In the 2022 Semiconductor Industry Outlook feature which was organized by Elecfans (m.elecfans.com), over 60 executives from leading Chinese and international innovative semiconductor companies provided their insights for the industry. Elecfans interviewed a Longsys expert regarding this topic, and here is his analysis and outlook for the semiconductor market in 2022.
With China's increasing support for the semiconductor industry, the industry will grow at a fast pace in 2022. Longsys gained rapid growth in 2021, achieving the highest sales in its history.
The company launched DDR5 U-DIMM, M2 (the Lexar "Time Machine" personal cloud storage device), and FORESEE industrial SSD, thus providing better products and services for customers across different fields.
In addition, the foundation stone of Longsys Group's Shanghai headquarters was successfully laid in the Lin-gang Special Area of China (Shanghai) Pilot Free Trade Zone. This marks the embarking of a new journey for Longsys. Longsys will make every effort to develop itself into an internationally competitive storage brand.
In 2022, increasingly more areas are experiencing strong demand for semiconductors, which is highly likely to generate new applications, such as the metaverse that has emerged recently. In addition, the rapid expansion of storage product applications in the 5G, IoT, industrial, and automotive fields has significantly boosted product upgrades. Longsys's industry storage brand - FORESEE - is actively planning the upgrade of storage products.
In the smartphone market, FORESEE has launched UFS3.1/UFS2.2 embedded storage products with the latest specifications, which have greatly improved the system's storage access speed and efficiency. In terms of servers, FORESEE has DDR4 R-DIMM, which is more stable as it adopts a server-grade test process. To support the rapid development of intelligent vehicles, FORESEE has launched an automotive eMMC that meets AEC-Q100 Grade 3 standards. In the future, FORESEE will launch a Grade 2 eMMC, which can operate between -40℃ and 105℃.
In terms of chip capacity, 5G and intelligent vehicles will continue to rise in popularity, so the chip capacity shortage will be a long-term problem. However, this issue will not be as serious as it was in the first half of 2021. The expert believes that chip demand and prices will gradually drop to reasonable levels in the next year. Demand and supply will gradually get balanced.
To ensure supply security, Longsys will work closely with core suppliers and customers to help customers set suitable supply expectations and play a good role as a "reservoir" for them.
5G, new energy vehicles, and servers are developing rapidly, requiring more efficient and speedier storage solutions. Additionally, new technologies, products, and applications are emerging in this information age. No matter how much the world is changing, people always expect better quality products. In 2022, Longsys will strive to strengthen the quality of its operations to lay a solid foundation for its longer-term development.
(Source: Elecfans, published on December 31, 2021)