Lu Zhiyuan, general manager of Wang Wang Electronics, said he expects high-quality NOR flash memory this year, the price is still stable micro-Yang, Wang macro does not do low-end products, are still optimistic about the SLC NAND market conditions, so optimistic about the operating view this year.
In the short term, Lu Zhiyuan said overall demand for the season is expected to be eased over the fourth quarter of last year. Although the price of silicon wafers has risen and costs have been increased, the share of customers with customers has little effect on the gross profit margin. The trend in interest rates is still optimistic. Looking at 2018, it is still an optimistic year.
This year NOR-type flash memory with the overall market supply increases, the price movements may be divergent, but Lu Zhiyuan stressed that Wang Wang has been prepared before, by enhancing the process and increase high-quality products, the overall gross profit margin will be stable at 40%.
For NOR flash memory this year outlook, Lu Zhiyuan said this year, high-capacity, high-quality product prices will remain stable, low-volume and low-end product prices will become soft; high quality and high capacity is still in short supply, but low quality and Low-capacity products will be oversupplied Wang Mong focuses on the high-quality / high-capacity products market and its capacity utilization is expected to be fully loaded by 2018, with the company's 12-inch plant capacity utilization rate exceeding 100%.
Macronix SLC NAND is still in strong demand this year and is expected to become the major growth driver in 2018. Macronix is currently the world's third largest market share in SLC NAND with the goal of making it the second largest in the world this year. NAND-type flash memory accounts for Quarter revenue share of 20%.