Chinese semiconductor manufacturers significant investment storage industry constantly improve manufacturing side, as the core, the purple lights + wuhan new core capacity expansion, and increase capacity such as samsung, Intel, the international company forecasts domestic Flash the quantity of Chinese mainland in 2020 compared with 2015 up nearly 7 times...
Mainland China manufacturers in NAND Flash industrial chain related development layout and investment in semiconductor industry of mainland China invaded the global focus of the next wave. TrendForce its extension 墣 industry research institute, the latest research report shows that as the core, the purple lights (the original tongfang core) factory, expanding investment, wuhan new core Intel and international plant such as samsung, increase production capacity, estimated in 2020 mainland China domestic Flash capacity of 590000 pieces, compared with growth in 2015 nearly seven times.
TrendForce forecast NAND Flash production end of the year from 2012 to 2016 the average bit rate was 47%, and its final consumption demand an average annual growth rate is as high as 46%, still show NAND Flash for high-speed development of industry. Tinto 墣 research manager Lin said, China mainland in break through Flash memory homemade gap under the policy of wafer manufacturing, can be made of NAND Flash product features, 3 d NAND demand, room for growth in emerging markets, and international semiconductor companies to invest in mainland China into four direction.
1. The NAND Flash (cost of capital) product characteristics: the product under the consumer applications, price is the main consideration, so the production cost control is crucial. Chinese manufacturers should be recognized through depreciation fixed number of year adjustment, factors such as rent, tax and the cost of capital operation as the breakthrough point.
2.3 D NAND demand miniature (process) : Flash, on entering the 2 x nano process of miniature cost advantage is more and more is not obvious, delayed the international Flash metal technology process, so the cost of 3 D - NAND Flash become important methods continue to reduce. Lin pointed out that the products from 2 d to 3 d, new technology to join, if can integrate interdisciplinary talent and technology, will become the Chinese mainland firms pursue opportunities.
3. The emerging market growth space: although Flash a glut on the industry is still in the short-term, but in the long term emerging markets still have room to grow. China adopts the "area" development strategy, policy to develop its surroundings quite help emerging market demand, arrange resources and exert influence on emerging economies, will be the unique advantage of mainland China.
4. Major semiconductor companies in mainland China (human) and market of the investment: the international semiconductor manufacturers engaged in mainland China, the local experience and technical training of talents, support the height of the plant operations needs, help to reduce the threshold of the independent development of mainland China Flash manufacturing. Mainland China through the human and the market success to attract international manufacturers, for the development of Chinese mainland Flash industry best opportunity.
