TrendForce Tiburon Consulting released a report, despite the overall consumer demand in the first half of this year quickly weakened, but the previous DRAM original bargaining strength, did not appear to reduce prices for signs of sales, making inventory pressure gradually transferred from the buyer to the seller side.
The report points out that in the second half of the peak season demand outlook is not clear, some DRAM suppliers have begun to have clearer intentions to reduce prices, especially in the relatively stable demand for servers in order to de-stocking pressure, this situation will make the third quarter DRAM prices from the original quarterly decline of 3 ~ 8%, expanding to nearly 10%, if the follow-up triggered the original manufacturers to compete to reduce prices to sell the situation, the rate of decline may exceed 10%.
IT House has learned that TrendForce’s DRAM product price forecast for the third quarter of 2022 is updated as follows.
PC DRAM price decline is expected to be revised to 5~10% in the third quarter.
Server DRAM price declines are expected to expand to 5-10% in the third quarter.
Mobile DRAM prices are expected to decline to 8~13% in Q3.
Graphics DRAM prices are expected to decline by 3-8% QoQ in Q3.
Consumer DRAM price decline is expected to deepen to 8~13% in Q3.