Huawei Apple supplier: Samsungs leading position challenged, memory price rebounded

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 Huawei Apple supplier: Samsungs leading position challenged, memory price rebounded


We think 2020 is a relatively strong year, and given the supply and demand situation, we think there is room for the price of memory to rebound. As a leading indicator, the chip industry is like a duck in the river, knowing the arrival of spring earlier than others, said Wu Min, Wang Hongs chairman and CEO

From the perspective of semiconductor industry, China still needs about 20 years to cultivate a group of qualified engineering talents and build its own technology. He added that the China US technical war is a wake-up call in China. China believes that its chip technology is still far behind the global leader.

However, if Chinese companies try to catch up, there is nothing they can do, including Samsung, Meguiar and SK Hynix. Given Chinas huge domestic market, existing chip companies may not survive in 20 years.

According to cinno, a research company, Wang Hong, founded in 1989, is the market leader of NOR flash, with a market share of 21%. Nor flash is an essential storage component in almost all electronic devices. Looking forward to 2020, we think the market demand will pick up, but we havent seen any Chinese memory chip companies that will have a significant impact on the market.

In addition, the price of storage chip will also recover, especially in the second half of 2020, when most smart phone manufacturers including Apple will launch 5g mobile phones, and all telecommunication infrastructure will be ready. However, the technological and trade war between China and the United States remains a huge uncertainty.