According to a research report released by CITIC Construction Investment, although home NAS (Network Attached Storage) devices offer a comprehensive range of advantages, their market penetration remains relatively low. This can be attributed to barriers in product design, market understanding, and consumer awareness. However, the advent of AI technology has effectively broken through the developmental bottlenecks that have traditionally hindered NAS devices. These devices are now evolving from niche products catering primarily to tech enthusiasts into intelligent digital hubs that are well-suited for mainstream households. As a result, the user base for AI NAS is expected to expand exponentially.

It is estimated that global sales of AI NAS will witness a remarkable increase, growing from 60,000 units in 2024 to a staggering 6.69 million units by 2035. This represents a Compound Annual Growth Rate (CAGR) of 54%, with a projected market penetration rate exceeding 60%.