Apple drives the NAND chip industry tide

Apple released two new iPhone 6 and iPhone 6 Plus models. In response to the huge video file storage needs of the 4G era, the maximum storage capacity has increased to 128GB, and the main 64GB model has tripled over the original and is the iPhone with the highest storage capacity ever.

Apple's storage flash memory (NAND Flash) as a storage space for the end of this year before the end of the two iPhone new machine sales to see 80,000 million, the history of the largest iPhone sales in view, will set off a history The strongest use of NAND chips will drive the NAND industry to flourish, which will help NAND-related companies such as Qunlian and Avatar to operate.

The global NAND related stocks were inspired by this trend, and the trend was fierce. Apple’s US Eastern Time announced the new machine on the 9th. US stocks fell sharply, but the two major NAND stocks, SinDisk and Huirong, all performed well. Hundred-dollar checkpoints and Huirong challenge new high prices.

Although the stock prices of the two US stocks rose back and forth in the morning yesterday (10th), they are still at relatively high historical points. Taiwan’s Qantas and A-DATA were not afraid of Taiwan stocks and fell sharply yesterday.

According to industry analysts, in response to the massive download of large video and audio data files by the masses in the 4G era, Apple’s newest device has expanded its maximum capacity to 128G for the first time, and it has discarded the previous 32GB specification and pushed 64GB, setting off the strongest NAND chip in history. tide.

Pan Jiancheng, Group Chairman, believes that the usage of NAND Flash will increase significantly, the largest capacity 128GB version will have the opportunity to account for double-digit sales, and the usage will be “1 support 4”. It is expected that other mobile phone brands will follow up and increase storage capacity. , bringing NAND supply tight this season, the market conditions are optimistic.

Pan Jiancheng analyzed that the two new iPhones still retain the entry-level 16GB version, which is mainly used to consolidate the low-end market; skipping the 32GB specification can encourage more budget consumers to directly purchase more than 64GB versions.