Friday, June 7th 2019
Trendforce: DRAM Pricing Could Fall Up to 25% in 2019 Following Huawei ban
Trendforce, via its market analysis division DRAMeXchange, announced yesterday that it expected DRAM pricing to fall even more than previously estimated. The motive behind this is Huawei's ban following the US-China trade war, which will limit Huawei's ability to deliver its server and, especially, smartphone products. With companies being banned from trading with the Chinese firm, a voracious consumer of the US-tied DRAM production has just evaporated without a trace. This means increasing inventories amidst a freeze in demand due to uncertainty in the overall markets, which will obviously tip the supply-demand balance.
This has led TrendForce to officially adjust its outlook for 3Q DRAM prices from its original prediction of a 10% decline to a widened 10-15% decline, with an additional 10% decline in the fourth quarter. And of course, after prices hit rock bottom, they can only go up, which is why DRAMeXchange expects prices can only increase - and DRAM manufacturers' outlook improve - come 2020. Gear up for those DRAM upgrades this year, folks.
Source:
Trendforce
This has led TrendForce to officially adjust its outlook for 3Q DRAM prices from its original prediction of a 10% decline to a widened 10-15% decline, with an additional 10% decline in the fourth quarter. And of course, after prices hit rock bottom, they can only go up, which is why DRAMeXchange expects prices can only increase - and DRAM manufacturers' outlook improve - come 2020. Gear up for those DRAM upgrades this year, folks.
17 Comments on Trendforce: DRAM Pricing Could Fall Up to 25% in 2019 Following Huawei ban
16GB RDIMMS have just about returned to the 2015 price level.
I was going to go with 16GB, but looks like it's going to be 32.
Last night there were a devasting series of mysterious, unexplained fires and floods at several of the world's largest ram factories last. By the time emergency crews arrived, they were completely destroyed...
A spokesperson for 2 of them vowed to immediately rebuild and bring their ram production back online as soon as humanly possible (but not until after a short period of product shortages & heavy duty price gouging to make up their losses) :eek: :shadedshu:
"History teaches us that history teaches us nothing !" - Gen George S. Patton :(
Bet that....
Buy it for low (in the next few months), hold it for a while, & sell it high, after the gouging begins.
I know some folks that did this back in the day during the PC-66-100-133mhz transitions.... but they had the moolah available at the time & ended up making a tidy profit :)