北京君正：目前LPDDR4产品在DRAM中占比尚小，但随着新制程的产品批量销售，占比将逐渐增长

Core Viewpoint - The company is focusing on the production of LPDDR4 products primarily for automotive and industrial medical applications, with expectations for increased market share as new process products are sold in bulk [1] Group 1: Product and Market Insights - The company's LPDDR4 products range from 4GB to 32GB and are currently more focused on consumer applications, but there is a shift towards automotive-grade products as demand grows [1] - The current sales volume of LPDDR4 products is relatively small within the DRAM segment, but it is anticipated to increase as new process technologies are introduced [1] Group 2: Production Capacity and Supply Chain - The company has adequately stocked certain DRAM products in advance, ensuring that future wafer production capacity will meet anticipated growth [1] - There are no immediate concerns regarding wafer foundry capacity, and the company expects to maintain sufficient supply to support increased orders for LPDDR4 products [1]