& Oslash; In order to achieve the maximum economic and social benefits, a data center should have balanced allocation of storage, computing power and transportation capacity.

& Oslash; China's data storage industry has made great progress and has basically possessed international competitiveness. It is expected to become another new business card of China through double-cycle pull.

& Oslash; It is suggested to increase the proportion of advanced memory in & ldquo; Memory & rdquo; And start the data storage revolution of replacing mechanical hard disk HDD with SSD

& Oslash; Increase the strategic layout in the data storage industry and grasp the competitive initiative in the digital economy

with the rapid development of new industries such as 5G network, artificial intelligence, autonomous driving, cloud computing and industrial internet, data has become the core production factor in the digital economy era. Recently, lookout Newsweek interviewed Qu Guangnan, an academician of the Chinese Academy of Engineering. He said that the data storage industry would become a national strategic and basic industry and a new international competitive Highland. We must attach great importance to the development of China's data storage industry, strengthen the top-level design and strategic layout, and provide solid support for mastering the initiative of digital economy competition and building a powerful country in science and technology.

Balance allocation of capacity, computing capacity and transportation capacity

"Outlook": In the era of digital economy, what is the status of power and the prospect of industrial development?

Luan Guangnan: under the digital economy and the Digital China strategy, data has become the basic strategic resource of the country. Data storage capability (& ldquo; Storage capability & rdquo;) and information computing capability (& ldquo; Computing capability & rdquo;), network carrying capability (& ldquo;); capacity & rdquo;) is the core and foundation of the development of China's information industry and the strategic support for building a powerful country in science and technology.

As far as the prospect of industrial development is concerned, at present, with the large number of applications of new generation information technologies such as artificial intelligence, Internet of Things and cloud computing in the new round of scientific and technological revolution and industrial transformation, data has become the core production factor in the digital economy era. Accordingly, the data storage industry will also become the national strategic and basic industry and a new international competitive Highland. The United States will allocate US $110 billion in 5 years for basic and advanced technology research, covering & ldquo;10 key technologies & rdquo;, including data storage and data management technologies, and artificial intelligence, quantum Computing, biotechnology, advanced energy and other cutting-edge technologies keep pace with each other. The National "overall layout plan of Digital China construction" emphasizes to consolidate the digital infrastructure and data resource system & ldquo; The two foundations & rdquo;, both of which cannot be separated from the support of the data storage industry. Therefore, we must attach great importance to the development of China's data storage industry, seize the window period of building a powerful country in science and technology, from top-level design to strategic layout, and seize the commanding heights of the development of digital economy, hold the initiative of development firmly in your own hands.

Lookout: how to view the relationship between power, computing power and capacity?

Luan Guangnan: the core base of digital infrastructure is composed of energy, computing power and transportation capacity. With data storage capacity as the core, the comprehensive data storage service capability, including performance, safety, reliability, green and low carbon, is the core foundation for activating the value of data elements and improving data aggregation capability. In order to obtain the maximum economic and social benefits, a data center should have balanced allocation of its storage capacity, computing capacity and transportation capacity, and should not be unbalanced. At present, the allocation of computing power centers in our country still has the tendency of focusing on computing power but neglecting storage power, which needs to be corrected urgently.

China's data storage industry has become internationally competitive

outlook: How to view the development status of China's data storage industry chain? What are its international competitive advantages?

Ni Guangnan: on the basis of years of independent innovation, China's data storage industry has made significant development, basically meeting the requirements of scientific and technological independence and self-improvement. The upstream of this industry chain includes NAND Flash (Flash memory particles), SSD (solid state drive) master control chip and DRAM (memory), the midstream includes storage machine and storage system, and the downstream includes applications and services.

In the upstream of the industrial chain, NAND Flash of Changjiang Storage Technology Co., Ltd. and DRAM chips of Changxin Storage Technology Co., Ltd. have reached the global mainstream level and production capacity. In terms of SSD master control chips, the products of more than a dozen domestic manufacturers have been commercially available, and their product capabilities are the same as those of foreign mainstream manufacturers.

