Current, no matter the memory such as DRAM or NAND Flash, chinaThe marketBasically 100% count an import, this makes industrial development demand most pressing also. Accordingly, show level to be below governmental support, besides violet smooth group memory of subordinate the Yangtse River has been in Wuhan to build NAND Flash plant, predict quantity of second half of the year was produced 2018 besides, other include river of advance of Anhui Hefei, Fujian to also have a group having DRAM research and development, this makes in the near future, chinaProductionMemory can be entered graduallyThe market.

To this, korea enterprise also begins to pay close attention to the affiliation of Chinese competitor. Korea is forecasted, in the influence that the meeting when 2022 competes because of China, korea enterprise will reduce the memory of 7.8 billion dollarSaleAmount.

According to KoreaMedia” Etnews ” report, courtyard of Korea industry Technical Promotion released a few days ago the name is ” Chinese company enters memory industry to be opposite (Han) analysis of domestic and international fluctuant effect and answer the strategy ” in research, estimation when Chinese enterprise exported the influence of DRAM and NAND Flash to Korea enterprise 2022, point out, on DRAM market, korea enterprise predicted 2022SaleAmount is 69.5 billion dollar, if Chinese company joins competition, export amount to will lower 62.8 billion dollar, reduce 6.7 billion dollar.

As to, on NAND Flash market, korea enterprise predicted to sell amount to be 37.6 billion dollar 2022. And competitive hind is joined in Chinese enterprise, fall possibly to 36.5 billion dollar, reduce 1.1 billion dollar. Again this two kindsProductThe amount of affects total amount 7.8 billion dollar that gets Chinese business will analyse, the market that enterprise of the China after 4 years this is future can grab from inside Korea enterprise hand is had rate.

Report points out further, on memory market, two companies held the SamSung of Korea and SK Hynix quite big market is had rate. Among them, only SamSung can reach global DRAM market 46% , 39% of NAND Flash market. And the 15% city that SK Hynix is market of the 29% rate that have global DRAM market, NAND Flash are occupied rate.

And indebted at nearly two years of memoryThe priceGo up raise, the circumstance that gains profit to promote considerably, samSung, SK Hynix is being increasedInvestment. SamSung completed the NAND Flash plant with the biggest whole world not only 2017, stillInvestment14 billion dollar, predict to will be located in Korea to make the same score lustre city 2 period NAND Flash factory, alter DRAM plant, after building, predicting also is one of DRAM plants with the biggest whole world. SK Hynix respect attended to was opposite 2017 not only the contest mark of business of Toshiba NAND Flash, still continue to invest 3.6 billion dollar without stannic mill in China, build new DRAM plant.

And expand what confront Korea company ceaselesslyProduction, chinese relevant enterprise also not anxiety lets more. Include the memory of the Yangtse River below division of violet smooth group to be built in Wuhan 3 period project, head period the project is NAND Flash factory, total investment amount reachs 24 billion dollar. As to, hefei grows Xin to also invest left and right sides of 7.2 billion dollar, fujian Jin Hua is investment makes an appointment with a RMB 37 billion yuan, on the plan that all is used at producing DRAM or NAND Flash.

But, the material that publishs from Korea will observe, although Chinese company invests memory to produce in a large-scale, but, after 4 years 2022, the market that grabs is had rate 10% what still be less than Korea enterprise to sell total amount. Accordingly, with total amount of chip of Chinese entrance semiconductor was amounted to 2017 2, 600 much dollars, among them about 1/4 it is memory will analyse, the growing rate that rejoin did not come to 4 years, the DRAM of Chinese enterprise and NAND Flash even if were produced oneself entirely 2022 sell oneself, also take native land market only most of 10% have rate, with such circumstance for, still cannot follow the company such as SamSung, SK Hynix, Toshiba to contend at the appointed time.