Innodisk grabs industrial control SSD generation alternate business opportunities

Date: 2018-03-07

Industrial control memory module factory Innodisk (5289) is optimistic about including automotive, aerospace, Internet of things and other industrial application storage interface from SATA to NVMe M.2 solid state hard disk (SSD) has become a trend, Innodisk M.2 product line Fully in place and receiving orders from major international manufacturers, it will replace the enormous business opportunities of big technology generations. In addition, Innodisk's new plant in Yilan will enter volume production after April and is expected to bring a new wave of growth momentum this year.

Innodisk benefited from the surge in DRAM and NAND Flash prices last year. In addition, ICBC's application memory module shipments hit a new high. The annual revenue surged to 6.544 billion yuan, an increase of 40.9% year-on-year and a record high. In January of this year, due to deferred orders at the end of last year and early pull-ups led by the lunar new year, January consolidated monthly revenue increased by 43.1% to 730 million yuan, setting a record high for single month revenue, a substantial increase of 63.8% over the same period of last year.

The legal entity stated that although Innodisk was affected by the appreciation of the Taiwan dollar against the US dollar, it could still earn more than one share capital last year. In January of this year, the revenue was rewritten to a new high. Although the revenue in February will be significantly reduced due to the reduction in the number of working days, the operation will be significantly stabilized in March. As Yilan's new plant capacity will enter volume production in April, and increase production capacity on a monthly basis, revenue will enter a new growth cycle. The corporate circle is optimistic that Yiding’s revenue and profit this year will be significantly better than last year, and it is generally expected that the net profit per share will be between 12 and 14 yuan. Innodisk does not comment on the estimated financial figures of legal persons.

Innodisk launched new products at Embedded World in Germany last week, including OcuLink DOM, the world's smallest storage module supporting PI Ce Gen3x2, and rushed into the North American and Continental server and data center markets. Innodisk, chairman of the company, Jianchuan Sheng, demonstrated the iCAP platform in person at the show, demonstrating the market ambitions of “soft and hard integration and soft tape” and successfully entered the global chain retail industry.

In addition, a new generation of SSD interface has been converted from SATA to NVMe. The latest NVMe M.2 SSD product from Idepark releases two specifications of PCIe Gen3x2 and PCIe Gen3x4. It supports iData Guard and iCell, the exclusive data security technologies, and has 2242. 2280 and many other size options are expected to replace the current use of SATA modules commonly used in industrial applications, become a new favorite of the new generation of industrial control applications.

Li Menghou, Senior Associate of Flash Business Department of Innodisk pointed out that with the trend of Industry 4.0 automation and smart factories, industrial demand has gradually emerged in 2018, and optimistic about the replacement of server and industrial computing equipment, it is expected to release at the end of the second quarter of this year. Output capacity, with a full range of 3D NAND industrial grade modules, will actively attack the global military, aviation, automotive, gaming, monitoring and other automation industry orders. In addition, the CAN Bus J1939 expansion module for in-vehicle systems used in large-scale machine tools and fleet management has also successfully entered the global market, and is expected to be ready.

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