Group 1 - The core viewpoint of the news is that 聚辰股份 is experiencing significant growth in its SPD business, particularly in DDR5 products, while facing a decline in DDR4 products [1] - In the first half of 2025, sales revenue from SPD business is expected to grow rapidly compared to the same period last year, with DDR5 product sales and revenue increasing significantly [1] - The penetration rate of DDR5 memory modules in the server sector is projected to reach 40%-50% in 2024 and maintain around 95% by 2030 [1] Group 2 - The company's R&D expenses in the second quarter amounted to 0.62 billion yuan, reflecting a more than 50% increase quarter-on-quarter, primarily for new product development [1] - 聚辰股份 has become the global leader in open-loop voice coil motor driver chips, with a market space of approximately 20-30 billion yuan for certain OIS chips introduced into the mid-to-high-end smartphone market [1] - The automotive-grade EEPROM business has seen over 100% year-on-year growth in product sales and revenue, successfully integrating with several leading global automotive electronics Tier 1 suppliers [1] - The market size for the automotive EEPROM business is estimated to be around 4-6 billion USD, with the company's sales revenue for 2024 expected to be less than 1 billion yuan [1]