A false alarm, Apple seeks to expand the supply chain, and the opportunity for Yangtze River storage has come!

Speaking of global goods, many people may think of Asmal's lithography machine for the first time, in fact, in today's economic globalization, global goods can be said to be countless, such as the Apple mobile phone that many consumers in the mainland are flocking to, in fact, the parts on the body are also from all over the world.

The huge global supply chain will indeed bring great convenience to the production of its own products, but what if there is a problem in which link? The same is true of Apple, in February this year, the armored product was contaminated, although it eventually returned to normal, but Apple still seems to have a lingering palpitation. Ready to start expanding the supply chain and filling the supply gap of the armored man. In this way, it is said that there is a yangtze river storage in the mainland.

Where are the opportunities for storage in the mainland Yangtze River? There has never been a 100% chance, so what are the inevitable risks of Yangtze River Storage entering Apple's supply chain?

After the Armor Incident, Apple expanded its supply chain

On February 10, according to the official website of Jiaoxia, because the material used to produce flash memory chips was contaminated, this pollution was said to be due to the accidental loading of components containing impurities during the production of 3D flash BiCS FLASH. Japanese armored men took swift action and finally returned to normal on March 30.

Although in the end it is still a false alarm, but the armored man because of this pollution incident, has been stopped for almost a month, the huge flash memory chip production capacity will undoubtedly have a lot of gaps, in order to meet Apple's demand for flash memory chips, and may also be in order to prevent the historical recurrence of the armored man incident, so Apple is considering expanding the flash chip supply chain, increasing the supplier list, it is said that the mainland's Yangtze River storage is also within Apple's consideration. The opportunity for Yangtze River storage has come.

The Yangtze River storage opportunity is coming

First of all, Yangtze River Storage memory products have been verified by Apple

Apple is obviously still considering, why is the opportunity to store in the Yangtze River coming? In fact, Yangtze River Storage already has flash memory chips recognized by Apple. On March 31, according to DigiTimes, the 128-layer NAND of Yangtze River Storage has been recognized by the company.

It is currently expected that the store will begin in May, and may join the supply team of Apple's iPhone 14 in the future. Although NAND is a flash memory device, the flash memory chip is still the core, so from this matter, it may not be impossible to see Apple's favor for yangtze River storage flash memory chips. Under such a premise, the Yangtze River storage flash memory chip may not have the opportunity to enter Apple's expanded supply chain.

Secondly, the Yangtze River storage mass production technology has matured

In September last year, Cheng Weihua, chief operating officer of Yangtze River Storage, revealed that the shipment of 64-layer flash memory chips of Yangtze River Storage exceeded 300 million, the 128-layer QLC flash memory chips were also ready for mass production, and there was also a TLC flash memory chip that had achieved a considerable level.

It can be seen that the Yangtze River storage in the production of flash memory chips, has been able to mature and master, in the case of their own strength is too strong, now Apple expands the supply chain, how is not the opportunity for Yangtze River storage?

Of course, there is one last point, last year's bankruptcy reorganization of Tsinghua Unigroup can be said to be a lot of noise, many people think that Tsinghua Unigroup has invested in Yangtze River Storage, so they are worried about the future of Yangtze River Storage. For the concerns of the outside world, the Yangtze River Storage publicly responded on July 16 that Tsinghua Unigroup has invested in the Yangtze River Storage, and it is not false that it is a shareholder of the Yangtze River Storage.

However, Tsinghua Tsinghua Unigroup is only one of the shareholders of Yangtze River Storage, the two companies are operated independently, there is not much intersection at all, therefore, Yangtze River Storage currently has a stable management team, normal operation and abundant funds. It can also be seen from this that the current operation and capital situation of Yangtze River Storage is very good, and it will have the opportunity to enter Apple's expanded supply chain.

Nowadays, Apple expands its supply chain, yangtze river storage is undoubtedly an opportunity, but in the process of Yangtze River storage into Apple's supply chain, what risks will be encountered?

Yangtze River storage into the fruit chain is still at risk

First of all, Armor man is ready to expand production capacity

Apple is currently thinking about expanding the industrial chain, why is it considering this? I wasn't scared by the operation of armored man in February. According to Reuters, on March 23, Jiaoxia publicly stated that it currently plans to build a new flash memory chip manufacturing plant in its kitakami factory in northern Japan to increase its own 3D flash memory production.

Nowadays, Armored Man is ready to expand production capacity, then, Apple's expansion of the supply chain anti-armor man may not be much of a need, therefore, in the end, whether Apple will expand the supply chain is actually uncertain, and whether yangtze river storage can enter the Apple supply chain as desired.

Second, Apple's supply chain is fiercely competitive

According to Apple, in this huge industrial chain, Apple is not only considering the inclusion of Yangtze River Storage, South Korea's Samsung and the world's largest flash memory manufacturer SK Hynix, as well as Micron Technology, etc., are within Apple's consideration. Therefore, the competition in Apple's flash supply chain is still relatively fierce, in the face of these strong competitors, whether Yangtze River Storage can stand out, I am afraid it is still a big unknown.

summary

Armored man a false alarm, but Apple seems to be very afraid, is currently considering the deployment of expanding its own flash supply chain, the mainland's Yangtze River storage is also under Apple's consideration. As for how the future will go, whether yangtze river storage can enter the fruit chain on the flash memory supply, whether it can get this cup of wine as desired, and can only wait for time to clear the fog.