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北京君正:公司DRAM主要面向汽车、工业等行业市场,导入周期需要一定时间,大厂退出短期内影响有限

Group 1 - The core viewpoint is that the exit of major manufacturers from DDR4 and LPDDR4X markets will have limited short-term impact on the company, but may benefit long-term market sales [2]. - The company primarily targets the automotive and industrial sectors for its DRAM products, indicating a strategic focus on these industries [2]. - The introduction cycle for the company's products requires a certain amount of time, suggesting that the company is prepared for gradual market adaptation [2].