DRAM memory has been used commercially for 50 years, and NAND Flash flash memory has been available for 30 years. From the initial group to the current oligarchic pattern, the three echelons of Korea, the United States and Japan, and Taiwan will be geographically separated. China's new powers, including the Yangtze River Storage, Changxin, Jinhua and Ziguang DRAM projects, have received wide attention. How to develop China's memory industry? This paper puts forward some thoughts on DRAM, NAND Flash, packaging and testing technology and development ideas from the perspective of pure market: DRAM PC: DDR4; Niche: DDR3 There is no essential difference between DDR3 and DDR4 cores. The logic part is 8-bit preloaded, and the wafers are made in the same way. Positioning the PC and server markets, DDR4 is the best choice. The application of niche market products such as in-vehicle market lags behind the mainstream technology. The positioning niche market needs to open up the market in terms of market access and reliability and establish a multi-product small batch operation mode. DDR3 is an option, but must consider the market. Capacity problem. At present, the DDR3 memory stick of the Ziguang Guoxin brand has appeared on the market, which may be understood as a prelude. The predecessor of Ziguang Guoxin was the Infineon Xi'an DRAM Design Department established in 2003. In 2009, it was independently operated by Inspur. Ziguang Guoxin has first-class design capabilities, engaged in niche-based DRAM and design services, and wafers are mainly supplied by Taiwanese partners. This kind of Kingston-like model requires strong channel control and brand appeal, and the cost is high; but this can achieve zero breakthrough, establish brand and distribution model, and lay a foundation for future development. Mobile: LPDDR4 Mobile DRAM is driven by the mobile phone market. According to figures released by IDG, the annual global smartphone production in 2017 was 1.462 billion units, and Chinese brands accounted for about half of the global market share. Some companies specializing in the Asian, African and Latin American markets have suddenly received attention due to the listing. For example, voice-transmitting mobile phones, it is said that 35 million smart phones and 85 million functional machines were released in 2017! The total smartphone shipments tend to be saturated, but the average The price and average memory consumption are rising, and it is still the main driving force for DRAM and NAND Flash. Regardless of DRAM or NAND Flash manufacturers, mobile operators have the world, LPDDR4 has priority. Newcomers are inferior in terms of capacity, performance and IP accumulation. They may wish to lower their stance and take advantage of China's market advantage. According to official information, the combination of listed company Zhaoyi Innovation and government investment in Hefei Changxin will showcase its products at the end of 2018. The former will be designed and the latter will be manufactured to jointly impact the 19nm DRAM process. Zhu Yiming, the founder of Zhaoyi, has a wide reputation in the Chinese IC industry. After several trial and error in the initial stage of the venture, the product was accepted by Rising Micro. SPI NOR opened the market and the MCU was also successful. In 2016, the company listed 17 consecutive daily limit. It is worth noting that Zhaoyi has entered the eMCP and eMMC markets and independently produced 38nm 2D NAND. Wang Ningguo, the leader of Hefei Changxin, holds a Ph.D. in California, and served as an executive in the world's largest equipment company. He has served as the CEO of China Red and SMIC, the two largest foundry companies in China. Changxin's first product has not been announced, we will wait and see. Fujian Jinhua is a model for cooperation between Fujian Province and Taiwan Lianhua, planning 60,000 pieces of production capacity. Taiwan's DRAM industry has tried to challenge Samsung's status. However, the lack of research and development has constrained its own development. South Asia, Huayake, Powerchip, and Winbond have relied on technology licensing and foundry business. I hope that Jinhua can adhere to independent research and development on the development path, even if it is slower. The bitcoin mining machine has a remarkable purchasing power for TSMC's 10nm capacity. Different from Bitcoin's hash algorithm collision guessing, the ETHASH algorithm used by Ethereum competes for DRAM bandwidth. It is said that a mine opportunity is equipped with 72GByte DRAM. Does the DRAM used in the mining machine have to be JEDEC-compliant products? Will it be an opportunity for new players? NAND Flash NAND Flash three steps: memory card - mobile terminal - SSD Flash growth comes from mobile devices, consumer SSDs (laptops) and enterprise SSDs. Others such as memory cards also maintain a certain share. Changjiang Storage has demonstrated 32-layer 3D flash memory. Zihong Group's early acquisition of Zhan Rui has mobile processors, baseband and RF. In 2016, Xinhua San provided cloud services, and then frequently acquired downstream chip packaging and SSD manufacturing enterprises, and vertically integrated. The pointing is very obvious. A few days ago, Ziguang Storage released a series of products, which should be used by the big manufacturers. Once the Yangtze River storage starts shipping, it is believed to be imported quickly. NAND Flash is different from DRAM. As long as there is a point failure in DRAM (small scale repair before leaving the factory), one chip or even one module will not work properly; and NAND Flash is planned by the main control chip to store the data storage area. After the failure unit appears, the master can isolate this part and the whole is still available. The self-developed SSD master chip appeared in the release of the purple light storage. Fiber Optic Box,Fiber Optics Box,Fiber Optic Boxes,Fiber Optic Junction Box Cixi Dani Plastic Products Co.,Ltd , https://www.dani-fiber-optic.com
