Robust Demand for Memory Chips
Micron has a bright achievement on 2018 . According to the terminals used by the memory chips, cloud servers and graphics cards have become the main kinetics of performance. The revenue of this business increased by 67% year-on-year, followed by strong demand for low-power DRAM and eMCP products. From the perspective of the company's new product development, 3D NAND trend is clear, 96-layer 3D NAND is expected to be mass-produced in the second half of this year.
On June 24, 2018, China Electronics Sixth Research Institute released a self-developed domestic programmable logic controller (PLC) in Beijing. The “Industrial Internet” is expected to accelerate the process. With its high reliability and flexibility, PLC has been widely used in industrial control and intelligent manufacturing. Due to the large gap between domestic manufacturing enterprises in equipment automation and developed countries such as Europe, America and Japan, the entire domestic PLC market is basically abroad. Manufacturer monopoly. However, in recent years, domestic enterprises in the small PLC field have begun to enter the market, especially in the context of the country's vigorous promotion of "smart manufacturing 2025", the industry growth rate has been maintained at more than 20%, and the market share of domestic enterprises is gradually increasing. We are optimistic about the development potential of domestic enterprises under the dual opportunities of increased penetration and import substitution of foreign companies.
With the acceleration of automobile intelligentization and electrification, the development speed of new energy vehicles and ADAS automatic assisted driving is faster than expected, the demand is increasing rapidly, the demand for MLCC and power devices is greatly increased, and the growth of other application fields is superimposed. Caused the industry out of stock, price increases and so on. The MLCC single-vehicle usage is expected to double in the two years based on the increase in the electronic rate of automobiles. Power semiconductors are also out of stock with the explosive growth of automotive electronics.
Since 2017, the prices of MLCC, chip resistance, aluminum electrolytic capacitors and other products have been raised several times. The main reason is that the Japanese factory has transferred the conventional production capacity to high-end automotive and industrial products. The conventional products have a supply gap, and the demand for superimposed consumer electronics and automotive electronics is strong. As well as the pressure of raw material price increases, the price of MLCC has been continuously increased. The shortage of chip resistors is also becoming more and more serious. On the one hand, environmental protection limits production. On the other hand, substrate manufacturers are reluctant to expand production due to serious losses, resulting in insufficient supply, and the demand for superposition has increased substantially, and thus the shortage of goods has spread.
This article is from Allicdata Electronics Limited.