According to "Nihon Keizai Shimbun" reported on April 12, a person in charge of semiconductor company Advantest test company is not surprised to say: 'Two or three years ago still can not believe that R & D can proceed smoothly, but now it is very different. He said that it is Yangtze River Storage Technology, a company owned by China's state-owned semiconductor company, Ziguang Group. The company is promoting a three-dimensional NAND flash memory chip mass production project in Wuhan. It is said that this mass production project will achieve rapid development by the end of 2018 to 2019.
Reported that three-dimensional NAND flash memory chip can be used as a memory device for smart phones and data centers. Its unit memory capacity is higher than traditional flat products.
According to the report, the Chinese government proposed 'Made in China 2025' in 2015 to encourage the development of the semiconductor industry. China has a relatively high share in the manufacture of electronic equipment, and semiconductors are the largest imported varieties. To improve trade balance, semiconductor self-sufficiency must be increased.
The International Semiconductor Equipment and Materials Group predicts that China's semiconductor manufacturing equipment market will reach USD 11.3 billion in 2018, an increase of 40% over the previous year.
According to reports, due to the decline in demand for smart phones, NAND is currently weak. However, the beginning of the year has always been a period of declining demand. Many people believe that in order to welcome the end of the promotion, companies will begin to purchase smart phone parts in the summer of 2018, and then may again appear NAND Shortage situation.
According to the report, what will happen in the future? Nan Chuan Ming, chief analyst at IHS Market, said: 'The supply and demand of NAND after 2020 will depend on Changjiang Storage Technology.' If you consider all the company's plans, then 2021 There will be a situation where supply exceeds demand. From 2019 to 2021, NAND prices with a capacity of 256G are expected to decline at an average annual rate of 20% to 30%.
According to reports, many people believe that Changjiang Storage Technologies currently only offers low-end products. Ensuring the supply of technical talents has not been resolved.
However, according to reports, in the small-to-medium-sized LCD market, Chinese companies have initially increased their market share by providing low-end products to smart phone manufacturers in China. The price gap between Japanese and Korean manufacturers’ high-end fine products and Chinese products has dominated. It has been reduced to about 10%.
According to the report, China has an era of price control or future advent in terms of supply and demand.