In the middle of the industrial chain, the core competence and competitiveness of the whole storage machine and system in our country are built on the independent core data storage chip, system architecture and software, and have possessed the international leading technical level, among them, Huawei storage ranked second in the global storage market in 2022, and entered key industries such as foreign finance, becoming the world's leading storage machine manufacturer. At present, domestic brand manufacturers account for 85% of the domestic market and 20% of the global market, with huge growth space overseas.

China's data storage industry has already possessed international competitiveness under the condition of realizing localization. In the future, if we can rapidly expand the scale and improve the cost performance and service capability through double-cycle pull, IT is expected to become the & ldquo;5g & rdquo; Industry in IT field, and become another new business card of China.

Accelerate the replacement of mechanical hard disk HDD with SSD

"Outlook": flash memory storage and SSD are new generation storage technologies, but their penetration rate in domestic data storage is still relatively low. What do you think of this phenomenon?

Luan Guangnan: China's data storage market is growing rapidly, but HDD mechanical hard disks are mainly used. The HDD market is monopolized by foreign enterprises, and it is extremely difficult for Chinese enterprises to seek breakthroughs in the HDD field.

As a more advanced data storage technology, SSD has huge development space in the future. At present, SSD has surpassed HDD in terms of performance, efficiency, energy saving and reliability. Even in terms of price, SSD is expected to be superior to HDD by 2026 or so. At the same time, the data storage machine has further built the world's leading autonomous, controllable, high-density, competitiveness of low-power all-flash data storage systems.

In terms of SSD replacing HDD, developed countries are ahead of us. According to statistics, the proportion of advanced SSD storage in the United States is 52.8%, while that in China is 24.7%. China's development and promotion of advanced data storage technology should quickly keep up with the world's development trend.

China should turn to advanced data storage technology as soon as possible to increase the proportion of flash memory in memory.

Increase the strategic layout in the data storage industry

"Outlook": From the perspective of the future development prospect and industry trend of global advanced power, how should China's advanced power be exerted?

Luan Guangnan: With the deepening of digital transformation, emerging businesses are emerging and unstructured data is growing rapidly. It has entered high-value production scenarios such as AI big models and autonomous driving training. Generation AI(AIGC) big models drive explosive data growth and accelerate the construction of data storage infrastructure. Data security threats are severe, and endogenous Security has gradually become a necessary capability for data storage. Advanced Power will usher in great opportunities for change and development in the future.

In order to seize the opportunity to promote the development of China's data storage industry, I have five suggestions:

first, industrial development, standards first. In order to promote the better development of the industry, we can publish & ldquo; Data center construction Guide & rdquo; In the form of industry standards or group standards, and put forward the appropriate ratio range of computing power and storage power; put forward the appropriate ratio range of SSD advanced storage in storage capacity, avoid some tendencies in vigorously developing data center construction, balance deployment and development, and seize the commanding heights of a new round of scientific and technological revolution and industrial reform.

Second, the government can give priority to supporting SSD in the procurement and bidding of data storage equipment, without using a single price index as the basis for bid evaluation; For data storage equipment of important infrastructure, the government should guide policies, promote the development of domestic SSD industry.

Third, safety assessment, fairness and justice. Pay attention to the security review of data storage products, including supply chain security, information security, data security, etc. Especially for key core technologies such as data storage machine, master control chip, storage file system and so on, it is recommended to implement independent and controllable evaluation, and the selection basis is based on the independent and controllable evaluation score given by the third-party evaluation organization.

Fourth, attach importance to the training of talents in the data storage industry in colleges and universities. At present, there are only 10 + universities in China carrying out research in the field of data storage, with 10 + leading professors, 100 + doctoral teams and less than 300 Masters. This does not match the volume of China's data storage industry and application market. There is an urgent need to add data storage majors, courses, laboratories, etc. in colleges and universities, expand the training scale of data storage talents, and build new talent policies from the perspectives of income, incentive mechanism, basic public services, etc, attract and gather excellent talents from home and abroad.

Fifth, gather industries and work together to tackle key problems. It is suggested to set up a special data storage project in the national science and technology research plan and related industrial chains, and organize domestic industry, university and research departments to jointly tackle the key problems, so as to realize the controllable risks of the whole industrial chain; Set up a national data storage laboratory, a national scientific and technological innovation platform, etc, carry out research on cutting-edge technologies to form original achievements and enhance the global technical competitiveness of domestic data storage.