Q2 memory price to fall further
DRAM prices are projected to fall 13~18%; NAND Flash is expected to fall between 8~13%.
The drop in DRAM prices was mostly attributed to high inventory levels of DDR4 and LPDDR5 as PC DRAM, server DRAM, and mobile DRAM collectively account for over 85% of DRAM consumption. Meanwhile, the market share for DDR5 remains relatively low.
The ASP of PC DRAM is expected to decrease by 15~20% in 2Q23.
The for server DRAM will remain between 15~20%.
The ASP decline of mobile DRAM to expand to 13~18% in 2Q23.
NAND Flash is primarily affected by enterprise SSD and UFS which account for over 50% of total NAND Flash consumption.
The Q2 ASP decline of enterprise SSDs will be 10~15%.
The Q2 ASP decline of UFS will be 10~15%.
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