A few days ago, the Nikkei News reported that as the United States Apple's production adjustments to the iPhoneX and Chinese manufacturers of smart phone sales slowdown, some of the memory prices have fallen, NAND flash memory will enter the adjustment period ... ... According to the report, due to the adjustment of production of iPhoneX by Apple in the United States and the slowdown in the sales of smart phones by Chinese manufacturers, the price of some of the memories has dropped. Previously, memory-centric semiconductor demand continued to grow, and market conditions remained strong. Including materials and manufacturing equipment, the semiconductor industry was trying to determine whether the market had entered the adjustment phase. In terms of NAND-type flash memory for smart phone memory devices, the spot price, which is sensitive to demand, fell by about 10% from three months ago, and the situation of continuous price increase since the second half of 2016 has changed. In addition, according to Luan Heng, Robert Castellano, columnist of the financial blog SeekingAlpha, also stated that according to data provided by Korea Investment&Securities, the average sales prices (ASPs) of NAND and DRAM from 2016 to 2018 will be consolidated. The data shows that Samsung Electronics SK Hynix The average selling prices of NAND and DRAM have shown a downward trend in recent quarters. Nikkei said that since the iPhone was equipped with a flash memory capable of accommodating dozens of high-definition movies in 2016, the global smartphone capacity has become larger. In addition, the demand for IT companies to store personal information in data centers has also expanded. The size of the flash memory market with capacity calculations is expected to maintain rapid growth in the medium to long term. However, Apple iPhoneX reported a 50% drop in output from January to March. Sean Yang, an analyst at Shanghai research firm CINNO, pointed out that Apple is the largest consumer of these chips. In 2017, it accounted for 1.6% of global demand, which was approximately 160 million. Gigabytes. The reduced production of iPhoneX means that consumers of memory chips will be reduced, which will slow down the increase of NAND, DRAM and average selling price. In addition, fast-growing Chinese mobile phone manufacturers such as OPPO and vivo are also struggling. IDC data shows that global smart phone sales fell by 0.1% year-on-year in 2017. Changes in the smart phone market have directly led to a slowdown in the supply and demand of flash memory. It is reported that Samsung originally expected to establish a new NAND flash memory production line at its factory in Pyeongtaek, South Korea. However, after the price decline, Samsung plans to establish a DRAM production line in some areas on the second floor. According to estimates by JP Morgan Securities, Samsung's investment in flash memory in 2018 will reduce by 30% year-on-year. DRAMexchange expects DRAM supply to grow by 22.5% in 2018, up from about 19.5% in 2017. In 2018, DRAM revenue is expected to grow by 30%, far below the 76% revenue growth in 2017. The growth of memory in mainland China also has an impact on the supply and demand of NAND and DRAM. The memory factories of semiconductor manufacturers in mainland China may start operating as late as 2019 at the earliest. Jinhua IC Co., Ltd., located in Fujian, pointed out that the progress of the project is accelerating. It is expected that the construction of the major factories will be completed in October this year. The headquarters is located in Wuhan. Yangtze River Storage Technologies will invest US$2.4 billion in the construction of three large-scale 3D NAND flash memory manufacturing plants. The No. 1 plant is expected to officially start production in 2018, with a monthly production capacity of approximately 300,000 wafers; and finally, the core of integrated circuits in Hefei. The company also purchased a batch of DRAM production equipment. Robert Castellano believes that the average price of memory is declining, the mainland Development and Reform Commission and Samsung signed a memorandum, Samsung's NAND flash memory expansion production capacity reduction, the Chinese mainland manufacturers complete the memory production plant settings, Apple's iPhoneX production under the five signs, according to the display of the memory chip "super cycle "It will end. Sensanjishi, executive director of JP Morgan Securities, a Nikkei news source, said that "NAND-type flash memory will enter the adjustment period." Moriyama believes that with the increase in the yield of various manufacturers, the supply of NAND-type flash memory will increase, and the supply shortage will be alleviated compared to 2017. DIGITIMES pointed out that although the semiconductor industry believes that the global demand for storage equipment continues to grow, the NAND memory market is currently undergoing only short-term adjustments and will continue to rebound in the medium to long term. However, the memory market has risen more and more fiercely, and has fallen further behind. Together with the new product yield, it is not always easy to pull up. If it overlaps with the declining market sentiment, the performance in 2018 will not be optimistic. 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