Taiwan Electronics Times news, affected by inflation, domestic epidemic, Russia-Ukraine conflict and other factors, niche DRAM third quarter prices may not be as optimistic as originally expected, the industry predicts that, with the slowdown in consumer demand, the second half of the niche DRAM prices may fall by at least 10%, the related DRAM factory operations will be under pressure at the same time.
With Samsung gradually fade out of the DDR3 market, the industry originally expected that the second quarter niche DRAM will increase prices, but the impact of inflation and other factors, customer inventory levels increased, the market atmosphere turned to wait and see, the actual rate of increase is very small, nearly flat. In the inflationary impact is more serious than expected, the demand has turned weak, the third quarter niche DRAM prices will be reversed.
A few days ago, Nanya Technology’s General Manager Pei-Ying Lee said after the groundbreaking ceremony of the new 12-inch factory that the challenges faced by DRAM in the second half of the year are higher than expected, and the market conditions will continue to correct in the third quarter.
However, according to TrendForce research, despite the peak season effect and DDR5 penetration, the DRAM market in Q3 is still unable to compete with the negative impact of the war in Russia and Ukraine and the weak demand for consumer electronics due to high inflation, which in turn makes the overall DRAM inventory rise and becomes the main reason for the 3 to 8% DRAM price drop in Q3. Fear of more than 8% decline in some products such as PC and smart phones.
Among them, cell phone DRAM, TrendForce said that after the second quarter of smartphone demand is low, the brand inventory and urgent to consume the situation, resulting in the original factory shipping delay, in revenue, inventory and other dual pressure under the attack, for the price will release a greater willingness to concessions, and strive to negotiate a part of the price and shipments before the end of June to meet the urgent needs.