De nombreux médias, Trendforce, Hardware Subreddit, Dram Exchange, Tom's Hardware et 3DCenter.org Tweet, ont suivi l'évolution des prix des puces mémoire GDDR6, le constat de baisse est réel, en février 2022, une puce 8 Gb GDDR6 se négociait à 13 $, environ, en juin 2023, le prix a chuté à moins de 4 $ ! 3D Center a relevé que les 8 Go de GDDR6 se négocient actuellement à 27 $, pour atteindre 8 Go, il faut 8 puces 8 Gb GDDR6 de 1 Gbyte. Nous sommes alors surpris de ne pas constater une telle baisse sur les cartes graphiques, comme souvent, il est nécessaire que les stocks existants soient écoulés avant que la baisse soit effective.
La baisse pourrait se poursuivre, car les stocks de puces GDDR6 auraient tendance à croire, suite au ralentissement constaté sur la vente de cartes graphiques pour particuliers, les deux fabricants de puces GDDR6 pourraient donc se livrer une concurrence féroce :
"In terms of Graphics DRAM...(we expect) another round of price cuts for graphics cards. However, various types of terminal promotions can only eliminate preexisting inventory, which possesses limited value in driving new demand. Demand for GDDR6 8 Gb and 16 Gb has weakened simultaneously due to buyer inventory adjustment. Buyers' purchasing volume was not stimulated even though DRAM suppliers slashed prices in 3Q22. Therefore, preexisting graphics DRAM inventory continues to pile up, creating greater pressure coupled with the gradual production of previous wafer starts. From the perspective of 4Q22, although there are only two GDDR6 8 Gb suppliers, Samsung and SK Hynix, due to huge inventory pressure the two parties will inevitably compete for orders by undercutting the other's pricing. Therefore, the price decline of GDDR6 8 Gb chips in 4Q22 may be higher than GDDR6 16 Gb, lowering prices by approximately 10~15%."
La baisse pourrait se poursuivre, car les stocks de puces GDDR6 auraient tendance à croire, suite au ralentissement constaté sur la vente de cartes graphiques pour particuliers, les deux fabricants de puces GDDR6 pourraient donc se livrer une concurrence féroce :
"In terms of Graphics DRAM...(we expect) another round of price cuts for graphics cards. However, various types of terminal promotions can only eliminate preexisting inventory, which possesses limited value in driving new demand. Demand for GDDR6 8 Gb and 16 Gb has weakened simultaneously due to buyer inventory adjustment. Buyers' purchasing volume was not stimulated even though DRAM suppliers slashed prices in 3Q22. Therefore, preexisting graphics DRAM inventory continues to pile up, creating greater pressure coupled with the gradual production of previous wafer starts. From the perspective of 4Q22, although there are only two GDDR6 8 Gb suppliers, Samsung and SK Hynix, due to huge inventory pressure the two parties will inevitably compete for orders by undercutting the other's pricing. Therefore, the price decline of GDDR6 8 Gb chips in 4Q22 may be higher than GDDR6 16 Gb, lowering prices by approximately 10~15%."
source : Techpower UP
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Posté le 12 Juin 2023 à 10:49 par Jonathan Riemain
