Monday, August 19, 2019
The global DRAM memory industry dropped 9% in output value sequentially in the second quarter, while the NAND flash sector stayed flat, according to DRAMeXchange.
DRAM bit shipments grew sequentially in the second quarter, but falling chip prices dragged down the industry's total output value during the quarter, said DRAMeXchange. The industry posted US$14.84 billion in output value during the second quarter, down 9.1% from US$16.33 billion in the prior quarter.
Prices for commodity DRAM, server DRAM and consumer DRAM chips fell nearly 30% in the second quarter, while quotes for discrete mobile DRAM and eMCP devices declined in the 10-20% range, DRAMeXchange indicated. Server DRAM prices suffered the steepest fall registering a near-35% fall.
Meanwhile, the NAND flash industry segment generated US$10.79 billion in output value during the second quarter, when the memory bit shipment growth offset by price decreases, DRAMeXchange noted.
DRAMeXchange expects DRAM contract market prices to continue trending downward in the third quarter, despite a recent rally in the memory spot market prices. As for NAND flash, contract prices are expected to drop at a slower pace in the third quarter, said the price tracker.
The NAND flash industry's output value will likely enjoy a sequential increase in the third quarter, DRAMeXchange continued, as growth on the demand side will be relatively impressive compared to how much the chip prices drop.
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