Jibang's Memory Storage Research (DRAMeXchange) Yesterday (2) Sunrise reported that benefiting from the demand for the traditional peak season in the third quarter, coupled with the increase in inventory by distributors, even if the supply level increases quarter by quarter, the average unit price of DRAM is expected this quarter. Still expected to rise slightly.
DRAMeXchange estimates that the supply level in the third quarter will increase by 4.8%. However, due to the demand in the peak season, DRAM prices continued to rise slightly, driving the total output value of DRAM in the third quarter to continue to record high.
DRAMeXchange estimates that the DRAM price increase in the third quarter was mainly driven by server memory and mobile storage. Server memory demand increased steadily from the second quarter, and the price of mainstream server modules shipped to first-line factories still rose by 1% to 2%. Space. However, the supply rate has been increasing since the beginning of this year, the price increase has slowed down, and the price range of the first-line and second-line plants in the third quarter will be flat.
The mobile memory segment is mainly used by non-Ping high-end mobile phones to increase the adoption of low-power LPDDR4 DRAM, and support prices. Recently launched high-end mobile phones have increased DRAM capacity to 6GB or even 8GB, making LPDDR4 series in separate components. Or the application of eMCP is tight. It is expected that the overall mobile memory price will be maintained at 1% to 2%, driven by high-end models.
It is worth noting that the memory for graphics and the niche memory are affected by the sudden drop in virtual currency demand. The original estimate may disappear completely. In particular, the memory for graphics has experienced a surge in prices in the first half of the year, and prices are expected to fall in the second half of the year.
Jibang estimates that DRAM as a whole maintains a stable situation this year. However, the price increase is getting smaller and smaller, and it is likely to be flat in the fourth quarter. Recently, many foreign institutions believe that the DRAM industry has entered the plateau period and is expected to increase with output. International variables interfere, and the risk of price reversal also increases.
South Asia Branch fell 2.2 yuan yesterday, with 81 yuan, down 2.6%; Winbond closed at the same time, with 19.1 yuan, down more than 2%.