DRAMeXchange> Weekly Research> DDRs are supporting by demand ; SDRAMs low density chips are in shortage
        
 

【Market View】DDRs are supporting by demand ; SDRAMs low density chips are in shortage


Published Jan.06 2004,19:57 PM (GMT+8)

DDRs are supporting by demand ; SDRAMs low density chips are in shortage
 
Buying activities show up in DDR market
 
Buying interest picks up again after the holiday break and support 256Mb 32Mx8 DDR 400MHz Average price stands above $3.78. The reasons are some channel distributors are buying products for daily operation or pulling in some stocks before Chinese New Year. It seems the current low prices has spurred certain demand up and volume has been much stronger than in pervious weeks. However, the demand differs in different areas. China markets are looking DDR 266MHz with low prices while USA and Europe don’t show strong demand as China market. Many marketer are optimistic that DDR prices will keep flat or slightly up for the coming week. We project that DDR prices will edge a bit higher and sticks to the current trading range to the end of Chinese New Year. From 12/29/2003 to 1/5/2004, DDR 256Mb 32Mx8 400MHz Average price has been trading firmly around $3.77; DDR 333MHz is around $3.7 and DDR 266MHz is at $3.61.
 
SDRAM low density are in shortage, 4Mx16 remains hot
 
Contributing by the consumer electronics demand from China market, SDRAM 1Mx16, 4Mx16 are hot trading items in the market compared with SDRAM 16Mx8 and 32Mx8. Buyers’ target prices are forcing up due to the shortage. Strong demand over 100K is seen for 1Mx16, and even the blank or downgrade parts are selling at good prices. We believe the SDRAM prices will keep at current high level for weeks and the prices upturn momentum may slow down or the prices may go down once the supply increase. From 12/29/2003 to 1/5/2004, the average price for SDRAM 16Mx8 133MHz is from $3.65 to $3.67; 32Mx8 is from $5.76 to $5.78; 1Mx16 is from $1.1 to $1.11 and 4Mx16 is from $3.01 to $3.10.
 
1H January Contract Prices may keep going down
 
Even the pricing momentum is positive in spot market, 1H January contract prices are still facing pressure from PC OEMs’ negotiation and may drop at least $1 to $2 for DDR 256MB 400MHz/333MHz/266MHz. However, the prices are not finalized yet and it seems PC OEMs are aggressive to get lower prices.
 
 
 
 
 
    
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