TrendForce recently released a report stating that since the fourth quarter of this year, the average price of DRAM and NAND Flash has begun to rise across the board, with contract prices expected to increase by 3-8% quarter-on-quarter.
In terms of PC DRAM, as the average price of DDR5 has increased in the third quarter, coupled with the stocking up of new CPU models, it is expected that the demand for DDR5 will continue to rise.
TrendForce estimates that DDR4 prices will increase by 0~5% quarter-on-quarter in the fourth quarter of this year; DDR5 prices will increase by approximately 3~8% quarter-on-quarter, and PC DRAM contract prices are expected to increase by 3~8% quarter-on-quarter.
In terms of server DRAM, the proportion of DDR5 buyer inventory has increased to 30~35% from 20% in the second quarter. However, the actual server utilization rate in the third quarter was only 15%. This shows that the market adoption demand is not as expected.
The average price of server DDR4 is expected to remain flat in the fourth quarter, while the average price of server DDR5 is still expected to fall. As the proportion of DDR5 shipments increases, and the price difference between DDR4 and DDR5 is about 50~60%, the average price of comprehensive products will still rise. Retail price (Blended ASP), so the contract price of Server DRAM in the fourth quarter is expected to increase by 3~8% month-on-month.
In terms of mobile DRAM, LPDDR4X or old process products, which currently have a large inventory of original manufacturers, are expected to have contract prices increase by about 3~8% month-on-month; LPDDR5 (X) is slightly in tight supply, and contract prices are expected to increase by 5~10% month-on-month.
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