Plant of memory model group power strong president Chen Libai expresses 30 days today, battalion carry will chase season to go tall this year, second half of the year will be better, anticipate DRAM industry arrives before 2020, be expected to maintain healthy and hopeful position, but NAND Flash although demand stability grows, supply side still has variable, the view is relatively conservative.

Chen Libai expresses, this year head season is hit sell NAND FlashInventoryInfluence, gross profit expression glides, but battalion carry will chase season to go tall this year, second half of the year will be better. He points out, labour of the 1st season accuses this yearProductBattalion closes relatively last year the corresponding period times add, outside dividing PC, also beginning domain of contest of Chinese ink report, valueing prospective report contest will be memory needs hope for success grow fast domain.

DRAMThe pricePart, chen Libai points out, at present DRAM contract price is held firm, anticipate will hold firm or small to fall this year long, and price of merchandise on hand from 4, began to answer in May soft, bothThe priceApproach, but anticipate the 3rd season is pulled in demand rise, show the spread on commodity price general, pull open valence to differ with contract price once more.

From the point of demand end, chen Libai expresses, demand of data center memory is driving, anticipate future will be held inside 2 years firm; Mobile memory demandPurchaseBe published in advance influence by new machine, anticipate relatively in former years shifts to an earlier date 3 reach 5 weeks, although global smartphoneThe marketTend saturated, but capacity of embarking memory of new generation mobile phone is achieved continuously tall, demand is expected from 6, the stability since July increases; Electric contestThe marketDemand grows continuously, PC is held firm, and the car carries with artificial intelligence (AI) development will turn litre of raise on demand.

Supply side, chen Libai points out, at present DRAMSupply chainProduce an action without too big spread, china is produced not can big, also be not mainstream norms, right this year, even the market of next year is affected but oversight, DRAM industry arrives before 2020, anticipate Dou Kewei holds be good at peace and happiness to watch.

Share of NAND Flash price, chen Libai thinks, will appear this year slow cheapen trend, anticipate the 3rd season starts load pull to fall in mobile phone order, firm or price general hasten is small cheapen, although demand is expected to stabilize,grow, but he points out, at present the whole world is made an appointment with 6 have each to 8 suppliers plan, will be had variable effect by side of supply of manufacturer of much home 3D NAND Flash, the 4th season is current market visibility still not tall, the view is guarded relative to DRAM.

Outside waiting for demand except data center, PC and shift, chen Libai values electric contestProductCity develops after, he expresses, demand of electric contest market is big, gross profit performance is good also, this year power battalion of product of contest of firm extensive report closes occupy amount to than organic meeting 10% , pan of next year force 15% .

In addition, power already just threw motor of motor-car of report of research and development 4 years, chen Libai expresses, former it is with developing a car motor is given priority to, turn later and throw market of electronic motor car, outside looking downstage bay divides Gogoro, cut the electronic motor car such as 3 this world, Guang Yang and China successfully alreadySupply chain, expect next year first half of the year grain shipment, begin to contribute battalion to close.