<p>（第一财经）12 月 4 日——尽管中国的硬盘存储行业面临国际巨头设定的技术壁垒和国内激烈的价格战压力，但人工智能应用推动的需求快速变化也为中国企业在全球范围内领先创造了机会，华为技术有限公司的高级副总裁在最近的一次采访中告诉第一财经。</p>
<p>“中国市场每年消耗近 600 亿元人民币（约合 83 亿美元）的硬盘驱动器，” 华为云首席执行官、深圳总部公司的云计算部门负责人周跃峰表示。然而，国内企业仍然缺乏核心技术和足够的生产能力，使得中国在全球供应链波动时处于不利地位。</p>
<p>“核心技术的缺乏使得中国的硬盘存储行业在全球供应链中处于劣势。材料、制造设备和生产工艺方面需要突破，” 周说。</p>
<p>然而，周表示，人工智能时代正在带来新的机遇。对人工智能数据基础设施的投资增加以及长期数据保存的重要性日益增强，推动了对硬盘的快速、持续增长的需求。这为中国存储公司赶上海外同行创造了机会。</p>
<p>“过去，信息技术系统主要需要快速的处理器。但在人工智能时代，系统还必须处理大量的数据处理和传输，” 周说。“即使是全球顶尖的科技公司也在努力提升其并行处理庞大数据集的能力。具有高带宽的高端存储产品将成为行业新进入者赶超的关键突破点。”</p>
<p>“聪明的人不仅需要快速思考，还必须具备出色的记忆力。同样，人工智能时代的存储系统必须作为一个协作系统，将数据存储与处理能力结合起来，” 他补充道。</p>
<p><strong>智能数据平台</strong></p>
<p>周表示，中国 IT 企业应更加关注并投资于存储领域。在他看来，未来的硬盘将不再仅仅作为 “数据仓库”，而是将演变为具备人工智能能力的智能数据平台。</p>
<p>周表示，华为将在明年初推出一款物理人工智能数据平台。这款新存储设备将集成推理加速和知识库生成等人工智能功能。</p>
<p>“未来的存储设备必须提供高可靠性和高可用性，并应能够直接支持人工智能训练和推理，” 周说。中国存储公司应加快面向人工智能的创新，克服关键技术，建立完整的产业链。</p>
<p>周表示，中国在实现 “存储独立” 方面仍有很长的路要走。产业链上的公司需要联合起来，加速技术创新和演变，以尽快实现这一目标。</p>
<p>“随着从数字化向智能化的转变，数据变得越来越重要，硬盘存储市场只会不断扩大，” 他说。</p>
<p>编辑：唐诗华，金·泰勒</p>

华为

<p>华为高级副总裁强调，尽管面临国际巨头和价格战的挑战，中国存储行业仍然存在由人工智能驱动的机遇。人工智能时代推动了对高端存储的需求，为中国企业提供了全球领先的机会。华为计划推出一个集成人工智能的数据平台，呼吁国内企业进行创新，构建完整的 “存储独立” 产业链</p>

