Research firm TrendForce pointed out in its latest report that due to weak demand for consumer products and further pressure on suppliers' inventories, DRAM prices fell by 13-18% in the fourth quarter, and the market even saw "combined bargaining in the third and fourth quarters" or In the fourth quarter, DRAM prices fell by 13-18%, and the market even saw "combined third and fourth quarter bargaining" or "volume negotiation before price negotiation".

However, as DDR5 penetration continues to rise, coupled with its higher unit price, DDR5 penetration in PC DRAM will increase to 13-15% in the fourth quarter, making the overall PC DRAM (combined DDR5 and DDR4) average unit price slightly increased, the fourth quarter PC DRAM price is estimated to drop about 10 ~ 15% quarterly.

IC Insights recently estimated that the DRAM market will shrink 38% year-over-year in the third quarter of this year. In addition, IC Insights also expects the DRAM market to see a greater decline in the fourth quarter and early next year.

source：aijiwei