Market supply and demand changes, the recent Nor Flash market prices began to loose

Recently, the market demand for code-based memory diminished, the price remains high. However, the current mainland new capacity out, coupled with the new solution applications, resulting in both supply and demand have changed circumstances, the overall market price began to have Loosening tendencies.

According to industry sources, the recent price of Nor Flash loosening in the supply side, SMIC recently come up with a monthly production capacity of 10,000 to Siu Yi innovative use, to produce Nor Flash, Wuhan Xin Core may also be due to NAND Flash The production schedule is lagging behind. Therefore, some spare production capacity will also be taken out to provide Siu Yi Innovation, which will make Siu Yi Innovation more productive and affect the market price.

In addition, in addition to Siu Yi innovation in succession in SMIC and Wuhan Xinxin cast film to increase production capacity, the other foundry Shanghai Hua Li Wei, allegedly also began to come up with about 10,000 production capacity per month to recruit Nor Flash Manufacturers to Shanghai Huali micro-cast production. Coupled with the current Wuhan Xinxin homemade Nor Flash products are also sold in the Chinese market a single sale, so Nor Flash market prices began to show signs of loosening.

In addition to the supply side, Chinese manufacturers continued to have capacity to open to affect the market price, the demand side also due to new applications led to changes in the price of Nor Flash.Market sources pointed out that the current Nor Flash supplier Wang Wang, long-term partner Nintendo (Nintendo) Nintendo) New game machine Switch selling, eating most of the macro-capacity case, Nintendo recently also started to NAND Flash maker Toshiba (Toshiba) to provide NAND Flash-based solutions, making Nor Flash Decreasing demand does not increase, but also shaken the market price.

In addition, it has been the OLED panel application with the largest production capacity of Nor Flash in the near future. OLED panels manufactured by Samsung in the past include display brightness, color uniformity and current compensation, and are all parameterized by Nor Flash. Before Apple iPhone and Samsung Mobile Phone OLED panels are used to Nor Flash.

Due to the maturity of the OLED panel process, the low-end OLED is no longer using Nor Flash storage parameters to reduce costs; and mid-end OLED part, the current manufacturers are also discussing whether to get rid of Nor Flash applications, so the next 2018 Of the cell phones, only high-end models using the OLED panel will continue to retain Nor Flash applications.

Due to the above reasons for supply and demand, resulting in the recent market trend of Nor Flash price loosening, as to how much will affect the impact of how long time, but also must continue to observe.

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