The Storage And Testing Workshop Can Enlarge Business Opportunities.

NAND Flash Flash continued to fall in price in the second half of the year, which is conducive to the continuous increase in the capacity of the storage device.

Storage flash memory (NAND Flash) continues to oversupply, familiar with the memory supply chain manufacturers said that although the third quarter is the peak season for traditional consumer electronics products, but after the 2Q NAND Flash price drop about 20%, so far, the third quarter of NAND Flash still has about 10% of the space to fall, the fourth quarter has not been able to get rid of continued price declines. The trend is a good opportunity for memory sealers to improve their capacity and help them to operate such as Licheng, Nanmao, East China and Huatai Electronics.

Familiar with Flash test vendors, basically the current read-only flash memory (NOR Flash) seal capacity utilization continues to maintain high-end, NAND Flash has been warming up, 2017 because NAND Flash out of stock can not get wafer situation eased, but also help such as Huatai Electronics and other second-line test plant operation in the third quarter has the opportunity to turn round.

Familiar with memory sealing manufacturers said that the third quarter to the fourth quarter of the survey significantly felt that the sealing can be improved, on the one hand, because of Samsung, Toshiba and other leading factories 2-D to 3-D NAND yield increase, coupled with server, PC solid-state hard disk (SSD) price decline, improve the willingness of terminal manufacturers to import, in SSD permeability is expected to further improve the situation. Falling prices are not entirely against the memory supply chain.

Memory vendors quote Gartner's estimates that NAND Flash is likely to fall to $0.10 per GB in 2021, bringing SSD prices much closer to traditional hard disks (HDDs). As prices enter the sweet spot, terminal vendors'willingness to adopt SSDs will continue to grow, which means NAND Flash volumes will continue to expand.

In addition, mainland memory manufacturers actively snatch up the NAND Flash market, such as Ziguang Group's Yangtze River Storage and other manufacturers, but also conducive to the mainland Ziguang Group's strategic cooperation with Taiwan-based testing manufacturers such as Nanmao, Nanmaoqi re-investment company Shanghai Hongmao Microelectronics is a joint venture with Ziguang Group.

Familiar with the supply system, Huatai Electronics, the main memory sealer for NAND Flash sealed test, the previous half of the operating proportion of about 4:6, this year is expected to maintain the existing track, it is noteworthy that Huatai familiar with the first half of the memory sealed test and EMS agent business proportion of about 6:4, with NAND Flash price decline The increase in volume is already under way, and the proportion of closure and EMS performance in the second half of the year is expected to reach 7:3 level. The management team is also working hard to turn losses into profits in the third quarter.

Familiar with memory testing vendors, NAND Flash this year's price increase, the turning point to the buyer's market has been established, but it seems that the price trend has not yet stopped, in fact, the current Taiwan memory supply chain manufacturers continue to wait for the real price sweet spot, until the price sweet spot appears, export volume The explosion will greatly help the manufacturers of Flash seals.