© ra2studio dreamstime.com Analysis | March 01, 2016
TrendForce expects flourishing chinese NAND Flash industry
China’s NAND Flash industry witnessed a steady growth in investments through 2015. As Chinese semiconductor companies build up their memory manufacturing capabilities at the wafer level, they are also beginning to pay greater attention to the production of controller chips for memory products.
DRAMeXchange, the memory division of global research firm TrendForce, believes that the Chinese semiconductor sector will focus on controller houses in its next phase of development due to the component’s vital position in the NAND Flash chain. “Besides pursuing the business model of selling controllers, most Chinese NAND controller houses put priority upon total SSD solutions to meet market demands,” said Sean Yang, research director at DRAMeXchange. “Enterprise storage providers, government agencies and national defense industries are target/primary customers of these products as they have been working closely with or investing in domestic controller chip suppliers. In terms of the overall product strategy, the Chinese NAND Flash industry is betting on SSD solutions using the next-generation PCIe bus (as well as the NVMe controller in particular) as the market mainstream in the near future.” Since the Chinese government committed to the development of the domestic semiconductor sector with the storage industry as the cornerstone, participants of the NAND Flash chain will now concentrate on funding, markets and product lineups. “The number of domestic NAND controller houses and other related participants will swell and the scope of product applications will extend from the enterprise to the consumer markets,” said Yang. Below is a brief analysis of several important NAND controller houses based in China. Sage Microelectronics Sage Microelectronics, listed in the Chinese stock exchange, started to attract the interests of domestic investors in 2015, when it acquired U.S.-based bridging chip marker Initio and gained crucial interface technologies (i.e. SATA, USB and SAS). With in-house controller chips and a complete product lineup, Sage is now one of the leading Chinese NAND controller houses and has a strong offering of enterprise products with SATA 2.0 interface and military-grade storage solutions. This year, Sage plans to widen its lead over its competitors by rolling out controller chips for SSDs with SATA 3.0 and PCIe interfaces. Shandong Huaxin Shandong Huaxin is one of the very few domestic controller chip and SSD suppliers that specialize in storage solutions for data security. The company’s position in the domestic market was significantly strengthened last year when its controller chips passed tests conducted by China’s State Commercial Cryptography Administration (OSCCA). Currently, Shangdong Huaxin’s main products are complete SSD solutions for businesses, government agencies, energy industry and defense industry. These SSD products use the SATA 3.0 interface and are compliant with the national encryption standard (which is based on domestic versions of algorithm security from SM1 to SM4). With a significant presence in applications that require strong security measures, Shandong Huaxin has been a strong promoter of the localization of storage equipment manufacturing. Its products are also first to become compatible with server processors from compatriot brands such as Inspur and Loongson. Memblaze Beijing-headquartered Memblaze is one of the hottest investment targets in the Chinese NAND Flash industry. The company managed to raise hundreds of millions of U.S. dollars from Qualcomm Ventures and General Technology Venture Capital during its Series C funding round. Memblaze’s strategy in the storage market is to provide highly efficient PCIe-based SSDs for enterprises. Its PBlaze 3 series, for instance, is known for their exceptional IOPS performance. The latest PBlaze 4 series, which was released last year, have also strengthened Memblaze’s position in the server and the large-scale data center markets. Among the domestic SSD makers, Memblaze is one of the few that are capable of developing data protection and encryption software for products using the NVMe controller. Shannon Systems Shannon Systems, China-based NAND controller house, was acquired by Taiwan-based Silicon Motion for US$57.5 million in 2015. The company continues to serve as a major supplier of PCIe-based SSDs. Its main clients are domestic cloud computing and data center providers, including Alibaba. The acquisition has also boosted Shanon Systems’ R&D capability, which will be directed towards the development of additional