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DRAM and NAND will see growth due to 5G !

Publicados :24/12/2019 01:05:40

Clique em Contar:2103

On December 22, according to a report by Korean media, market research company predicts that the global demand for NAND flash memory will increase next year based on the density and performance improvement of solid-state drives. 5G communications, artificial intelligence, deep learning and virtual reality will lead the growth of global DRAM and NAND flash memory market next year.

At present, the price of memory contract is not necessarily going to rise sharply, but the inventory level of the overall memory supply chain has been reduced to the end. With the steady rise of demand, the growth momentum of 5G and server applications has become stronger in the second quarter. It is expected that DRAM and NAND Flash will be tight in the second half of 2020

Compared with the fourth quarter of 2018, at the end of 2019 NAND Flash and DRAM market price has fallen sharply into 6, among them, half of the decline in the second quarter in 2019, the third quarter the market started to rebound in demand, according to a recent system manufacturers order outlook 2020, lu expected 2020 in 2019, is obviously better than the overall ASP price will hopefully can achieve 3 into a rebound in prices is expected to, NANDFlash rose speed will be faster than DRAM prices.

IC Insights estimates that the NAND Flash and DRAM markets will decline by 27% and 37% respectively in 2019, and will see 19% and 12% annual growth in 2020, respectively. NAND Flash is expected to be the fastest growing product in the 33 IC product categories in 2020.

The world semiconductor trade statistics organisation had forecast that the memory chip industry and the global semiconductor market as a whole would grow by 4.1 per cent and 5.9 per cent next year, respectively.The optimistic outlook is based on increased demand for mobile chips for 5G services and for Intel's next generation of Ice Lake server chips.

Demand for chips for mobile devices accounted for 32 percent of total DRAM demand last year and is expected to grow to 34 percent this year, according to research firm DRAMeXchange.With the release of 5G iPhone and the development of huawei's 5G smart phones.Kiwoom Securities estimates that global sales of 5G smartphones will reach 177m by 2020, with demand for high-end mobile DRAM rising by 45% and overall mobile DRAM by 22%.

By the end of 2020, changjiang expects its new plant in wuhan to have a monthly wafer capacity of 60,000, or about 5% of global capacity.Changxin expects to invest $8 billion to build a plant in hefei that can produce 40,000 DRAM chips a month, or about 3 percent of global DRAM capacity.

The global DRAM annual capacity is about 1.4 million pieces. Currently, according to the plan of hefei changxin, the market share of one factory entering the full capacity is only about 3%, and the market share of the three factories going into full production in the future is about 9%. The impact on the supply and demand of the overall DRAM market and the price impact are still very limited.

Due to the recovery of relevant demand driven by 5G in 2020, the expansion of large international factories is conservative, and the capacity of the two major new domestic manufacturers still accounts for a low proportion in the global market. It is expected that the price of memory will maintain a stable and rising pattern.