March 29 news, has been Apple's NAND Flash flash memory chip suppliers only SK Hynix and Armor, because these two are giants in the flash memory industry, product performance is sufficiently guaranteed. Today, according to Taiwan media reports, the domestic flash memory factory Yangtze River Storage officially entered the Apple flash supply chain and has begun to ship to Apple.
According to reports, Yangtze River Storage is the first IDM enterprise in mainland China to achieve mass production of 64-layer 3D NAND, and it also has Wuhan Xinxin, a subsidiary specializing in the research and development of Nor Flash flash memory chips, to fill the vacancy in the Yangtze River storage in this section. Yangtze River Storage can break into Apple's supply chain this time, which means that its flash memory technology has caught up with international manufacturers such as SK Hynix and has been recognized by Apple.
From the perspective of the delivery schedule of Yangtze River Storage, it should be a memory chip for iPhone SE3 products, but it cannot be guaranteed that the iPhone 13 series will not be used. At the end of 2020, the global market share of Yangtze River Storage was only about 1%, ranking sixth in the world. Now that it has successfully entered Apple's supply chain, it will surely promote the rapid growth of its output and sales, and its market share is expected to grow to more than 6% by 2025.
Apple's choice of domestic companies as supply chain manufacturers helps to ensure the stable supply of its flash memory chips and does not worry about being limited by the production capacity of a certain company. At the same time, this helps to reduce the production cost of Apple's iPhone. Apple uses chips produced by domestic companies, and the cost should be relatively cheap. The chip does not need to be shipped from overseas to China, and it can also save some transportation costs.
If the iPhone 13 and iPhone 14 series use the flash memory chip stored by The Yangtze River, the price is expected to be further reduced. Last year, the iPhone 13 series of national banks did not increase the price, and netizens called out the real fragrance. The iPhone 14 series should maintain last year's starting price, but the cost of flash memory chips is reduced, and the price of different memory versions may be adjusted, which is worth looking forward to.
In recent years, more and more domestic companies have broken into Apple's supply chain, or become Apple's foundry, BOE for the iPhone 13 series to supply OLED screens, Luxshare Precision, Goertek OEM Apple AirPods, iPhone-related accessories and so on. It can be seen that domestic enterprises are becoming more and more powerful in electronic manufacturing technology, and their strength is getting closer and closer to the industry leader.