Send Message

Shenzhen Angel Technology Electronics Co

Electronic components distributor and PCBA manufacturer

Home
Products
VR Show
About Us
Factory Tour
Contact Us
Request A Quote
News
Cases
Home News

DRAM Chips's price close to raw material cost? Dawn is ahead!!!

Thank you for the prompt delivery of the ICs from Angel Technology Electronics Co. The quality of the ICs is excellent and they have performed exceedingly well in our production line. We look forward to future business with your company.

—— Amelia Hayden

The Electronic components we purchased from Angel Technology Electronics Co. have been a great success. Angel Technology were also able to supply shortage items, various items, also non electronics items, also samples, they make a well packaging, they answer quickly, we have a relationship of mutual trust

—— Gianni

We are extremely satisfied with the good quality products we received from Angel Technology Electronics Co.Suny is always very engaged and helpful. Shipments are always fast and with good quality.

—— Christian Koenig

We've purchased electronic components from Angel Technology Electronic co. for about 20years.They are always provided good quality products with fast shipment.Sophia is Very reliable and person of integrity.

—— Ravi Ganesh

The Electronics components from Angel Technology Electronics Co. were of exceptional quality and performed flawlessly in our application. Your company's customer service was also top-notch, providing quick and efficient assistance whenever we needed it. We will definitely recommend your company to others and purchase from you again in the future.

—— Maxime Dubois

We are extremely pleased with the ICs we received from Angel Technology Electronics Co. The quality was excellent and your team ensured that the delivery was made on time, despite some minor issues with the supply chain. Thank you for helping us overcome these challenges and providing us with the components we needed.

—— Signe Smythe

Angel Technology Electronics Co. provided us with exactly what we needed - high-quality ICs at a competitive price. The order process was simple and efficient, and your team was responsive to any questions or concerns we had. We look forward to purchasing from you again in the future.

—— Olga Elmanov

The ICs we received from Angel Technology Electronics Co. were exactly what we needed and performed flawlessly in our device. Thank you for providing such excellent products and excellent service - you have become our go-to supplier for electronic components.

—— Celine Delaney

Your company's speedy delivery and exceptional customer service have made us a loyal customer. The ICs we purchased from Angel Technology Electronics Co. were of exceptional quality and arrived promptly, ensuring that our project was a success. Thank you for being such a great partner.

—— Greer

I'm Online Chat Now
Company News
DRAM Chips's price close to raw material cost? Dawn is ahead!!!
DRAM Chips's price close to raw material cost? Dawn is ahead!!!

According to the Nikkei news report, due to the decrease in demand for PCs and smartphones, the price of DRAM has fallen for 12 consecutive months, and it is reported that the current price is close to the cost of materials, and even if the price bottoms out later, it may not show a sharp rise.

 

In April 2023, the wholesale price of the index product DDR4 8Gb is about US$1.48 each, down 1% from the previous month (March 2023); the price of 4Gb products with a smaller capacity is about US$1.1 each , down 8% from the previous month. Both 8Gb and 4Gb prices fell for the 12th consecutive month. DRAM wholesale prices are determined monthly or quarterly between storage vendors and customers.

The report pointed out that storage manufacturers are currently speeding up inventory adjustments. Micron, SK Hynix, and Samsung have all announced reductions in production, but usually DRAM production takes 3 months, so Samsung, which cut production at the latest, will not be able to evaluate the effect until after July.

 

Market sources pointed out that "the current price is approaching the cost of raw materials." Demand is still weak, and manufacturers may continue to cut prices in order to maintain market share. According to Japan Electronics Trading Company, "Even if the price bottoms out between the end of this year and next year, it is not expected to show a sharp rise."

 

When will the inflection point come? Dawn may be ahead.

 

According to a TrendForce report, global demand for DRAM chips is expected to exceed supply as early as July, a change that will ease the pressure on semiconductor companies struggling due to chip downturns.

 

In addition, it is expected that global DRAM demand will exceed 105.4 billion 2GB chips this year, exceeding the estimated supply of 104.3 billion.

It is worth mentioning that TrendForce also recently adjusted the oversupply of memory chips this year: among them, the forecast for DRAM was adjusted from 0.9% to -1%, and the forecast for NAND Flash was lowered from 3%. -0.5% - a positive value means oversupply, a negative value means the opposite.

 

From the demand side, although the demand for PCs and smartphones was small in the early stage, the orders for AI server DDR5 have been pouring in recently, and the demand for high value-added DRAM such as HBM and DDR5 has also continued to rise. Urgent orders have already appeared in some demand fields of memory manufacturers, and customer demand has recovered, and urgent orders have poured in, and "there is a lot of volume."

 

Under such circumstances, TrendForce has also recently raised its 2Q average price forecast for 32GB DDR5 from US$75 to US$80-90.

The chairman of Nanya Branch said that since the second quarter of DRAM, some market inventories have been eliminated, and suppliers have reduced capital expenditures. In the second half of the year, the inventory of end products may become normal, and the DRAM market may gradually improve. The chairman of Etron revealed that the inventory level of the DRAM industry has begun to shrink. Under the trend of decreasing output of storage original factories, half of the company's niche DRAM customers are "active" at this stage, and it is expected that this proportion will return to 100% by the end of the year. Among them, the recovery in the field of display is more significant. In addition, the price of DRAM products has also stabilized.

 

The China National Finance Securities Research Report stated that on the price side, memory prices have fallen below the lowest level in history, and the potential price decline is small. On the supply side, the inventory of original manufacturers has begun to decrease, and the inventory of module manufacturers has gradually bottomed out, and the effect of proactive destocking is obvious. On the demand side, the launch of new-generation CPUs for servers and increased demand for AI will increase the demand for high-performance products such as DDR5 and HBM and high-density modules. Storage prices are expected to gradually approach the bottom of the down cycle, and it is optimistic that the storage sector will stop falling in the second and third quarters of 2023.

Pub Time : 2023-06-02 17:27:26 >> News list
Contact Details
Angel Technology Electronics Co

Contact Person: Mrs. Sophia

Tel: 86-0755-83677737

Fax: 86-0755-83677737

Send your inquiry directly to us (0 / 3000)