Samsung 10nm Memory Particle Expansion Product Price Rise But Not Fall

This week, according to the Yonhap news agency, Samsung Electronics announced that it has started using the second-generation 10nm process to produce 8Gb DDR4 particles, another iteration of technology after two years of the first-generation 10nm process.

The Samsung DDR4 particles can be said to be the most sophisticated DRAM particles, the production capacity compared to the generation of 30% increase, speed 10% increase, Samsung's new product line is indeed able to solve the current areas of DRAM Particle demand "urgent", basically meet the needs of the end of the world's major products.

Then 2018 memory will not cut prices? The answer is still "no."

Samsung also announced the use of second-generation 10nm process, also said that Samsung does not immediately expand the volume of DRAM shipments, and perhaps this also means that memory, SSD and other DIY storage market related products will not be reduced in a short period of time ; Perhaps Samsung this move is still to solve the yield and further improve the particle quality.

Samsung Electronics Hwaseong Plant (Gyeonggi Province, Hwaseong)

Samsung shares have soared 120% so far since early 2016, and revenue has also been on the rise. With the overall industry out of stock and the domestic storage market prices, Samsung's revenue and profits, the share price will continue to rise, and from the current particle market point of view, the fourth quarter of this year, the field has seen the NAND Flash prices began to flip the trend, which may also mean that next year, the market demand for DRAM particles will also be relatively reduced.

At present, raw materials are now in a stage of substantial increase in supply. Although there is a risk of oversupply in the market according to the current pattern and trend, the prices of actual products It will not be realized in a short period of decline. From the domestic storage supply chain point of view, the second half of 2018 and even 2019 will appear the actual product price cuts.

Global DRAM Granular Income 2015-2017 (in millions of U.S. dollars)

2010-2017 Samsung DRAM global share

From the data, we can see that from the beginning of 2016 to the present, DRAM grain revenue has soared every year, and the revenue amount in Q4 2017 has more than tripled compared with Q1 2016, which is enough to prove that The huge market demand is still not stopped, the Samsung on-line second-generation 10nm particle technology product line, the purpose is to cope with the growing industry demand, 30% capacity increase is also able to make Samsung occupy a larger market share.

From 2016 to the end of 2017, Samsung has occupied nearly half of the storage market, and the ratio will continue to expand next year, but this time the domestic storage area will face fierce competition.