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The top ten events in the storage industry in 2020: global landscape changes, price fluctuations, and domestic chips under pressure to break through!

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Time of issue:2020-12-25
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(Summary description)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.

The top ten events in the storage industry in 2020: global landscape changes, price fluctuations, and domestic chips under pressure to break through!

Categories:Company News
Author:
Origin:
Time of issue:2020-12-25
Views:0

Information

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.

At the same time, the penetration rate of AMOLED and TDDI in smart phones has gradually increased, which has also promoted the growth of demand for NOR Flash. In 2019, mobile phone AMOLED shipments amounted to 580 million, and it is expected to reach 692 million in 2020. TDDI-COF's full-screen solutions are becoming more and more popular, with shipments of 610 million units in 2019 and 700 million units expected in 2020.

In fact, not only TWS headsets and OLED screens, but all actively connected end devices in the Internet of Things era actually require NOR Flash and need to run code. This demand is very large. In fact, the entire NOR Flash market is growing. As long as the trend of the Internet of Things develops, such a demand will exist, and now the Internet of Everything is just the beginning.

5G commercialization brings huge demand, and the mass production of YMTC's 64-layer 3D NAND catches up with the good time

SSD and mobile terminals are the main sources of NAND Flash demand. According to DRAMexchange, NAND Flash sales in 2019 were 46.1 billion U.S. dollars, down 27.1% year-on-year. The market is expected to pick up in 2020, with sales reaching 55 billion.

In the 5G era, huge amounts of data will generate huge data storage requirements. According to IDC forecasts, by 2025, the global data circle will expand to 163ZB (1ZB equals 1 trillion GB), which is six times that of 2018. It is estimated that 35ZB of data will be generated in 2019, of which about 58% comes from HDD and 30% comes from flash memory, mainly NAND Flash. From the current NAND Flash shipment capacity, there is huge room for growth.

At present, the NAND market share is mainly concentrated in the hands of Samsung, Kioxia (Toshiba), Western Digital, Micron, Intel, SK Hynix and other manufacturers. Among them, Samsung accounted for 33.0%, Kioxia (Toshiba) accounted for 18.8%, Western Digital accounted for 13.8%, Micron accounted for 12.9%, Intel accounted for 10.9%, and SK Hynix accounted for 9.7%.

From a technical point of view, with the development of 5G and Internet of Things technology, data is showing explosive growth. As a result, the demand for storage is also increasing. Major storage manufacturers are also constantly developing larger capacity 3D NAND.

It is understood that Samsung has launched a 128-layer 256Gb 3D TLC NAND in June 2019, mass-produced 250GB SATA SSD in August, and can now mass-produce 128-layer 512Gb TLC 3D NAND. Kioxia/Western Digital, Micron, etc. will also advance the development of 128-layer 3D NAND technology in 2020, and Intel will even launch 144-layer QLC NAND in 2020.

There is still a gap between the NAND technology of domestic manufacturers and international manufacturers, but on August 26, 2019, Yangtze Memory's 64-layer 3D NAND flash memory chip was publicly displayed for the first time at the second China International Intelligent Industry Expo. Subsequently, the company announced on the official WeChat that it has mass-produced 64-layer 256 Gb TLC 3D NAND flash memory to meet the needs of mainstream market applications such as solid state drives and embedded storage.

This is a milestone for domestic NAND. With the announcement of mass production of 64-layer 3D NAND by YMTC, the country has officially started to catch up in NAND technology. YMTC's 64-layer 3D NAND flash memory is the world's first flash memory product designed and mass-produced based on the Xtacking architecture. The Xtacking architecture is a new 3D NAND architecture launched by YMTC in August 2019. The introduction of mass production through this architecture can significantly improve product performance and shorten development and manufacturing cycles.

It is reported that in 2020, Yangtze River Storage's 64-layer 3D NAND flash memory will gradually increase its production capacity, and it is expected to increase its production capacity to 60,000 wafers a month by the end of 2020. In addition, the company will also produce 128-layer stacked 3D flash memory in 2020. By then, as 128-layer 3D NAND is put into production, the gap between domestic and international manufacturers in NAND will be narrowed again.

In 2019 and 2020, the commercialization of 5G will be officially launched, and the production of large amounts of data will promote the growth of NAND demand. This is a good time for Yangtze Storage to make efforts.

