This article was reprinted with permission from Superpower.com.
In the past two years, the prices of the two NAND and DRAM memory chips have continued to rise. The difference is that NAND flash memory has started to decline in the Q1 quarter this year. However, the DRAM memory particles have been rising in prices in the first two quarters, and the high price will run through the year. As the world's largest demand market for memory chips, rising prices have brought great influence on domestic companies in China.
Earlier Samsung was interviewed by the Chinese regulatory authorities. Two days later, it was reported that the Ministry of Commerce interviewed Micron again and expressed concern about the increase in memory prices.
DRAMeXchange, a state-owned company in Jibang Technology, reported recently that The China Anti-Monopoly Bureau of the Ministry of Commerce held a meeting with the representatives of Micron on May 24 and expressed concern about the continued rise in the prices of memory chips in the past several quarters. The increase in prices caused Chinese PC OEMs to face significant pressure on parts and components.
In addition to price increases, the original Micron suspected of unfair competition , Previously interfered with upstream suppliers to provide equipment to China's Fujian Jinhua Group - Fujian Jinhua is one of the important forces in the domestic development of DRAM industry, and another camp is Hefei Changxin / Zhao Yi innovation, the main target of the Yangtze River storage Is NAND flash memory.
Samsung, SK Hynix and Micron have monopolized more than 95% of the global market for memory
According to DRAMeXchange statistics, Samsung, SK Hynix, and Micron each accounted for 44.9%, 27.9%, and 22.6% of the DRAM market in Q1 this year. The three companies collectively own more than 95% of the global market share and are in an oligopolistic position.
China's anti-monopoly law aims to ensure fair competition in the market. A single supplier cannot dominate and operate the price.
On the other hand, the production cycle of memory chips exceeds 8 weeks, and it takes at least one year from capital expenditure to production output. Suppliers can increase the output of chip production. Therefore, these suppliers are most likely to be restricted to the products for sale. The number's name is investigated.
China has now become the world's largest importer of memory chips, consuming 20% of the world's memory and 25% of flash memory chips. In recent years, China has been actively establishing a domestic memory and flash memory industry, but this cannot immediately solve the pressure of rising costs. It takes at least a few quarters for China to resolve its own technical R&D and stabilize large-scale production.
Earlier this year, the Chinese National Development and Reform Commission had already discussed Samsung on the issue of memory prices. There is currently no evidence to suggest that Samsung and Micron are related, but the Chinese government has been concerned about the increase in DRAM memory prices.
