Affected by Xi'an's anti-epidemic measures, the local semiconductor factory of Samsung Electronics has entered an emergency operation state to ensure normal production. According to "Yonhap News Agency", Samsung Electronics is currently doing its best to mobilize people living in employee dormitories to ensure the normal operation of the production line.
According to the report, Samsung has placed personnel needed for production in employee dormitories near the factory, rather than ordinary private residences, in order to prevent employees from contacting the outside. In addition, Samsung is coordinating with relevant local units, hoping to allow these employees to enter and exit the factory. An official of the company said that it is closely monitoring developments.
At present, Samsung's layout in Xi'an is dominated by NAND Flash, with a monthly production capacity of about 120,000 pieces in the first phase, and a monthly production capacity of about 130,000 pieces in the second phase, accounting for 42.3% of NAND Flash production capacity and 15.3% globally. Samsung has also continued to increase its expansion in Xi'an and will establish a 96-layer V-NAND production base in China, but the progress has been delayed due to the impact of the epidemic.
TrendForce pointed out that the current epidemic has not affected the normal operation of the factory. Although most of the shipments from the end of the year to mid-January next year have been properly arranged, the possibility of subsequent shipment delays due to logistics cannot be ruled out, which will affect the purchase-side material arrangement.
In addition, the purchase of Samsung's raw materials may also be delayed due to logistics constraints, but there is still a safety stock level in the factory area that can cope with the production in the next few months.
The industry pointed out that the recent NAND spot price has fluctuated slightly, but the decline has slowed down, and the price correction period has been significantly shorter than before. If Samsung's Xi'an plant is affected by the epidemic, it will affect the price trend of NAND Flash and help prices rise.
As for the NAND Flash contract price trend, as production is not affected, TrendForce maintains its original view and expects that the average price in the first quarter of next year will fall by 10-15%. However, due to the unpredictable impact of logistics, the purchaser may have to increase it from other suppliers Orders and bargaining mentality may also be affected. It is not ruled out that the contract price decline of NAND Flash products in the first quarter of next year may further converge.
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