Wired
2023 can be said to be the year when the storage capacity of mobile phones explodes. When the iPhone’s 128GB is still at a high price, the Android side has collapsed. Not long ago, Redmi and Zhenwo both launched mobile phones with 1TB capacity, and the price reached 2599 yuan. Enter directly mainstream price.
Why are 1TB large-capacity mobile phones so cheap? According to Fast Technology, in addition to the involution of mobile phone manufacturers, another important reason is the sharp drop in the flash memory market. According to a report from TechInsights, the total revenue of the smartphone NAND flash memory market in 2022 will drop by 20% year-on-year.
Samsung captured nearly 40% revenue share in the smartphone NAND market in 2022, followed by Kioxia (21.5%) and SK Hynix (20.6%).
In terms of NAND shipments, the share of UFS 2.2 and UFS 3.1 has increased, while the adoption of UFS 4.0 NAND products is late.
Shipments of MCP products declined due to weak demand in the smartphone volume market.
While seasonal momentum in high-end and flagship customer products drove demand for high-density discrete NAND products, NAND bit shipment growth was very low, and 128GB and 256GB accounted for more than 60% of total NAND shipments.
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