In recent years, both the unfair treatment of enterprises and colleges and the sudden change of the international situation have made people more and more aware of the importance of scientific and technological independence. In particular, the independent and controllable basic information technology plays a foundation role in the whole digital economy building. Once a risk is encountered, the consequences are incalculable. The three basic technologies of information industry are storage, computing and network. In terms of network, China has experienced the era of seven countries and eight systems, and finally turned the tide and completed industrial autonomy. Nowadays, both optical fiber and 5g network have become the pride of China. The core chip of computing technology is the most concerned field of science and technology in recent two years. Its significance and development necessity can be said to be known to women and children. Have you found that storage is the last thing we know in the three areas? We use storage in PC, mobile phone and cloud every day, but most people know nothing about the development status and challenges of storage in China. Just now, during the two sessions of the National People's Congress in 2022, Feng Dan, deputy to the National People's Congress and Dean of the school of computer science and technology of Huazhong University of science and technology, put forward the proposal on accelerating the upgrading of advanced storage industry with independent innovation and providing safe warehouse for Digital China. We can understand the situation of China's storage industry through ZB's suggestions. If there are external risks such as supply interruption in storage, how should China deal with them? What can I do today if I don't want to wait until the problem breaks out and think about making up for it? Through the data and views presented in the proposal, we can restore a critical battle for China's storage - we are at risk and we are ushering in opportunities. Qianjun: storage cannot become the sword of Damocles of Chinese science and technology There are many data and rich data value, which has always been the pride of Chinese science and technology. But if you consider that the data economy is completely based on an unstable infrastructure supply chain, you may need to think twice. According to the data released by Gartner and other data institutions, the scale of China's storage industry will exceed 140 billion yuan in upstream chips and media and 340 billion yuan in midstream storage machines and downstream services in 2020. By 2025, the total direct investment in China's storage industry will exceed trillion. Matching the huge storage industry is the unprecedented amount of data in China. According to the report released by IDC, China's overall data volume will reach 48.6 ZB by 2025, accounting for 27.8% of the global data circle. However, the storage industry of more than one trillion yuan and the largest data stock in the world are mostly based on the products provided by two or three companies in the United States and Japan. At present, the storage used in the Chinese market is mainly mechanical hard disk, while western data, Seagate and Toshiba are the only three companies in the world that can provide mechanical hard disk. Two American companies, Western Digital and Seagate, account for more than 80% of the global mechanical hard disk sales. Behind this situation, the whole mechanical hard disk industry chain is highly concentrated. On the premise of the sustainable development of digital economy, we must consider the diversified supply and sustainable supply of storage. Friends who know about storage will know that the storage medium with the most extensive application and the highest market acceptance other than mechanical hard disk is flash memory medium. Solid state disk based on flash memory media is recognized as a new generation of storage media, which is ahead of mechanical hard disk in many aspects; In the data center, the full flash memory storage system is gradually replacing the mechanical hard disk storage system. So can Chinese storage in this field rest assured? Unfortunately, this is not the case. Although China's industrial chain has mastered the key technology of full flash memory storage system, which can ensure the independent and controllable industrial supply in this field, the popularity of full flash memory in China is very low due to the higher price of flash disk than mechanical hard disk. According to the statistics of Gartner / IDC, the proportion of total flash memory in the United States has reached 56.4%, and the global average is 41.3%, but only 20.3% in China. Especially in important industries related to the national economy and the people's livelihood, such as government, communications, finance and so on, the proportion of full flash memory is less than 15%. On the premise that the proportion of full flash memory is relatively low, a large number of domestic full flash memory products also rely on imports. For example, according to the data of 2020, 70% to 90% of all flash memory products in key industries in China depend on imports. In other words, in the event of an extreme situation, not only does the mechanical hard disk lack reliability, but also all flash memory will have significant risks, and the current all flash memory equipment will be difficult to expand and maintain. The volume of domestic full flash memory is not enough to support such a huge amount of data for migration, and China's data security problem is still serious. Mechanical hard disk is completely mastered by American companies. The popularity of all flash memory is low, and all flash memory is highly dependent on imports. It has become the sword of Damocles Suspended on China's digital economy. It's really a close call. President Feng Dan's proposal of "accelerating the upgrading of advanced storage industry with independent innovation" is to see such an industrial security background. So can this situation be changed and reversed? Fortunately, there are. At the moment: a war to promote advanced storage and the harmony of time, place and people Just as all science and technology industries promote autonomy, the autonomy and controllability of the storage industry needs to consider these questions: is there a product supply that can meet the independent requirements? Does the replacement product have the same technical experience as the imported product? Will replacement lead to a surge in costs for enterprises and governments? To answer these questions, we must see the three elements of China's storage iteration and moving towards independent and controllable "harmony of time, place and people". Tianshi: advanced storage iteration is the general trend. The core logic of science and technology industry is that the old road is not blocked. If the enterprise does not have the motivation to replace, it will be difficult to promote product replacement forcibly. However, just as the global supply