be data. only when the data are gathered together can there be digitalization, and digitally collect, refine, and analyze big data, and finally there will be an intelligent factory. The automatic equipment can realize the fully automatic construction of the packaging section and the packaging workshop, and break through the last kilometer of the automation construction of the closed test plant. At present, it has been imported into more than 30 customers, and the company will continue to increase investment in research and development to develop fully automatic packaging lines for memory modules and SSD solid state drives.

A collection of speakers from the main forum

It is worth mentioning that the event also invited a number of memory brands to conduct two special live broadcasts of To Class B memory and To Class C memory to the global audience. In the To B special session, Jason, product marketing director of Huirong Technology, shared the development trend of enterprise SSDs in the Chinese market and the R & D and design challenges of SSDs. In the theme sharing of "innovative Solutions for 2023 embedded Storage", Will Lin, general manager of Baiwei's overseas American subsidiary, introduced Baiwei's "thousands of ends and thousands of faces" storage solutions, as well as Baiwei's excellent performance in the field of embedded storage. Carrie, overseas sales Manager of Jinsheng Electronics, brought the keynote speech "your High performance Storage solution partner"; Deng Di, General Manager of Yingrong data Center BU, shared the power consumption optimization of enterprise SSD. In the To C special session, Bob, Baiwei overseas Marketing Director, brought the theme sharing "Predator Storage: the rise of the High-end e-sports Brand"; Mr. Yu Zhengrui of Quanxing Technology brought the theme sharing "Quanxing" products to give you a new experience! Li Yan, overseas sales Director of Golden Speed Storage Technology, brought the theme sharing "Golden Speed, Global solid State disk, memory, TF Card solution provider", and Li Yuhan, overseas promotion manager of Jiahe Jinwei, brought the theme sharing "the Transformation of Chinese Module Factory".

With the continuous progress of technology and the change of market demand, the storage industry will face more challenges and opportunities. Looking to the future, the discussion results of GMIF2023 Innovation Forum will bring new inspiration and opportunities for the whole storage industry chain. We also believe that with the advance of memory technology and the arrival of the digital future, excellent memory industry chain enterprises will be able to surpass the industry cycle and create a vast world of industrial cooperation in the close communication.

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