South Korea two DRAM factory to determine the first quarter of 2018 price increases, DRAM gains difficult to cool short-term

DRAM memory market in the recent serious shortage of supply, resulting in the world's leading memory Samsung will be the first quarter of 2018 price increases by 3% to 5% while another memory maker SK hynix will also be up about 5% addition, Some supply chains revealed that the price in the second quarter of 2018 will not be optimistic and the price will continue to rise by more than 5%. Therefore, in the case of too strong demand, the DRAM price of this wave will increase from the second half of 2016 to the end of each quarter Are showing up trend.If coupled with the first quarter of 2018 continued price increases, the price has been rising for seven consecutive quarters, called the longest DRAM long history of the market.

In fact, the current quarter 4 is the traditional DRAM market during the peak season, in the case of supply shortages, the price rise is normal. Among them, the standard DRAM module, the contract price rose 7% over the previous quarter while the 4GB DDR4 module The price is to the price of 30.5 US dollars, setting a record high. In this regard, the industry interpretation, Samsung, SK Hynix in the first quarter of 2018 relative to the off-season price rise firm, equal to the global declaration, Decided to maintain the stability of the DRAM price determination to eliminate the rumors that the two major Korean companies intend to adjust the sale price to prevent the Chinese DRAM competitors sprang up.

In response, the industry said that rumor Samsung to expand memory capacity, in order to strangle the memory industry in China is a bit too much to Chinese manufacturers .Although, China's memory industry began to trial production phase in 2018. However, with the Samsung , SK hynix and other current leader in the fight against the Chinese memory vendors at least 3-5 years, but the overall rise of China's memory industry, it takes at least 5 to 10 years, the current can still be said to be still Tuition stage.

It is understood that the relevant DRAM supply chain, said Samsung, SK hynix one after another to inform the first quarter of 2018 to raise DRAM prices.Because the two Korean plant global DRAM market share of nearly Bacheng, in the oligopoly situation, the downstream manufacturers only Accept the price.Generally expected this wave of price increases, but also to establish the long wave DRAM market, making DRAM become the most profitable electronic components in 2018.

In addition, the industry also pointed out that this wave of DRAM in short supply due to the reasons, in addition to artificial intelligence, automotive, cloud servers, Internet of Things, notebook computers and mobile devices and other needs instantly surge, but the main memory plant has focused more on the development of 3D NAND Flash memory, compression DRAM production capacity, the surge in demand, supply limited increase in the case of a serious imbalance between supply and demand in the market.

Today, when Samsung and SK hynix confirmed the price hikes in the first quarter of 2018 and may be the same in the second quarter, the wave of short supply lasts at least six months or more, leaving DRAM makers to win Lee can be expected in the short term.