"Memory chips** soared, and China's imports surged"！
The table below shows the sales of DRAM in 2022, 2023, and 2024, with some time ago** reports that the sales of memory chips began to recover again after a sharp decline in late 2022 and 2023.
The increase in 2024 is more than 50% compared to the same period in 2023 and more than 100% compared to the lowest increase in 2023.
Due to the development of mobile phones, computers, and servers, memory chips are constantly changing, and NAND flash memory is almost as expensive as DRAM flash memory.
According to the agency**, sales of DRAM integrated circuits will increase by 46% to 78 billion yuan by 2024; NAND flash memory will also grow by about 50%, once again jumping to the top spot.
This is because the chip industry is cyclical, with ups and downs, and it is impossible to be at a trough all the time.
The second half of 2022 and 2023 should be considered the bottom, and 2024 is clearly the beginning of a turning point, with a gradual increase, a natural moderate increase in sales volumes, and a bound increase in sales.
Memory chips continue to grow, South Korea has the largest gains, followed by the United States, you must know that the two giants of South Korea's Samsung and SK hynix account for about 65% of the global market share, followed by the United States Micron, which accounts for about 25% of the share.
What about China? Of course, the most worrying thing is that China is a major importer of memory chips, and once we have to spend a lot of money on imports and bleed.
Data shows that in recent years, China's annual import of memory chips has exceeded 100 billion yuan, reaching 130 billion yuan at the peak. Think about it. Even assuming an import value of 100 billion yuan,**50%, the import value will increase by 50 billion yuan.
And at 50 billion yuan, that is, 360 billion yuan, what a lot of money, and how many projects in the countries that use it can benefit from it? But because of the chip *** brought memory manufacturers in South Korea, the United States and Japan than unlucky?
China's own memory chips have also grown in recent years, but the proportion of the world is less than 5%, and the degree of self-sufficiency is still quite low, so the next step is not only to make technological breakthroughs in memory chips, but more importantly, to increase production capacity, improve self-sufficiency, and import can be reduced, otherwise China has always been the culprit of bleeding.