According to reports, DRAM prices continued to fall in the fourth quarter of this year, and the November contract price has already experienced a second decline. According to the current transaction price, some of the contract prices have been changed to the monthly price, which means that buyers are holding a wait-and-see attitude toward DRAM price trends, and the decline in DRAM contract prices in the first quarter of 2019 is expected to continue.
In addition, the average sales of DRAMs in the fourth quarter fell by nearly 8%. Among them, standard memory, server memory and niche memory have the largest decline, close to 10%; mobile memory has a relatively small decline, about 5%.
For the trend in the first quarter of next year, DRAMeXchange pointed out that the supply side continued to increase in the fourth quarter of 2018, mainly due to the continuous improvement of the 1Ynm process yield, the continued increase in the proportion of investment, and the continued increase in production of the Samsung Pyeongtaek plant in the fourth quarter of this year. . In addition, the first quarter of each year is the off-season of demand, and the shipment of smartphones in the first quarter of 2019 is weaker than in previous years, which will cause the price of mobile storage to decline. From the perspective of overall DRAM prices, the first quarter of next year’s decline may be more significant than the fourth quarter of this year.