NAND FLASH supply ease or will be in the second quarter of 2018
For technical transformation, 2 d NAND yields narrowed, and 3 d NAND climbing make NAND Flash source shortage, prices soaring.Consumer the price per GB flash memory products from more than $0.12 to $0.12 in 2016, the mainstream of eMMC products rose more than 60%, the SSD products more than 80%.Jonathan Shaw believes that flash out of stock situation, or will be relieved by the second quarter of 2018, but not very sure.He also thinks that the supply position should be subdivided market, like memory card market supply is not nervous.
In fact, as we have learned out of stock can ease also depends on several factors.Such as 3 d NAND yield, increases production of the major manufacturers, etc.Samsung, western digital, Toshiba, micron and Intel have will expand on the agenda.Meguiar's Singapore now IMFS Fab10N for meguiar's main 3 d NAND shipment factory, as part of the expansion plan, meguiar's Singapore IMFS Fab10X factory in the first quarter of 2017 to start pilot run 3 d NAND, and 100% will be used in production of 3 d NAND.According to introducing, 2016-2017 fiscal year, meguiar's 3 d NAND production accounted for about 75%, will rise to 80% by the year.Kept a small number of 2 d NAND capacity, because in the vehicle, the embedded application, communication equipment there's a need for a long period, it will continue to supply 2 d NAND.
Samsung despite the first production 3 d NAND, basic for personal use is given priority to, but now most of 3 d NAND release the market for meguiar's supply.Meguiar's is also very bullish on China market potential.Jonathan Shaw said, because the upper limited memory chip suppliers, the market did not have much choice, base and the Chinese mainland market, demand, innovation enterprise very much, like four or five years ago in Taiwan.Therefore, meguiar's also poured more attention to China market and supply.
In fact, as we have learned out of stock can ease also depends on several factors.Such as 3 d NAND yield, increases production of the major manufacturers, etc.Samsung, western digital, Toshiba, micron and Intel have will expand on the agenda.Meguiar's Singapore now IMFS Fab10N for meguiar's main 3 d NAND shipment factory, as part of the expansion plan, meguiar's Singapore IMFS Fab10X factory in the first quarter of 2017 to start pilot run 3 d NAND, and 100% will be used in production of 3 d NAND.According to introducing, 2016-2017 fiscal year, meguiar's 3 d NAND production accounted for about 75%, will rise to 80% by the year.Kept a small number of 2 d NAND capacity, because in the vehicle, the embedded application, communication equipment there's a need for a long period, it will continue to supply 2 d NAND.
Samsung despite the first production 3 d NAND, basic for personal use is given priority to, but now most of 3 d NAND release the market for meguiar's supply.Meguiar's is also very bullish on China market potential.Jonathan Shaw said, because the upper limited memory chip suppliers, the market did not have much choice, base and the Chinese mainland market, demand, innovation enterprise very much, like four or five years ago in Taiwan.Therefore, meguiar's also poured more attention to China market and supply.
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