[World DRAM Price] DRAM Makers to Suffer from Price Drop in Most Products
February 28, 2001 (TOKYO) -- DRAM prices for large users and on the spot market are continuing to drop in North America, Europe and Asia, and some DRAM makers have sunk into the red.
According to the world DRAM price survey conducted by ICIS-LOR based in London, Houston and Singapore, the moving average prices of 128Mb (PC133, 16Mb x 8) DRAMs for large users during the 30-day period ended Feb. 9 (Jan. 11-Feb. 9, 2001) were US$6.20 in North America, US$6.29 in Europe and US$6.28 in Asia.
Compared with the DRAM prices from the previous week (the moving average for the 30-day period ended Feb. 2), they declined by 27.34 percent in North America, by 2.78 percent in Europe, and by 3.89 percent in Asia. As for memory modules, the spot prices of 128Mb DIMMs (PC133) decreased by 4.85 percent from the previous week to US$40.61 in North America, by 4.39 percent to US$41.88 in Europe, and by 2.89 percent to US$40.19 in Asia.
Relatively higher priced 16Mb DRAMs are plunging into an intensified price battlefield with Hyundai Electronics Industries Co., Ltd. in the center, as a result some makers having found themselves in the red. Currently, 64Mb EDO-type DRAMs are generating a profit for makers, though it is obvious that the demand for those DRAMs will decrease because large users are likely to switch to 128Mb DRAMs in the spring. As the result, industry watchers point out there will be few DRAM products that can promise profits to their makers.
Table: 30-Day Rolling Averages of 128Mb DRAMs (PC133, 16M x 8) Jan. 11-Feb. 9, 2001 (survey by ICIS-LOR)Area
Contract price
Week-on-week comparison
North America
US$6.20
-27.34%
Europe
US$6.29
-2.78%
Asia
US$6.28
-3.89%
*Week-on-week comparison is the comparison with the 30-day rolling averages of Jan. 4-Feb. 2, 2001.
Previous report:Supply Glut Continues, Despite Low DRAM Prices
(Nikkei Market Access) |
