Iphone7 released or due to insufficient memory capacity will face serious shortage

The iPhone 7 was released into the countdown, but it was reported that it was facing serious shortages because the production capacity of some parts could not keep up.

The speculation may be the dual camera module used by the iPhone 7 or the TSMC 16nm A10 processor, but according to the market DRAMeXchange news, SK Hynix, one of the major suppliers of iPhone 7 memory particles, has not passed Apple certification. Turn orders to Samsung and Micron.

Recently, the world's major mobile phone manufacturers have launched a large number of new products, the demand for various parts and components has risen sharply, and they have fallen into a shortage of supply, including memory particles, and I am afraid it will continue until the first quarter of next year.

On the iPhone 7, Samsung originally took about half of the orders, and it is unlikely to eat the part that was originally given to Hynix. Therefore, Apple can only help other suppliers and prefer Micron.

Micron's 20nm LPDDR4 memory granules were originally produced only at Huaya Branch, and got orders for about 20% of the iPhone 7. However, this time, in order to urgently grab the order, the capacity has been rapidly expanded, and almost 80,000 pieces of production capacity have turned to 20nm.

In the current mobile memory market, Samsung occupies as much as 61.5% of the market, and the 20nm process yield is stable, the product is diversified, and the advantages are huge. Hynix has also accounted for 25.1%, but did not expect such a sudden change, and Micron's share is only 11.4%, it is difficult to meet Apple's demand.

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