SamSung of memory index big plant and beautiful light commentate piece memory market is analysed this year, store model shine put (NAND Flash) differ with DRAM market tone.

SamSung and beautiful light point to this season NAND togetherThe pricePlay detective continuously, but DRAMThe priceIn server and shiftEquipment, the car is used etc application is multivariate below, the price will be held arrive firmly the end of the year.

Ministry of career of semiconductor of SamSung of global memory bibcock pointed out when putting forward the 2nd season to look into a few days ago, memory career is expected to maintain strong performance in the 2nd season, nevertheless, this season NAND quote will appear fatigued and weak, but demand of server, mobile DRAM will add is strong, and order of DRAM of mainstream high capacity also will go tall.

SamSung is occupied in global NAND Flash and DRAM city rate occupy lead position, among them DRAM city is occupied rate amount to 49% , have price dominant place, samSung sees price of weak NAND Flash go situation, also react NAND Flash is changed along with each 3D NANDMake ChengFine leads promotion, crop promotion, the price also is immersed in be down amendatory pressure; DRAM criterion because supply and demand still not unbalance, and apply diversity, this season price is expected to be maintained continuously rise.

Whole world of optical science and technology of beauty of memory big plantMakeSeniorVice-presidentAllan (Wayne Allan) think, trade on line of indebted company level, drive oneself, big data of high in the clouds, net is connected, mobileEquipment, the 6 big fields such as content couplet net are powerful to memory demand, but supply carries amplitude finite, memory market still is met this year healthy and dovish, among them DRAM price can be held arrive firmly the end of the year.

Beautiful light beforehand appraise this year global memory, DRAM produces per year a quantity to be added about 20% , NAND Flash is produced can add about 45% .

Allan emphasizes, beautiful light is produced in NAND Flash this year can year add rate general to exceed 45% , average of prep above industry, highlighting beautiful light also is to pull litre of NAND Flash to yield continuously.

Shine put Hui Rong of control chip big plantGeneral managerGou Jiazhang is analysed, shine first half of the year this year put supply exceeds demand to press muscularity, this season drops situation general expands, roll out new machine along with second half of the year of plant of main brand mobile phone nevertheless, increase shine put embarking amount, price of the 3rd season is expected to stop drop.

But he emphasizes, international big plant if Hailishi, Toshiba reachs SamSung, SK power vacate (WD) , the main augment such as Intel Ji Meiguang is produced can, 3D NAND of norms of layer or the 96 QLC end this year is produced can will leave in great quantities piece, price pressure is greater first half of the year, add chinese mainland next year the memory of long the Yangtse River below division of violet smooth group is produced can leave piece, supply amount is larger, fear NAND Flash of again aggravating next year dropping situation.