Towards the end of the year, memory industry analysts gave many warnings about the rise in memory prices next year, with DigiTimes citing industry sources as saying the average selling price of memory will rise by 30 percent next year. For consumers, now is probably the best time to upgrade memory, whether it’s capacity or frequency. If a friend who is constantly concerned about the memory market may also notice that the recent memory has basically stopped falling, the volatility is very small, indicating that memory prices have basically bottomed out.
According to market law, at this time DRAM particle manufacturers should have reduced the supply to reduce their own loss, but the current DRAM particles should still be oversupply, but in tightening supply for a period of time, until the oversupply, the effect will be passed on to the consumer side, causing the final product price increase.
In addition, it will be NAND rather than DRAM that will rise first, and according to supplier Lam Research, demand for NAND is increasing since December, and its oversupply is changing. They also expect NAND’s supply to rise by 30 per cent by the end of 2019, which is much lower than expected, so NAND stocks should return to normal levels in the first half of 2020. The stock of DRAM is still growing and may not return to normal in the second half of 2020.
Lam Research’s report says memory prices are driving up next year, with strong demand for servers and mobile applications, and that OEMs will increasingly adopt next year, while smartphones will be influenced by the 5G trend, which will drive the market as a whole.
So now is really the best time to upgrade memory.