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China imports $300 billion in chips every year, of which memory chips account for $80 billion. According to the statistics of Minsheng Securities in July 2021, China is the world's second largest NAND flash memory chip market, and the memory chips demanded by the Chinese market account for about 35% of the entire global memory chip share.
However, most of the memory chips demanded by China still rely on imports, Samsung, Jiaoxia, Western Digital, SK Hynix, Magnesium, Intel and other companies basically control the entire market, and the domestic supply rate of memory chips is still relatively low.
However, the good news is that after years of efforts, the global market share of China's domestic flash memory has reached 3.4% in 2021. Industry experts expect that by the end of 2022, the market share of domestic flash memory chips is expected to double to 7%, and domestic flash memory chip companies are expected to catch up with Intel.
Taking this 7% share is the domestic memory chip company Changjiang Storage. In 2016, in Wuhan, the Yangtze River Storage headquarters was completed, focusing on NAND flash memory; in 2017, China's first 3D NAND flash flash memory chip was launched; the second generation was mass-produced in 2019 and the third generation was released in 2020. At present, it has mastered 128 layers of stacking technology, and in 2021, it has launched UFS3.1 universal flash memory, marking that Yangtze River storage has reached the world's leading level. Moreover, Yangtze River Storage has also passed Apple's product certification and entered the industry of fruit chain suppliers, which is also a good example of the technical strength of Yangtze River Storage.
The development of domestic NAND flash memory chips has also greatly promoted the decline in the price of NAND flash memory chips, broken the price monopoly of large international enterprises, and brought tangible benefits to domestic related industries and consumers. For example, 120G SSDs, two years ago, there were more than 200, and now there are more than 50.
According to industry statistics, Samsung, Jiaoxia, Western Digital, SK Hynix, Magnesium, and Intel occupied the top six in the global NANDFlash memory chip market share in the first quarter of 2021, and Intel ranked sixth with 7.5%. Today, according to the information released by Yangtze River Storage, Yangtze River Storage has now accounted for more than 7% of the global NAND flash memory market share, and will continue to expand the production capacity of NAND flash memory in the future. Therefore, industry experts expect that by the end of 2022, Yangtze River Storage is expected to catch up with Intel.
7% is certainly not the end of Yangtze River Storage, Yangtze River Storage is constantly increasing investment to expand production capacity, a short-term small goal is to reach 30% of the global production capacity, becoming a veritable global leading memory chip company.
What we have to do is to move a small bench and carefully look at where the Yangtze River storage can go. Super Intel super magnesium light, punch west number kick Samsung, haha, pull big hair, let's go and see.
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