Since the third quarter of 2016, the price of the global memory stick rose, and for many DIY users who like to have a lot of money, memory prices have been highly expected to play many players. Because of pressure, mobile phone manufacturer, computer manufacturers also raise the product price of several hundred yuan, consumers buy mobile / computer cost more, even if more dissatisfied consumers can only pay, after all DRAM memory used by my country's smartphone / PC / server manufacturer, NAND flash memory is almost from import. The data shows that China's storage chip import value is 89.6 billion US dollars, and this market is basically three giants such as Samsung, Hissant, Magic. In other words, the single semiconductor market, foreign manufacturers are filled in China.
However, China's anti-monopoly agencies have already launched Samsung, Magoguang, and Hissida have a manipulation price. If the three giants have a price monopoly behavior, it may be punished between $ 800 million to 8 billion US dollars, I believe this can also play A certain deterrent. And now, the news, China's DDR4 memory, 3D flash chip, etc. will be mass production, if it is true, it means domestic memory, flash memory will have substantive results from next year.
According to the China Taiwan Electronic Times website, the industry said that in 2019, there will be three memory chip plants to be completed and put into mass production, which is the Yangtze River storage, Fujian Jinhua Integrated Circuit Company (hereinafter referred to as Jinhua Company), and Hefei Innotro Storage Company in Anhui Province.
The YMTC Yangtze River stored in Zioguang has previously disclosed the first flash chip order, used to produce the 8GB capacity SD memory card, order size of 10,000 32-layer 3D NAND flash chip. In addition, Yangtze River storage is continuing to develop 64 layers 3D NAND flash memory, which is planned to launch samples before the end of 2018.
According to sources, by 2020, the production capacity of the Yangtze River stored flash chip will increase to 100,000 wafers in the month. In the future, as three production lines are all enabled, the company's flash month production capacity will increase to 350,000 pieces to 400,000 wafers.
Unlike the Yangtze River storage, Jinhua and Innotron are mainly responsible for the manufacture of DRAM memory chips. It is said that the former has begun the production of 8GB LPDDR4 memory chips, and the latter is expected to mass production of 8GB DDR4 memory chips produced by 19 nm technology next year.
Jinhua Company has previously stated that in the past this year, the first generation DRAM memory production process that Jinhua and Taiwan Lianhua Electronics jointly developed will be put into use.
However, Jinhua's cooperative Fanglian Electronics is currently playing a patent war, although the Fuzhou court has issued a ban on the US-selling for sale, and the 26 products suspected of Jinhua's patents will stop selling in the Chinese market, Jinhua and Union It is also a preliminary victory, but whether it will affect the production of Jinhua's production plan or unknown.
Recently, it was reported that Hefei Innotron has begun testing of 8GB LPDDR4 memory chip, but the company has not published a message. The previous INNOTRON exhibited 8GB DDR4 memory chip engineering samples produced by 19 nm technology, which is expected to be listed at the end of 2018, which plans to be officially produced in the first half of 2019.
If the above news is true, then it is really a good thing! Let everyone see the breakthrough in the domestic research and development and manufacturing. This is also bound to break the monopoly between giants, and the price of the global memory flash chip market is expected to fall. However, we still need to recognize the reality, such as the current production capacity of 32-layer 3D flash memory in the Yangtze River, Jinhua / Union and Magoguang Company's patent warfare, and Hefei Innotron does not confirm whether there is a series of issues such as formal production. . But from another perspective, the progress space left to domestic storage vendors is still very large.
Anyway, dreams still have to be, do you have realized? For example, in the industry is expected, from 2020 to 2021, China's storage industry will begin to obtain global industrial discourse rights ...
Original address https://www.eeboard.com/news/chainsave/
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