RAM Contract Price Rebound in 2011?

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ramDRAMeXchange says PC OEMs' restocking at Q1 2011 (and early Q2 2011) will result in a DRAM price rebound of 20-25%.

The price rebound will partly be the result of Sandy Bridge processors' launching, higher penetration of 64bit operating systems and low memory prices creating a new model content level of 4GB or above.

Manufacturer contract prices are at a low-- the average price for 2GB DDR3 is at $17, while the low price is $16.

Due to the continual decline in prices, module houses and retail channels maintained low inventory levels by 2010's end. DRAMeXchange expects growth in spot prices due to inventory replenshment for 2011's first quarter.

The analyst also says DRAM vendors will always increase their CAPEX (to expand capacity) as they see signs of economic recovery-- while they continue production even during a recession (as the costs of stopping production are actually greater). Thus, DRAMeXchange expects some DRAM vendors to make significant strategic planning to reshape within this year.

Go DRAMeXchange