DRAM chip price falls 18% record-breaking

October 4, 2008

[News of plan world network] (Liu Qing river is compiled) report according to foreign media, come from chip online trade the data of website DRAMeXchange shows, in the past inside two weeks of time, the contract price of mainstream DRAM chip falls approach 18% , the historical record of innovation.

DRAMeXchange data shows, in the half moon below September, accompanying the argy-bargy between chip manufacturer and PC manufacturer, the average contract price of DRAM chip falls to 1.44 dollars, and in the half moon on September, average contract price is DRAM chip 1.75 dollars.

Analytic personage points out, industry of current DRAM chip appears substantially the price glides, to it before memory chip manufacturer is blind relationship of product line of mount a horse is close, cause the price between the manufacturer inside course of study to hit thereby pressure, bring malign competition.

After Microsoft rolls out Windows Vista system, chip manufacturer people think consumer can joyfully formerly fast accept Windows Vista system, because be compared with photograph of Windows XP system, former need more memory capacities, windows Vista of expectation of memory chip manufacturer can be pulled move its product to consume growth. But things go contrary to one’s wishes, of Windows XP user loving make Vista system exceedingly awkward not only, also bring a trouble to memory chip manufacturer at the same time, caused chip finally serious supply exceeds demand.

Value of market of current memory chip goes low prices, at good news is for consumer: PC manufacturer can borrow machine memory is added with low price on his equipment, give an user freely perhaps, meanwhile, consumer also can upgrade directly oneself memory capacity, after all, consumer is become the biggest be benefited group. But at manufacturer for however incessantly of complain of suffering: Price of chip of the memory on current market already greatly under manufacturing cost. In the financial report that issues in manufacturer of the closest science and technology, the money newspaper of most DRAM manufacturer shows for the loss, of gain only SamSung electron.

Analytic personage thinks, so bad memory chip market may appear the law of jungle — the firm with powerful actual strength may buy the competitor with weaker actual strength. Include lucky silver-colored group (UBS) analyst Uche Orji inside numerous analyst thinks, micron Technology and German Qimonda company already developed relevant negotiation with respect to amalgamative be related. But at present two companies all reject to publish a comment to this.

Manufacturer of partial DRAM chip tries to be produced through control will adjust market supply and demand, but this can’t make store chip market comes into being changeover. At present takes any step, can be opposite only the yield November can produce an effect, and when when November, the inventory be exhausted before gold shopping holiday, just meet traditional demand puts delay period.

The whole world semiconductor of Hynix of manufacturer of the 2nd big DRAM announces to shut two last week year long, be engaged in 8 inches (the production base that 200mm) chip produces, partial analysis personage thinks this one measure may close to litre of DRAM price, but look at present not be successful. Chief analyst Andrew Norwood represents branch of semiconductor of Gartner of market survey orgnaization, the base of these two chip that Hynix semiconductor closes does not produce DRAM memory, main production NAND shines put, and on current market, NAND shines put the value also going low continuously.

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