PCIe products in the near future (e.g. Enterprise-SSDs and storage arrays for clouding computing and IoT businesses). Hunan Goke Microelectronics A specialist in high-end, enterprise grade Flash solutions, Goke Microelectronics is the first domestic NAND controller house to receive backing from China’s National Integrated Circuitry Industry Investment Fund. The IC design company introduced a SSD controller chip that supports both PCIe 2.0 and SATA 3.0 interfaces this January and plans to develop eMMC products for domestically made tablets and smartphones. Huawei Aside from being a major player in China’s server and data center markets, Huawei is also pushing its semiconductor subsidiary HiSilicon to manufacture SSDs and SSD controller chips. The motivation behind the accelerated in-house effort is to improve the capability of Huawei-branded server products. Huawei launched its first SSD controller chip Hi811 in the first half of 2015. This was followed by the release of its NVMe-based SSD, the ES3600, in the second half of the year. By that time, Huawei’s controller chip already went through another upgrade, with the latest generation being the Hi812. Unlike other domestic NAND Flash solution providers, there is no pressure for Huawei to market its ware to outside clients. The Chinese electronic giant has its own server and data base businesses that support the development of controller chips and related products, and this in turn also reduces Huawei’s reliance on foreign SSD suppliers. Establishing a vertically integrated chain for server and storage equipment will furthermore enhance the competitiveness of Huawei’s products. Yang believes that the demand for Enterprise-SSDs will be stronger than Client-SSDs in the future, so Huawei’s in-house manufacturing of controller chips and storage products will have a significant impact on the entire NAND Flash industry. ----- More can be found at Trendforce.
Etteplan and Scanfil to start strategic cooperation in joint customer projects Engineering company Etteplan and contract manufacturer Scanfil have today agreed to enter a strategic partnership in Finland.
The lovechild of ACE Production and InterSelect Carlos Bouras of Nordson Select gave us the rundown of the result of the integration and combination of ACE Production and InterSelect GmbH - the new Integra.
American Battery Metals, U.S. lawmakers convene American Battery Metals Corporation has completed a series of meetings with lawmakers and personnel in the Department of Energy and Department of the Interior in Washington, D.C., to discuss issues critical to the domestic battery production and storage industry.
Cogiscan, Critical Mfg. form strategic partnership Quebec, Canada-based Cogiscan and Critical Manufacturing, headquartered in Portugal, have forged a strategic partnership to deliver smart factory solutions for electronics manufacturers.
Collins Aerospace expanding in North Africa Collins Aerospace Systems, a unit of United Technologies Corp., has taken the first step toward the expansion of its existing site in Casablanca, Morocco.
The advantage of Vantage - Garrett Wong tells the tale Nordson Asymtek's Garrett Wong gives us a rundown of the business year and also details the Vantage Advantage
Saki’s Eddie Ichiyama details a very successful business year Eddie ichiyama from Saki gave us an update on how 2019 has been for the company and also shared some details on the recent expansion in the Czech Republic.
The ripple effect of Enrico Krog Iversen while being an active part in creating one of the fastest growing robotics companies in modern time might have been enough for most people, that does not seem to have slowed down a certain Danish entrepreneur.
Sponsored content by EsemdaContract manufacturer Esemda opens new facility in Vilnius and expands EMS The new facility has been built with reserved space for future expansions. As Esemda constantly grows, it is of great importance to be able to rapidly increase production capacity in large volumes.
Yamaha's Ichiro Arimoto on the business year and the company's new ventures Evertiq had the opportunity to talk to Ichiro Arimoto, General Manager of Yamaha Motor Europe, about the business year and the company's new ventures.
Mycronic, Indium forge strategic partnership Indium Corporation has announced a strategic partnership with Sweden-based Mycronic, to develop no-clean and water soluble solder pastes for jetting applications.
SCHMID delivers PlasmaLine to Hofstetter PCB SCHMID announced it has installed the company’s first PlasmaLine comprising ICP etch & sputter deposition of its Korean JV SCHMID AVACO at Hofstetter PCB AG in Switzerland.
