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According to the Electronic Times, industry insiders believe that due to the current notebook market situation continues to be sluggish, manufacturers are weak in upgrading DDR5, resulting in further price reductions for memory particles such as DDR5.
In addition, server storage has recently been affected by the tightening of corporate capital expenditures, and the slowdown in data center construction is likely to further slow DDR5 adoption.
The market estimates that the price of DRAM pellets in the fourth quarter of 2022 will fall by about 15%, of which the price decline of DDR5 is significantly greater than that of DDR4, so this will also lead to a narrowing of the price difference between the two, which is expected to promote manufacturers to start product replacement in 2023, and he is also obviously optimistic about DDR5 growth space in the next few years.
The TrendForce research report also shows that under the influence of high inflation, the demand for consumer products is weak, the peak season is not strong, the memory bit consumption and shipments in the third quarter continue to show quarterly declines, and the end buyers delay purchases due to the significant decline in memory demand, resulting in a further increase in supplier inventory pressure, and DRAM prices are expected to expand to 13%-18% in the fourth quarter.
The report pointed out that at the same time, in order to increase the market share of DRAM suppliers, there are already "combined negotiations in the third and fourth quarters" or "volume before negotiation" in the market, which are the reasons for the decline in DRAM prices in the fourth quarter to expand to 13%-18%.
