The following is the It is estimated that the global DRAM price in Q2 will rise by 18-23% in 2021 From TrendForce recommended by recordtrend.com. And this article belongs to the classification: TrendForce, Hardware equipment industry.
According to a survey conducted by trendforce, major DRAM suppliers and PC OEM manufacturers are in a critical period of contract price negotiation in the second quarter. The latest transaction data shows that although these bargaining prices have not yet been finalized, the average price of the mainstream 1g * 8 ddr4-2666 memory module has increased by nearly 25% compared with the previous quarter. As a reference, trendforce’s earlier forecast growth was only “close to 20%”.
At the same time, the prices of various DRAM products in the second quarter of 2021 are also rising, covering the mobile DRAM, video memory, and server memory markets of DDR3 / DDR4 specifications, greatly exceeding the previous expectations.
Combined with various factors, trendforce decided to further increase the overall DRAM price rise forecast in the second quarter from 13-18% on a month on month basis to 18-23%. As for the final quotation in the retail market, it still depends on the capacity and allocation of the major DRAM suppliers.
In addition to being driven into the chaotic desktop / DIY market by the cryptocurrency mining boom, the price of PC DRAM is expected to increase by 23-28% month on month in the second quarter with the increase of notebook production.
Trendforce pointed out that the rise of PC DRAM contract price was higher than the market expectation for the second quarter of 2021, mainly because PC OEM manufacturers are actively expanding their production capacity and striving to guarantee production targets.
Secondly, the second quarter is also the peak production season for traditional notebook computers. It is estimated that PC ODM manufacturers will achieve a month on month growth of about 7.9% in the current quarter. Combined with the fact that the global vaccination of covid-19 is still not popular, many people still need to accept telecommuting / network teaching, which further promotes the purchase demand of notebook computers and the sharp rise of PC DRAM price.
To sum up, in the seller’s market, DRAM suppliers will have a greater advantage in bargaining with manufacturers. Therefore, trendforce predicts that the DRAM price of servers in the second quarter will increase by 20-25% compared with that in the first quarter.
More reading from cnBeta: trendforce: the price of Q3 server DRAM products is expected to drop by 10% – 15% in 2020. DRAM exchange: the global DRAM price in Q2 will drop by nearly 10% in 2019. The global DRAM contract price in Q1 will rise by 3-8% in 2021. Dramexchange: the global DRAM price in Q1 is expected to drop by 30% in 2019. Dramexchange: the Q4 DRAM memory is expected to drop by 10% in 2018. Trendforce: the total output value of Q4 DRAM will reach 176.5% in 2020 Trend force: in the first quarter of 2021, the overall average DRAM price will stop falling and stabilize. Dramexchange: in 2018, the global DRAM industry revenue will increase by 9% in Q3. Trend force: the spot price of DRAM has not risen for a long time, but there is still pressure on DRAM price in the second half of the year. Trend force: in 2015, the global DRAM output value in Q4 will be $10.27 billion, with a month on month decline of 9.1% trend force: DRAM price may begin to loosen in the fourth quarter, The third quarter is expected to be flat, and DDR3 has cost advantage. It is still the mainstream in the short term. Trendforce: the global DRAM revenue in Q1 of 2017 increased by 13.4% in the quarter
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