Meguiar's release the world's first mobile phone 3 d flash memory
After samsung released it 2.0 high speed memory CARDS, meguiar's has launched the world's first mobile phone 3 d flash memory. Flash and rapid development of science and technology reflect the vast demand for high-tech chip at present. Since this year, due to the downstream demand, semiconductor equipment orders, density increases. The current degree of localization of semiconductor equipment and materials, leading enterprise benefit semiconductor industry big development opportunity, worth investors to focus on.
Meguiar's cell phone 3 d flash memory
Recently, held in Santa Clara, California, Flash Summit (Flash Memory Summit), meguiar unveiled the first 3 d NAND Flash Memory chips. The flash memory chip without changing the size of the cases, can provide more storage space. According to the report, the 3 d flash chips with the conventional 2 d NAND level configuration storage unit is different, the 3 d NAND configuration storage unit using vertical way, this way of arrangement can not only increase the capacity of the flash memory, and can make chips and faster processor communication. A single capacity of 32 GB, adopt new it 2.1 standard, read speed is 1.5 GB/s, write nearly 500 MB/s, is currently the UFS2.0 2 times. High-end phones in the future will use this 3 d flash memory chips, for mobile phone market is a wave of new replacement, after all, who want faster, more storage capacity of mobile phone.
Flash memory and rapid development of science and technology actually reflects the current the vast demand for high-tech chip, this also is a microcosm of the semiconductor market this year. Since this year, due to the downstream demand, semiconductor equipment order dense increase, the year is expected to get good grades. In addition, semiconductor equipment mainly concentrated in the manufacturing and testing, wafer manufacturing equipment is still accounted for absolute position equipment, semiconductor devices in 2015 wafer manufacturing equipment sales of about $28.67 billion, accounted for 78.74%. Rapid growth in China's semiconductor manufacturing equipment, has reached the world's fastest growing market, and the downstream demand, good prospects.
The domestic semiconductor device instead of vast space
In 2015, the top five suppliers accounted for 76.8% of market share, top ten suppliers accounted for 93.6% of the market, market concentration is high. It is important to note that most of top ten manufacturers in the United States and Japan, domestic manufacturers in the gap is still large. From the major semiconductor manufacturing equipment, lithography, etching machine, chemical vapor deposition (CVD) market for foreign manufacturers to occupy. At the same time, there is a huge substitute also shows that China's semiconductor equipment market space, and the demand drive, the main equipment subsequent demand is expected to continue, maintain a good momentum of growth.
Mainland China merchants securities pointed out that the current surge in demand of semiconductor equipment and materials, the mainland semiconductor into intensive production line construction, currently under construction or planning of the construction of the semiconductor wafer has amounted to $80 billion total investment projects, will need about $60 billion of equipment, and materials demand also will increase. Is expected in 2020, the mainland semiconductor equipment and materials in demand will exceed $20 billion.
In demand driven upward, is expected to wafer equipment market is expected to resume growth trend, the equipment capacity is expected to gradually recover, the early stage of the high inventory will also is expected to be significantly reduced. In addition, under the national policy support to promote, is expected to achieve explosive growth in China. Domestic semiconductor equipment and materials industry in recent years has made significant progress, gradually realize from low-end to high-end alternative. Etching machine, PVD, advanced packaging printing equipment, such as target material, the material such as plating solution, not only meet the needs of the domestic market, won the international first-class customer recognition, are exported to overseas markets. Improve the degree of localization of semiconductor equipment and materials, leading enterprise benefit semiconductor industry development opportunities.
