The memory chip is arguably one of mankind's greatest inventions. Because before the birth of memory chips, people could only use punch cards, magnetic core technology, etc. for storage, or written records, which not only occupied a huge space, but also was very inefficient. The birth of the chip makes people's information storage more convenient and fast.
The Yangtze River storage broke the game
According to relevant information, Yangtze River Storage was founded in 2016, is one of the leading enterprises in the mainland to conquer the memory chip market, and after five years of efforts, it has become a representative of domestic memory chip companies.
According to the data, its global market share is 3.4% by the end of 2021 and is expected to reach 7% in 2022. This data looks like a big gap compared to the storage big three, but it should be known that its market will account for 0% by 2020.
Until December 29, 2021, Changjiang Storage officially released its own brand Ti Ti's latest series TIPro7000, the highest I/O speed of this product reached 7.4G/s, which is close to the 8G/s of the strongest Samsung SSD in the current market, representing the domestic hard disk storage chip reaching the world's top level.
At present, the monthly output of Yangtze River storage has reached 100,000 wafers, although giants such as Samsung are still leading and more recognized by the market, but with the further development of Yangtze River storage, the market continues to open up, and it is not impossible to catch up with and surpass them in the future.
Domestic chips are advancing to the high-end
For storage vendors, running fast enough is a question that needs to be constantly considered.
Taking DRAM as an example, because the process scaling of DRAM has gradually faced physical limits, after the 20nm process, in addition to micron (Micron) 1αnm still has nearly 30% growth of single wafer bits, other from 1Xnm to 1Ynm, or 1Ynm to 1Znm process, the growth rate has shrunk to less than 15%.
In recent years, the domestic and foreign enterprise-level storage master control chip market has developed rapidly, fierce competition, Huacun Electronics not only has to face Intel, Samsung, Micron and other flash memory original factories, but also to face the competition of traditional main control manufacturers such as Meiman Electronics and Microsemi.
Domestic memory chips must advance from low-end to high-end. Chen Lei, deputy general manager of T&C Semiconductor, said that as a local chip supplier, more than 40% of TEF's current employees are R&D engineers, and through independent product design and cooperation with domestic fabs and packaging and test factories, a local supply chain system has been created.
At the market level, emerging industries such as 5G, automotive electronics, wearable devices, and the Internet of Things, as well as emerging markets, have brought strong demand for memory chips and put forward new requirements for product performance, including refining process processes, improving product reliability, and reducing package sizes, prompting rapid product iteration.
Whether it can break the foreign monopoly
Memory chips are also a very competitive market, domestic memory chip companies may have mastered the world's first-class technology, but in terms of market share, can they break the foreign monopoly?
Technology is one thing, but how to get the global supply chain to recognize its own technology and increase the purchase of the company's products is another aspect.
Samsung, SK Hynix, Micron three giants have long been famous, many years of industrial layout let the outside world have long been heard. Even if they are not using their storage products, they know the reliability of their products.
Therefore, if domestic manufacturers such as Yangtze River Storage and Changxin Storage want to break the monopoly, they must continuously strengthen the layout of the international market. Actively participate in the global market competition and continuously enhance the market discourse. And use technology as a breakthrough to take its own market share, completely break the monopoly, and change the situation of the three giants of the United States and South Korea.