<p>(Yicai) Dec. 4 -- Although China’s hard drive storage industry is under pressure from both the technological barriers set by international giants and fierce price wars at home, rapid changes in demand fueled by artificial intelligence applications are also creating opportunities for Chinese firms to lead globally, the senior vice president of Chinese tech giant Huawei Technologies told Yicai in a recent interview.</p>
<div class="lb-trans"><p>（第一财经）12 月 4 日——尽管中国的硬盘存储行业面临国际巨头设定的技术壁垒和国内激烈的价格战压力，但人工智能应用推动的需求快速变化也为中国企业在全球范围内领先创造了机会，华为技术有限公司的高级副总裁在最近的一次采访中告诉第一财经。</p>
</div><p>&#34;The Chinese market consumes nearly CNY60 billion (USD8.3 billion) worth of hard disk drives every year,” said Zhou Yuefeng, who is also chief executive officer of the Shenzhen-based firm’s cloud computing arm Huawei Cloud and president of its data storage product line. However, domestic companies still lack core technologies and adequate production capacity, leaving China at a disadvantage whenever global supply chains fluctuate.</p>
<div class="lb-trans"><p>“中国市场每年消耗近 600 亿元人民币（约合 83 亿美元）的硬盘驱动器，” 华为云首席执行官、深圳总部公司的云计算部门负责人周跃峰表示。然而，国内企业仍然缺乏核心技术和足够的生产能力，使得中国在全球供应链波动时处于不利地位。</p>
</div><p>&#34;The lack of core technologies puts China's hard drive storage sector on the back foot in the global supply chain. Breakthroughs are needed in materials, manufacturing equipment and production processes,&#34; Zhou said.</p>
<div class="lb-trans"><p>“核心技术的缺乏使得中国的硬盘存储行业在全球供应链中处于劣势。材料、制造设备和生产工艺方面需要突破，” 周说。</p>
</div><p>However, the AI era is ushering in new opportunities, Zhou said. Rising investment in AI data infrastructure and the growing importance of long-term data preservation are driving rapid, sustained growth in demand for hard drives. This creates opportunities for Chinese storage companies to catch up with their overseas counterparts.</p>
<div class="lb-trans"><p>然而，周表示，人工智能时代正在带来新的机遇。对人工智能数据基础设施的投资增加以及长期数据保存的重要性日益增强，推动了对硬盘的快速、持续增长的需求。这为中国存储公司赶上海外同行创造了机会。</p>
</div><p>&#34;In the past, information technology systems mainly required fast processors. But in the AI era, systems must also handle massive data processing and transmission volumes,&#34; Zhou said. &#34;Even the world’s top tech companies are working to boost their ability to process huge data sets in parallel. High-end storage products with high bandwidth will be a critical breakthrough point for newcomers in the industry looking to catch up.”</p>
<div class="lb-trans"><p>“过去，信息技术系统主要需要快速的处理器。但在人工智能时代，系统还必须处理大量的数据处理和传输，” 周说。“即使是全球顶尖的科技公司也在努力提升其并行处理庞大数据集的能力。具有高带宽的高端存储产品将成为行业新进入者赶超的关键突破点。”</p>
</div><p>&#34;A smart person not only needs to think quickly but must also have an excellent memory. Likewise, storage systems in the AI era must work as a collaborative system combining data storage with processing power,&#34; he added.</p>
<div class="lb-trans"><p>“聪明的人不仅需要快速思考，还必须具备出色的记忆力。同样，人工智能时代的存储系统必须作为一个协作系统，将数据存储与处理能力结合起来，” 他补充道。</p>
</div><p><strong>Smart Data Platforms</strong></p>
<div class="lb-trans"><p><strong>智能数据平台</strong></p>
</div><p>Chinese IT firms should pay more attention to and invest in the storage sector, Zhou said. In his view, future hard drives will no longer merely serve as &#34;data warehouses,” but will evolve into intelligent data platforms equipped with AI capabilities.</p>
<div class="lb-trans"><p>周表示，中国 IT 企业应更加关注并投资于存储领域。在他看来，未来的硬盘将不再仅仅作为 “数据仓库”，而是将演变为具备人工智能能力的智能数据平台。</p>
</div><p>Huawei will launch a physical AI data platform early next year, Zhou said. This new storage device will integrate AI features such as inference acceleration and knowledge-base generation.</p>
<div class="lb-trans"><p>周表示，华为将在明年初推出一款物理人工智能数据平台。这款新存储设备将集成推理加速和知识库生成等人工智能功能。</p>
</div><p>&#34;Future storage devices must offer high reliability and high availability, and should be able to directly support AI training and inference,&#34; Zhou said. Chinese storage companies should speed up AI-oriented innovation, overcome key technologies and build a complete industrial chain.</p>
<div class="lb-trans"><p>“未来的存储设备必须提供高可靠性和高可用性，并应能够直接支持人工智能训练和推理，” 周说。中国存储公司应加快面向人工智能的创新，克服关键技术，建立完整的产业链。</p>
</div><p>China still has a way to go before it can achieve 'storage independence,' Zhou said. Companies across the industrial chain need to join forces to accelerate technological innovation and evolution in order to reach that goal as soon as possible.</p>
<div class="lb-trans"><p>周表示，中国在实现 “存储独立” 方面仍有很长的路要走。产业链上的公司需要联合起来，加速技术创新和演变，以尽快实现这一目标。</p>
</div><p>&#34;With the transition from digitization to intelligence, data is becoming even more important and the hard drive storage market will only keep expanding,&#34; he said.</p>
<div class="lb-trans"><p>“随着从数字化向智能化的转变，数据变得越来越重要，硬盘存储市场只会不断扩大，” 他说。</p>
</div><p>Editors: Tang Shihua, Kim Taylor</p>
<div class="lb-trans"><p>编辑：唐诗华，金·泰勒</p>
</div>

华为高级执行官表示，人工智能的热潮为中国面临困境的存储行业带来了新的机遇