Trendforce Predicts That The Price Of Consumer DRAM And VRAM In The Next Quarter Will Rise By 8%

As well as AI The demand for computing power and data centers has continued to increase, and the demand for certain key computer components (including memory) is also growing.Market research company Trend Force Said that server demand has increased significantly, as well as in factory production HBM The increase in share means PC DRAM priceMay rise from the previous month 3% to 8 % 。

The rise in prices has never been popular, but the increase in predictions compared to the price increases in the previous quarters.1 Monthly 3 During the month, the price has risen 10% to 15%EssenceIt is estimated that many manufacturers and retailers still have a large number of PC DRAM Inventory, coupled with consumers' demand for memory stable, therefore DRAM Consumers and retail are not under great pressure.We can from DRAM See this in the spot price, from 5 At the end of the month The spot price has continued to fall.

　However,PC DRAM The production conditions are different.SK Hynix and Micron's HBMThe supply has been sold out until the end of next year.Although this may not directly affect PC DRAM The production line, but the company may shift production HBM, Thereby reducing the output of consumer memory modules.

according to TrendForce The dataIn addition to system memory,VRAM Still suffer HBM And server RAM The impact of demand, the price is expected to rise month -on -month 3% to 8%EssenceBut the factors to promote this growth are the next generation RTX 50 seriesGPU It is about to be listed, it is rumored to be Yu 2024 List in the fall of the year.These graphics processors will be equippedGDDR7 VRAM。

Even Intel's second generation Battlemage Arc GPU(It is expected to be listed before the holidays.) It is also rumored that it will be updated VRAM technology.because GDDR7 Compare GDDR6 expensive 20% arrive 30%They will push up VRAM Average price.As the graphics card manufacturer and its motherboard partners begin to verify the performance of their products, order more GDDR7 This is especially true of memory.

The mobile device market is expected to receive RAM The impact of price rising slightly.Although manufacturers seem to intend to increase the price of smartphone manufacturers, most buyers still have sufficient supply, so they are unlikely to be with RAM Suppliers negotiate.

Rising prices are unwilling to see, but this is part of inflation.As long as the supply keeps with the demand, we will not see any cause in the short term PC The impact of the cost of parts soaring.