By far the most obvious question is the most relevant, when will this wave of price hikes end? It’s that simple that it’s hard to answer without a doubt, but the reality is that the forecast is worsening according to the recent contracts that have just been signed for, at least, the next quarter.
The prices are still going up and they won’t stop there
There are several reports that claim that prices will continue to rise for this year, where the more daring also report that something similar has already entered the year 2022. Although we are not, at the moment, to the point known in 2017 and above. All of 2018, it looks like we’ll be doing this as soon as we see a comparison chart of a component that’s been on the market for a long time.
As we can see, since the end of last year, we have been experiencing a gradual increase in prices, of lesser magnitude than the last crisis, yes, but as the last contracts have been concluded, it seems that we are going to experience a situation similar. The “when” we have it, the limit is doubt, because if this continues we might see duplicate the RAM and SSD memory prices before the end of 2022.
The problem is, there is no good news for the future, even speculatively, as the outlook ahead is uncertain and to top it off we are in the throes of one of the most critical components. important in the industry: RAMs, in any specification.
DDR5 and LPDDR5X in mind, the perfect “crime”
You just have to take into account the little crumbs that manufacturers leave behind. Just three days ago, SK Hynix announced volume production of DDR5 chips, Intel announced two days ago that its new processors would be on the streets by October, soon its servers will do the same by jumping to this new memory.
In 2022, AMD will do the same with AM5 And it will also make the big jump, where this same year the mobiles will have the LPDDR5X to their credit. As if that weren’t enough, he’s already signaling a 15% price increase memory from ECC servers, so we have all the ingredients for a debacle similar to that experienced just three years ago.
In order not to be so pessimistic, you have to read everything in a general concept of the industry, where it also has a lot to say and not just within what is considered to be a manufacturer of NAND Flash. Demand for processors and other components is influencing major manufacturers and although it will skyrocket in 2022, it is more than likely to level off or decline in 2023. There is not a lot of relevant information for whether a long time, but as we have already seen, the blow will be gradual and the fall in prices will take longer than the rise produced.
Bad times happen to buy equipment …
