Yesterday in the 'set Bangtu 2018 key components trend forum', TrendForce pointed out that NAND Flash industry demand weakened in the first half of next year, prices have the opportunity to go down in the second half of the recovery in demand and NAND Flash factory steady expansion of capacity , May again appear in short supply, the price decline will also stop.Abnormal NAND Flash ASP ASP is expected to 201820% decline in 2017 compared to 20%.
At the same time, some supply chain vendors said that as the yield of 3D NAND Flash gradually improved, the first quarter of 2018 is expected to ease the NAND flash supply problem. Memory-related IC packaging and testing companies such as Li Cheng, Huatai, Nan Mao and East China Tone, the follow-up will fight for the mainland's orders for storage of the Yangtze River.It is reported that Ziguang Guo Ziguang, chairman of the Group held last week in Wuzhen, Zhejiang Province, the Fourth World Internet Conference revealed that the Yangtze River Storage has developed 32 layers of 64G completely independent knowledge Property of the 3D NAND chip, mass production next year.
Earlier it was also reported that the first phase of storage in the Yangtze River had been capped ahead of schedule on September 28. The first phase of production and power plant construction area reached 524,000 ㎡, which is expected to be put into operation in 2018 and will reach the total capacity of up to 30 million / month, the annual output value will exceed 100 billion US dollars.
It can be said that the ease of NAND Flash supply has little effect on the strength of IC packaging and testing orders from non-Korean major storage plants. However, this will help improve the operation of second-tier medium and small-sized memory packaging and testing For example, Huatai, the second - tier manufacturer of IC packaging and testing, has been operating in 2017 in the normal quarter and must rely on EMS foundry services in the fourth quarter to support its operations. However, if the shortage of NAND Flash in the first half of 2018 improves, it will help Huatai Utilization rate pick up, 2018 is a chance to reverse the loss.
In addition, Micron set up an IC packaging and testing plant in Taichung, the impact is not small for Li Cheng, South Mau and other Taiwanese factory.Nanmao mainly to receive the Micron memory seal orders and more transferred to Li Cheng Xi'an plant, Nam Mao must fight NOR Flash packaging and testing orders released by mainland manufacturers to make up for the vacancy in the order of Micron, the operating performance in the fourth quarter is only expected to be flat with the third quarter, but in 2018, South Mao also have the opportunity to fight for the Yangtze River storage orders.
In the DRAM area, due to the fact that Micron filed a civil lawsuit in California, suing UMC and Fujian Jinhua for infringing upon the business secrets of DRAM, the layout of DRAM packaging and testing in the future is still urgent for silicon products that urgently want to return to DRAM packaging and testing. However, since Ziguang has obtained a 30% stake in Silicon Suzhou Plant, the industry believes that the future cooperation between silicon and Ziguang Group will be further deepened and is expected to win the order for the storage and testing of the storage of the Yangtze River.