© dimitry romanchuck dreamstime.com Analysis | May 23, 2014
3D NAND Flash development expected to heat up in 2H 2015
Due to the potentially strong peak quarter performances of smartphones, tablets, and enterprise SSDs, the 2014 NAND Flash bit demand is expected to grow 39% compared to the previous year, whereas total industry output value has a chance of rising 5% YoY to US$ 25.2 billion, according to DRAMeXchange.
As shown by the manufacturers' 2014 production plans, a good number of the NAND Flash maker's increased capacity in 2014 were driven by their active technological migrations. Given concerns over the NAND Flash manufacturing processes' reaching of its scaling limit this year, more and more companies have begun to invest in technologies that are intended for next year's 3D NAND Flash production, with total investment amount expected to rise 12% YoY in 2014 to an estimated US$ 9.2 billion. Samsung's Xian Plant, whose operations officially began in May, is currently expected to account for the majority of the company's expanded output as well as focus on developing 3D NAND Flash technology. Taking into account the time it takes for 3D NAND products to be verified by clients and the Xian plant's intention of adjusting its production ratios based on 3D NAND Flash demand, TrendForce believes that the overall output contributed by Samsung's Chinese plant will be relatively limited this year, and predicts Samsung's 2014 production growth will only reach 40%. Looking over to Toshiba, given that the second phase of the company's Fab 5 construction is not expected to be complete until the third quarter of this year, the official deployment of its relevant production equipments might not take place until the fourth quarter. The plant will mainly be focused on producing 1z nm and 3D NAND Flash products, with volume production set to begin in 1Q 2015. As a sign of its ambition and interest in 3D NAND technology, Toshiba announced a few days ago that it would also be revamping its original Fab 2 plant and have it produce new 3D NAND Flash components as early as 2016. Despite the Fab 2 plant's new operations being scheduled from 2H 2015 to 2016, Toshiba's yearly output growth could still reach a hefty 38% this year thanks to its active migration towards 1ynm technology. With regard to SK Hynix, the Korean company’s Q2 NAND Flash output is currently expected to return to the levels before 3Q 2013’s fire accident as it continues to show promising recovery and re-allocate portions of its production capacity to NAND Flash. With SK Hynix's 16nm products currently being verified by clients at a respectable rate, the company should have little trouble satisfying its OEM client demands during the upcoming peak quarters. The new Micron group, like SK Hynix, appears to have a similarly optimistic business outlook as its Singapore plant completes its DRAM-to-NAND Flash transition this quarter and raises its total NAND Flash capacity to approximately 230K/M. The plant will primarily serve as a production base for critical products such as eMMC, eMCP, and SSDs. Taking into consideration the wafer production progresses of the key NAND Flash companies mentioned above, the 2014 bit output growth for the entire industry is estimated at 38% YoY. While Samsung has been able to use its existing chip technologies to accelerate the integration of its 3D NAND Flash components into embedded products such as enterprise SSDs, the company's progress with 3D NAND Flash is still relatively limited this year due to the longer than expected client verification and testing processes. Toshiba is looking to produce 3D NAND Flash on a limited scale beginning in 3Q 2014, but will be unable to contribute significantly to the 3D NAND Flash market as its new equipments will not be ready for mass production until 2H 2015 or 2016. Like Toshiba, neither SK Hynix nor Micron is expected to mass produce their 3D NAND Flash products until the second half of next year. Given the existing 3D NAND Flash production schedules, TrendForce has revised the 2014 3D NAND Flash output ratio to 2%. The proportion of 3D NAND Flash products is expected to gradually increase only when manufacturers officially mass produce the product in 2H 2015.
Polytronics will acquire TCLAD, the thermal management business of Henkel Polytronics Technology Corporation plans to, through its subsidiary, acquire the entire assets and business of Insulated Metal Substrates panels and circuits of Henkel's TCLAD division (including the plant and facilities of approximately 100,000 square feet located in Prescott Wisconsin the employment contracts of around 273 employees), but excluding debts.
AT&S starts partnership with design company IMST GmbH With the aim of jointly developing high-frequency technology solutions, AT&S has concluded a strategic cooperation agreement with IMST GmbH in Kamp-Lintfort, Germany.
Heidenhain opens new expanded Western US HQ This includes the expansion of its executive, sales and technical support offices, as well as demo facilities in San Jose, California.
Delphi Technologies awarded new power electronics business Delphi Technologies is making new strides by securing new power electronics business wins in the second quarter of 2020 with three Chinese OEMs. The new business is scheduled to launch in the 2021-23 timeframe.
