Citrini Analyst: Apple Urgently Needs Chinese DRAM and NAND Production Capacity, or May Be Actively Moving Toward Supply Chain Integration

BlockBeats News, June 27th, Citrini analyst Zephyr quoted Chinese smartphone shipment data, pointing out that the May shipment volume of foreign brands including iPhone decreased by 19.2% year-on-year, while domestic brands such as Huawei drove a total shipment volume growth of 16.5%, increasing the pressure on Apple in the Chinese market.

Zephyr stated that Apple is facing not only a price issue but also a DRAM supply shortage. In addition, CXMT products mainly serve the Chinese market and compete with Huawei, which uses CXMT and SwaySure joint memory factories. Zephyr believes that Apple will have difficulty maintaining its market share in China without adopting CXMT DRAM. Meanwhile, the Kirin 9040 will significantly narrow the performance gap of the SoC, implying that Apple is lobbying to introduce 3D NAND flash memory products produced by Yangtze Memory.

In today's news, Apple lobbied the Trump administration to allow it to purchase DRAM chips manufactured by the Chinese company Yangtze Memory.