Samsung Electronics and SK Hynix have been pushing sales of their eMCP (eMMC + multi chip package) memory products to China, benefiting Taiwan suppliers of eMMC controller chips, according to industry sources.
The eMCP memory solutions from Samsung and Hynix are being incorporated with MediaTek's dual-core MT6577 chipsets to form a standard reference memory design for smartphone makers in China, therefore boosting demand for eMCP memory chips, the sources noted.
As a result, eMMC controller IC vendors in Taiwan, including Faraday Technology and Phison Electronics, have been ramping up production to meet with increasing demand from Samsung and Hynix, the sources noted.
Faraday, which produces eMMC controller chips for Samsung, has been increasing its wafer orders at United Microelectronics Corporation (UMC) recently and reportedly will add more orders in September, the sources revealed.
Faraday saw its revenues grow 26% on month and 82.7% on year to a record high of NT$852.33 million (US$28.56 million) in August, according to company data.
Hynix has been sourcing eMMC controller ICs from Phison, but the sources indicated that Hynix has also signed a supply contract for the comparable chips with Faraday recently. |