Memory prices rose for six consecutive quarters, so that the entire PC, the mobile phone industry are under pressure, and as the largest maker of DRAM particles Samsung Electronics was suspected of manipulating Charlie and the price, the Chinese authorities have been interviewed and investigated.
According to the latest report, China Development and Reform Commission and Samsung Electronics have signed a memorandum of understanding, the two sides will deepen cooperation in the field of semiconductors, such as expanding Samsung's investment in China and technical cooperation.
Driven by normal domestic and export demand, China has been the largest customer of memory chips in recent years. Therefore, Samsung respects China's opinions and actively responds.
Avril Wu, head of research at DRAMeXchang, a market research firm, said the signing of a memorandum between the Chinese government and Samsung will have two effects on the global memory market:
1, DRAM supply is still tight, but the price increase will be eased
For DRAM memory makers, the current profit of mobile DRAM memory particles is already lower than other products, the value of the current smart market demand slows down, and China Development and Reform Commission survey, limited memory space for growth.
In the future, memory manufacturers will continue to shift production capacity from mobile DRAM to other areas with higher margins to further curb the prices of other memory products.
2, DRAM manufacturers are expected to further increase production capacity
In the field of flash memory, the proportion of 3D flash memory will continue to improve. The supply situation will be much better than last year. However, there is not much change in the DRAM area, and the supply and demand are still seriously unbalanced.
With the involvement of the Chinese government and the difficulty in reducing DRAM costs, DRAM makers will be more actively engaged in expanding their capacity to not only stabilize prices but also enable manufacturers to maintain profits.
In view of the domestic memory market has begun to fall, Samsung if you do not engage in ghosts, continue to cut prices much drama ...