Sponsored content by ASMASM Impact – Release Summer 2020: SMT technology leader presents new products in compact livestream ASM’s new releases for this summer are innovative, smart, and deliver great gains in productivity. ASM will present these new solutions, the premiere of the ASM Works software suite and many more innovations around the integrated smart factory in a compact livestream with expert chats and spin-off sessions.
Mycronic combines US operations in new facility near Boston Mycronic US says that all of its operations have been integrated into a new 102,000 square-foot facility in Tewksbury, near Boston, Massachusetts.
Lynn Electronics acquires West Coast cable assembly company Pennsylvania-based Lynn Electronics, a manufacturer of fibre optic and copper cable assemblies, has completed its acquisition of Coast 2 Coast, LLC (C2C), an Anaheim, California cable assembly manufacturer.
Fictiv and Jabil team up for agile 3D printing collaboration The collaboration aims to accelerate and de-risks product development in the move from prototyping and low volume production to large scale global fulfilment.
TT expands with new industrial electronics manufacturing facility The UK-based electronics manufacturing specialist is expanding the footprint of its Global Manufacturing Solutions division by opening operations in Kuantan, Malaysia.
Sponsored content by Nordson ASYMTEKConformal Coating Results — When You Need Better Than Just "Good Enough" Conformal coating contributes to product quality and reliability, but it is typically viewed as a process that tolerates sufficient results, or "good enough." That view is changing as more advanced and diverse electronic products enter the consumer marketplace, from the Internet of Things to self-driving vehicles.
GE Appliances invests $62 million at its Louisville facility The manufacturer is gearing up to build high-end refrigerators and expand capacity at its manufacturing facility in Louisville, Kentucky., creating 260 new jobs.
Eaton buys new facility – merges busway operations from multiple sites Power management company Eaton has purchased a new facility in Hodges, South Carolina, establishing a new home for Eaton’s busway product line currently spanning three facilities across Greenwood County.
AIM adds new facility in Brazil AIM Solder has opened a new wholly-owned facility in Manaus, Brazil. This new stocking facility, which represents the only legitimate source of AIM products in Brazil, enables the company to support a growing Brazilian market.
PFOA now in REACh and POP regulation On 4 July, PFOA - perfluorooctanoic acid, its salts and precursor compounds - was included in the POP (Persistent Organic Pollutants) Regulation (EU) 2019/1021 and at the same time also came into force in the REACh Regulation (Annex XVII, entry 68).
Manz AG receives further Battery order Manz AG is expanding its successful partnership with an international battery manufacturers in the Energy Storage segment with a further major order in the mid double-digit million euro range.
Advantech and Interlatin to set up JV in Mexico Industrial IoT specialist, Advantech, says it is establishing a joint venture subsidiary in Mexico with its channel partner Interlatin.
Mercedes-Benz takes equity stake in Farasis Mercedes-Benz is taking another important step on its journey towards CO₂--neutral mobility. The Stuttgart-based car manufacturer has launched a strategic partnership with Chinese battery cell manufacturer Farasis Energy (Ganzhou) Co., Ltd., including taking an equity stake.
A new EMS provider sees the light of day EMS providers DataED and Bestronics merge to launch a new player – Emerald EMS.
Tektronix joins the fight agains COVID-19 Tektronix has shifted its focus from supporting vehicle manufacturing to assisting with ventilator production.
ABB completes divestment of Power Grids to Hitachi ABB has reached a significant milestone in the company’s transformation towards a decentralized global technology company, with the completion of the divestment of 80.1% of its Power Grids business to Hitachi.
Germany amps up domestic battery production with massive state subsidies The German government is investing more than EUR 1.5 billion in battery cell research and production.
Internal promotions and executive retirements at Kimball EMS provider, Kimball Electronics, has made two new internal promotions aimed at contributing to the company accelerating its strategic growth plans.
Kyocera & TMDU team up for research on vitals measurement headset Kyocera Corporation and Tokyo Medical and Dental University (TMDU) have teamed up on a joint research project to develop a wireless headset that can remotely monitor high accuracy patient biometrics, such as blood oxygen saturation (SpO2).
German battery manufacturer receives funding for cell production facility VARTA AG receives public funding of EUR 300 million for battery cell production facility.
Scanfil to streamline its factory network The EMS provider is planning to combine the production of its Hamburg factory with its other factories in Germany and Poland
Kitron awarded new order within measurement technology Kitron has been awarded new business for measurement technology. The award covers a period of five years, and the expected annual value is between EUR 3.5-5 million.Load more news
- U.S.: Cancellation of Preferential Treatment for Hong Kong to impact chip industry
- Arm to strengthen focus on core semiconductor IP business growth
- Apple to start mass producing Mac SoC, projected to cost under US$100
- Fictiv and Jabil team up for agile 3D printing collaboration
- Advantech and Interlatin to set up JV in Mexico