Memory is a memory component used to store program flow and various data information. Memory can be divided into two types: main memory (main memory or running memory) and auxiliary memory (auxiliary memory or external memory).
Memory chip is the grain storage of electronic technology and the plasmid carrier of data information, which is related to the security of data information. Its market scale is very large, accounting for about one third of the overall market of semiconductor materials.
Data shows that China’s memory market is huge, but it basically relies on imports. In the past, purple light tried to spend 23 billion US dollars to merge Meguiar, but failed. China had to rely on its own energy to improve. For Chinese manufacturers, small and medium volume memory chips are one of the market opportunities. According to the industry’s estimate, the operating scale of small and medium volume memory chips will be maintained at 12 billion to 20 billion US dollars, including 6 billion to 10 billion US dollars for low volume NAND, 3 billion US dollars for nor and 7 billion US dollars for low volume DRAM.
With the rapid development of Internet of things technology and mobile intelligent terminals, the requirements for small and medium volume memory chips will continue to develop. Therefore, China’s memory industry can start with small and medium capacity memory chips, and then move into high capacity memory chips.
DRAM and 3dnand mobile phone flash memory are integrated IC with large demand in Chinese market, but such key technologies cannot be purchased. The characteristic of the memory industry is that its design concept is not too difficult. For example, NAND mobile phone flash memory has two structural features, one is floating gate floating gate structure, which Meguiar and Intel choose; The other is the chargetrap positive charge capture structure, which has become the mainstream product selection in 3dnand mobile phone flash memory. Mobile phone flash memory manufacturers including Samsung, Toshiba and skhynix have widely selected the chargetrap structure.
NAND mobile phone flash memory market is very “tempting”. The market is huge. The key products consist of solid storage (44%), embedded storage (43%) and memory card (12%). At present, it is monopolized by international giants. The top four global powers (producers) account for 99% of NAND market share. In 2018, NAND will produce 1.5 million wafers. Global nandbit requires to maintain a high-speed increase of 40% in 2020. In addition, now NAND industry chain is perfect and supply chain management is smooth.
The DRAM market still has a very large market. At this stage, it is monopolized by international giants. The top three global manufacturers account for 94% of DRAM market share. In 2018, DRAM produced 1.4 million wafers per month. According to the data information from 2011 to 2019, with the rapid development of mobile terminal and embedded machine equipment, DRAM’s share in PC has dropped sharply, and DRAM products are gradually integrated into mobile terminals. Global drambit requires a high speed increase of 20% in 2020.
The key to DRAM mass production lies in the quality management of production line, continuous project investment, expansion of production capacity, and finally win by the total number and price. There is a huge market in China and the support of the government departments’ large funds for integrated circuit chips. The difficulty depends on the rate of upward slope of production capacity and whether it can continue in the reduction cycle time of memory.
Although the price adjustment of each memory is very fierce, with the huge demand for information in the future, the memory requirements will also keep increasing at a high speed. Such a huge market can be said to be a “opportunity” for domestic memory.