02/15/2025, 11:01 AM UTC
1月DRAM价格继续下跌，创近2年来最大跌幅January DRAM Prices Continue to Fall, Hit Largest Decline in Nearly 2 Years
<p>➀ 由于PC、智能手机等终端产品需求疲弱，加上中国买家扩大采用国产DRAM，导致全球DRAM需求放缓，2023年1月DRAM价格环比下跌6%。</p><p>➁ 2025年1月份指标性产品DDR4 8Gb批发价为每个约1.75美元，容量较小的4Gb产品价格为每个约1.34美元，两者均较上个月下跌6%，连续第五个月下跌。其中8Gb产品创1年10个月来（2023年3月以来）最大跌幅，4Gb产品创1年9个月来（2023年4月以来）最大跌幅。</p><p>➂ DRAM需求中，约50%来自PC和服务器，约35%来自智能手机。目前全球前三大DRAM厂为韩国三星、SK海力士（SK Hynix）以及美国美光（Micron），其次为中国台湾南亚科、华邦电子，这些企业营收中，中国市场占比预估为2-4成。不过，随着中国本土DRAM芯片厂商长鑫存储的持续崛起，中国厂商开始更多的采用国产DRAM。</p><p>➀ Due to weak demand for PC, smartphones, and other terminal products, as well as Chinese buyers expanding the use of domestic DRAM, global DRAM demand has slowed down, and the DRAM price in January 2023 fell by 6% month-on-month.</p><p>➁ The wholesale price of DDR4 8Gb products in January 2025 was about $1.75 per unit, and the price of smaller capacity 4Gb products was about $1.34 per unit, both down 6% from the previous month, marking the fifth consecutive month of decline. The 8Gb products saw the largest decline in 10 months (since March 2023), and the 4Gb products saw the largest decline in 9 months (since April 2023).</p><p>➂ DRAM demand is about 50% from PCs and servers, and about 35% from smartphones. The top three DRAM manufacturers in the world are Samsung of South Korea, SK Hynix, and Micron of the United States, followed by Nanya Technology and Winbond Electronics of Taiwan. In these companies' revenue, the market share in China is estimated to be 20-40%. However, with the continuous rise of Chinese domestic DRAM chip manufacturer Changxin Storage, Chinese manufacturers are increasingly adopting domestic DRAM.</p>
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