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October 19, according to the Electronic Times, industry sources believe that due to the continued downturn in the current notebook market, manufacturers' willingness to upgrade to DDR5 is weak, leading to further price reductions for DDR5 and other memory particles.

In addition, server memory has recently been affected by the tightening of corporate capital spending and the slowdown in data centre construction, which will further lead to a slowdown in DDR5 penetration.

Market estimates, the fourth quarter of 2022 DRAM particle prices fell by about 15%, of which DDR5 prices fell significantly more than DDR4, so this will also lead to a narrowing of the price gap between the two, which is expected to drive the manufacturers to start product replacement in 2023, and he is also clearly bullish on the next few years Market estimates Q4 memory DRAM price reduction of about 15%, DDR5 prices closer to DDR4DDR5 room for growth.

The TrendForce research report also indicates that under the influence of high inflation, consumer product demand is weak and the peak season is not robust, memory bit consumption and shipments continued to show quarterly decreases in the third quarter, and various end buyers delayed purchases due to the apparent decline in memory demand, leading to further pressure on suppliers' inventories, and DRAM prices are expected to fall by an expanded 13%-18% in the fourth quarter.

The report points out that the strategy of DRAM suppliers to increase market share remains unchanged, and there are already cases of "combined bargaining in the third and fourth quarters" or "volume negotiation before price negotiation" in the market, which are the reasons for the expansion of DRAM price decline to 13%-18% in the fourth quarter. This was the reason for the 13%-18% drop in DRAM prices in the fourth quarter.