In 2017, DRAM will have a better development prospects

Samsung Electronics (Samsung Electronics) executives recently said, in 2017 the growth rate of bits may be 15~20%, the 2017 profit will most likely far higher than in previous years, while micron (Micron) in the end of 2016 the law said at the meeting, put forward the idea about SK Hynix (SK Hynix), said, DRAM investment to NAND Flash, so the DRAM supply will be lower than the demand growth rate. In most of the DRAM manufacturers by common consent, way ahead of Samsung, of course the time waiting for the big profit into the bag.   　　

Further research can be found in the recent DRAM and no new investment, the key lies in technology have not upgraded, the production line has no meaning. Back in 1990s, hundreds of 70~90% bits of the global DRAM market growth rate, resulting in a vicious competition between manufacturers, the global DRAM market until the integration of micron, Samsung and Hynix three manufacturers, the growth rate remained at 25~30%, the market economy and profit situation began to improve, the market began to enter the stage of gold DRAM.   　　

Growing up in the NAND Flash bit rate, Samsung is estimated to be 30~35%, 35~40% and micron is considered, 40% in 2016 is not far off. At present, manufacturers will focus its resources on the 3D NAND investment, it is very difficult to breakthrough but a substantial increase in supply is a big problem, the market for solid-state drive (SSD) need not reduce the estimated 2017 may also be a bumper year.   　　　　

According to the usual understanding of the judgment of the market, Samsung profits in 2017 than in 2016, a growth of 60%, SK Hynix may even grow exponentially, the expected profit is all-time high. Over the past 1 years, prices began to rise from 2016, stable memory, is expected in 2017 second quarter PC DRAM price is likely to decline, but due to technical bottlenecks, the supply has not increased, so the third quarter may stabilize.   　　

12 inch DRAM factory used monthly production capacity of 150 thousand wafers, the amount of investment in 400 million ~5 billion dollars, but now it is up to 800 million ~9 billion dollars. In addition, 3D NAND because of the need of server and storage devices, the SSD business is stable, the price will not fluctuate too much. Samsung System LSI from the department leader of the foundry business, because with Qualcomm (Qualcomm) orders, expected in 2017 will be a good harvest. Hynix SK estimated 2017 revenue of 23 trillion and 300 billion won, 7 trillion and 800 billion won profit, Samsung is revenue 64 trillion won, 21 trillion and 500 billion won profit, operating profit rate will exceed 30%.   　　

Samsung Semiconductor Research Director Zheng Ensheng pointed out that the existing technology by the end of 2030, the semiconductor line width will continue down to 1.5nm, but the DRAM must find new material, if it is difficult to break through in the chemical material, by 2021, the development of DRAM technology will encounter obstacles. Samsung master the latest DRAM technology is 18NM process technology, and go down to the 10nm has been difficult.   　　  　　

The market research agency also predicted that in 2017 the global semiconductor market scale, will be more than 2016 7.2% growth, while the World Semiconductor Trade Statistics Association (WSTS) estimates are conservative 3.3%. General back-end equipment supplier, 3D NAND and foundries will be the main equipment investment in 2017, estimated equipment market is expected to reach $43 billion 400 million, the growth rate of 9.3%. The world's major markets in Taiwan, with $10 billion 220 million (23.5%) of the proportion of the champion, while South Korea also has a $9 billion 720 million (22.4%), second place. But if coupled with Samsung investment in clean room, the new plant, South Korea may 2017 is the largest country in global semiconductor capital spending.

Key word：Memory chip