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Tuesday | December 7, 2021
The price of RAM has stopped rising

The price of RAM has stopped rising

With nearly three consecutive quarters of price increases, the indicators for DRAM have just stabilized. At the same time, it appears that most PC distributors and manufacturers have enough inventory to put real pressure on prices for the coming quarter. Price expectations for the fourth quarter are starting to look more optimistic.

 

 

In fact, according to a TrendForce report, the trend could improve much faster than expected. So let’s not get carried away, there is no market reversal in sight but a stabilization with a return of stocks which will naturally lead to some competition.

Stagnation of the price of RAM on the pro market. Important stocks

The main reason for this halt in the price increase is mainly due to PC manufacturers who have built up large stocks in order to avoid a new shortage. Some manufacturers now have enough DRAM stock to last 2 to 3 months. These memory manufacturers are therefore forced to adjust their prices downwards to be able to sell their production. TrendForce analysts estimate that consumer DRAM contract prices will drop by up to 5% by the end of this year. On the spot market, the drop is even greater.

Prix DRAM - RAM

A noticeable drop in GDDR too…But a more fragile situation

GDDR5 and GDDR6 prices have dropped significantly in the third quarter compared to what we have seen since the beginning of the year. However, this drop has not yet had an effect on public prices for graphics cards. While some are raving about a return to “normal” graphics card prices, we are still very, very far from MSRPs. The strongly declining valuation of crypto-currencies is regularly given as one of the reasons for the drop in GDDR prices. Unfortunately, in the last few days, a strong rebound has been seen. Finally, for European consumers, the other factor to consider is the €/$ indicator. Here again, this indicator has been much less favorable in recent weeks. A situation that hides, for the moment, the effects of these decreases on the public price.

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Edited by Calliers

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