chain began to tighten and the risk of technology supply interruption began to expand, China's storage industry ushered in a rare iterative opportunity: the arrival of advanced storage. President Feng Dan believes that the so-called advanced storage includes two meanings: one is the storage products that can meet the upgrading of the industry, and the other is the storage products with advanced technology advantages. From the definition of China's advanced storage industry, it can meet these two aspects. From the perspective of industrial demand, the prosperity of big data, Internet and AI technology leads to data explosion, and the requirements for storage are becoming more and more strict. It is not only the expansion of storage volume, but also the requirements for storage performance, efficiency and disaster recovery and backup capability. This leads to high-speed iteration of storage market demand. On the other hand, at present, the technical advantages of flash disk over mechanical hard disk are being fully released. Especially for large scenes such as data center and industrial storage, the replacement of full flash storage system has become absolutely necessary. At the same time, new storage technologies such as integrated storage and computing and distributed storage have emerged, leading to the explosion of the storage industry. Not only the storage medium has undergone significant iterative changes, but also the iterative effect of the storage system is developing continuously. Chinese enterprises have been able to meet the system requirements of users such as high performance, low delay and high elasticity, and provide safe, reliable, simple and efficient storage systems. With the combination of the two, the emergence of a new generation of storage has become the general trend. This iterative cycle of the global technology industry is a great opportunity for China to improve storage security. Geographical advantage: the supply-demand adaptation of China's storage industry has been basically completed. With the supply and demand opportunities in the industrial cycle, we also need to know whether independent industries can seize this opportunity. At present, China's storage industry has mastered the core technology in the field of flash memory, and can continue to launch globally competitive products. Huawei, Inspur and Xinhua have formed a head leading effect and maintained sufficient competitiveness compared with overseas brands. In the fields of high-performance storage, data lake and hybrid storage, China's storage industry has a perfect product layout and industrial iteration ability. China's storage industry is oriented to China's storage demand, and has basically completed the adaptation of supply and demand and the integration of industrial chain. What is needed is promotion and promotion. Without waiting, you can quickly iterate most storage scenarios with low-cost advanced storage solutions, which is the "geographical advantage" of China's storage industry today. Human harmony: the direction of industry, politics, science and research is unified with the social will. The realization of self-reliance in any field of science and technology is inseparable from the most vague but real driving factor: People's support. For Chinese storage, replacement and iteration are not done overnight. But today we have seen that this direction belongs to the unified will of the whole Chinese society and is irreversible to some extent. From the perspective of industry university research cooperation, the development of head storage brand, the improvement of industrial chain and the attention of major colleges and universities promote the industry university research cooperation in this field. Joint laboratories in various fields have been completed one after another, and new technical difficulties have been overcome under the cooperation of industry and university. From the perspective of government and policy orientation, advanced storage substitution is in line with the national strategy of scientific and technological independence, and plays an irreplaceable role in national data security and scientific and technological autonomy. At the same time, the total flash has obvious value in terms of energy consumption and environmental protection, which is in line with the national "double carbon" development goal. At the same time, we can see the ardent desire and expectation of the whole Chinese Society for scientific and technological independence and breaking through the "neck". Such willingness can promote the majority of enterprises and head industries to take action and accelerate the completion of autonomous storage replacement and full flash upgrade. People and are difficult to quantify, but people and often have the greatest power. Under such industrial situation and environmental factors, it is reasonable to believe that storage will break the silence and come to the stage more clearly. From the advanced storage proposal landing at the two sessions, we can see that the focus of the storage industry has increased. Facing the future, there are at least three "accelerations" available for China to complete advanced storage iterations. Chimerism: three accelerations stored in China On the whole, the core of the storage iteration is the silicon advance and demagnetization of the device to complete the large-scale replacement of all flash memory. To promote the rapid and accurate practice of this action requires the promotion of a series of forces such as policy, market, industry university research integration and so on. So where do these forces come from? The fundamental reason is that the independent storage industry can be combined with the development goal of China's digital economy. It is not only replaced due to risk, but also developed due to demand. It is not the power of integration and diversification that can promote economic development, but the power of integration and diversification. Accelerate the pace of research and development, production and application of advanced storage. At present, we can see three main sources of acceleration. These directions are precisely what the mainstream of China's scientific and technological development refers to today, and are the centripetal force of social economy. Acceleration 1: calculate from the east to the west, and it is required to save and adapt. East, West and West are the first popular terms of China's science and technology in 2022. The industrial core of this concept lies in the development and construction of new data centers. In the data center upgrade, the value of storage upgrade is equivalent to that of computing upgrade, accounting for half of the new data center. In the process of Eastern digital computing and Western computing, whether it is the transformation and upgrading of the data center or the construction of a new data center, we should comprehensively consider the storage and computing system to avoid the waste of resources. And should focus on the data