Significant progress in domestic DRAM: Changxin Storage has been put into production, Zhaoyi Innovation 2020 is taped out, and Ziguang Group begins to deploy

At present, the global DRAM market is monopolized. Samsung, SK Hynix and Micron account for more than 95% of the global market share, Samsung 45%, SK Hynix 29.2%, and Micron 21.2%. China is the largest market for DRAM chips, but Samsung, SK Hynix, and Micron dominate. This also makes DRAM one of the most severely restricted basic products in China. DRAM is an area that we urgently need to break through.

It is worth noting that in 2019, domestic DRAM manufacturers Changxin Storage and Zhaoyi Innovation made significant progress, and Ziguang Group also officially entered the DRAM field.

Changxin storage memory chip independent manufacturing project was announced on September 20, 2019, and its 10nm-class first-generation 8Gb DDR4, which is synchronized with international mainstream DRAM products, debuted for the first time. The Changxin storage memory chip self-manufacturing project was jointly funded by Hefei Industrial Investment, an investment platform under the Hefei Municipal Government, and Zhaoyi Innovation, a domestic leader in segmented memory, in May 2016. The first phase has a design capacity of 120,000 wafers per month.

At present, the project has passed layer-by-layer review and obtained a mass production yield test report from the China Electronics Standardization Institute, a testing agency under the Ministry of Industry and Information Technology. Zhu Yiming, Chairman and CEO of Changxin Storage, said that the 8Gb DDR4 put into production has passed the verification of many major domestic and foreign customers and will be officially delivered by the end of 2019.

In addition, Zhaoyi Innovation also revealed on December 27, 2019 that its first DRAM chip plans to start tapeout samples in 2020, and will conduct packaging testing and complete customer verification in 2021. After successful testing, mass production will be carried out. . In addition, its multiple series of DRAM products will gradually complete R&D and mass production before 2025.

Zhaoyi has grown from NOR in 16 years to NAND in 2017 to DRAM in the past two years. Currently, in terms of DRAM technology and R&D, the company has established a core R&D team composed of dozens of senior engineers, covering front-end design, back-end product testing and It is verified that the core technology leaders of the team have been engaged in the DRAM chip industry for an average of more than two decades and possess strong technical and R&D capabilities.

On September 30, 2019, Zhaoyi Innovation released a plan for non-public issuance of A shares, and plans to raise 3.32 billion yuan for DRAM chip research and development and industrialization projects. According to reports, the fundraising projects are mainly consumer DRAM and mobile DRAM, and downstream applications mainly include TV set-top boxes, routers, in-vehicle electronics, industrial control, mobile phones, tablets, game consoles, and wearable devices. Compared with standard DRAM, niche DRAM is mainly customized, niche market adopts relatively mature process, mainly DDR3/LPDDR3, and mainstream process is mainly 40+ nm and 20+ nm.

Guosheng Securities stated that Zhaoyi Innovation, as the industrial operator of Hefei Changxin DRAM project, is expected to deepen the fabless+foundry cooperation model in the future. The Changxin wafer project is jointly invested by Hefei Industrial Investment and Zhaoyi Innovation. Changxin Storage Technology Co., Ltd. is responsible for management and operation. It is the only DRAM project in Mainland China that has a complete technology, process, and production and operation team.

In addition to Changxin Storage and Zhaoyi Innovation, Ziguang Group officially announced the establishment of the Ziguang Group business group on June 30, 2019. For this reason, Ziguang Group established the DRAM business group. Diao Shijing is the chairman of the business group and Gao Qiquan is the CEO of the business group. Tsinghua Unigroup has always been focusing on NAND Flash memory development. Now, the establishment of the DRAM business group means Tsinghua Unigroup has officially entered the DRAM field.

Subsequently, Ziguang quickly deployed and signed a cooperation agreement with the Chongqing Municipal Government on August 27 to build a DRAM headquarters R&D center, Ziguang DRAM business group headquarters, and a DRAM memory chip manufacturing plant in Chongqing. Among them, Ziguang Chongqing DRAM memory chip manufacturing plant mainly focuses on the manufacture of 12-inch DRAM memory chips. The plant is scheduled to start construction at the end of 2019 and is expected to be completed and put into production in 2021.

Overall, in 2020, driven by emerging markets such as 5G, Internet of Things, and smart devices, the market demand for memory chips will usher in greater growth, and NOR, NAND, and DRAM will also face a certain price increase. At the same time, Compared with the past small-scale production capacity and R&D-based storage industry structure, domestic memory chips are expected to usher in a real mass production stage in 2020. It can be seen that whether it is from the external market or internal technical capacity, it will be domestic in 2020. A new inflection point for memory chips.

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