1. HbA card connects the server to the storage network, which is mainly used in San network
At present, there are three kinds of circuit boards, which can provide data processing and physical connection for equipment, including HbA, NIC and can card respectively.
Among the three, HBA is responsible for connecting the server to the storage network, and the server mainly includes closed system storage and development system storage according to the storage type. Among them, storage area network (SAN) is mainly connected through HbA card.
2. The main technology of HbA is occupied by overseas leaders, and Broadcom has multiple protocols such as FC and SAS
Nowadays, HBA cards have been widely used in various interconnections, most commonly used in SAN storage protocols, such as FC, iSCSI, SATA and SAS. Among them, FC and SAS / SATA are more mainstream and are mainly led by Broadcom technology.
3. Sorting out foreign manufacturers and investment in China
At present, the leading manufacturers in China's fchba market are marvellqlogic and Broadcom (acquiring emulex through Avago). The layout of iSCSI manufacturers is relatively small.
Major sashba manufacturers include attotochnology, Broadcom (acquiring LSI through Avago), MICROSEMI (acquiring pmcsierra) and HPE. The hard disk array HbA controller chip launched by Hualan microelectronics, a fully independent and controllable manufacturer in China.
We believe that, driven by the project of "counting from the east to the west", the storage demand of the overall data center, cold data Lake (or iceberg storage) and other projects is expected to increase significantly, and the HBA manufacturers of relevant agreements are expected to benefit. In the context of current geopolitical and international tensions, relevant domestic manufacturers are expected to benefit, including Inspur and Hualan microelectronics.
4. Viewpoint of communication sector
1) in 2022, we will pay close attention to the main context of digital economy, take data flow as the clue, and explore new technological innovation opportunities such as intelligent sensing, silicon optical transmission and storage to cloud native driven by new applications such as metauniverse, industrial Internet and intelligent driving.
From the bottom layer, we continue to focus on the bottom layer. From the bottom layer, we continue to focus on the Hong Kong Stock Operator ( Tsingtao Brewery Company Limited(600600) Tsingtao Brewery Company Limited(600600) 50 Fibocom Wireless Inc(300638) ) and other high growth sectors, as well as the improvement of fundamentals, Emerging tracks related to and derived from cloud ecology, including IDC ( Beijing Sinnet Technology Co.Ltd(300383) , Guangdong Aofei Data Technology Co.Ltd(300738) ; related beneficiary Capitalonline Date Service Co.Ltd(300846) ), edge computing and cloud primitives (related beneficiary Qingcloud Technologies Corp(688316) ), metauniverse, etc. ( Hangzhou Anysoft Information Technology Co.Ltd(300571) ).
2) this week is a week that focuses on the highlights that highlight the highlights of the week to highlight the highlights that highlight the highlights of the week that highlight the undervalued stocks: ofthe focus of the week focusing on the highlights of the week that focus on the undervalued stocks: twoof the focus of the week of the week that highlight the highlights of the week that highlight the highlights of the week that highlight the highlights of the week that highlight the focus of the week of the week that focus on the highlights of the week of the week that highlight the highlight of the week of the week that highlight the highlight of the week that highlights the undervalued stocks: \ , Zte Corporation(000063) and other companies.
5. Risk warning
Technological development is less than expected; The application and promotion of technology is not as expected; Systemic risk.
