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Hylos NAND flash production reduction, Yingfeeling layout Thai back -end production capacity

  • Source:Network finishing
  • Release on:2025-01-21

1.SK HylosA 10%NAND flash production in the first half of the year

According to the IT House quoted TheELEC report,SK HylosThe NAND flash memory production, which is planned to reduce 10%in the first half of this year. At present, SK Hynix's NAND flash memory monthly capacity is about 300,000 wafers.

Due to the oversupply of the market, the price of NAND flash memory has fallen for four consecutive months.last month,GloryThe first announcement will be reduced, andSamsungIt is also exposed to adjust the NAND output of its Korean native and the operating rate of the Chinese Xi'an plant. It is expected that Japanese armor will also take similar measures.

2.British Fei LingThailand's back -end manufacturing base starts, and it is expected to be put into operation in 2026

British Fei LingRecently, it was announced that the new back -end factory in Samut Prakan, southern Thailand, started construction.The first building of the back -end production base is planned to be put into operation in early 2026, and will be able to further improve the production capacity in accordance with market demand.All expenditures of the new production base have been included in Yingfei Ling's capital expenditure forecast in 2025.

With the global decarburization and climate protection efforts to promote the demand for power modules, such as in industrial applications and renewable energy sources, highly automated wafer fabs will beBritish Fei LingThe manufacturing structure has played a vital role in the diversification.

3.Canalys: Global Intelligence in 2024cell phoneShipping increased by 7%to 1.22 billion units

Market research institution Canalys recently released a report that global intelligence in the fourth quarter of 2024cell phoneThe market increased by 3%to 330 million units, a continuous increase of five consecutive quarters, but the growth rate slowed down significantly.

Among the manufacturers,appleStabilize the list with 23%of the market share;SamsungFollow the 16%share;MilletIt maintained the third place with a share of 13%and is the only brand that has achieved year -on -year growth in the top three.Chuanyin and vivo are ranked fourth and fifth respectively, benefiting from the recovery of emerging markets in the Asia -Pacific region.

Throughout 2024, global intelligencecell phoneThe shipment volume totaled 1.2 billion units, an increase of 7%year -on -year.appleKeep right for the second consecutive yearSamsungLeading.

4. Analyst: GB200 NVL72 assembly shipping is still optimistic

According to the Science and Technology Board Daily, well -known analysts Guo Mingzhang's latest article stated that the expectations of GB200 NVL72 to assemble a large number of shipments in 2Q25 may still be relatively optimistic.Since September 2024, GB200 NVL72 assembly production schedule has undergone many extensions.

Guo Mingzheng believes that the result of a large number of shipments several times is that the shipment will be lower than expected.At present, it is expected that the GB200 NVL72 shipment in 2025 may be about 25,000-35000 cabinets, which is significantly lower than the 50000-80000 cabinet expected to be expected to be the most optimistic when the market emotions last year.

5.SamsungThe new machine is equipped with LPDDR5X, abandoning its own purchaseGlory

According to the quoted report from Fast Technology,SamsungThe new generation of Galaxy S25 series will be released on January 23, Beijing timecell phoneIncluding the three models of Galaxy S25, Galaxy S25+and Galaxy S25 Ultra.

It is reported that,SamsungThe S25 series has been determined that the memory of up to 12GB is standard, and it is expected that the full series is equippedGloryLPDDR5X memorychipEssenceThis choiceGloryThe core reason is that the core reason is that Samsung's own memory chip has a technical problem with overheating.

6. PassSamsungHBM3E products are expected to supplyBroadcom

According to fast technology,SamsungElectronic HBM3E products were originally scheduled to be sent in 2024NivineCertification, but it has not yet reached Nvidia standards.Korean market participants said that if Samsung can be with NVIDIA competitorsBroadcomCooperation may have different results.

BroadcomIt is an IC design company and the world's largest ASIC design company. RecentlychipDevelopment to reduce the rightNivineDependence.SamsungopponentSK HylosFor the main clientNivine, To the outside world's HBM production capacity is limited, and this is the opportunity of Samsung.

at the same timeNivineandBroadcomThere are differences in the business model and SOC design technology, and the market believesSamsungandBroadcomThe possibility of signing the HBM contract is very high.Broadcom is looking for companies that are strictly supplied at the cost and a large amount of supply at a reasonable price. Samsung happens to meet the conditions.

7. Ji State: 2025 MLCC demand will be led by AI infrastructure

According to the Financial Association, the total number of MLCC suppliers in the first quarter of 2025 is estimated to be more than 1146.7 billion yuan in the first quarter of 2025, with a quarterly decrease of 3%.Looking forward to 2025, the focus of industrial order demand is still concentrated on the AI ​​server, accelerator andPower managementThe growth rate of the remaining ICT industry is still slow, and the estimated an average increase is less than 10 %.

TRENDFORCE Jibang Consulting stated that it is still difficult for suppliers to achieve the goal of full -loading of capacity capacity this year, and it is still difficult to change the industrial structure for excessive demand.The choice between the price and the order will become a major challenge for the industry in 2025.