Thursday, March 23rd 2017

PC DRAM Pricing Increased 20% Sep-Oct 2016; Will Continue Rising in 2017 - TrendForce

DRAMeXchange, a division of TrendForce, today reported that the average contract price of 4GB PC DRAM modules increased over 20% between September and October of 2016 (jumping from US$14.5 to US$17.5) as DRAM suppliers completed their fourth-quarter contract negotiations with first-tier PC-OEMs.

These increases come as the result of production capacity gradually shifting from PC-centric DRAM towards mobile and server DRAM, which have seen tremendous growths in demand. In fact, PC DRAM memory accounts for less than 20% of overall DRAM production. The already low inventories of branded device makers go hand in hand with higher-than-expected demand for DRAM-carrying products. And this higher demand comes after the PC DRAM market being severely undersupplied in the second half of 2016. The result: an across-the-board price upturn for all types of DRAM.
TrendForce reports that this DRAM price increase also stands as proof of the changing paradigm between the three top memory makers: Samsung, Hynix, and Micron, which TrendForce reports have "opted for co-existence as the best way to maximize their own profitability." They are, therefore, "turning away from aggressively competing for market share through price reduction and capacity expansion."

TrendForce's report goes on projecting that the top three suppliers will either keep their capital expenditures for 2017 at the same level as this year or lower their spending even further. And with the top players in the DRAM production business shifting their consensus from market leader to maintaining profitability, even further price hikes are expected during 2017. Source: TrendForce
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20 Comments on PC DRAM Pricing Increased 20% Sep-Oct 2016; Will Continue Rising in 2017 - TrendForce

#1
Ubersonic
Well, it's better than the 200% it increased by between 2012-2016 lol.
Posted on Reply
#3
nickbaldwin86
Nabarun said:
So, GDDR5 etc too ?
If so then video cards are going to climb... give NV a reason to charge $1000 for a GTX2080 with 10GB of RAM
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#4
TheGuruStud
Ryzen increased it 40% lol.

Still waiting for them to be sued...
Posted on Reply
#5
Basard
Raevenlord said:
opted for co-existence as the best way to maximize their own profitability.
Sounds like a nice way to say "we're setting prices again."
Posted on Reply
#6
natr0n
Cheapest I ever got ram was $29 for 8gb set during a black Friday sale years ago.


price fixing lives on.
Posted on Reply
#7
Slizzo
Yeah, I bought a set of Corsair Vengence LED 4x8GB (32GB kit) @ 3000 MHz for $185 in November.

Same kit is around $250 now. Crazy.
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#8
NTM2003
Umm I paid $140 for what I have 2x8 16gb maybe I should buy another pack it's still the same price I just brought it 2 weeks ago but the prices still the same but I badly need a upgrade for a gpu then the memory. Now I'm not sure what should I do complete my memory or gpu?
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#10
NTM2003
Amazon prices are still good as far as I see I've seen price drops on them since 2 weeks ago a few peinnes down.
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#12
Agentbb007
Maybe I'll stock pile some DDR4 and sell it in a couple months to make 20% :)
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#13
NTM2003
ddr4 is the new gold and I have some gold to lol.
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#14
xkm1948
All 8 slots stuffed on my X99 when the RAM was dirt cheap, so no complain over here. As a matter of fact I can totally build two RyZen system with 64GB RAM each. :D
Posted on Reply
#15
tigger
I'm the only one
xkm1948 said:
All 8 slots stuffed on my X99 when the RAM was dirt cheap, so no complain over here. As a matter of fact I can totally build two RyZen system with 64GB RAM each. :D
Greedy
Posted on Reply
#16
msroadkill612
Well the sequential speed of NAND SSDs has just increased to 3.2GBs via PCIe lanes. Operations rates hugely increased too.

So vast pools of cheap, much improved but slower virtual memory are now more doable.

the following may help for comparison . so in short, it seems to me u can get 2005 ram speeds from virtual ssd ram.

NB, its version 1 of this trch, so we can expect better than 3.2GBps soonish, and raid 0 SSDs may ~ double speeds, less some overhead.

NB also, theoretical ram speeds are subject to the chipset/moboS northbridge effective bandwidth. real ram speeds may be much less?

My point is, if there is massive buying of dram by installs which need massive ram - then these may face competition from hugely cheaper & maybe almost as good SSD virtual memory.


http://www.quepublishing.com/articles/article.aspx?p=1416688&seqNum=2



Posted on Reply
#17
john_
@Raevenlord The report is from November, right? So, how about March of 2017? Any new report?
Posted on Reply
#18
PowerPC
msroadkill612 said:
Well the sequential speed of NAND SSDs has just increased to 3.2GBs via PCIe lanes. Operations rates hugely increased too.

So vast pools of cheap, much improved but slower virtual memory are now more doable.

the following may help for comparison . so in short, it seems to me u can get 2005 ram speeds from virtual ssd ram.

NB, its version 1 of this trch, so we can expect better than 3.2GBps soonish, and raid 0 SSDs may ~ double speeds, less some overhead.

NB also, theoretical ram speeds are subject to the chipset/moboS northbridge effective bandwidth. real ram speeds may be much less?

My point is, if there is massive buying of dram by installs which need massive ram - then these may face competition from hugely cheaper & maybe almost as good SSD virtual memory.


http://www.quepublishing.com/articles/article.aspx?p=1416688&seqNum=2

This is very interesting. Has someone already replaced all their RAM with Raid 0 SSDs?
Posted on Reply
#19
Diverge
Price fixing is back... or never went away.
Posted on Reply
#20
Disparia
john_ said:
@Raevenlord The report is from November, right? So, how about March of 2017? Any new report?
Not the same people referenced in OP, but does reflect a Sep-Oct blip.


msroadkill612 said:
My point is, if there is massive buying of dram by installs which need massive ram - then these may face competition from hugely cheaper & maybe almost as good SSD virtual memory.
Certainly impressive performance but I don't know if I would characterize them as competition or as another poster put it, a replacement for RAM. RAM prices would need to continue rising this entire year for that to happen, IMO.
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