In the second half of 2014, demand continued to increase, and smartphones grew strongly, driving the overall memory storage industry to grow upwards. DRAMeXchange, the memory storage research department of TrendForce, a global market research organization, said that standard memory capacity is tight, and short-term relief will not be easy. As for the NAND Flash market, due to the strong demand for orders from OEM and module customers, it is expected to change from an obvious oversupply in the first half of the year to a balance between supply and demand in the second half of the year, showing a pattern of steady price increases.

According to Wu Yating, research associate at DRAMeXchange, the main focus of smartphones this year is the penetration of China's 4G TD-LTE models and the upcoming next-generation iPhone. As the overall economy recovers, shipments of mid-to-low-end handsets are particularly strong. It is estimated that in 2014, smartphone shipments will grow by 29% to 1.196 billion units, of which Chinese brands will account for 37.3%. Most smartphones shipped in China use eMCP, while iPhone uses LPDDR3 1GB chips, so the price of mobile memory will show a slight increase in the third quarter, which will accelerate the generational change from LPDDR2 to LPDDR3.

After years of declining shipments, notebook computers are expected to be flat for the first time this year, exceeding the market's original expectations, especially after Microsoft's suspension of XP updates and the subsidy policy brought about by the enterprise replacement wave. , Intel chips are already in short supply, and DRAMeXchange predicts that the tightness of server memory will intensify after entering the third quarter, and will turn to a slight growth of 2.6% in 2015.

Wu Yating further stated that the server memory benefited from the continuous increase in the temperature of Big Data due to the terminal demand. In addition, the supply side was squeezed by the production capacity of standard memory and mobile memory. The supply was also tight, and the price rose slightly. The trend has been established, and it will also drive the proportion of NAND Flash SSDs. Smartphones will also play a key role in the NAND Flash market in the second half of the year. Yang Wende, research associate at DRAMeXchange, said that this year's main flagship new phones will be available after the middle of the third quarter, and most OEM manufacturers have started to stock up in June, and NAND Flash suppliers have also moved most of their production capacity to system products. Indirectly squeezing out the supply to channel-end customers forces module manufacturers to accept higher particle prices under the condition of limited supply, which increases the momentum of NAND Flash prices.

As mobile devices entered the peak shipment period, the demand for servers and cloud computing equipment began to heat up in the second half of the year, which indirectly drove the demand for enterprise-level solid-state drives to continue to rise. The goods are more crowded. Yang Wende said that at this stage, capacity reconfiguration has occurred. Under the circumstance of limited production capacity, NAND Flash manufacturers are actively shifting production capacity to products with high unit price and high profit. It is estimated that this move will help NAND Flash manufacturers to gradually improve their operations in the second half of the year.