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Global demand of servers has been weaker than expected since the middle of the second quarter. Sales of PCs were also sluggish during the traditional peak season of the third quarter. Consequently, the server DRAM market saw a noticeable price decline in the third quarter. Server DRAM prices, however, have started to stabilize going into the final quarter of this year because of the growing demand from large-sized data centers.
Set against the previous quarter, the average contract price of mainstream PC-Client OEM SSDs has fallen by 10~11% in the fourth quarter, according to DRAMeXchange, a division of TrendForce. This marks the fourth straight time that the SSD price decline has exceed 10%.
The latest report from DRAMeXchange, a division of TrendForce, finds that NAND flash prices fell rapidly in the third quarter, resulting in a mere 2.4% quarterly increase in the global NAND Flash revenue. Sean Yang, assistant vice president of DRAMeXchange, said demand was uncharacteristically weak in the third quarter and did not adhere to the seasonal pattern.
Though DRAM prices continue to fall, mobile DRAM has been more resistant to price decline than other memory products. With the bit supply increasing, mobile memory accounted for 40% of the total DRAM revenue in the third quarter, and its share of the revenue is expected to keep expanding. According to DRAMeXchange, a division of TrendForce, mobile DRAM revenue increased by 18% in the third quarter compared with the second quarter.
Led by state-backed conglomerate Tsinghua Unigroup, which has accelerated its investments in NAND Flash manufacturers, the Chinese semiconductor sector is set to play a pivotal role in the global NAND Flash industry as it is close to completing this particular industry chain.
