Shulou(Shulou.com)11/24 Report--

CTOnews.com October 19 news, according to the Electronic Times, industry insiders believe that due to the current laptop market situation continues to be in the doldrums, manufacturers' willingness to upgrade with DDR5 is weak, which leads to further price reduction of memory particles such as DDR5.

In addition, server storage has recently been affected by the contraction in corporate capital expenditure, and the slowdown in data center construction is likely to further slow the popularity of DDR5.

The market estimates that the price of DRAM particles will fall by about 15% in the fourth quarter of 2022, of which the price decline of DDR5 is significantly greater than that of DDR4, so this will also narrow the price gap between the two, which is expected to promote manufacturers to start product upgrading in 2023, and he is obviously optimistic about the DDR5 growth space in the next few years.

CTOnews.com once reported that the TrendForce research report also showed that under the influence of high inflation, the demand for consumer products was weak and the peak season was sluggish. Memory bit consumption and shipments continued to decline in the third quarter, and each terminal buyer delayed procurement due to a significant decline in memory demand, resulting in a further increase in supplier inventory pressure. It is expected that the decline in DRAM prices in the fourth quarter will widen to 13% and 18%.

The report points out that at the same time, the strategy of various DRAM suppliers to increase market share remains unchanged, and there have been cases of "merger bargaining in the third and fourth quarters" or "quantity negotiation before bargaining" in the market, which is the reason why the decline in DRAM prices widened to 13% and 18% in the fourth quarter.

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