I believe for users with installed demand, 2017 is an insane one, because the memory and SSD price is too far, 8GB of DDR4 generic from the lowest price of less than 200 yuan rose to peak 950, near 5 times, just terrible ...
In this wave of price increases, manufacturers earn more than ever before that is inevitable, but in the end this up 'bread' which is how many manufacturers belong to it? Let's analyze and analyze.
Price changes at any time:
Take a shop with the highest sales volume of Weigang as an example. The reason why we choose Taobao as an example is that Taobao buyers and stores are more sensitive to retail prices and purchase prices, which more accurately reflects the real cost fluctuations.
The price of the above chart, for example, an 8GB DDR4 2300 frequency of the vest strip retail price of 585 yuan, not the cheapest, but not expensive, with the Granville brand to ensure that the memory surge in the time period is relatively large People are willing to choose the model.
Memory Particle Cost -
That 585 yuan inside, of course, is the largest memory head memory particles, that is, the black memory chip PCB above a small box, their technical content is the highest.
At present the world has the ability to produce these particles only Samsung, Micron, Hynix , Of which Samsung is possession of 45% of the world's memory capacity of particles, so the most cost-effective particle cost price is it.
The price of particles is fluctuating every day, and the average price of 1GB capacity particles on February 2 is 9.36 dollars. Without tax rate, the particles of 8 DDR4 1GB capacity will have to 472 yuan This is just the price of the particles.
Then start a good count of this account it -
The main cost of a memory consists of these parts: ① particles, ② SPD (ROM), ③ PCB board, ④ vest heat sink.
SPD (ROM) costs about 15 yuan: Its main memory control, which is to save the memory voltage, frequency, timing, XMP and other parameters of the components.
The cost of PCB board is about 8 yuan : That is, carrying a motherboard full of memory components, you most commonly green PCB, but now there are black, white PCB.
Vest heat sink: 5 to 10 have the cost, be regarded as the lowest technical content, some memory is not equipped with heat sink.
Subtotal: (1) 585-472-15-8-8 = 82 element; (2) 472/585 = 80%; (3) 82/585 = 14%
The above three formulas mean that after removing the necessary material cost for a piece of memory, the remaining 82 yuan in memory of each 8GB memory manufacturer can be allocated.
This 82 yuan to be responsible for the things -R & D costs, labor costs, equipment costs, production losses, plant rent, channels, utilities, shipping costs, advertising costs, and profits ... And this add up to only 14% of a memory only, while the cost of particles has accounted for 80% of the total price.
80% of the price of a memory belongs to the upstream particle manufacturer , Hard to force the brand manufacturers can make a processing assembly costs, but also to worry about the particles can not get the goods, can not supply their own dealers ...
to sum up:
It can be seen from the technology industry, the real profitable or can master the core technology vendors, the highest threshold of which accounted for most of the profits.
And this is also the reason why the state strongly supports the research and development of DRAM chip technology by domestic semiconductor companies in recent years. One day we can not independently produce a single memory, and our electronics industry may be subject to other countries' restrictions. If you want to increase prices, you will not be able to use actual actions To balance.
