Recently, many domestic mobile phone manufacturers raised their mobile phone product prices. During this period, the memory chip also ushered in a wave of price increases. According to the statistics of WSTS and IC Insight, the DRAM memory quotation in the first quarter of this year was up 26% from the fourth quarter of last year, up 45% from the same period of last year. The NAND Flash quotation increased by 8% and increased by more than 40% annually. The price of 8G DDR4 memory has more than doubled, and the price of DDR3 memory has doubled.
The industry believes that the current lack of capacity, shipments can not keep up with demand growth, resulting in rising memory chip prices. In the memory chip market, five foreign-funded enterprises such as Samsung, Magnesium, and Hynix accounted for more than 90% of the market share. The current capacity expansion and shipment increase of memory manufacturers are very conservative, and the fabrics of storage chips that are in short supply will continue.
According to IDG data, China's storage market in 2016 was 17.2 billion yuan, and it is expected to reach 20.3 billion in 2017. The compound annual growth rate will be 20.1% from 2016 to 2020. At present, domestic manufacturers in the semiconductor industry enjoy huge growth space of domestic substitution, and the memory demand is strong. The domestic memory industry has launched major projects one after another. For example, the Yangtze River storage investment is 24 billion US dollars, and the Ziguang Group invests 30 billion US dollars to build a memory base. The project construction will promote domestic semiconductor storage. Equipment and materials industry development.
Related concept stocks:
Ziguang Guoxin (002049): the leader and leader of domestic storage;
Shen Technology (000021): Its Peiton Technology has provided storage and testing for Kingston and Micron for many years, with first-class technology and deep benefit of localization of memory chips;
Shanghai Belling (600171): The company has initially formed a product layout based on three major product lines of energy metering, power supply circuit and communication circuit, and has become one of the top 10 design companies in China. The company has an 8-inch integrated circuit production line and has completed analog circuit design upgrades from 0.35 micron to 0.18 micron; power management has been upgraded from low-end LDO chips to mid- to high-end DC-DCs and PMUs. The company's integrated circuit design, product application development, the above thousands of integrated circuit products serve about 2,000 end users in 153 industries, becoming one of the major suppliers of integrated circuit products in China. At present, it has a wealth of products in the fields of communication, energy metering, power management, discrete devices, RFID chips, mobile phone peripheral circuits, and MCUs.
Silan Micro (600460): The company is a leading company in China's IC design industry. The technology that has been mastered and owned can be used in the development of medium and high-end products. The core technology is at a relatively high level in the same industry in China and has obvious competitive advantages. Aiji, net worth, information). The core of the power drive module is the high-voltage 650V half-bridge driver integrated circuit and power semiconductor devices such as IGBT, high-voltage MOSFET, fast recovery diode, etc. After nearly 5 years of continuous technical research, the company has realized all of the above in its own chip production line. The research and development and mass production of key integrated circuits and devices are the only chip manufacturers in China that fully grasp the above core technologies. Shilan Mingxin, a wholly-owned subsidiary of the company, successfully developed high-brightness blue and green LED chips, entered the mass production stage and achieved good sales results.
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