Cobot market to reach USD 9+ billion by 2025 A new report from Tractica is forecasting continued rapid growth for the global collaborative robot (cobot) market over the next few years, reaching revenue of USD 9.7 billion by 2025.
Sponsored content by Nordson ASYMTEKStart-to-finish conformal coating with reliability and efficiency Nordson ASYMTEK’s flexible, modular, Panorama™ S-Line delivers conformal coating process control in a space-saving footprint with overlapping line processes that minimize manufacturing floor space. This innovative, patent-pending line layout trims 50% of the line’s length by using the lower compartment in each piece of equipment for functional use. Combined with Nordson ASYMTEK’s global support, this complete conformal coating line delivers quality, product reliability, efficiency, and safety for all your conformal coating applications.
MixComm scores USD 8+ million in series B round New Jersey-based fabless semiconductor company MixComm has secured USD 8.6 million in series B funding led by existing investor, Kairos Ventures.
SIA elects 2020 leadership The Semiconductor Industry Association (SIA) Board of Directors has elected ON Semiconductor CEO Keith Jackson as its 2020 Chair and Qorvo CEO Robert Bruggeworth as its 2020 Vice Chair.
Si wafer shipments recede for fourth straight quarter Worldwide silicon wafer area shipments slid for the fourth consecutive quarter of 2019, according to the SEMI Silicon Manufacturers Group (SMG) in its most recent quarterly analysis of the industry.
Decline in Q4 DRAM contract prices lessens as buying momentum recovers According to the latest analysis from the DRAMeXchange research division of TrendForce, Q4 DRAM ASP is as of yet undergoing a slight QoQ decline, but this decline has shrunk down to 5%.
Sponsored content by SourcengineComponent Aggregators vs E-Commerce Marketplaces What is the difference between electronic component aggregators and a marketplace?
67% of a buyer’s journey is now done digitally. Learn how marketplaces emerged as full-cycle procurement platforms and challenged the traditional component aggregators.
Technica forms growth-focused equity fund San Jose-based Technica USA has reached an agreement on an equity investment centered on future growth for the global PCB fab and assembly supplier.
IHS Markit: 5G economy in the trillions by 2035 The IHS Markit 5G Economy Study, commissioned by Qualcomm Technologies Inc., is forecasting that 5G will generate USD 13.2 trillion in sales enablement by 2035.
ZEUS Battery partnering with Kruvand Associates ZEUS Battery Products and Texas-based Kruvand Associates Inc. have come to a formal agreement on a collaboration that began in January and covers Texas, Arkansas, Oklahoma, Louisiana, New Mexico, Arizona and Mexico.
EPP with a new owner The company announces that is has found itself an ideal buyer – Photonics Systems Group – a manufacturer of micro-materials processing machines. With this takeover, PSG is strengthening is operations in the electronics industry and also laying the foundation for further growth.
Sponsored content by NCAB Group Benelux B.V.Failure is not an option for a PCB More than 30% of the Gerbers NCAB Group Benelux B.V. reviews, have problems. However, the PCB are integrated in key end-user product with more and more High Tech PCB. We are here to support you on the new technologies growth to maintain a high reliability and quality. Contact us to review it together.
Volkswagen starts pre-production e-mobility plant in China The new plant of the SAIC VOLKSWAGEN joint venture has been completed. It is purely built for the production of all electric vehicles on Volkswagen’s Modular Electric Drive Matrix (MEB).
Kongsberg Maritime divests KM Contros GmbH Following a strategic review, Kongsberg Maritime AS (KM) has decided to divest KM Contros GmbH (Contros) to AML Oceanographic Ltd. (AML).
SUSS MicroTec adjusts outlook for fiscal year 2019 Based on the preliminary figures for the first nine months and the updated budget figures, SUSS MicroTec is substantiating its expectations for incoming orders, sales and earnings for the current fiscal year ending December 31, 2019.Load more news