The price of memory is far from the bottom

Although the price of DRAM chips continues to decline, and the spot price of 1Gb DDR3 has fallen below the US$2 mark, the inspecrum of memory chip market research firm believes that the decline in memory prices will go through the entire fourth quarter, which means that the price of chips is still far from the bottom. .

According to monitoring information, the average futures price of mainstream 2GB DDR3 memory in the first half of October was US$30.70, down 10% from the previous month. The average price of DDR2 memory at the same density was 32 US dollars, down 5% year-on-year.

As in September, most OEMs are willing to overstock, and inventory for Thanksgiving and end of the year shopping season has already been purchased, and they only need to supplement in smaller quantities.

As chip manufacturers are currently leapfrogging into the 40nm and 50nm process technologies, the chip production capacity continues to increase. Most manufacturers are also reducing their prices for greater market competitiveness. Some Taiwanese manufacturers are cutting prices even more. It is violent. This market competition strategy has spread to the high-density memory market, even if 4GB DDR3 memory has also experienced a substantial price decline.

InSpectrum said that most OEMs will not increase their own memory inventory in the fourth quarter, and the market supply is still not increase, but the demand can not keep up with the pace of the former, a greater price is expected to be in the fourth quarter Appeared, 1Gb DDR3 prices are expected to drop by 35% this quarter to $1.55.