On September 23, it was reported by foreign media that the global DRAM price in the fourth quarter was expected to decline even more than that in the third quarter due to the continuous stagnation of demand and high supply chain inventory.
9月23日，据国外媒体报道，由于需求持续停滞，供应链库存居高不下，四季度全球库存居高不下。DRAM预计价格仍将下跌，跌幅将大于第三季度。
Specifically, the research institute predicted that the global DRAM price in the fourth quarter would fall by 13% - 18%, higher than the estimated 10% - 15% in the third quarter.
具体来说，研究机构预计四季度全球DRAM价格，将下跌13%-18%，高于三季度预期的10%-15%。
According to the report of the research institute, the decline of DRAM price in the fourth quarter is expected to expand, mainly because the rising inflation has weakened the demand for end consumer goods, resulting in a less prosperous peak season than expected. Due to the obvious decline in memory demand, terminal consumers also delayed their purchases, resulting in a further increase in the inventory pressure on suppliers.
根据研究机构的报告，DRAM第四季度价格下跌预计将扩大，主要是通货膨胀的持续增长，削弱了对终端消费品的需求，导致旺季不如预期。由于内存需求显著下降，终端消费者也推迟了购买，导致供应商的库存压力进一步增加。
As for the DRAM required by PC products, due to the weak demand for notebook computers, PC manufacturers are still focusing on reducing inventory. However, due to operating profits, the supply side manufacturers have not reduced production, the output continues to rise, and the inventory pressure of suppliers is also increasing. It is estimated that the prices of DDR4 and DDR5 will decline by 13% - 18% in the fourth quarter. However, thanks to the continuous increase in the penetration rate of the higher priced DDR5, the price of PC DRAM is expected to decline by 10% - 15% in the fourth quarter.
具体到商品领域，PC所需的DRAM由于笔记本电脑需求疲软，PC制造商仍在专注于减少库存，但由于仍有营业利润，供应商没有减少生产，产量继续上升，供应商库存压力也在增加，预计DDR4和DDR四季度5的价格将下降13%-18%。但由于价格较高，DDR5的渗透率不断提高，PCDRAM四季度价格预计下降10%-15%。
In terms of DRAM required by the server, due to the delay of the new platform, the relevant manufacturers reduced the purchase of server DRAM. The shipment is expected to decline in the fourth quarter, and the price is expected to decline by 13% - 18%.
服务器需要什么DRAM另一方面，由于新平台的延迟，相关厂商减少了服务器DRAM四季度出货量有望下降，价格有望下降13%-18%。
In terms of DRAM required by mobile devices, as smartphone manufacturers are still adjusting inventory, it is expected that the inventory will remain 7-9 weeks at the end of the third quarter, and the price is expected to decline by 13% - 18% in the fourth quarter. As for DRAM required by video card and other fields, due to the decline in demand, it is expected to decline by 10% - 15%, slightly better than the overall price decline.
移动终端所需DRAM另一方面，由于智能手机厂商仍在调整库存，预计第三季度末仍将保持7-9周的库存，预计第四季度价格将下降13%-18%。显卡和其他领域所需的DRAM由于需求下降，预计下降10%-15%，略好于整体价格下降。