TrendForce: DRAM memory prices are expected to increase overall by 8~13% in the third quarter-It Industry-php.cn

TrendForce: DRAM memory prices are expected to increase overall by 8~13% in the third quarter

王林

Release： 2024-06-28 04:51:09

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According to news from this website on June 27, TrendForce said today that it estimates that the overall price increase of DRAM in the third quarter will reach 8~13%, of which the overall increase in the non-HBM traditional memory field will be 5~10%.

TrendForce 集邦咨询：预估三季度 DRAM 内存价格整体涨幅达 8~13%

▲ Picture source TrendForce
Overall, general server demand will recover in the third quarter, and DRAM manufacturers will allocate more production capacity to HBM. Two major changes in the server field will lead to an increase in DRAM memory in the third quarter. The trend continued, but the increase narrowed further.
The research report pointed out that in the second quarter, downstream buyers' willingness to replenish inventory gradually became conservative, and the inventory levels at both ends of supply and demand did not change significantly.
Smartphone and cloud server manufacturers currently still have room to replenish DRAM inventory, and are about to enter the peak production season in the third quarter. Therefore, demand in the smartphone and server fields will drive an increase in storage shipments in the third quarter.
The specific increases of each category are summarized as follows:

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  PC DRAM：三季度涨幅预估 3~8%


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Due to the increase in server memory demand, which has occupied the general DRAM production capacity already affected by HBM’s production increase, DRAM prices in the PC market will continue to rise by 3~8%. However, due to high inventory and sluggish terminal demand, the growth of PC DRAM has declined significantly.

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  服务器 DRAM：三季度平均涨幅预估 8~13%


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The third quarter has entered the peak season for general servers, driving the contract price of DDR5 server memory to increase by 8~13%; while in terms of DDR4 server memory, buyer inventory is still high, with a slightly lower increase of 5~10%.

<code>
  移动 DRAM（即 LPDDR），三季度涨幅预估 3~8%




  图形 DRAM（即 GDDR），三季度涨幅预估 3~8%


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Research reports indicate that GDDR7 memory currently has a 20~30% premium over GDRR6.

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  消费级 DDR3/4 DRAM，三季度涨幅预估 3~8%


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Looking ahead to the fourth quarter, DRAM memory prices will still rise further in the fourth quarter as there is still demand for inventory replenishment in the fields of smartphones and cloud servers, and HBM production capacity has been further increased.

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