Accelerating bottom memory prices in October may continue to decrease

According to reports, the market adjustment agency DRAMeXchange pointed out that in the second half of September, the DRAM particle contract price continued to decrease, the average DDR3 1Gb particle price broke through the $2 mark, and the contract price of the DDR3 2GB module was also reduced from $36 to $34, a decrease of approximately 5.5%. , And the low has also tried a new low level of 33 US dollars, the third quarter DDR3 module contract price fell about 2.3%, hitting the largest decline in the single quarter after the middle of last year, not only DDR3 memory DDR2 contract price also close to DDR3 contract price fell, The average price of the DDR2 2GB module is about $33, a decrease of about 6%.

In the spot market, since the Guangzhou Asian Games will be held in November, the mainland will crack down on smuggling and the customs clearance time will increase. In addition, the National Day holiday will make the spot market quiet. Affected by the decline in DRAM contract prices, the average price of DDR3 1Gb pellets will be US$1.82. Compared with the 2.27 US dollar at the beginning of last month, the monthly decline rate was 20%. As the contract market demand was not as expected, the spot price also showed a trend of accelerating.

As DRAM makers gradually accelerated DDR3 speed in the second half of the year, DRAMeXchange pointed out that DDR3 output growth in the third quarter reached 30% quarterly revenue growth rate, and in the fourth quarter, it is estimated that there will be 15% growth, but PC OEM The plant's ability to substantially increase memory capacity in the short term is conservative, making demand growth limited. DRAM prices will continue to fall in the face of persistent oversupply. In October, the DDR3 2GB contract price is expected to reach US$30. In the fourth quarter, DDR3 2GB will see US$25. It is expected that the average price of DDR3 1Gb pellets will be lowered to US$1.5 by the end of the year. .

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