TrendForce's latest flash market analysis report released on the 27th by DRAMeXchange, which focuses on storage tracking and research. In the second half of 2018, the growth potential of the NAND Flash flash memory market is weak.
64-story/72-layer 3D flash memory yield rate (over 80% in the fourth quarter) climbed The market will be in a balance between supply and demand, which will naturally continue the downward trend of NAND Flash contract prices.
According to the report, in the traditional off-season and capacity pull-up period, in the first half of the year, the flash memory market has observed two consecutive quarters of weaker prices. In this situation, some suppliers have even deferred to higher-density storage. The expansion of the chip to avoid the price crashed into the situation.
Although the second half is the peak season, Jibang predicts that The demand for flash memory in the three areas of smart phones, notebooks, and tablets has only increased by 0 to 1%, 0 to 1%, and 9 to 10%.
In fact, Digitimes also pointed out in a report on the 27th that because Intel 10nm CPU could not be expected to appear in the second half of the year as scheduled, leading notebook makers have revised their shipment expectations, which caused a shock to the whole industry chain. Obviously, SSD is Its columns.
In terms of smart phones, flash memory seems to be in a quiet period, and there is not a strong 'configuration-level arms race' atmosphere.
As for the impact of the Osaka 6.1-magnitude earthquake on the Toshiba flash memory plant on June 18, the report was very limited. Toshiba completed the wafer inspection and immediately resumed production on the 19th.
