Mainland China industry related layout in NANDFlash industry chain development and investment in semiconductor industry of mainland China invaded the next wave of focus of the world.
The latest research report shows that a certain institute 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 2020 China domestic Flash capacity of 590000 pieces, compared with growth in 2015 nearly seven times.
Forecast NANDFlash production end years 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 NANDFlash 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 NANDFlash product features, 3 dnand demand, room for growth in emerging markets, and international semiconductor companies to invest in mainland China into four direction.
1. The NANDFlash product features (the cost of capital)
Product under the consumer applications, the 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 DNAND 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 - NANDFlash become a important way to 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 to invest in mainland China (human) and market
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.
