佰維存儲(688525.SH):為Ray-BanMeta提供ROM+RAM存儲器芯片
格隆匯3月4日丨佰維存儲(688525.SH)在投資者互動平台表示,在智能手機領域,公司面向AI手機已推出UFS3.1、LPDDR5/5X、uMCP等嵌入式存儲產品,並已佈局12GB、16GB等大容量LPDDR產品。在PC領域,公司面向AIPC已推出DDR5、PCIe4.0等高性能存儲產品。在智能可穿戴領域,公司ePOP系列產品目前已被Google、Meta、小天才、Rokid、雷鳥創新、閃極等國內外企業應用於其智能手錶、智能眼鏡等智能穿戴設備上,其中,公司為Ray-BanMeta提供ROM+RAM存儲器芯片,是國內的主力供應商。基於公司研發封測一體化的佈局,公司產品在可穿戴領域具有較強的競爭優勢,公司自研主控也將進一步增強公司產品在穿戴領域的競爭力。根據公司發佈的《2024年年度業績預吿》,2024年智能穿戴存儲產品收入約8億元,同比大幅增長。
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