A few days ago, a reporter from the Financial Associated Press learned through a number of channels that due to the tight production capacity of the original factory, the DRAM market is still in short supply. At present, the original factory has substantially raised the monthly quotation of specialty DRAM, driving the monthly price increase of some particles approaching double digits. Industry insiders also revealed that affected by this, the prices of relevant storage products have risen, and the costs of memory manufacturers, computers and other downstream industries will also be under pressure.
A dealer from Shenzhen told reporters on the afternoon of March 9 that recently, the prices of memory bars of several brands have risen to a certain extent compared with the previous period, and the reason is that "the prices of raw materials are all rising." Wu Bo, deputy general manager of Lituang Mall, also revealed a similar situation in an interview with reporters. "it is mainly that the materials are rising, and almost all the relevant industrial chains are rising prices."
Market observation data disclosed by semiconductor observer TrendForce Jibang Consulting on the same day show that at present, the original factory has substantially raised the monthly quotation of specialty DRAM, driving the monthly price increase of some particles to approach double digits, of which the smaller the capacity, the more niche the product. Among them, the average particle price of DDR3 4Gb, the most widely used in specialty DRAM, increased by about 6.8 per cent per month. DDR4 4Gb was forced by the rise in DDR3 4Gb, and Samsung's prices rose significantly this month, pushing low prices and average prices up by about 6 per cent. DDR4 8Gb rose about 4 per cent in line with the trend of mainstream server and PC.
TrendForce Jibang Consulting pointed out that the tight production capacity of the original factory is the main driver of the continued upward price of DRAM. If the DDR3 2Gb, which has been dominated by Taiwan factories for a long time, is seriously out of stock, the price has become the norm of the product, and the price pursuer has become the main reason for the widening of the price gap between high and low prices in the market, with the average price rising by nearly 9% this month.
From a global point of view, the current supply of DRAM mainly comes from Samsung, SK Hynix and Meguiar. China's local Hefei Changxin has also achieved mass production of DDR4 and LPDDR4 memory research and development of 19nm process, and is expected to complete the process research and development of 17nm this year.
The price increase of DRAM brings greater pressure to downstream manufacturers, and the price increase may be one of its measures to transfer costs. A responsible person of a certain memory and computer contract manufacturing enterprise, who spoke on condition of anonymity, said that due to the restriction on the supply of raw materials by overseas enterprises, the cost pressure on downstream memory, computer machines, automobile storage, and other manufacturers is intensifying, and the possibility that price increases will continue to be transmitted to the lower reaches of the industrial chain cannot be ruled out.
