DRAMeXchange says DRAM 1HSep contract prices to face downward pressure, as spot market remains sluggish

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2007-09-05 08:35

Taiwan--(뉴스와이어)--The DRAM spot market continues to remain in the doldrums last week. In general, the DDR1 also did not experience huge price changes. As for the DDR2, prices declined slightly, roughly by 2%. Meanwhile, the original DDR2 667 1GB UDIMM (DRAM Vender brand module) was quoted at US$32~34, which is lower than its contract price of US$38~42. "These developments are not considered conducive factors to the DRAM contract price trend for 1HSep," says DRAMeXchange's analysts.

Shipments remain strong in the DRAM contract market. In addition to stable demand in the UDIMM segment, demand for the SODIMM has also risen, where the growth rate has exceeded 10%. With AMD and Intel increasing their sales promotion of server-based CPUs, OEMs have subsequently increased their DRAM memory stockpile used for servers. However, due to the limited amount of suppliers of RDIMM/FBDIMM, compared to standard UDIMM, a shortage began to surface beginning from 2HAug.

Although demand has not weakened from the OEM side, the persisting declines in the spot price will not bode well for the contract price. Some OEMs hope prices will drop 10%, or in other words, see the DDR2 667 512MB UDIMM slip to the US$18~19 price range.

Amid the sluggish spot market, the back to school and China’s National Day holidays may help bring the much needed market momentum. If OEMs hope to witness more demand, they may have to wait until October, where the Christmas and fiscal quarter-end factors arrive.

About DRAMeXchange

DRAMeXchange is a global leading provider of market intelligence, in-depth analysis reports and consultant services on major electronics components. Our company consists of 2 major research divisions---DRAMeXchange and WitsView, which cover the DRAM, NAND Flash, PC and display research sectors. You can learn more about DRAMeXchange by visiting www.dramexchange.com.

In the year 2000, the company started to deliver market intelligence services under the name of DRAMeXchange technology. This included the current business environment, real-time spot trading prices, market trends, capital spending and wafer capacity trends, the impact of DRAM/flash memory products on the market, and other relevant PC industry information.

To further expand its research, DRAMeXchange acquired LCD research institute WitsView in 2006 to provide insights on the display industry.

About WitsView

WitsView is a subsidiary brand of DRAMeXchange, which provides prompt and credible market insights covering the quantitative pricing trend for both TFT-LCD panels and finished goods, industry updates and market intelligence. Founded in 2004, WitsView Technology Corporation is made up of a group of sophisticated industry analysts with years of experience, providing objective and strategic insights on the display industry. Additional information can be found at www.witsview.com.

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