美光确认，DDR4将停产

Core Viewpoint - Major DRAM manufacturers are transitioning from DDR4 specifications to advanced process products, with Micron officially announcing the end of DDR4 production, expected to cease shipments over the next 2-3 quarters [1][2]. Group 1: Market Strategy and Product Transition - Micron has communicated to customers that DDR4/LPDDR4 will be phased out, primarily affecting PC, smartphone, and data center sectors, while focusing on long-term customers in automotive, industrial, and networking markets [2]. - The memory market is experiencing rapid cycles, with DDR4 and LPDDR4 showing significant price increases due to supply shortages, potentially surpassing DDR5/LPDDR5 prices [2][3]. - Micron aims to enhance pricing power in low-margin sectors and improve profitability, particularly in the mobile device market, which has lagged behind other sectors [1][2]. Group 2: Future Price Expectations and Demand - Micron anticipates continued price increases for memory products, with DDR5/LPDDR5 entering a favorable market phase, benefiting mainstream applications in mobile devices, PCs, and data centers [3]. - Strong demand from data centers and significant capital investments in AI-related expenditures are expected to sustain growth in the memory industry through 2026 [4]. - The introduction of AI functionalities in PCs and mobile devices is driving increased DRAM requirements, with smartphones transitioning from 8GB to 12GB or 16GB [5]. Group 3: Profitability and Investment Focus - Micron emphasizes that memory margins and pricing have substantial room for growth compared to other semiconductor sectors, aiming to ensure investments yield ideal returns [5]. - The company plans to reinvest profits into research and development and new investments to capitalize on overall industry growth trends [5].