RAM Prices May Start to Increase, Too Early to Call It a Rebound
Boutique system builders, OEMs, and DIY hobbyists have all been spoiled by rock bottom RAM prices in recent months, much to the dismay of memory makers struggling to stay afloat. The latter will get a little help this month, assuming contract prices for DRAM memory chips go up as expected. According to Nanya Technology, as reported by DigiTimes, contract prices are on pace to increase by at least 5 percent in February 2011.
That's good news on the supplier side, which had to weather a 50 percent reduction in contract prices in the fourth quarter of 2010, according to data by DRAMeXchange. A price rebound is on the way, says DRAMeXchange, which notes strong demand for mobile DRAM and cloud computing.
"DRAM vendors are actively adjusting output ratio from commodity DRAM to mobile DRAM," DRAMeXchange says. "Application in smartphone and tablet PC are expected to double mobile DRAM demand year-over-year and content per box will be at least 1GB. Cloud computing service provided by Google, Facebook and others have shown a rocketed growth. Server demand is expected to stimulate an increase in average server content per box from 20GB to 32GB and server-basis DRAM growth rate is about 50 percent to 60 percent."
Of course, if history is any indication, all this could go out the window next month or even next week.