06/18/2024, 01:12 PM UTC
第一季度DRAM单位下降，平均售价上升DRAM Q1 units fall, ASPs rise
1、尽管单位下降，第一季度DRAM收入仍增长5.1%，这得益于合同平均售价的增加。2、DRAM三大巨头第一季度出货量季节性下降，但受益于价格上涨。3、移动DRAM价格涨幅最大，原因是受中国智能手机强劲销售的推动，而消费DRAM价格涨幅最低。1. Q1 DRAM revenues increased by 5.1% despite a fall in units, driven by contract ASP increases. 2. The Big Three in DRAM saw seasonal shipment declines but benefited from price increases. 3. Mobile DRAM prices rose the most due to strong sales of Chinese smartphones, while consumer DRAM had the lowest price rises.
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