全球领先的新经济产业第三方数据挖掘与分析机构
关于“江波龙”的报告
艾媒咨询 | 2025年中国存储芯片领域市场状况及标杆企业经营数据分析报告
存储芯片作为支撑人工智能、大数据、物联网等新一代信息技术发展的关键基础硬件，其技术突破与产业安全直接关系到国家科技自立自强与产业链供应链稳定，具有极强的战略价值与产业带动效应。全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research（艾媒咨询）最新发布的《2025年中国存储芯片领域市场状况及标杆企业经营数据分析报告》数据显示，2025年中国存储芯片产业呈现头部集聚、技术驱动、分化加剧的发展特征，行业集中度持续提升，营收前三名企业合计贡献TOP10营收的51.02%，整体研发投入水平较高，平均研发投入强度超过10%，头部企业在技术研发与市场份额上的引领作用进一步凸显。艾媒咨询分析师认为，2025年中国存储芯片产业处于技术突破与国产替代的双重窗口期，头部企业凭借技术积累与资本优势，逐步缩小与国际巨头的差距。而兆易创新、中微公司、长电科技等企业在设计、设备、封测环节的亮眼表现，印证了中国存储芯片全产业链协同发展的格局初步形成，各环节龙头通过差异化竞争构筑起坚实的产业壁垒。未来，随着先进制程突破与产能逐步释放，中国存储芯片产业将进一步夯实全球竞争力，为全球半导体产业格局优化与数字经济高质量发展提供核心硬件支撑。
As a critical foundational hardware supporting the development of new-generation information technologies such as artificial intelligence, big data, and the Internet of Things, memory chips are of great strategic value and industrial driving effect. Their technological breakthroughs and industrial security are directly related to national scientific and technological self-reliance and the stability of industrial and supply chains. According to the“Report on China's Memory Chip Market Status and Operational Data Analysis of Benchmark Enterprises in 2025”recently released by iiMedia Research, a leading global third-party data mining and analysis institution for the new economy, China’s memory chip industry in 2025 exhibited characteristics of head concentration, technology-driven growth, and intensified differentiation. Industry concentration continued to rise, with the top three revenue-generating enterprises accounting for 51.02% of the total revenue of the top 10 enterprises. The overall R&D investment remained high, with an average R&D intensity exceeding 10%, further highlighting the leading role of head enterprises in technological R&D and market share. Analysts at iiMedia Research pointed out that China’s memory chip industry is in a dual window period of technological breakthroughs and domestic substitution in 2025. Leading enterprises are gradually narrowing the gap with international giants by virtue of their technological accumulation and capital advantages. The outstanding performance of enterprises such as GigaDevice, AMEC, and JCET in design, equipment, and packaging and testing segments confirms that a pattern of coordinated development across the entire industrial chain of China’s memory chip industry has initially taken shape, with leading enterprises in each segment building solid industrial barriers through differentiated competition.In the future, with breakthroughs in advanced processes and the gradual release of production capacity, China’s memory chip industry will further consolidate its global competitiveness and provide core hardware support for the optimization of the global semiconductor industry landscape and the high-quality development of the digital economy.-
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