Titanium
When it comes to Samsung, everyone's first impression may be the mobile phone business. It is true that Samsung is the global champion in smartphone sales, but the importance of the mobile phone business in Samsung Electronics can only rank third, and the real core business of Samsung Group is semiconductor and display division.
Samsung earnings
According to Samsung's financial statistics, the profit contributed by Samsung Semiconductor and Samsung's display division accounted for 78% of the total profit of Samsung Electronics, while the profit of Samsung's smartphone business accounted for only 17%. This is also the reason why Samsung mobile phones are weakening year by year, but Samsung Electronics is becoming more and more powerful.
Among Samsung Semiconductors, the storage department is the most profitable department. With the explosive growth of smartphones, the demand for storage has also exploded, and Samsung has become one of the biggest beneficiaries. At present, Samsung accounts for more than 38% of the global memory chip market and is undoubtedly the ruler. But recently this challenger has also ushered in the biggest opponent, that is, the rise of domestic memory chips.
Yangtze River Storage realizes mass production of 128 layers of 3D NAND
The importance of memory chips is unquestionable, whether it is smart phones, personal computers or supercomputers, servers, cloud computing and many other fields are inseparable from the figure of memory chips, to some extent, the importance of memory chips storing data is no less than that of central processing unit chips.
As the world's largest memory chip market, the demand for memory chips accounts for up to 36% per year; but compared with the huge demand, the self-production rate of memory chips has long been dazzling 0. "Huge market demand" coupled with "low self-sufficiency rate" is undoubtedly the focus of the breakthrough, with the establishment of the National Integrated Circuit Industry Investment Fund and the construction of a national memory base with a total investment of up to 160 billion yuan, domestic memory began rapid development.
Yangtze River Storage
Including Changjiang Storage, Changxin Storage, Gigabit Innovation and other memory chip manufacturers have begun to seize the market, of which Changxin Storage's 17nm process DRAM chip yield rate has reached 40%, will begin to supply DDR4 memory in the second quarter of 2022, while Changxin will continue to develop more advanced 7nm and the following process of DDR5 memory.
Yangtze River Storage has made efforts in the field of NAND, not only launched the self-developed "Xtacking" architecture, but also achieved mass production of 128 layers of 3D NAND memory chips after unremitting efforts, which is only a generation away from the 176 layers of 3D NAND of Samsung and other manufacturers. Based on the "Xtacking" technology, the comprehensive speed of NAND writing and erasing of Yangtze River Storage reaches 3Gbp/s, even compared with Samsung's V-NAND 3D stacking technology, it is not inferior, so it has also entered the Huawei Mate40 series of mobile phones and completed the localization of replacement.
Yangtze River Storage has also created a civilian brand of titum to enter the consumer market for competition, of which the flagship titanium PC005 Active can achieve a sequential read speed of up to 3500MB/s and a sequential write speed of up to 2900MB/s, which can fully meet the needs of design and e-sports enthusiasts. It also dispels people's doubts about the authenticity of domestic memory chips with actual products.
Market share trend of domestic memory chips
Write at the end
According to statistics, it is expected that the global market share of domestic memory chips will reach 4% in 2022, and it is expected that domestic chips will account for 12% of the global market share by 2025.
Just like the completion of localization in the fields of home appliances, communications, aerospace, high-speed rail, etc., today's domestic memory chips are walking on the road of their predecessors, from scratch to finally achieve complete replacement, and Samsung is gradually ushering in the twilight of its own electronic kingdom.
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