Driven by the limited supply of production capacity and the price increase, the NOR flash business of wanghong and Huabang electronics increased by about 40% to 50% respectively in 2021. The competition between the two major manufacturers for the leading position in the industry is becoming more intense, and the total market share will also climb to a historical peak. It is expected that the dominant position of nor price in 2022 will be stable, and the first quarter will continue to be the off-season, and the overall price in the first half of the year will be moderately bullish.
Luzhiyuan, general manager of wanghong, said that compared with other storage products such as NAND, the nor demand in the first quarter of 2022 was the most robust. Due to the strong demand for Logic IC, the wafer foundry transferred the nor capacity to the production of logic IC, and there was no problem of excess supply of nor. It was expected that the high-quality nor of automotive electronics, 5g base stations, AI / HPC equipment would continue to fall short of demand, and 2022 was still the peak year of demand in the electronics industry.
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