机构预计内存价格将再上涨约50% 存储企业利润有望加速释放

Core Insights - The memory prices are expected to rise by approximately 50% before the second quarter of 2026 due to critical chip shortages, with traditional LPDDR4 facing the highest risk of price increases [1] - The storage industry has entered an accelerated upward cycle since the third quarter of 2025, driven by explosive demand for storage in the AI era, while supply-side capacity remains limited [1] - Domestic storage module companies are quickly turning losses into profits, with significant profit releases expected in the second half of 2025 [1] Industry Summary - The demand for LPDDR memory is significantly increasing, particularly due to Nvidia's heightened requirements in the server sector, leading to broader and longer-term risk factors affecting the entire consumer electronics market [1] - The current upward cycle in the storage industry is distinct from previous short-term price increases caused by supply-side reductions, as it is primarily driven by demand from the AI sector [1] - The profitability of overseas storage manufacturers is continuously improving, benefiting from the ongoing price surge in the storage market [1] Company Summary - Beijing Junzheng has indicated that it currently offers LPDDR4 products across various nodes, including 25nm, 20nm, 18nm, and 16nm [1] - Dongxin Co., Ltd. is advancing its research and development of new products, including LPDDR4x, following its existing DDR3(L), LPDDR1, and LPDDR2 product lines [1]