NAND Flash second half of the year lasts driving

NAND Flash second half of the year lasts driving

Near future NAND FlashThe marketPresent low delay, industry thinks, the 1st season is traditional and off-season originally, add yearThe priceGo up really too much, to this year from last year so the quote of the 1st season will drop fiercely in December. NeverthelessThe marketInventoryDigesting, the 2nd season will chase calescence, although still have variable, but already had the sign that begins to seek money slowly, anticipate after the 3rd season will still greet busy season.

Grind science and technology of country of tone orgnaization market expresses, the 1st season presents NAND Flash market supply exceeds demand, although the 2nd season follows man-day to count reply hind, demand will increase somewhat, but growing force still slants weak, anticipate will manage situation of small supply exceeds demand, The priceThe respect also lasts to drop.

The NAND Flash that hangs out his shingle in the beauty controls chip plant Hui RongGeneral managerGou Jiazhang also says, first half of the year NAND Flash supply exceeds demand, still appear to price of the 2nd season slowgoing glide, did not spend second half of the year, because of mobile phone of many new fund store the capacity will increase 128GB, can drive a large number of demand, integral market may turn to be critical, but be in short supply of unapt still meeting. Sequel observes traditional HDD hard disk has how many meeting even by solid state hard disk (SSD) replace. whole, growing kinetic energy of NAND Flash future still breathtaking.

Gou Jiazhang is mentioned, layer and 64 72 NAND Flash are produced can begin a large number of opening to go out gradually, the state still calculates health, after 96 NAND and QLC NAND roll out sequel, anticipate will drive another to depreciate case.

Be aimed at the circumstance of second half of the year, market country thinks, from the point of demand side, can have busy season effect, access market falls to repair and appear as the price anabiosis posture, still intelligence mobile phone carries a capacity to last the element such as promotion is driven, demand growing performance is steady. From the point of supply side, because of answering the market goes first half of the year situation, enlarge of partial supplier slow down produces rate, issue the 9x layer NAND Flash of for generationsMake ChengShould arrive to just can have 2019 have dimensions shipment relatively, finite to the supply influence this year.

Additional, at present about NAND Flash market, the outside besides attentionMake ChengThe progress of promotion, the development state of affairs that quite advertent also thither the Yangtse River stores. High level of some memory industry points out, to Chinese manufacturer, cutting DRAM field is a challenge, relevant development needsPatent, because this has not seen whole position plans at present, especially big plant is stared at closely, if land factory has,yield, the likelihood can be endured accuse. But of China abstain NAND Flash to be able to rise certainly, it is time time problem only, the Yangtse River stores future will naturally occupy position in the market. Market country is mentioned, the yield that outside attention the Yangtse River stores can, predict the ability since 2019 can implement scale relatively.

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