Samsung's 10nm memory chips is expanding and the price of the product is not falling
Announced this week, according to yonhap news agency reported that samsung electronics began using the second generation of 10 nm process out of the 8 gb DDR4 particles, this is the first generation of 10 nm process, two years after the technical iteration again.
The samsung development DDR4 particles is currently the most sophisticated DRAM particles, compared generation capacity have 30% improvement, speed also have 10% improvement, samsung has started operation on the new product line can be solve in various fields in DRAM grain demand "urgent", basically meet the demand of the world's largest products end use.
So will the memory price be reduced in 2018? The answer is still no.
Used in samsung announced the second generation of 10 nm process on the same day, also said samsung will not expand DRAM grain shipments immediately, perhaps this also means that the memory, SSD and other related products to the DIY store market will not cut prices in a short time; Perhaps samsung is still fixing the yield and improving the quality of the particles.
Samsung shares have risen 120% since the start of 2016, and revenue has been on the rise. And with the shortage of the overall industry and domestic storage market price increases unceasingly, samsung's revenues and profits and share prices will continue to rise, then from the perspective of the grain market of now, in the fourth quarter of this year has seen the NAND Flash began to reverse the trend of price, perhaps this also means that the next year, the market demand for DRAM particles will be relatively less.
For now, raw materials are in the midst of a surge in supply; Although according to the current pattern and trend, the market has appeared in the risk of oversupply, but in the retail product end users in the use of the product demands, the actual price of the product will not achieve in a short time. From the domestic storage supply chain, the actual price reduction of products will not be presented until the second half of 2018 or even 2019.
From the data we see that at the beginning of 2016 until now, every year the DRAM grain income in surge, 4 quarter of 2017 compared with 2016 1 quarter income has more than doubled, this is enough to prove that the huge market demand at present still did not stop, the samsung launched the second generation of 10 nm particles technology product line, the purpose is to cope with the growing industry demand, 30% of the capacity increase and that can also let the samsung occupy a larger market share.
And from 2016 to the end of 2016, samsung accounted for nearly half of the storage market, this ratio will continue to expand next year, but this time the domestic storage areas will face fierce competition.
The samsung development DDR4 particles is currently the most sophisticated DRAM particles, compared generation capacity have 30% improvement, speed also have 10% improvement, samsung has started operation on the new product line can be solve in various fields in DRAM grain demand "urgent", basically meet the demand of the world's largest products end use.
So will the memory price be reduced in 2018? The answer is still no.
Used in samsung announced the second generation of 10 nm process on the same day, also said samsung will not expand DRAM grain shipments immediately, perhaps this also means that the memory, SSD and other related products to the DIY store market will not cut prices in a short time; Perhaps samsung is still fixing the yield and improving the quality of the particles.
Samsung shares have risen 120% since the start of 2016, and revenue has been on the rise. And with the shortage of the overall industry and domestic storage market price increases unceasingly, samsung's revenues and profits and share prices will continue to rise, then from the perspective of the grain market of now, in the fourth quarter of this year has seen the NAND Flash began to reverse the trend of price, perhaps this also means that the next year, the market demand for DRAM particles will be relatively less.
For now, raw materials are in the midst of a surge in supply; Although according to the current pattern and trend, the market has appeared in the risk of oversupply, but in the retail product end users in the use of the product demands, the actual price of the product will not achieve in a short time. From the domestic storage supply chain, the actual price reduction of products will not be presented until the second half of 2018 or even 2019.
From the data we see that at the beginning of 2016 until now, every year the DRAM grain income in surge, 4 quarter of 2017 compared with 2016 1 quarter income has more than doubled, this is enough to prove that the huge market demand at present still did not stop, the samsung launched the second generation of 10 nm particles technology product line, the purpose is to cope with the growing industry demand, 30% of the capacity increase and that can also let the samsung occupy a larger market share.
And from 2016 to the end of 2016, samsung accounted for nearly half of the storage market, this ratio will continue to expand next year, but this time the domestic storage areas will face fierce competition.