存储产业“换挡”提速，DDR5普及进入快车道

Core Insights - The storage market is experiencing a significant structural change, with DDR4 memory chip prices rising and surpassing DDR5, indicating the beginning of the transition to the DDR5 era [1][3] - The price increase of DDR4 is attributed to supply-demand imbalances caused by leading companies like Samsung and SK Hynix reducing DDR4 production in favor of DDR5, leading to a price gap that is expected to be a temporary fluctuation [3][4] - The demand for higher data processing capabilities in applications such as AI and cloud gaming is driving the transition to DDR5, which offers superior bandwidth and performance compared to DDR4 [3][4][5] Market Dynamics - Since June, the price of 16GB DDR4 chips has increased from $7.01 to $8.59, while DDR5 prices rose from $5.85 to $6.17, with the price difference continuing to widen [3] - The shift towards DDR5 is not only a hardware upgrade but also a strategic move for financial institutions to enhance their core competitiveness in high-performance digital environments [4] Technological Advancements - DDR5 represents a generational leap over DDR4, with double the bandwidth, improved capacity and energy efficiency, and integrated ECC error correction, significantly reducing the risk of data center downtime [4] - The push for DDR5 adoption aligns with national development goals for high-level technological self-reliance and is seen as a critical factor in supporting the digital economy [4][5]