Agency: Consumer LPDDR5X Prices Surge 89% in Q2, AI Memory Squeeze Spreads to Mobile and PC Markets

06/23 03:55

On June 23, market research firm SigmaIntell reported on the 22nd that due to an imbalance in supply and demand for memory, prices of consumer storage products have generally risen in the second quarter of this year. Notably, the price of low-power DRAM products has seen significant increases, with LPDDR4X 4GB prices rising 75% quarter-on-quarter and LPDDR5X 12GB prices rising 89%. This round of price hikes is attributed to the use of LPDDR memory in next-generation server GPU platforms. As AI computing platforms like Nvidia's Vera Rubin adopt related low-power memory, competition for supply has intensified, prompting storage manufacturers to extend price increases to consumer memory used in smartphones and PCs. SigmaIntell noted that some customers have already accepted the price increases, which have been reflected in market prices. The pressure on the supply side comes from the reallocation of production capacity. SigmaIntell stated that in the second quarter, storage manufacturers prioritized high-value products such as HBM, server DRAM, and enterprise SSDs, leading to tighter supply of consumer memory. Due to rising cost pressures, some smartphone and PC brands are adjusting their memory orders, which may mean that the rate of DRAM price increases could slow in the second half of the year. Compared to mid-to-high-end products, demand for memory used in low-end devices is expected to cool more noticeably. Currently, semiconductor wafer resources are continuously concentrating on high-bandwidth memory (HBM), compressing the capacity of consumer DRAM. HBM maintains relatively stable prices through annual customer contracts, but the supply-demand imbalance remains severe. General server DRAM has also seen a trend of industry-wide price increases, with cloud providers continuously replenishing DRAM inventories, keeping channel stock at a low level of about two to three weeks. This has put pressure on the consumer electronics market. The expansion of high-value memory products, limited additional capacity construction, and low inventory levels have continued to create a shortage of consumer DRAM. The NAND market has also continued to rise, with SigmaIntell stating that SSD prices increased by about 50% quarter-on-quarter in the second quarter. Demand for enterprise-level NAND products remains strong, and price fluctuations have not weakened purchasing intentions. The expansion of AI clusters and AI agent servers is driving demand for high-performance, large-capacity storage devices. Price pressures are also spreading to mobile and PC NAND, with UFS prices rising by as much as 100% due to the expansion of enterprise SSD demand squeezing supply, while the supply of low-capacity eMMC and other low-end NAND has decreased, tightening the supply-demand balance for consumer NAND as well. Overall, the expansion of AI infrastructure is changing the price transmission path in the storage industry. What was previously focused on the scarcity of HBM and server DRAM is now being transmitted to the mobile, PC, and consumer storage markets through capacity allocation and wafer resource squeezing. For terminal brands, rising costs of memory and flash storage may become important variables affecting profit margins and product pricing in the second half of the year.

BoğaAyıBeğenPaylaş

Sorumluluk Reddi：Yukarıdaki içerik HTX'ın tutumunu temsil etmez.，HTX herhangi bir alım satım önerisinde bulunmaz.。