Intel has won the semiconductor industry throne, which proves the arrival of the post-PC era. With the rise of the mobile industry, the Internet of Things and the smart car industry, the memory industry that was not expanded has become a hot area, and Samsung has grown stronger.
Samsung is hoping to bring its own DRAM and NAND Flash quotations to a rapid rise. The semiconductor manufacturing business is expected to leapfrog the industry. The reason is that DRAM and NAND Flash are benefiting from the doubling of demand for smart phones, and the number of processes and capacity has been reduced. Under the influence of factors such as the year of expansion, the price of the memory is increased.
From the perspective of DRAM, in the original memory factory, there are only three camps, such as Samsung, SK Hynix and Micron, which have the ability to produce a large number of wafers. However, the three major manufacturers have not expanded their production for several years, and the process is shrinking. This makes the production capacity unable to keep up with supply.
Observing the NAND Flash market, after the process is transferred from 2D to 3D, the unit price of the output bit is continuously close to the hard disk (HD), which drives the demand for SSD, but because the major manufacturers are increasing the number of 3D NAND stacks, the yield cannot be improved. Effectively, this wave will be at least until the end of the year, which means that the supply shortage will continue until the beginning of 2018.
In fact, in the past, the DRAM industry was controlled by the PC camp, so there was no significant increase in contract quotations and spot quotations. However, the DRAM industry later faced an oversupply of capacity. After a wave of consolidation, major manufacturers gradually gained profits. Samsung is in the throne of the whole market and has achieved the leading position in the market in order to achieve such results.
The memory industry has risen, but the logic market has not been able to offer such a price increase. In the past, the logic market relied mainly on Intel-based PC market, from CPU, GPU or other PC components. However, due to Moore‘s Law, the process was shrinking, and the output of new process ICs was reduced. At the same time, the price of old process ICs continued to fall. Although Moore’s Law has driven the evolution of the process, the quotation of new process ICs is relatively supportive, but it is not as good as the DRAM industry has a contract quotation system, so there is relatively no big price fluctuation.
In the post-PC era, the PC market is shrinking, and DRAM is not dominated by standard DRAM. On the contrary, mobile DRAM has become the market’s main force. In the case of increasing Internet of Things products, the demand for niche DRAMs has also risen, making Samsung Under the advantage of the memory industry, single-season revenues and even annual revenues will soon surpass PC leading Intel, and the glory of the PC era is gone forever.