In 2018, it will be almost a month in the past, and the upcoming Spring Festival is also an important promotional holiday. After a busy year, everyone is willing to treat themselves or their families at the end of the year. Needless to say, this is also the DIY installed market. A good day. The most embarrassing computer accessories in the past year are storage products such as memory and SSD hard drives. In particular, the memory price is fierce. A single 8GB memory is approaching 1,000 yuan. Even if it falls back, the overall price remains at 700 yuan. Nearby, with 2 memory, the installed cost is an average of a thousand dollars higher than a year ago, which is a high price for mainstream users.
The current situation of the memory market: the price is basically stable, a single 8GB still needs more than 700 piecesI don’t know if you noticed it recently. In the past two or three months, I rarely saw the news of the memory price increase. The actual situation is indeed the case. The mainstream 8GB single memory price has reached the peak, and the price is almost 1,000 yuan. This price has not been maintained for a few days, and will soon drop to less than 800 yuan, and stabilized at this price.
It is unceremonious to say that the last 8GB memory price impact of thousands of dollars is not a reasonable market behavior, because the memory particles have been rising steadily, but there is no unexpected situation at the end of October, Apple iPhone new content capacity has not increased, It did not have much impact on the memory supply, so the skyrocketing at that time was more like a conspiracy price increase by upstream and downstream manufacturers such as dealers and producers. If you want to push up the memory price further, JS hopes to hoard, but the market has not bought it, and it is expensive. The DIY players who suppressed the demand were indifferent, and the price quickly fell back to the previous level.
So the typical 8GB DDR4-2400 memory 700 yuan price is reasonable and unreasonable? We can calculate, the price of memory particles can be found on the Dramxchnage website of Jibang Technology, currently 8Gb (note the difference in capitalization) The average price of DDR4-2133/2400 particles is around $9.6, so the cost of 8GB chips is 494 yuan.
However, the memory module also needs PCB, heat sink (not necessary) and other raw materials. These add up to at least 100 blocks, so the cost of 8GB memory is about 600, so the price of 700 is really not. Expensive - but the calculation here is too simplistic. The chip purchase price of the memory manufacturer uses the contract price, which is cheaper than the spot price of 9.6 dollars. The cost of PCB and heat sink is different in each memory manufacturer, and To take into account the cost of logistics, taxation, etc., the profit margin of memory manufacturers is not low. In the past two years, the manufacturers in the memory field have been too much, and the profits of Samsung, Micron and SK Hynix are skyrocketing.
Memory price trend in 2018: now continue to rise, the second half may turn downAs the world's largest supplier of memory granules, Samsung has a 45% share, so it earns the most in this wave of memory (and flash memory), but Samsung's share price has been encountered a few days ago. A decline, the cumulative decline of more than 7.5%, SK Hynix also fell 6.2%, because the market is looking at the memory price.
The report said that the price of memory chips fell by 5% in the Q4 quarter last year. Analysts predict that the growth rate of this year's memory chips will be only half of last year, that is, only about 30%. In 2017, the memory chip market has increased by 70%, and the industry has reached the scale. $122 billion.
This incident represents the market is looking at the memory chip market, and is pessimistic about continuing to maintain high prices, but analysts' predictions can only be said to be halfway. The price of the memory market has declined in Q4 last year, but in 2018 Q1 is still rising, Samsung and other companies have already announced to customers that the Q1 quarter memory grain contract price rose by about 5%. From this point of view, it is not easy to expect a large price cut in 2018. The low season of Q1 is increasing, and Q2 is going to stock up for the Q3 and Q4 seasons, and the price will not drop easily.
However, there are many variables in the second half of the year. At present, the memory flash memory will be reduced in price. We also tend to cut prices. The reasons are as follows:
The smartphone market is cold, and the memory price is lacking support reasons.From 2016 to the current memory chip price increase, one of the most important reasons is that the market demand is high, especially mobile memory benefits from the smart phone memory capacity is growing, sales are getting higher and higher, so there is an imbalance between supply and demand . However, by 2018, the high demand for memory on smartphones is not so exaggerated. The mid-to-high-end mobile phones released from the second half of last year to the present are still between 4GB and 6GB of memory, and the 8GB models are rare.
More importantly, the sales of smartphones have not met expectations. This market has long been not the Red Sea. The report from China Information and Communication Research Institute reported that domestic mobile phone sales in December last year were 42.61 million units, down 32.5% year-on-year, total from January to December. The sales volume was 491 million units, down 12.3% year-on-year, among which domestic brands sold 436 million units, down 12.4% year-on-year.
Not only the sales of Chinese mobile phone manufacturers have declined, but international brands such as Samsung and Apple have also encountered various crises. The rumors of poor sales of iPhone 8 and iPhone X are not as good as expected. Everything illustrates the dilemma of the smartphone market, and smartphones. The mobile memory used is the bulk of the memory shipments, accounting for nearly 40%. This big market has lost growth. There is a strong change in the supply and demand of the memory market. Now the growth momentum is gone, and the memory wants to continue to increase the price and loses its reason.
Flash memory capacity will increase significantly, alleviating out-of-stock problemsIn solving the problem of imbalance between supply and demand, in addition to the demand for the smartphone market is no longer significantly increased, capacity growth will also be a key to promoting memory price reduction. In the year of memory price hikes, Samsung, Micron, and SK Hynix, which made big money, also began to increase capital expenditures, increase memory and flash memory capacity, taking into account the fab construction cycle of one to two years, from 2016. It will start mass production in 2018, and the growth of memory chip capacity in 2018 may be faster than expected.
