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The Demand for Or Flash Intensified. Huabang Power and Wanghong Discussed That the Quotation Increas
NOR Flash Market in short supply, Huabang power and wanghong second price adjustment
Last year, Apple's iPhone 12 series mobile phones used OLED screens for the first time in a full range of models, driving the demand for NOR flash chips on OLED panels. In addition, the demand for TWS headphones exploded, resulting in a booming overall demand for NOR flash. Huabang power and wanghong first increased their prices by 7% to 10% in the first quarter of this year, but they reduced the amount of chips in mainland wafer foundry and switched to logic chip products, plus TWS, wearable devices, PCs As the demand for Internet and TV grows, nor flash is in short supply.
According to the supply chain, Huabang power and wanghong have been talking with customers about the quotation in the second quarter, and the price has increased again, with an increase of about 20%, much higher than the market forecast of 3% - 7%. Both Huabang power and wanghong said that the price increase was determined by the market supply and demand mechanism and did not comment on the price increase issue.
Foreign investors pointed out that due to the power outage in Texas caused by the snowstorm in the United States, the shutdown of the local plant of cypress under Infineon, a large IDM manufacturer, had a certain impact on the expected supply of NOR flash, which was conducive to the improvement of the quotation of NOR flash, and even optimistic about the stronger quotation rise of NOR flash and SLC flash in the second quarter of this year, with an estimated rise space of up to 10%.
Huabang power previously said in France that it would release optimistic information, saying that due to strong market demand and full capacity, the price rise effect will be reflected in the revenue in January and will be more obvious in the second quarter. It is expected that the tight supply of nor and SLC NAND will continue to the second half of the year.
Wang Hong maintained the same view. Lu Zhiyuan, general manager, believed that among the four major product lines this year, the housing economy was fermented, and the demand for ROM by game customers grew significantly, while nor flash and NAND flash were upward trends, and the demand for wafer foundry was also hot. He was optimistic about the outlook for this year and stressed that "we haven't seen any dark clouds yet".
Qunlian, Huirong kanwang NAND
Qunlian and Huirong, the world's top two flash memory chip manufacturers, are optimistic about the future of NAND flash and the company's outlook. Qunlian's revenue this year is expected to challenge the NT $50 billion mark and reach a new high. It is expected that NAND will be in short supply in the third quarter; Huirong is optimistic that the annual growth rate of revenue can reach 20-30%.
Huirong held the groundbreaking ceremony of the new headquarters building of Zhubei enterprise yesterday (24). When interviewed, Gou Jiazhang, general manager, said that the strong market demand for PCs, smartphones and OEMs of Internet of things devices, coupled with the increasing number of cases of SSD and EMMC / UFS control chips, has driven the memory market back to temperature.
Gou Jiazhang is optimistic that Huirong's annual revenue this year is expected to grow by 20-30% compared with last year. Looking forward to the strong market demand in the future, Huirong spent 4 billion yuan to build a new headquarters in Zhubei. It is expected to be opened in 2024 and can accommodate 1500 employees.
According to gou Jiazhang's analysis, since NAND's original factory does not want to make low-density memory, the capacity often takes off at 256gb, which gives the module factory more opportunities to develop and grow. In addition to entertainment, there are more and more memory applications including security control in the future.
He stressed that Huirong has been deeply engaged in the field of vehicle for a long time. It can be said that Huirong is a brand factory other than BMW. Huirong is its supplier. Due to the formation of the trend of automotive electronization, more and more storage devices are used, pushing up the market demand for memory.
Pan Jiancheng, chairman of qunlian, also believes that with the increase of 5g, servers and other applications, it seems that the demand for NAND chips is strong, and the supply may exceed the demand in the third quarter.
Pan Jiancheng believes that in the past, the proportion of qunlian's revenue was mainly consumer products, and now it is biased towards industrial, automotive, server and other applications. This is a real "sea port" and has real demand.
Industry insiders are optimistic that with qunlian entering the first-line brand supply chain, the future shipments will continue to expand. This year's revenue is expected to challenge NT $50 billion, reaching a new high, and the industry's profits will rise with the high gross margin product portfolio.
Semiconductor prices rise frequently. Morgan Stanley Securities issued a report that DRAM, NAND and NOR flash have fully entered the rising cycle, and the rebound range will be higher than the market expectation.
ASUS benefited from the business opportunities of E-sports and the benefits of product price increase. UBS Securities thought that the investment value emerged and raised its rating to "buy"; JPMorgan Chase is optimistic about the micro star with the same price increase benefit and reiterates its "overweight" rating.
Morgan Stanley pointed out that qunlian raised the average selling price of chips (ASP) twice in November last year and January this year. The next price increase may be in March, and ASP will grow significantly from March and April. In addition, qunlian has obtained additional wafer capacity from TSMC. This year, the growth rate of shipment is 10%, the price and volume are both high, and the benefits are considerable.
Editing: hfy
