DRAM chip makers achieved income of $ 17.65 billion within the final quarter of 2020, which is 1.1% development over final yr.
The place did the expansion come from? Is it the top of the autumn in RAM costs?
In line with TrendFornce, this small development in revenues originated in China, particularly within the factories of smartphone producers resembling Oppo, Vivo and Xiaomi, which expanded their manufacturing to take Huawei’s place available in the market.
Nonetheless, as this was the one section of the reminiscence market that knew what to do, DRAM chip makers nonetheless have an excessive amount of stock within the warehouses. One thing that might change within the first two quarters of 2021. Reminiscence costs on the rise?
Even so, demand stays secure throughout the business, so because of the latest lack of sunshine at Micron’s amenities on the finish of final yr, costs are anticipated to rise barely in 2021. However calmly, no vital value will increase are anticipated. That’s, the worth of RAM has been falling for a number of quarters in a row. Thus, it’s not anticipated that the pattern will change from one second to the subsequent. Nonetheless, additionally it is doable that the shortage of semiconductors will have an effect on this business, however not instantly.
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