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【私募调研记录】动量资本调研聚辰股份
Zheng Quan Zhi Xing· 2025-08-06 00:11
Group 1 - The core viewpoint of the news is that Junchen Co., Ltd. has shown significant growth in its SPD business, particularly in DDR5 products, while facing a decline in DDR4 sales [1] - In the first half of 2025, the sales revenue from SPD business is expected to grow rapidly compared to the same period last year, with DDR5 product sales and revenue experiencing substantial increases [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 62 million yuan, reflecting a more than 50% increase quarter-on-quarter, primarily for new product tape-out costs [1] - Junchen Co., Ltd. has become the global leader in open-loop voice coil motor driver chips, with some OIS chips already integrated into the mid-to-high-end smartphone market, representing a market space of approximately 2-3 billion yuan [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, with some new energy vehicles using over 40 EEPROMs per vehicle, and the market size is estimated at around 400-600 million USD [1]
【私募调研记录】趣时资产调研聚辰股份
Zheng Quan Zhi Xing· 2025-08-06 00:11
Group 1 - The core viewpoint of the news is that Qicheng Asset has conducted research on JuCheng Co., which shows promising growth in its SPD business, particularly in DDR5 products, while DDR4 products have declined [1] - JuCheng Co. expects a rapid increase in sales revenue for SPD business in the first half of 2025 compared to the same period last year, with DDR5 product sales and revenue significantly increasing [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 - In Q2, JuCheng Co. reported R&D expenses of 62 million yuan, a more than 50% increase quarter-on-quarter, primarily for new product development [1] - The company has become the global leader in open-loop voice coil motor driver chips, with a market space of approximately 2-3 billion yuan [1] - JuCheng Co.'s automotive-grade EEPROM business has seen over 100% year-on-year growth in sales volume and revenue, with a market size of about 400-600 million USD [1]
【私募调研记录】聚力财富调研聚辰股份
Zheng Quan Zhi Xing· 2025-08-06 00:11
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]
【私募调研记录】坤易投资调研聚辰股份
Zheng Quan Zhi Xing· 2025-08-06 00:11
Core Insights - Kunyi Investment recently conducted research on a listed company, focusing on its business performance and growth potential in the SPD and EEPROM sectors [1] Group 1: Company Performance - Jucheng Co., Ltd. experienced rapid growth in SPD business sales revenue in the first half of 2025 compared to the same period last year, with significant increases in DDR5 SPD product sales and revenue, while DDR4 SPD products saw a decline [1] - The penetration rate of DDR5 memory modules in the server sector is expected to reach 40%-50% in 2024 and maintain around 95% by 2030 [1] - The company's R&D expenses in the second quarter amounted to 62 million yuan, reflecting a more than 50% quarter-on-quarter increase, primarily for new product development costs [1] Group 2: Market Position and Opportunities - Jucheng Co., Ltd. has become the global leader in open-loop voice coil motor driver chips, with some OIS chips already integrated into the mid-to-high-end smartphone market, representing a market space of approximately 2-3 billion yuan [1] - The automotive-grade EEPROM business saw over 100% year-on-year growth in product sales and revenue, successfully integrating with several leading global automotive electronics Tier 1 suppliers, with some new energy vehicles using more than 40 EEPROMs per vehicle, indicating a market size of about 400-600 million USD [1] - The company's projected sales revenue for the automotive-grade EEPROM business in 2024 is expected to be less than 100 million yuan [1]