After Micron, Korean memory chips will also become losers, losing hundreds of billions of dollars

Micron is likely to completely lose the Chinese enterprise market, with the expansion of the impact, South Korean memory chips or will also suffer huge losses due to the impact of Micron, it is expected that the maximum loss may reach hundreds of billions of dollars, South Korea's memory chip leader status will also be shaken.

Micron recently disclosed data to the media pointed out that due to China's security review, Micron lost far more than the industry expected, the industry expected that Micron may lose 10% of its revenue, but Micron itself pointed out that due to the loss of Chinese enterprises procurement, the loss may reach a quarter of its revenue.

The impact of Micron has been shown during the 618 promotion period, during the 618 promotion period, SSD solid state drives and DRAM memory using domestic memory chip particles are among the top sellers of e-commerce, showing that domestic consumers highly recognize domestic memory chips, and pay real money to support domestic memory chips, which will not only affect Micron, South Korea s Samsung and SK Hynix, which occupy the top two positions in the memory chip industry, are also included.

According to the data given by the analysis agency, Samsung is the world's largest NAND flash and DRAM memory chip companies, SK Hynix is the world's second largest DRAM memory chip and the top five NAND flash memory chip companies, they account for 60% to 70% of the global memory chip market market share.

China is the world's largest memory chip procurement country, in 2022, China purchased 35% of the global memory chip share, of which only South Korea's memory chip exports to China is close to $100 billion, if the Chinese market enterprises and individual consumers are selected domestic memory chips, then these overseas chip companies lost revenue of nearly $100 billion.

All this is happening in 2022, China's memory chips accounted for nearly 5% of the global memory chip market share, the current two major domestic memory chip companies are promoting the mass production of the second phase of the project, and the production capacity of the second phase of the project twice, which means that the full production of the second phase of the project, domestic memory chips accounted for the global market share is expected to increase to 15%, That is to say, domestic memory chips can meet more than 40% of the domestic demand for memory chips.

Now the domestic memory chip technology has a certain advantage, NAND flash memory chip first mass production 232 layer technology, ahead of Samsung, Micron and so on; DRAM memory chips have also begun to put into production 19 nm process, keeping up with overseas DRAM process, both technology and performance have reached the global advanced level.

In addition to technology, another big advantage of domestic memory chips is the cost, as the previous LCD panel, OLED panel, with the domestic panel technology to catch up with the Korean panel, the Korean panel due to the high cost and choose to withdraw from the LCD panel market, in the OLED panel market also began to face the price suppression of domestic panels, It can be seen that Chinese manufacturing also has a strong cost advantage in high-tech manufacturing, and one of the reasons why 618 domestic SSD and DRAM memory are welcomed by consumers is also the price.

Domestic memory chips due to the advanced level of technology, but also more advantages in cost, so even the technology and quality requirements of Apple have been tempted, Apple had planned to use China's memory chips, but because of the impact of the United States ultimately failed to make it.

As the world's largest chip market, China has enough space to provide development opportunities for domestic memory chips, relying on the huge local market, domestic memory chips will rise rapidly in the next few years, the rise of the momentum will be unstoppable. Micron in China after the implementation of the security review, is about to lose the Chinese market, and now fully realize how important the Chinese market, the recent intention to invest billions of yuan in a closed test company in Xi 'an, may be lost just know that it is a pity, but also recognize the strong competitiveness of China's memory chips.