走访华强北：原厂停产风波下，DDR4内存条近一个月价格几乎翻倍

Price Surge of DDR4 Memory - The price of DDR4 memory has surged nearly 100% in the past month, with 16GB DDR4 products now priced over 250 yuan, and some nearing 300 yuan [1][4] - TrendForce data indicates that the price of 16GB DDR4 3200 has increased from approximately $3.97 in early April to over $6 by the end of May, marking a price increase of over 200% in less than a quarter [2][4] - The rapid price increase is attributed to supply shortages caused by manufacturers announcing the discontinuation of DDR4 production, leading to panic buying and stockpiling by consumers [8][9] Market Dynamics - Despite the price surge, DDR4 prices have stabilized at a high level without significant downward adjustments, with many retailers suggesting consumers wait before purchasing [4][8] - The current market is characterized by a mix of imported and domestic brands, with imported brands dominating the market and showing no significant shortages, while domestic brands face supply issues [7][9] - The transition from DDR4 to DDR5 is underway, with DDR4 prices approaching those of DDR5, indicating a potential "price inversion" situation [7][8] Production and Supply Chain - Major manufacturers like Micron, Samsung, and SK Hynix have announced plans to cease DDR4 production, which is expected to create a supply gap, particularly for LPDDR4X used in mobile devices [8][9] - The shift in production focus towards HBM (High Bandwidth Memory) and DDR5 is expected to further limit DDR4 supply, with analysts predicting a continued shortage in the market [8][9] - Domestic DRAM manufacturers may find opportunities to increase market share as overseas suppliers reduce DDR4 output [9] Future Outlook - Companies in the memory chip sector, such as 澜起科技, anticipate increased demand for DDR5 memory interface chips driven by trends in AI, with significant order growth expected [10] - The overall DRAM market is projected to see price increases of 5% to 10% in the second quarter, with DDR4 experiencing higher price hikes compared to DDR5 due to reduced production [8][9]