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Continuing the trend of previous reports, DRAMeXchange, a division of TrendForce, reports the general price increase in the PC DRAM market is growing larger than anticipated as the already tight supply situation is compounded by quality problems with products made on the leading-edge processes. Based on a preliminary survey of completed contracts for the second quarter, DRAMeXchange estimates that the average contract price of 4GB DDR4 modules will go up by about 12.5% compared with the first quarter, from US$24 to around US$27.
"PC-OEMs that have been negotiating their second-quarter memory contracts initially expected the market supply to expand because Samsung and Micron have begun to produce on the 18 nm and the 17 nm processes, respectively," said Avril Wu, research director of DRAMeXchange. "However, both Samsung and Micron have encountered setbacks related to sampling and yield, so the supply situation remains tight going into the second quarter and PC DRAM prices will continue to rise through this three-month period."
There is no relief to the short supply problem as Samsung and Micron encounter roadblocks in their respective migrations to under-20 nm production. Samsung has started to mass produce 18 nm PC DRAM products since the middle of 1Q17. Transitioning to a higher level of manufacturing technology tends to create difficult design challenges, and Samsung has found that some of its memory modules are having compatibility issues with certain notebook platforms. Furthering the issue, the high defect rate from the 18 nm process has hindered the supplier's shipments. Even as Samsung attempts to resolve these manufacturing quirks, its contribution to the market supply will be severely limited.
Micron, on the other hand, has started sending its 17 nm PC DRAM products to clients for sampling since 1Q17, but the entire process is taking much longer than expected, which leads analysts to believe the company is likely to delay mass production for its 17 nm process beyond 2Q17.
Among the big three suppliers, SK Hynix is the only one not transitioning to a more advanced manufacturing technology for its PC DRAM - and is, therefore, devoid of any snags in delivering its products, which isn't that unlikely, considering the mature production process it employs. Wu pointed out that Samsung's and Micron's predicaments reveal that design and manufacturing barriers become a lot higher when it comes to migrating to under-20 nm production. At the same time, such migration efforts result in diminishing returns in the form of shrinking bit growth.
Wu added that the DRAM market as a whole will continue to see prices climbing during the entire second quarter: "Besides the larger price hike for PC DRAM products, prices of server DRAM products for the second quarter are projected to rise by 10~15% sequentially on average. Compared with PC DRAM and server DRAM products, mobile memory products will have the smallest price increase during this three-month period, estimated at under 5% from the preceding quarter. The moderate price uptick for mobile memory products is mainly attributed to slowing shipments from China-based smartphone makers. On the other hand, prices of eMCP products are expected to go up by around 5% versus the first quarter due to the additional factor of NAND Flash shortage."
What is interesting is that these supply problems don't necessarily translate into lower margins or lower profits for the DRAM makers; if anything, their business is soaring, even amidst supply constraints and new process ramp-up woes, considering Q416's 18.2% sequential revenue increase.
View at TechPowerUp Main Site
"PC-OEMs that have been negotiating their second-quarter memory contracts initially expected the market supply to expand because Samsung and Micron have begun to produce on the 18 nm and the 17 nm processes, respectively," said Avril Wu, research director of DRAMeXchange. "However, both Samsung and Micron have encountered setbacks related to sampling and yield, so the supply situation remains tight going into the second quarter and PC DRAM prices will continue to rise through this three-month period."
There is no relief to the short supply problem as Samsung and Micron encounter roadblocks in their respective migrations to under-20 nm production. Samsung has started to mass produce 18 nm PC DRAM products since the middle of 1Q17. Transitioning to a higher level of manufacturing technology tends to create difficult design challenges, and Samsung has found that some of its memory modules are having compatibility issues with certain notebook platforms. Furthering the issue, the high defect rate from the 18 nm process has hindered the supplier's shipments. Even as Samsung attempts to resolve these manufacturing quirks, its contribution to the market supply will be severely limited.
Micron, on the other hand, has started sending its 17 nm PC DRAM products to clients for sampling since 1Q17, but the entire process is taking much longer than expected, which leads analysts to believe the company is likely to delay mass production for its 17 nm process beyond 2Q17.
Among the big three suppliers, SK Hynix is the only one not transitioning to a more advanced manufacturing technology for its PC DRAM - and is, therefore, devoid of any snags in delivering its products, which isn't that unlikely, considering the mature production process it employs. Wu pointed out that Samsung's and Micron's predicaments reveal that design and manufacturing barriers become a lot higher when it comes to migrating to under-20 nm production. At the same time, such migration efforts result in diminishing returns in the form of shrinking bit growth.
Wu added that the DRAM market as a whole will continue to see prices climbing during the entire second quarter: "Besides the larger price hike for PC DRAM products, prices of server DRAM products for the second quarter are projected to rise by 10~15% sequentially on average. Compared with PC DRAM and server DRAM products, mobile memory products will have the smallest price increase during this three-month period, estimated at under 5% from the preceding quarter. The moderate price uptick for mobile memory products is mainly attributed to slowing shipments from China-based smartphone makers. On the other hand, prices of eMCP products are expected to go up by around 5% versus the first quarter due to the additional factor of NAND Flash shortage."
What is interesting is that these supply problems don't necessarily translate into lower margins or lower profits for the DRAM makers; if anything, their business is soaring, even amidst supply constraints and new process ramp-up woes, considering Q416's 18.2% sequential revenue increase.
View at TechPowerUp Main Site
funny that as it hasn't trickled down to retailers who have ddr4 in abundance 
