Największe od 8 lat spadki cen pamięci
Skala przecen jest zaskakująco duża. Ale już w II poł. br. trend może się zmienić.

W I poł. 2019 r. nic nie wskazuje na zatrzymanie spadków z powodu nadpodaży DRAM. Ich skala jest nawet większa niż przypuszczano. Według szacunku DRAMeXchange w I kw. br. średnie stawki zanurkują o 30 proc. wobec pierwotnej prognozy (-25 proc.). To największy zjazd od 2011 r. Stwierdzono, że magazyny nadal wypełniają się coraz większą ilością modułów, na które nie ma kupców. Obecnie większość dostawców ma już zapasy pamięci na ok. 6 tygodni – twierdzi DRAMeXchange.
Przedłużające się problemy z dostawami procesorów Intela ograniczają zapotrzebowanie ze strony producentów PC. Przypuszcza się, że niewystarczająca podaż CPU potrwa do III kw. 2019 r.
Analitycy DRAMeXchange zakładają, że bez znaczącego wzrostu popytu ceny pamięci będą szły w dół przez cały 2019 r.
Popyt na serwery może zatrzymać spadki cen DRAM – ocenia natomiast Digitimes powołując się na tajwańskich producentów pamięci. Przewidują rosnące zapotrzebowanie na serwery w II i III kw. br., co powinno doprowadzić do finału drenażu cen jeszcze przed końcem 2019 r. Ponadto w dłuższym terminie rozwój nowych technologii, jak 5G czy Internet rzeczy i związane z nimi zapotrzebowanie na pamięci również powinno przyczynić się do stabilizacji cen – według analizy.
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