連漲了6個月記憶體終於崩了 - 3C
By Annie
at 2020-07-03T12:44
at 2020-07-03T12:44
Table of Contents
2020年預期的內存大牛市只持續了半年,現在已經偃旗息鼓了。根據集邦科技旗下的DRAM
eXchang發布的報告,PC內存價格從去年12月到今年5月份連漲半年,但現在8Gb DDR4內存
已經跌回來了,其中現貨價格最近就跌了25%。
過去兩年中,內存價格大漲大跌的主要因素其實跟手機用的移動內存及數據中心市場用的
服務器內存關係更大,PC內存往往是池魚之殃,漲跌全都是另外兩個市場帶動的。
今年上半年中,筆記本電腦因為遠程工作的關係而銷量大漲,不過筆記本內存價格沒有太
大變化,台式機內存就更沒有改善了,6月份DDR4 8Gb內存芯片的價格只有3.31美元,與5
月份持平,使得內存連漲6個月的趨勢戛然而止。
現貨市場的價格崩的更嚴重,近期內存現貨價短期暴跌25%以上,其中6月份就跌了17%以
上。
再往後看的話,Q3甚至Q4季度的需求恐怕都不會高了,特別是北美及歐洲經濟下滑,內存
需求也會萎縮,市場上的買家預期價格會下降,近期都放緩甚至推遲了購買,美光公司預
計全年內存出貨量會下降。
請問1G100有機會來臨嗎?
--
eXchang發布的報告,PC內存價格從去年12月到今年5月份連漲半年,但現在8Gb DDR4內存
已經跌回來了,其中現貨價格最近就跌了25%。
過去兩年中,內存價格大漲大跌的主要因素其實跟手機用的移動內存及數據中心市場用的
服務器內存關係更大,PC內存往往是池魚之殃,漲跌全都是另外兩個市場帶動的。
今年上半年中,筆記本電腦因為遠程工作的關係而銷量大漲,不過筆記本內存價格沒有太
大變化,台式機內存就更沒有改善了,6月份DDR4 8Gb內存芯片的價格只有3.31美元,與5
月份持平,使得內存連漲6個月的趨勢戛然而止。
現貨市場的價格崩的更嚴重,近期內存現貨價短期暴跌25%以上,其中6月份就跌了17%以
上。
再往後看的話,Q3甚至Q4季度的需求恐怕都不會高了,特別是北美及歐洲經濟下滑,內存
需求也會萎縮,市場上的買家預期價格會下降,近期都放緩甚至推遲了購買,美光公司預
計全年內存出貨量會下降。
請問1G100有機會來臨嗎?
--
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