4분기 디램 가격이 하락할 것같지 않다(2020.10.07)

2020.10.07

2020년4분기에는 디램 가격이 하락하고 2021년1분기가 저점이 될것이고,

2분기에는 반등할 것이라는 예상이 대부분인데, 킹스톤같은 디램 모듈 제조업체는 4분기

디램 가격이 하락하지 않을 것이라고 예상하며 디램 주문을 재개한다고 합니다.

(https://www.dramexchange.com/WeeklyResearch/Post/2/10744.html

시장조사업체 디지타임즈의 트렌드포스는 4분기는 공급 과잉으로 디램 평균 가격이 전분기대비

약 10% 하락할 것으로 예상했다.-2020.10.07)

 

The memory market (including DRAM and NAND Flash) is still in a state of oversupply in 4Q20, according to TrendForce’s latest investigations. In light of recent U.S. sanctions against Huawei, other smartphone brands have been actively stocking up on memory products in an effort to capture Huawei’s lost market shares, but this procurement momentum is insufficient to improve the lethargic state of the memory market. In addition, as memory demand from the server industry has yet to make a noticeable recovery, overall memory ASP is expected to remain weak in 4Q20 and decrease by about 10% QoQ.

 

킹스톤( 삼성전자나 하이닉스같은 메모리 업체로부터 no-brand 메모리를 제공받아

자신의 회사명을 새겨서  파는 회사)은 일반 디램 판매 가격을 올리고, 동료 메모리 모듈 메이커들도

2020년4분기에 메모리 가격이 하락할 것같지 않다고 믿고있으며, 디램 구매를 재개했다.

 

2020년4분기 스마트폰 시장 역시 회복세로 돌아섰다. ㅣ

 

FPCB 원료 공급자들은 애플의 신규 아이폰과 중국내에서 점유율을 높이려는 중국 스마트폰 제조사들의

안정적인 수요로 꾸준한 출하량을 예상하고 있다.

 

DRAM ASP not to fall.

Following Kingston Technology's recent move to raise prices for standard DRAM products, fellow module makers now believe DRAM ASP is unlikely to fall in fourth-quarter 2020 and have now started resuming puchases.

 

The handset market is also heading towards recovery in the fourth quarter. Suppliers of FPCB materials now expect shipments to be driven by stable demand from Apple for its new iPhones and from Chinese vendors looking to expand share in their domestic market.

 

In the gaming smartphone segment, Asustek Computer and Qualcomm reportedly are forming a partnership that can shore up the former's device shipments and give birth to the US chip vendor's own-brand phone.

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https://www.digitimes.com/news/a20201007PD200.html

Spot market prices for DRAM and NAND flash memory have been rising over the past several weeks, with ASP for the former unlikely to fall in the fourth quarter of 2020, according to sources at memory module makers.