Core Viewpoint - Beijing Junzheng (300223.SZ) is focusing on expanding its market share in the DRAM sector, particularly with LPDDR4 products, which are currently underrepresented but expected to grow as new process products are sold in bulk [1] Group 1 - The company's storage products are primarily used in automotive, industrial, and medical fields [1] - The current market share of LPDDR4 products in DRAM is small, but it is anticipated to increase with the mass sales of new process products [1] - The company has adequately stocked certain DRAM products in advance, ensuring that future wafer production capacity can meet anticipated growth [1]

Core Viewpoint - The company is focusing on the production of LPDDR4 products primarily for automotive and industrial medical applications, with expectations for increased market share as new process products are sold in bulk [1] Group 1: Product and Market Insights - The company's LPDDR4 products range from 4GB to 32GB and are currently more focused on consumer applications, but there is a shift towards automotive-grade products as demand grows [1] - The current sales volume of LPDDR4 products is relatively small within the DRAM segment, but it is anticipated to increase as new process technologies are introduced [1] Group 2: Production Capacity and Supply Chain - The company has adequately stocked certain DRAM products in advance, ensuring that future wafer production capacity will meet anticipated growth [1] - There are no immediate concerns regarding wafer foundry capacity, and the company expects to maintain sufficient supply to support increased orders for LPDDR4 products [1]

9月25日，北京君正集成电路股份有限公司举办现场交流会，接受广发证券、东海证券等2家机构特定对 象调研，董事会秘书张敏出席。调研围绕存储芯片价格、产能、产品线结构与增长、市场拓展、产品销 售、客户模式、研发进展等多方面展开，以下为详细要点。 客户模式与研发进展 公司在汽车市场主要采用经销模式，客户为Tier1厂商。汽车市场LPDDR5需求居多，DDR5处于规划阶 段。NOR FLASH在汽车市场增速受关注。算力方面，公司加大NPU研发，明年中预计推出4T算力IPC 产品。AI MCU今年中已投一版MPW。LED驱动应用于各类车灯。 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 点击查看公告原文>> 对于存储芯片是否涨价及涨价周期，市场观点认为可 ...