Korean companies monopolized Apple NAND flash memory pattern, and the Yangtze River Storage will become an iPhone14 supply enterprise

A few days ago, according to Korean media news, the Yangtze River Storage has become Apple NAND flash memory supplier. Earlier, Apple's NAND flash memory was "monopolized" by the three Korean companies: Samsung Electronics, SK Hynix and Kaidi. The addition of the Yangtze River storage also means that their "monopoly" pattern has been broken.

Some people in the industry have analyzed that the Yangtze River Storage is behind the cost consideration behind Apple. However, some people believe that the current weak NAND market has opened the price reduction channel. From this perspective, Apple's introduction of the Yangtze River Storage this time has obviously cost other considerations.

From a corporate perspective, it is a good thing for the Yangtze River Storage to store the fruit chain. With reference to the market performance of Apple suppliers in the past, the blessing of the fruit chain will also be reflected at the performance level. However, based on the lesson of Ophelia, the Yangtze River Storage still needs to be alert to the negative role of the fruit chain.

For "outfolding" Korean companies, Apple orders are divided into food by other companies, which is undoubtedly a bad thing. Since the beginning of this year, affected by the downturn of global consumer electronics, NAND companies generally face pressure from excess inventory. According to sources, the current NAND flash memory supplier inventory pressure is four to five months. In order to reduce its inventory pressure, Korean companies have to choose products to reduce prices. Today, the loss of some orders for Apple will be further intensified to further exacerbate the inventory pressure of Korean companies.

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