{"id":421884,"date":"2023-05-15T18:41:42","date_gmt":"2023-05-15T16:41:42","guid":{"rendered":"https:\/\/www.eenewseurope.com\/?p=421884"},"modified":"2023-05-16T10:09:01","modified_gmt":"2023-05-16T08:09:01","slug":"la-chute-des-prix-des-dram-et-flash-devrait-continuer-au-2t23","status":"publish","type":"post","link":"https:\/\/www.ecinews.fr\/fr\/la-chute-des-prix-des-dram-et-flash-devrait-continuer-au-2t23\/","title":{"rendered":"La chute des prix des DRAM et Flash devrait continuer"},"content":{"rendered":"

L’analyste de march\u00e9 TrendForce a d\u00e9clar\u00e9 que les r\u00e9ductions de production dans la DRAM et la m\u00e9moire flash NAND n’ont pas suivi le rythme de l’affaiblissement de la demande et que les prix devraient donc encore baisser au 2T23.<\/span><\/span><\/span><\/h2>\n

Avec \u00e0 la fois des r\u00e9ductions de production et une baisse des prix de vente moyens (ASP) dans un contexte de faiblesse de l’activit\u00e9 dans des secteurs majeurs tels que l’\u00e9lectronique grand public et d’entreprise, cela devrait entra\u00eener une nouvelle contraction du march\u00e9 mondial des puces (voir <\/span><\/span><\/span>March\u00e9 mondial des puces : vers une baisse de 20% en 2023 selon Malcolm Penn<\/a>).<\/span><\/span> <\/span><\/p>\n

TrendForce a d\u00e9clar\u00e9 que les prix des DRAM devraient chuter entre 13 et 18 % et que le flash NAND devrait chuter entre 8 et 13 % au 2T23.<\/span><\/span> La DRAM PC, la DRAM serveur et la DRAM mobile repr\u00e9sentent collectivement plus de 85 % de la consommation de DRAM.<\/span><\/span> Les deux premi\u00e8res cat\u00e9gories sont principalement desservies par des m\u00e9moires d’interface DDR4 et les derni\u00e8res par des DRAM mobiles.<\/span><\/span> La DDR5 n’a pas encore atteint une grande p\u00e9n\u00e9tration, mais son prix r\u00e9siste mieux.<\/span><\/span><\/span><\/p>\n

Les ASP de la DRAM PC et de la DRAM serveur devraient diminuer de 15 \u00e0 20 %.<\/span><\/span><\/span> \u00c9tant donn\u00e9 qu’un certain nombre de marques de smartphones ont fini de corriger leurs exc\u00e8s de stocks de m\u00e9moire, la dynamique d’achat est plus \u00e9lev\u00e9e, mais TrendForce s’attend toujours \u00e0 ce que les ASP DRAM mobiles diminuent de 13 \u00e0 18 % au 2T23.<\/span><\/span> <\/span><\/p>\n

La demande de SSD d’entreprise devrait augmenter de mani\u00e8re significative au 2S23 \u00e0 mesure que de nouvelles plates-formes sont lanc\u00e9es et que les niveaux de stocks continuent de baisser, mais au 2T23, le d\u00e9clin ASP des SSD d’entreprise – et donc de la m\u00e9moire flash NAND – devrait se situer entre 10 et 15 %.<\/span><\/span> <\/span><\/p>\n

L’autre endroit o\u00f9 le flash NAND est utilis\u00e9 de mani\u00e8re significative est dans les smartphones.<\/span><\/span> De la m\u00eame mani\u00e8re que pour la DRAM, les fabricants de smartphones ont fini de corriger leurs stocks de m\u00e9moire et la demande d’achat est donc de retour.<\/span><\/span> Mais encore une fois, comme dans les DRAM, les acheteurs ont fusionn\u00e9 la demande du T3 et du T2 pour maintenir leur pouvoir de n\u00e9gociation et la baisse de l’ASP se poursuivra au 2T23 entre 10 et 15 %.<\/span><\/span><\/span><\/p>\n

 <\/p>\n

Related links and articles:<\/p>\n

www.trendforce.com<\/a><\/p>\n

News articles:<\/p>\n

Global chip market still headed for 20% decline in 2023, says Penn<\/a><\/p>\n

China is not backing down on memory, says Yole<\/a><\/p>\n

SK Hynix capitalizes on investment in HBM<\/a><\/p>\n

NAND flash makers under pressure in falling market<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

L’analyste de march\u00e9 TrendForce a d\u00e9clar\u00e9 que les r\u00e9ductions de production dans la DRAM et la m\u00e9moire flash NAND n’ont pas suivi le rythme de l’affaiblissement de la demande et que les prix devraient donc encore baisser au 2T23. Avec \u00e0 la fois des r\u00e9ductions de production et une baisse des prix de vente moyens […]<\/p>\n","protected":false},"author":34,"featured_media":394695,"comment_status":"closed","ping_status":"closed","sticky":true,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[886],"tags":[2074,3094,2327],"domains":[47],"ppma_author":[1153,1136],"class_list":["post-421884","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news-fr","tag-dram-2","tag-flash-nand","tag-marche","domains-electronique-eci"],"acf":[],"yoast_head":"Memory prices expected to fall further in 2Q23 ...<\/title>\n<meta name=\"description\" content=\"Market analyst TrendForce has said due to weak demand DRAM and NAND flash memory prices are expected to fall in 2Q23.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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