机构：DDR4、LPDDR4供给收敛 下半年价格或大幅上涨

Core Viewpoint - The DDR4 market is expected to experience sustained supply shortages and strong price increases in the second half of 2025, driven by rigid server orders impacting the supply for PC and consumer markets [1] Group 1: Market Dynamics - Server orders are squeezing the supply for PC and consumer markets, leading to a shift towards DDR5 solutions by PC OEMs [1] - Consumer manufacturers are facing challenges with high prices and difficulty in obtaining materials [1] Group 2: Price Trends - The tight supply-demand situation in the DDR market is pushing up Mobile DRAM contract prices, with LPDDR4X experiencing the largest quarterly increase in nearly a decade in Q3 [1]