北京君正(300223.SZ):存储产品主要用于汽车、工业医疗等领域
Core Viewpoint - Beijing Junzheng (300223.SZ) is focusing on expanding its market share in the DRAM sector, particularly with LPDDR4 products, which are currently underrepresented but expected to grow as new process products are sold in bulk [1] Group 1 - The company's storage products are primarily used in automotive, industrial, and medical fields [1] - The current market share of LPDDR4 products in DRAM is small, but it is anticipated to increase with the mass sales of new process products [1] - The company has adequately stocked certain DRAM products in advance, ensuring that future wafer production capacity can meet anticipated growth [1]