NAND Flash chip factory Phison (8299) chairman Pan Jiancheng yesterday (10) day said, prices have warm up for 2 months, into the third quarter, Samsung mobile phone, the overall strong demand, including apple, mobile phone brand, Wang, tablet, pen the use of electricitydemand, now NAND Flash supplies tight, new capacity is expected in the first quarter of next year to open, so the third season was brewing price,joint group will be the second half than the first half growth.

Joint group this year eMMC control chip layout, enter the MediaTek and a number of mobile phone chip public board of supply chain, the second quarter of this year the proportion of revenues of more than 5. Pan Jiancheng said, because the control chip ratio improved, gross profit margin in the second quarter than the first quarter, with NAND Flash in May June, there are small gains, drives the NAND Flash module of interest rates is also better, so in June the overall gross margin to record high League since listing since the group.

Entering the third season, group with the launch of a new generation ofeMMC control chip, Pan Jiancheng said, enter the total shipmentsseason eMMC control chip will to challenge a new high, eMMC version of the TLC in July had crossed the million star level. Pan Jiancheng emphasizes, since last October, the TLC version shipments of millions ofstars, and continued with a new generation of products introduced, thesignificance of the joint group, don't "breakthrough". Now the mainshipments is flat, the second is the mobile phone, and the customer has not only confined to the white card market, quanlian after technicalthreshold, the next will accelerate the development, competitor can't follow us.

Qunlian except in the crossed the threshold of eMMC control chip, and the development of the SSD control chip, Flash module in the NANDbusiness, is good news. Because the NAND Flash in the third quarterthat stock shortages, prices rise, quanlian because big shareholders withToshiba as backing, supply stability without worry, industry comes outgroups continued buying stock in the first quarter price ($1.7 ~ 1.8), nowtight supply price at $3, so the business group linked the third season NAND Flash module will show the profit of explosive force! Pan Jiancheng stressed, not market rumors response. The joint group, now has a stable supply, a healthy stock, the price determined by the market, and the customer is carefully selected.