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1. National Development and Reform Commission or signed with Samsung MOU? Misunderstanding!
Set micro-network news, recently market research firm DRAMeXchange semiconductor research center set state consulting pointed out that due to memory prices continued to show more than six quarters of rise, resulting in several Chinese smart phone brand factory cost pressures, so at the end of last year, the National Development and Reform Commission Interview with Samsung Semiconductor, making the first quarter of mobile memory gains have converged.It is reported that the South Korean government will be carrying Samsung Electronics and China's National Development and Reform Commission recently signed a memorandum to cover the relevant cooperation in the field of semiconductors, including expansion in China Investment and the possibility of technical cooperation.
Wang Yanhui, general secretary of this phone China Alliance, explained that Mogadishu misunderstood the whole incident.With the MOU signed by Samsung is the high-tech Development and Reform Commission, about Samsung DRAM price increase is the Price Bureau, high-tech division and Samsung sign MOU and DRAM no interview Any relationship, so there is no basis for the analysis of the state of the Board of Directors of the Board of Trade had earlier discussed the issue of DRAM Samsung continuous price, it is not yet determined the NDRC Samsung to take any further measures, but if Samsung is indeed involved Price manipulation, that NDRC is likely to refer to other countries in this regard the punishment and the implementation of specific measures.
2.IEK: DRAM unit price rose 55% last year, up another 32% this year;
According to a survey report released by Shanghai Municipal Institute of Industrial Economics and Trends (IEK), the DRAM market in the world hit a peak of 77% in value last year, reaching 72.5 billion U.S. dollars. The average sales price went up 55%; this year is still in short supply forecast, although the strength is not as good as last year's big, but the main suppliers are still moderate increase, the average selling price is expected to rise more than 32% this year, an estimated annual increase of 23% Reaching nearly 90 billion U.S. dollars, a record high over the years.
IEK optimistic this year, memory will still be the price of Qi Yang year, mainly due to artificial intelligence will drop from the cloud computing edge computing, estimated that by 2022, there will be up to 75% of the data processing is not done in the cloud data center , But through the edge of the user's computing device to deal with.
IEK believes that the above trend will drive the semiconductor industry to develop various AI edge computing ASICs and spawn five terminal vehicle requirements such as driving, robotics, surveillance, augmented reality (VR) and unmanned aerial vehicles. Following the PC, mobile phone, car, the next few years, AI edge computing will also drive DRAM applications increased.
The virtual currency mining industry to join the ranks of DRAM scanners, coupled with strong demand for servers, ITRI Institute of Industrial Economics and Trends Research Center (IEK) that this year is still the price of gold DRAM, a year this year estimated the global DRAM output value of about More than 20%, continued to record high, the average unit price can rise another 30%.
3. Li Cheng CEO: This year's new DRAM capacity, still unable to meet market demand
Set micro-mesh news, for this year's DRAM supply and demand trends, the force into general manager Hong Jia Yao recently led the world's beta chip testing, this year, including DRAM and Flash supply and demand analysis.
He said that this year's new DRAM capacity is still unable to meet the market demand, in particular, a lot of things and high-speed computing applications require high-speed memory support is expected this year, DRAM is still quite a year; as for NAND Flash, the outside world worried about the second half capacity A lot of opening up will cause the price to fall rapidly, which seems over-worried, and when the price is cheaper and the application will be faster, the memory chip this year is still optimistic.
In addition, Hong Jiayi pointed out that the original limited DRAM out of stock, resulting in the integration of Flasn and DRAM MCP can not be successfully delivered in the first quarter, MCP made the bottleneck in the availability of goods, coupled with low-end low-end Android phone stocking strong, this season can be shipped Hope greatly increased.
Economic Daily offers
Li Cheng optimistic about the 2018 market, but also optimistic about the market MCP, a large MCP supplier Jing Hao Branch NAND Flash and DRAM suppliers will be the biggest beneficiaries of relief.
Legal person pointed out that Jing Hao Division MCP addition to the supply of low-end mobile phones, but also include the main hard drive and 4K TV, digital set-top boxes, mobile network card.It is understood that in Huawei, ZTE and other major brands of mobile phone factory stocking, and Toshiba , Witten and Seagate and other hard drive factory, are turned to Jing Hao Branch chase orders, Jing Hao Branch orders surge, Earlier Jing Hao Branch can not meet the requirements of each customer orders, was forced to take place, now in the supply Solve, shipments are expected to surge.
In addition, Jinghuo NORCO NOR Flash core products in force and Wuhan Xinxin and other foundries behind the last quarter, the increase in the amount of cast 60%, with the output increased this season, but also to meet the strong demand for the season Performance Tim can.