TrendForce "DRAM Prices Expected to Drop 20% in Q1"

January Forecast Revision Announcement (-13~18%)

Market research firm TrendForce has revised its forecast for DRAM prices in the first quarter. Unlike the previous prediction in January of a 13-18% price drop, it now expects prices to fall by up to 20% this month.

On the 28th, TrendForce released its forecast for the average selling price (ASP) of DRAM in the first quarter, stating that it could decline by up to 20% compared to the previous quarter.

Table of DRAM Average Selling Price (ASP) Forecasts for Q1 and Q2 /
[Image provided by TrendForce]

TrendForce expects the ASP decline to be particularly notable for server, graphics, and consumer DRAM products in the first quarter. Server DRAM is projected to drop by 20-25%, while graphics and consumer DRAM prices are expected to fall by 18-23%. The company explained that mobile DRAM ASP is anticipated to decrease by 13-18%.

Earlier in January, TrendForce had forecasted a 13-18% drop in DRAM ASP for the first quarter. After about two months, it has revised its prediction, anticipating a larger price decline.

However, from the second quarter onward, the rate of price decline is expected to slow. TrendForce explained, "Several suppliers, including US-based Micron and SK Hynix, have started to reduce DRAM production," adding that "the decline in DRAM prices is expected to slow to around 10-15% in the second quarter."

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