Group 1: DRAM Industry Overview - The DRAM industry revenue for Q1 2025 is reported at $27.01 billion, reflecting a quarter-over-quarter decrease of 5.5% due to falling contract prices for conventional DRAM and a contraction in HBM shipment volumes [1][2] - Major players in the DRAM market include SK Hynix, Samsung, and Micron, with SK Hynix leading with a market share of 36.0% despite a 7.1% revenue decline, while Samsung's revenue dropped by 19.1% to $9.1 billion, resulting in a market share decrease to 33.7% [2] Group 2: Price Trends and Forecasts - Anticipated price increases for Server and PC DDR4 modules in Q2 2025 are expected to be between 18-23% and 13-18% respectively, driven by reduced production from major suppliers and proactive inventory stocking by buyers [3][4] Group 3: OLED Technology and Market Growth - The demand for mid-sized displays is growing, with OLED technology expected to capture a larger market share due to its advantages such as self-emission and high contrast [4] - OLED display shipments are projected to increase by 80.6% year-over-year in 2025, with the overall market penetration expected to rise to 2%, potentially reaching 5% by 2028 [4]

Core Viewpoint - The demand for Server and PC DDR4 modules is increasing, leading to a significant rise in contract prices for the second quarter of 2025, with expectations of higher growth than previously anticipated [1] Group 1: Price Increase - The price increase for Server DDR4 modules is projected to be between 18% to 23% quarter-over-quarter [1] - The price increase for PC DDR4 modules is expected to be between 13% to 18% quarter-over-quarter [1] Group 2: Market Factors - Major DRAM suppliers are gradually reducing the output of Server and PC DDR4 modules [1] - Buyers are actively stockpiling in anticipation of rising prices, contributing to the demand surge [1]