DRAM Prices Expected to Peak in September, DRAMeXchange Projects
In the contract market, prices rose 3%~5% in 1HAug. In the wake of the upturn in PC sales, the stronger OEM pull-in has helped drive up the prices. DRAMeXchange projects that the aggregated shipment figures of both DTs and NBs will reach 69 million in 3Q07, a QoQ of 15%. After paying visits to several PC OEMs, DRAMeXchange has also found that the mainstream DRAM content per box is by average 1.2~1.4GB--an indication that the contract market demand has been increasing on a QoQ basis.
The price differences seen in the spot and contract markets can be attributed to the following factors:
1. Amid the plunging DRAM prices in Q2, some DRAM and module makers have accumulated a significant amount of inventory. The market prices are often disrupted by reports of DRAM chips being sold at relatively cheap prices.
2. In order to effectively compete with other OEMs in terms of specification, PC OEMs have boosted the DRAM content per box to much higher levels. With PCs equipped with more DRAM memory, it has dampened the requirement for further upgrades.
3. Rising consumer prices have driven away consumers from purchasing PC related products. Some retailers in China have pointed out that the jump in consumer prices was the main culprit behind the sluggish DRAM sales in July.
In the forthcoming months, DRAMeXchange believes the Samsung incident will affect the original DRAM and NAND Flash capacity allocation plans of Korea makers in 2H07. Coupled by the ongoing transition to the 70nm process by relevant manufacturers, DRAM prices are expected to peak in September. Fortunately, the subsequent price downtrend should be softer, as some of the capacity will be switched to NAND Flash.
웹사이트: http://www.DRAMeXchange.com
연락처
DRAMeXchange Jocelyn Chen Tel: +886-2- 77026888 ext 620 이메일 보내기 Fax: +886-2-7702-6989
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2011년 2월 15일 18:51
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