北京君正：存储芯片涨价周期或持续到明年 LPDDR4预计明年销售占比会逐渐增加

Core Viewpoint - The storage chip price increase cycle may continue until next year, with a more pronounced impact on the consumer market and a complex situation in the industry market [1] Group 1: Product Development and Market Trends - The company has been producing LPDDR4 for several years, but earlier products were based on 25nm technology, which limited cost-effectiveness [1] - From last year to this year, the company has introduced products based on 20nm, 18nm, and 16nm technologies, with increasing capacities of 4G, 8G, 16G, and 32G LPDDR4 products expected to be available [1] - The sales proportion of LPDDR4 products is anticipated to gradually increase starting next year [1] Group 2: Growth in NOR FLASH and NPU Development - There is a notable growth in large-capacity NOR FLASH products, with a growth rate surpassing that of DRAM [1] - The company currently has an NPU with multi-T capabilities and is increasing R&D efforts, expecting to launch IPC products with 4T computing power by mid-next year [1] - Further development of higher computing power NPU modules is also planned [1]