(reporter Kang Jialin) recently, chinese antitrust orgnaization stores to 3 course of study ” tycoon ” SamSung, Hailishi, beautiful light is located in Beijing, Shanghai, ShenzhenThe officeLaunch sneak attackInvestigationAnd obtain evidence, indicating Chinese antitrust orgnaization is formal launch put on record to 3 enterprisesInvestigation.

Homebred mobile phone rises in price backside

Do not know from when to begin, the mobile phone encircles a such popular joking logion, give you the mobile phone company of 6GB RAM+128GB ROM nowadays now, it is conscience manufacturer. This logion report gives homebred nowadays mobile phone to rise in price ceaseless, among them one part reason, be memory barThe priceIn ” make evil spirit ” . 2017, mobile phone of domestic all admiral rises in price generally 200-300 yuan, and memory bar rose in price 2017 extent is to be as high as 300%-400% more.

With respect to memory trade current situation character, at present DRAM(trends stores) , NAND(shines put) two bigProductThe priceCeaseless violent wind rises, blame with DRAM most apparent.

In December 2017, in get home overall after the enterprise is complained continuously, national hair changes appoint attention arrives ” the unusual violent wind of DRAM industry value rises ” , hair change appoint concerned branch talks about SamSung about, express will more attention by the industry ” the price operates ” the forestall problem that behavior causes. In May 2018, antitrust branch rises in price continuously the problem talked about optical company of another tycoon beauty about again.

As we have learned, in the time Duan Li that collective lawsuit accuses, of DRAM rose in price 130% , and in same time paragraph, samSung electron, hailishi the DRAM of company and beautiful optical science and technologySaleIncome grew one times much.

2017, global DRAM, NANDThe marketGrow 74% respectively, 46% , dimensions reachs 72.2 billion dollar, 53.8 billion dollar respectively, “Head enterprise ” SamSung, Hailishi, beautiful light becomes the biggest person that be benefited. Data shows, in DRAMThe market, the market share of SamSung, Hailishi, beautiful light is respectively 44.5% , 27.9% , 22.9% , 3 aggregate occupy than 95.3% , already showed oligopoly pattern apparently and master market price power.

AndSalegood outstanding achievement also can mirror just a little in the money newspaper of Cong Meiguang, SamSung, Hailishi, 2017, the semiconductor business of 3 companies closes to be ten billion three hundred and eighty-eight million dollar, twenty-five billion three hundred and eighty-six million dollar, 8.908 billion dollar respectively in Chinese battalion, add up to 44.68 billion dollar, compared to the same period 2016 money year 32.1 billion dollar rises 39.16% , one of quarter battalion close still continueing to grow.

One does not wish the industry analyst of sign one’s name is right ” communication industry signs up for ” (net) the reporter expresses, afterwards after price violent wind went up last year, the beginning of the year arrives this year DRAM price still is rising now, although extent is less than 10% , but to gaining profit originally the space compares small China originallyBrandFor the factory, bearing not little pressure. Because store chip has risen in price fast, already caused include hard disk of mobile phone, solid state, memory bar to waitProductrise in price in succession.

Block neck and opportunity

Memory regards a smartphone as coreHardwareOne of, our country all the time since count an import.

2016, semiconductor industry experienced iteration of a technology to upgrade, namely 2 dimension of 2DNANDFlash(shine put) move comes 3DNANDFlash(is three-dimensional shine put) , 3 big tycoons are entered in succession show those who put iteration to upgrade to produce a line to build at the same time, devoted to the development of DRAM and capital side is relatively conservative, just cause the situation that demand exceeds supply.

Also was 2016 fitly, chinese smartphone industry is greeting exhibition period of yellow golden hair, our country regards the whole world as country of the mainest memory chip consumption, 2017, china imports memory chip eighty-eight billion nine hundred and twenty-one million dollar, compared to the same period the sixty-three billion seven hundred and forteen million dollar 2016 rises 39.56% . Can say, the import growth specified number of Chinese memory chip is times basiccer SamSung, beautiful light and SK Hailishi ” eat ” drop.

Afore-mentioned analysts are analysed to the reporter, if be put in forestall really, according to relevant provision, the enterprise requires the penalty of pay sale 1%-10% , the fine of 3 big tycoons will be in 800 million dollar – between 8 billion dollar.

Do not pass from another angle word, if punish a success really, this also can make the chip industry of our country welcomes better development chance, give aid to in the country the setting of chip industry falls purposely continuously, the storage company such as memory of our country the Yangtse River, Jin Hua, farsighted force has an opportunity to realize tortuous path overtake probably.