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Samsung and other large storage companies deliberately reduce production effective! The collective price increase of DDR4/DDR5 memory

via:财联社     time:2023/12/3 18:00:36     readed:192

The strategy of reducing production and insuring price by large memory chip manufacturers is effective.Q4 contract price quotation is better than market expectations, DDR5 up 15-20% dart DDR4 up 10-15% dcDDR3 up 10%, the increase is better than the original estimate of 5-10%.

Taiwan's Industrial and Commercial Times recently reported thatWith Samsung, SK Hynix and other international memory manufacturers to expand the extent of production reduction, Meguiar's production reduction will continue until 2024.

The industry expects that with the reduction in supply and the demand driven by AI, the trend of the memory market has been established, especially the DDR5 is moving towards mainstream specifications, which is the key corner of the market demand.

It is reported that DDR, LPDDR and GDDR are three memory specifications or standards based on DRAM. DDR has become the mainstream memory of PC and server because of its performance and cost advantages.

In July 2020, JEDEC (solid State Technology Association) officially released the final specification of the new generation of mainstream memory standard DDR5 SDRAM.

In order to meet the growing demand for efficient memory performance, DDR5 has achieved a significant improvement in performance compared with its predecessor DDR4, such as faster transmission speed, lower energy consumption, higher stability, higher memory density and improved access efficiency.

三星等存储大厂减产效果奏效!内存大涨价 DDR5最高上浮20%

In order to meet the growing demand for efficient memory performance, DDR5 has achieved a significant improvement in performance compared with its predecessor DDR4, such as faster transmission speed, lower energy consumption, higher stability, higher memory density and improved access efficiency.

At present, the market is undergoing an upgrade from DDR4 to DDR5, and the popularity of DDR5 is expected to bring a new round of growth to the industry.

Chen Haijin of Debang Securities and others pointed out that with the update and iteration of the platform in the field of PC and server, the demand for DDR5 is increasing day by day. According to global semiconductor observation, recently, module manufacturers such as Weigang, Shiquan Technology and Yuzhang have also actively invested in DDR5.

Chen Haijin of Debang Securities and others pointed out that with the update and iteration of the platform in the field of PC and server, the demand for DDR5 is increasing day by day. According to global semiconductor observation, recently, module manufacturers such as Weigang, Shiquan Technology and Yuzhang have also actively invested in DDR5.

In response to the growing demand for DDR5 DRAM, Samsung is expected to significantly increase its DDR5 production in the fourth quarter of this year to cope with the likely strong demand for orders next year, according to Science and Technology Innovation Board Daily in October.

In response to the growing demand for DDR5 DRAM, Samsung is expected to significantly increase its DDR5 production in the fourth quarter of this year to cope with the likely strong demand for orders next year, according to Science and Technology Innovation Board Daily in October.

In its Nov. 23 disclosure of investor relations activity, Lanci said it maintained a relative lead in memory interface chips.

The company leads the development of international standards for DDR5RCD and MDB chips, and continues to take the lead in research and development. In the past two years, the company has taken the lead in the trial production of the second generation RCD chip and the third generation RCD chip of DDR5 in the industry, and is currently carrying out the engineering research and development of the fourth generation RCD chip of DDR5.

Northeast Securities Li Jiu et al pointed out on November 9th that Juchen shares cooperated with Lan Qi Technology to develop SPD EEPROM products supporting a new generation of DDR5 memory strips, strictly complying with JEDEC DDR5 standards, integrating I2C/I3C bus hubs (Hub) and high-precision temperature sensors (TS), and applied to UDIMM and SODIMM memory modules in the computer field and RDIMM and LRDIMM memory modules in the server field.

In 2021, the company's SPD EEPROM products supporting DDR5 memory bars passed the test certification of major memory module manufacturers downstream, and successfully achieved mass production. With the increase of DDR5 penetration, the revenue of SPD supporting DDR5 memory module is expected to increase significantly.

In addition, according to the Financial Associated Press, in addition to Juchen shares and Lan Qi Technology, listed companies such as Dawei shares, Lonco Technologies, Jingwang Electronics and Xinyin Electronics have also returned to DDR5 memory-related layouts on the interactive platform, as shown in the following figure:

三星等存储大厂减产效果奏效!内存大涨价 DDR5最高上浮20%

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