TrendForce: Q2 DRAM contract price increase is expected to converge to 3%~8%
The research institution TrendForce Juanbang Consultation observation shows that although DRAM supplier inventory has been reduced, it has not returned to a healthy water level, and the loss of production capacity is further improved when the loss status has gradually improved. However, due to the poor overall demand this year, coupled with the sharp increase in prices before, it is expected that the inventory to return the momentum will gradually weaken. Therefore, the agency is expected to converge to 3%to 8%from the previous quarter.
In the segmentation field, the PC DRAM buyer increased the purchase volume of DDR5 in the second quarter. With the significant conversion of the original storage chip factory to the advanced process, cost optimization has significantly improved the original profits. The agency expects that PC DRAM's contract price in the second quarter will increase by 3%to 8%month -on -month, but the increase in DDR5 will converge slightly.
In terms of server DRAM, the buyer continues to increase DDR5 inventory, but the actual penetration rate is not as expected until the first quarter of this year, which means that DDR5 demand has not been fully fulfilled. It is expected that the increase in DDR4 contract prices in the second quarter will be higher than DDR5, and the price difference will gradually shrink.
In terms of mobile devices DRAM, the current buyer's inventory water level is healthy, but there is no sign of demand and no significant signs of warming. As the original factory hopes to continue to improve its profitability, the target of the mobile DRAM contract price increase in the second quarter is 10%to 15%or more, and the bargaining attitude is strong. However, TrendForce believes that due to the passive attitude of buyers' bargaining attitudes, it may ease the intention of the seller's strong rising intention. It is estimated that mobile DRAM's second quarter contract price will increase by 3%to 8%.
In the field of graphics DRAM (memory chip), the demand for mainstream specifications GDDR6 16GB is still strong. Generally speaking, the purchaser is willing to accept the seller's increase. At present, the price of graphics DRAM has no signs of loosening or falling.
In terms of consumer DRAM, the demand in AI related fields is relatively stable, and some TV and network applications have inventory replenishment needs, and the overall market conditions are weak.
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