IEK cited market research report pointed out that the global DRAM output last year, up about 77%, reaching 72.5 billion US dollars, the average sales price rose 55%; this year is still in short supply, although the strength is not as good as last year, but the major suppliers With moderate increase in output, it is estimated that the average selling price will still rise more than 32% this year, and the annual output value will be estimated at an annual increase of 23% to nearly 90 billion U.S. dollars, a record high over the years.
IEK believes that artificial intelligence will be extended from the cloud computing edge computing, it is estimated that by 2022, there will be up to 75% of the data processing is not done in the cloud data center, but by the edge of the user computing devices to handle .This will be Drive the development of various AI edge computing chips for semiconductor manufacturers and spawn the demand of five terminal vehicles such as driving, robotics, monitoring, augmented reality (AR) / virtual reality (VR) and unmanned aerial vehicles etc. Following the demand of PC and mobile phone After the car, AI edge computing in the next few years will also drive DRAM applications increased.
On a vendor-specific basis, Winbond said that among its three major product lines, the demand for Code Storage (including SLC Nand and Nor Flash) is the best, and the price of niche DRAM is also robust. Currently, Winbond plans 2019 In 2000, the company added 2,000 units to 54,000 units. However, to pursue the next 10-year growth plan, a new plant will be built in the new plant of South Branch. The current land application has been approved by the Nanke Bureau and the total investment in the past ten years Up to 335 billion yuan, the fastest production in 2020, the initial monthly capacity planning 40,000 per month.
South Asia Branch is also optimistic about the contract price of DRAM remained unchanged or up in June this year, the current situation, Nan Ya Branch 20-nanometer yield rate better than expected, and in December last year, the amount of cast 28,000 units expected to be expected The first quarter of 2018 will be the first of its kind to come standard with DDR4, and the second quarter will start mass production of DDR4 servers for servers and the continued development of a new 20nm product line into the diversified market. The second quarter of 2018 will restart production in South Asia Branch access to high-growth server market tickets, strengthen the company's product mix structure.