Memory prices continued to rise for almost two years, unprecedented in the entire PC industry, and even alerted the NDRC to talk about Samsung, home-grown indigenous storage industry is also redoubling its efforts.
Recently, especially after the double 11 activity, the memory market has obviously cooled down, Various models of product prices are falling all the way, such as the popular single 8GBDDR4-2400, once approaching the $ 1,000 mark, the current minimum has less than $ 700, Lynx came a few days ago the lowest as long as 669 yuan.
Bo Ban Tong also announced in November 2017 domestic channels + electricity supplier of memory shipments statistics, Overall TOP11 brand than in October fell by about 10%.
In November, the supply of DDR4 memory particles remained tight. All brands were unable to supply the stock at the same time, the price market was in decline and the demand for channel stocking was weak. However, the terminal market was very slow to digest because the price was still high and the overall market performance was extremely poor .
Specific manufacturers, the top memory Kingston is still trapped in the stock shortage problem, but due to the obvious drop in prices, to some extent stimulate the shipment, a slight increase of about 5%, nearly 500,000.
After the A-DATA, Kim Tektronix have dropped 10% or so, after several e-commerce brand more significant decline, while yingchi, Swiss potential, pick up the other brands are also affected by out of stock.
For the next memory market, dealers generally not optimistic , Mainly channel demand is poor, the market continues to sideways, I am afraid there will still be a lot of shocks, the key to see whether DDR4 particle supply can be improved.