Hynix previously announced a $8.6 billion new memory plant in Wuxi, China, with a monthly capacity of 200,000 wafers. Samsung has also increased its capital expenditures to more than $30 billion last year, and its memory capacity will be 400,000 wafers/ The monthly increase to 500,000 wafers per month. After the acquisition of Taiwan Huaya Branch, Micron also announced that it will invest 2 billion US dollars to increase its memory capacity and promote the development of advanced process memory such as 13nm. The three upstream manufacturers have expanded their production capacity, which will increase the total memory capacity in 2018. It is expected that the production will be released after the Q3 quarter of this year. The supply situation of the memory market will be greatly reversed in the second half of the year.
The National Development and Reform Commission shot, will not sit and watch the memory price increaseIn the normal market economy, memory price increases and price cuts should be market behaviors. Now, with the increase in production capacity and the decline in demand, it is normal for memory prices to return to rationality. However, looking back at the price increase process of this year, this wave of price increases also has There are many unreasonable places, and the Chinese market and consumers are the most seriously injured. The memory price is three or four times a year. Consumers in the Chinese market can only accept it silently. Domestic manufacturers have no competition in this field.
However, this issue has now attracted the attention of the government departments. Not long ago, it was reported that the National Development and Reform Commission had interviewed Samsung and other companies to understand the price increase of memory flash memory. Although it is only an interview, it has not taken any substantive investigations. A strong signal to the market is that it will not sit idly by the loss of consumer rights. The current interview may not lead to memory price cuts, but this will have some deterrent effect on some dealers and manufacturers who operate memory prices, and will drop the price of unreasonable price increases.
Based on these three points, the memory market has changed a lot in 2018. Due to market inertia in the first half of the year, the price of memory chips is still rising, although the increase is not high. However, from the situation in the second half of the year, due to the decline in demand in the smartphone market, coupled with the increase in the capacity of new memory factories in the second half of the year, the supply and demand situation of the memory will change or even reverse, and price cuts are a high probability.
How to choose memory in 2018? Which is more important for frequency, vest, RGB, and core?How to choose memory? Take the mainstream DDR4 platform as an example. Due to the particle size, 4GB DDR4 memory stick is very few. Now it is almost 8GB DDR4 single strip. The previous starting frequency is 2133MHz, and now it is more DDR4-2400. On the frequency issue, it is recommended that ordinary players do not entangle too much, 3000+ or ​​even 4000+MHz high frequency memory is very good and very powerful.
However, the current system performance bottleneck is not in memory. UHF memory has limited performance improvement, but the price is much more expensive. If you are not an enthusiast, you don't need to consider ultra-high frequency memory. DDR4-2400 can also have some lower price. DDR4-3000/3200 memory stick, this can also be chosen.
The memory stick is also divided into general strips and vests. The price of the general strip is lower, but the current market situation is different. Because the overall price is high, there is no price advantage compared with the general strip. The vest memory is popular, although Manufacturers always promote how cool and good materials are used in various vest designs. However, these horses are all made of aluminum alloy, which can add some protection to the memory and improve some heat dissipation efficiency. However, the most important function is still to install B.
Of course, the vest is still the basis of the LED lights. Now the frequency, performance, and PCB materials are more and more similar. The LED lights can be played out. The high-end memory is now normal RGB LED lights, some It also supports RGB sync control with the motherboard. On the question of whether or not to light, many players have the opposite opinion. If you don't like light pollution, you don't want to see LED lights. It feels natural. Players who like cool and individuality are of course not selected for non-RGB lights. Now 8GB DDR4 memory with price above 800 yuan usually has RGB lights.
The average player chooses memory attention is the above, but these may not be important to some enthusiasts. The first thing they value is memory granules. Currently, DDR4 memory granules are mainly supplied by Samsung, Micron and SK Hynix. Although they are all DDR4 specifications, each process and technology is different, so different cores are produced. Among them, Samsung's B Die core particles have the best performance and stability, and CAS(CL) during extreme overclocking. The three timings of TRCD and TRP are completely synchronized, and it is the first choice for enthusiasts to keep the timing C12-12-12 running at 3866-4300MHz (or higher) to complete the Benchmark test of various world records.
Micron's D9 particles use a 20nm process, the peak frequency can reach 3333-3466MHz (about 20% yield), the yield of 3000MHz is about 50%, and there is no surprise in the extreme overclocking. SK Hynix's MFR, AFR particle peak frequency is generally maintained at 3200-3333MHz (about 20% yield), 60% yield is concentrated at 3000MHz; if you want to overclock to 3600-4000MHz, you need to pressurize to about 2V.
Of course, the most important thing is to polish your eyes, don't be cheap!
Compared with the traditional Membrane panel Switch using silver glue printed circuit as the circuit layer, FPC Membrane Switch (FPC Membrane Switch) is made of soft Copper foil (Copper Flex) FPC.
China FPC Membrane Switches, Digital Key Membrane Switch manufacturers, welcome Digital Key Membrane Switch Cover, Membrane Switches Graphic Overlays Kit purchasers from worldwide to visit our site.
Fpc Membrane Switches,Digital Key Membrane Switch,Digital Key Membrane Switch Cover,Membrane Switches Graphic Overlays Kit
KEDA MEMBRANE TECHNOLOGY CO., LTD , https://www.kedamembrane.com