In the storage industry in the past,Korean companieshas always been dominant. Although there has been some decline in the South Korean storage industry recently, butSamsungStill able to occupy more than 30% of the market share, and SKHynixIt can also occupy a share of nearly 20% and is still a leading enterprise in the storage industry. Fortunately, in the traditional storage industry, domestic storage has begun to rise. According to relevant data, in terms of NAND flash memory, domestic chips andSamsung、skHynixThe technology gap of leading enterprises has been narrowed to 2 years, and in the context of accelerated substitution, domestic chips have also won a large part of the market share in China.
However, from the current point of view, domestic storage seems to be falling behind again on the new storage track. Driven by the AI wave, high-bandwidth memory (hbmTechnology is key to the storage industry. At present, the South Korean chip giants are still standinghbmThe first echelon of technology, among themSamsungand SKHynixAll got a lotNvidiaand other customers' orders. Especially SKHynix, due tohbmThe business has grown substantiallyhbm3. Chip sales increased by more than five times year-on-year in the fourth quarter of last year, and the overall performance showed a clear upward trend. It is worth noting that South Korea** has also decided to increase its increasehbmtechnology and identify it as a national strategic technology, forSamsungand other enterprises to provide relevant tax incentives. Apparently, the Korean giants have once again monopolized the global onehbmmarket, and does not intend to leave a foothold for other manufacturers. Even if it isMicronThe current market share is only close to 10%, and it is difficult to shake the position of the Korean giants, let alone in ithbmThere is not much domestic storage involved in the business.
Accordingly, our domestic storage is inhbmThere is a risk of falling behind in the business. InhbmWhen the business started to heat up in the market, we didn't get to seize the opportunity in time. At least for now, our domesticMemory chipsNot yet touchedhbmchips, we have lost the opportunity to compete with them. However, given the current boom in the AI market andhbmIf we can catch up with the new inflection point of the business, we will not behbmThe market gave them completely. In addition, we are throughout thehbmIt plays an important role in the industrial chain. hbmThe industrial chain can be divided into five links: upstream materials, grain design and manufacturing, and wafer manufacturing, in which we play a role in the field of upstream materials, such as:hbmproductPrecursorsmaterials and self-developed GMC materials, etc. In other words, while we're inhbmThe business itself doesn't have much of a competitive advantage, but it wants to expand massivelyhbmThe business giants can't leave China's top businessmen either. Therefore, optimistically, domestic manufacturers are still able to benefit from the wholehbmThe dividends of the industrial chain have gained considerable benefits. It's just that, compared to overseas giants, we arehbmThe links involved in the industrial chain and inhbmThe development of the chip field is still far behind them. If we really want to make a good profit in this market and win a voice on the new track of storage, we still need to research and developmenthbmIn terms of chips, it competes with overseas giants.
If we were inhbmWill the storage industry change again after falling behind? There is no one definitive answer to this question, but some speculation can be made by looking at the current trends and prospects of the storage industry.
First of all, the current storage industry is in a stage of rapid development, with new technologies and applications constantly emerging. Especially in the field of AI, the demand for data processing and storage has increased significantly, putting forward higher requirements for the storage industry. As a result, companies that have been at the top of the pack are likely to continue to dominate, both in the traditional storage space and in emerging storage technologies. For those companies that have fallen behind, it is not easy to regain their strength, unless they can make breakthroughs in technology research and development, market layout and chain.
Second, the competition in the storage industry will become more intense. At present, the global storage industry has formed several giants, which have huge advantages in terms of technical strength, market share, and brand reputation. For other companies, it is not easy to compete with these giants, and they need to have advantages in many aspects, such as innovation ability, financial strength and market insight.
Finally, the constant changes in technology and the market will drive innovation and progress in the storage industry. Although the current Korean giants in the storage industry once again monopolize the global market, this does not mean that the pattern of the storage industry has been determined. In the future, with technological breakthroughs and market changes, the storage industry may change again, and new companies will have the opportunity to emerge and change the industry landscape.
Overall, although currently domestic storage inhbmIt's possible to be left behind, but the path to change in the storage industry isn't closed. We still have the opportunity to seize the commanding heights of the storage industry through technological innovation, market insights, and win-win cooperation. Therefore, no matter inhbmIn other areas of storage technology, we should pay close attention to market dynamics, strengthen technology research and development and cooperation, and prepare for domestic storage to win a larger share in the global market.
Finally, everyone is welcome to leave a message in the comment area to share your views and expectations on the domestic storage industry! Let's pay attention to and support the development of domestic storage!