IPhone8 Flash Supply Is Insufficient, Forced To Seek Help Samsung

- Jul 07, 2017-

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Since iPhone 7, Apple has introduced a new flash 3D NAND flash memory. A new type of this new type of flash flash developed by Intel and media ventures, the memory in a stacked together to solve 2D or plane NAND flash memory limit.

But industry news from the Taiwan region said that Apple's 3D NAND flash vendors SK, Hynix and Toshiba had lower yields, leading to a 30% drop in output compared to previous expectations.

To solve the problem, Apple has to incorporate Samsung into the list of flash vendors. Compared with SK, Hynix and Toshiba, Samsung's 3D NAND flash memory yield is relatively stable, so production is guaranteed.

In iPhone 7, apple uses 48 layers of NAND flash memory. Sources say iPhone 8's NAND flash will reach 64 layers, meaning that more data will be stored in the same space.

Analysis of major accident micron factory scrap

Memory, SSD and other storage products have been rising prices, has reached the point where consumers can not accept. We are still looking forward to this year in memory market will collective price, big accident yesterday micron factory, let all people break the illusion.

Beijing time, July 6th. Taiwan micron wafer technology factory suffered nitrogen system caused by accident, more than half of the wafer scrap, and the plant has entered a state of suspension. It is learnt that the factory conservatively estimated losses of about 60 thousand, will affect the global DRAM production capacity of 5.5%, the DRAM market will continue to add insult to injury.

Remember last time, or last time, the price of storage products increased? It is a torch to burn a OEM factory that all the products, mobile memory, SSD or even a mobile phone use memory particles are collective price increases, the price of the industrial chain, lasted for nearly 3 years, slowly subsided; fire takes 3 years to return to the blood, and the the fire occurred in the most stable when the accident, and the accident is in: "back in the process of blood".

The factory, affected by the Taiwan science and technology Fab2 micron wafer, workshop for twin structure, the venue can accommodate 2 12 inch wafer factory, factory production capacity to produce more than 120 thousand pieces. Since last year, formally merged with micron Inotera, the factory began to 20nm process, the product line will expand to mobile devices in LPDDR4.

It is worth noting that this year, Samsung and Hynix SK micron are among the new apple iPhone supply chain, the new iPhone will not affected by this. And the factory process transfer itself difficult, easy to cause a significant drop in capacity in the short term, DRAM average selling price rose more than 5.5%.

IPhone 8 or price increases?

This is the tenth year iPhone, apple in 10th anniversary will be exposed amazing mobile phone products, according to Apple's official data, the first half of the amount of demand this fall will be released iPhone 8 mobile phone is expected to be 85 million units.

And we in accordance with the production of LPDDR4 15% micron which occupies the proportion of the calculation, the price of the new iPhone must have different degrees of impact, reduce the 15% components of production capacity, which means there are 15% new iPhone mobile phone production capacity will have been reduced, if we calculated in accordance with the 85 million Taiwan, this figure is still some terrible; when the new apple production at home and abroad or the price will become quite interesting.

There have been some iPhone components because of price increases and price increases, as early as a few years ago the last iPhone 4S Joe master God, because the reason Chinese within a number of factory accident, production capacity can not keep up, then the Jingdong and many other platforms are out of stock, unmarketable, once the goods are not may cost 4999 yuan to the purchase of that year, apple is the most brilliant year, both sales and attention are the second leading too much, but the supply of components has been completely unmasked!

As for the iPhone 8 this year whether the price, we still hold a positive attitude, after all, had a precedent, but now Apple has not yet announced the new iPhone official price increase, whether we do not know, but we suspect that this may be the highest price, and the most difficult to buy a iPhone.

Memory, SSD and other storage products have been rising prices, has reached the point where consumers can not accept. We are still looking forward to this year in memory market will collective price, big accident yesterday micron factory, let all people break the illusion.


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