DRAMeXchange, a division of Trendforce has just released their prediction for DRAM pricing going into 2019, which they say pricing will continue to drop. The report points to already-decreased by 10.14% pricing (US$34.5 in 3Q18 to the current US$31) for 4GB PC DRAM modules in the market, relative to the previous quarter, as a sign for continued drops. 8 GB DRAM module pricing has declined by 10.29%, signaling an increased inventory of those parts.
The report also mentions that suppliers have just reached the inflection point for oversupply, despite continued efforts from manufacturers to artificially decrease manufacturing to keep a strain on demand. The report states that “The ASP in the whole DRAM market is forecast to fall by as much as around 20% YoY in 2019, according to DRAMeXchange’s latest analysis. After reaching peak profit in 3Q18, DRAM suppliers are now optimizing their costs so that they will have a soft landing in 2019 as prices are marked down every quarter.”
