The top ten events in the storage industry in 2020: global landscape changes, price fluctuations, and domestic chips under pressure to break through!Time of issue : 2020- 12-25
Memory chips play a very important role in the electronics industry chain. They are mainly divided into flash memory and memory. Flash memory includes NAND Flash and NOR Flash, and memory is mainly DRAM. In 2019, due to the market downturn and overcapacity, memory chip prices have been falling all the way, and there are slight signs of recovery at the end of 2019.
Domestic memory chips have grown significantly in the past 2019. Zhaoyi Innovation has benefited from the rising performance of TWS, Yangtze Memory 64-layer 256 Gb 3D NAND mass production, Changxin Storage 10nm 8Gb DDR4 announced its production and so on.
With strong market demand for 5G, Internet of Things, and smart devices, it is expected that NOR, NAND, and DRAM will usher in varying levels of demand growth and price increases in 2020. Driven by market demand and self-saving, domestic memory chips are expected to usher in a new turning point in 2020.
The performance of Zhaoyi Innovation and other NOR Flash vendors continues to be optimistic in 2020
Currently, Winbond, Macronix, Zhaoyi Innovation, Cypress, and Micron are ranked top in the global market share. Among them, the domestic manufacturer Zhaoyi Innovation performed exceptionally in 2019, and its market share ranking has risen all the way to the third place, accounting for 18.3% of the global share. Winbond, the first ranked company, accounted for 26.2%, and the second Macronix accounted for 23.3%. , It is expected that Zhaoyi Innovation’s market share ranking will rise further in the future.
Founded in 2005, Zhaoyi Innovation is a leading domestic memory chip design company. Its 2019 semi-annual report shows that the company's cumulative shipments of NOR Flash products have exceeded 10 billion. Benefited from entering the supply chain of the international leading TWS brand, the company's performance continued to show a significant upward trend. The performance of NOR Flash in the third quarter increased by 36% compared with the second quarter, setting a record of revenue growth of more than 35% for two consecutive quarters , And also set a single quarter NOR Flash reached 100 million US dollars.
In the past 2019, Zhaoyi Chuangxinhai launched a new series of small package size products, the industry's first 1.5mm×1.5mm USON8 smallest package, supporting low power consumption and wide voltage products from 1.65V to 3.6V, and a full line of products Supports WLCSP packaging, providing an excellent choice for applications that require stringent battery life and compact size, such as IoT, wearable, consumer, and health monitoring.
In terms of chip process technology, the company's NOR Flash product technology is currently at the mainstream technology level in the industry, with a process node of 65nm. With the miniaturization of many wearable products and Internet of Things terminals, the chip area and component size requirements are very strict. The development of Zhaoyi's large-capacity 55nm process chip is progressing smoothly, and it is expected to increase the volume from the first quarter of 2020.
Wuhan Xinxin, a domestic NOR Flash manufacturer, is also accelerating product updates. Recently, the company launched the SPI NOR Flash product series XM25QWxxC based on 50nm Floating Gate process. The reading speed of the XM25QWxxC series products can reach 108MHz in the voltage range of 1.65V to 3.6V (supported in all single/dual/quad channels and QPI modes). After the power supply voltage drops, the clock speed does not slow down. This series of products supports SOP8 and USON8 packages, and supports customers to develop small-size products. The product is suitable for IoT, wearable devices and other power-sensitive applications.
Ma Peiling, head of sales for Wuhan Xinxin's own brand, said before that NOR Flash is a relatively mature market. Currently, the company's NOR Flash product capacity covers 4Mbit to 256Mbit, and it is also accelerating research and development. There will be large-capacity products in the future. NOR Flash was launched to meet the rapid demand of the 5G base station market. According to industry sources, Wuhan Xinxin's NOR Flash is also used in TWS headsets.
After NOR Flash's trough in 2018, the market quickly recovered in 2019. The entire NOR Flash market is rebounding, and the price increase trend is more obvious. NOR is expected to face the first price increase in 2020. Its driving force mainly comes from strong sales of TWS headsets and accelerated penetration of OLED screens.
The price of TWS earphones in the low-end market has entered less than 100 yuan, and sales have rapidly penetrated, resulting in a tight supply of Nor Flash. In addition, in the high-end Android and Apple markets, the addition of noise reduction functions doubles the capacity of the stand-alone Nor, which greatly increases the value of the stand-alone. IDC predicts that the TWS volume will increase by 150% to 110 million pairs in 2019 and will reach 150 million pairs in 2020.