Samsung's 3D NAND Flash monthly production capacity more than forty percent of the world
In the context of the global 3D - NAND capacity distribution, samsung of 3D - NAND the quantity accounted for more than 40%;Toshiba/west camp 3D- NAND the quantity in the second quarter of this year only accounts for the total capacity of up to 10-15% level, Micron's Intel/camp 3 d - NAND capacity from the second half of last year postpartum, accounts for the third quarter of this year than is expected to top 40%.The cause of Toshiba/west behind several camps, Toshiba is the parent company's financial problems.
of course, on average, a NAND Flash new factory cost about $8 billion (the quantity about 8-100000), if only by Toshiba or western digital single financial capacity, in the long term, both in the expansion or technology research and development are difficult to samsung compete with tap.
For short-term impact, because the Toshiba semiconductor business sale has been delayed, for NAND Flash market capacity, by the first half of next year is expected to be more obvious.Forecast on Toshiba's 3D- NAND capacity expansion and yield increases speed could be better than expected, and the first half of next year, the market demand is not high visibility, market is expected to be transformed into the kind of inversion resulting in NAND Flash prices down.
In the short term, the NAND Flash market capacity is expected to continue in short supply situation.Samsung will continue firmly at the top of capacity, it may even be exclusive NAND Flash capacity in half.
of course, on average, a NAND Flash new factory cost about $8 billion (the quantity about 8-100000), if only by Toshiba or western digital single financial capacity, in the long term, both in the expansion or technology research and development are difficult to samsung compete with tap.
For short-term impact, because the Toshiba semiconductor business sale has been delayed, for NAND Flash market capacity, by the first half of next year is expected to be more obvious.Forecast on Toshiba's 3D- NAND capacity expansion and yield increases speed could be better than expected, and the first half of next year, the market demand is not high visibility, market is expected to be transformed into the kind of inversion resulting in NAND Flash prices down.
In the short term, the NAND Flash market capacity is expected to continue in short supply situation.Samsung will continue firmly at the top of capacity, it may even be exclusive NAND Flash capacity in half.