2023 for storageChipsFor the industry, it can be said that it has been a very bleak year. Sluggish demand and surplus have led to high inventories, and manufacturers have to cut prices to boost sales. In addition, the fierce competition has also led to a persistent **, even a 50% reduction at one point. In such a market environment,SamsungSK hynixMicronand other large manufacturers have lost money, according to statistics, in 2023, these three companies are in storageChipsThe field has lost a total of 150 billion yuan. However, domestic storageChipsThe rise of enterprises has been widely recognized, without the participation of domestic manufacturers, storageChips**I'm afraid I can't fall so fast. Therefore, it is worth ** in storageChipsIn the case of the suppressed giants, how is the development of domestic enterprises?
in the countryMemorySavingsChipsIn the industry, there are currently three major manufacturers, namely:Yangtze RiverStorageChangxin storageand Fujian Jinhua. However, due toMicronand other foreign manufacturers, the development of Fujian Jinhua has been hinderedYangtze Riverstorage andChangxin storageIt has been constantly breaking through. Yangtze RiverThe "crystal stack" technology of storage was an important breakthrough, which was rapidly upgraded from 64 layers to 128 layers and finally to 232 layers. This makes:Yangtze RiverStorage is able to work withSamsungMicronand other international giants, and even surpassed them in 232-layer technology, becoming the world's first mass production of 232-layer 3DNANDFlashof enterprises. However, due to the repression of the United States,Yangtze RiverStorage can only produce a small number of 232 tiers at the momentFlash。Nevertheless, there was recent news thatYangtze RiverStorage has introduced a 120-layer technology, and while the authenticity is yet to be examined, it indicates that the enterprise has broken new ground.
Changxin storageIn the DDR typeMemoryA major breakthrough has also been made, and the production of DDR has begun5 RAM, in the leading position in the industry. However, as far as the process is concerned,Changxin storageStill lagging behindSamsungSK hynixand other competitors,SamsungThe actual process has reached about 14 nanometers, while Changxin has been stuck at 21 nanometers and 19 nanometers. At the same time, the United States is directed against ChinadramMemoryA ban was introduced to limit its process to 18nm and below. However, recently there were reports of newsChangxin storageStarted mass production 185 nm processdramChipsThe monthly output is up to 100,000 wafers. In addition,Changxin storageIt has also launched the second phase of construction, which is expected to be completed by the end of 2024, when the monthly production capacity will reach 140,000 pieces, occupying the global marketdram10% of the total production capacity.
Despite the countryMemorySavingsChipsThe enterprise is indramMemoryand NandFlashhas been suppressed by the United States, but this has not stopped them from constantly trying to break through their own technology and production capacity. The intensification of competition has given Chinese companies a cost advantage and has to reduce their costs to cope with market competition. However, it is gratifying that these companies have been committed to the research and development of technology and the improvement of production capacity, and gradually enhance their competitiveness.
Yangtze RiverStorage currently has a share of about 5% of the global market and about 6% of the world's production capacity. However, the company is expanding its production capacity and plans to reach 15-20% of its global capacity in the future. Changxin storageIn the DDR typeMemoryThe aspect has reached the top level and is increasing to 18Mass production of 5nm process. According to **,Changxin storageThe monthly production capacity will occupy the worlddram10% of the total production capacity. These efforts and breakthroughs show that the countryMemorySavingsChipsEnterprises have the potential for sustainable development.
A look back at storage in 2023Chipsindustry, we see the market downturn and the giant loss scenario, but at the same time we see the countryMemorySavingsChipsThe enterprise is moving forward. Despite the problems of suppression and competition, these companies continue to consolidate their competitiveness through continuous technological breakthroughs and production capacity improvements. Although the reduction has brought certain challenges to enterprises, it has also brought real benefits to consumers. In the future, I believe that with domestic storageChipsWith the continuous development of enterprises, they will continue to promote the progress of the industry, increase market share, and bring more high-quality products to consumers. We look forward to the countryMemorySavingsChipsThe business continues to move towards a brilliant future.