Give it up for the great ship DRAM, the newest element to set sail and fall off the world’s edge on the finish of 2022. In accordance with TrendForce, DRAM gross sales income fell 32.5% between the third, fourth, and last quarter in 2022.
Meaning DRAM has now joined CPUs, which dropped 21% year-on-year, and GPUs, down 50%, in nostril diving into the brand new 12 months. TrendForce says the autumn in income on this case would not mirror a drop in unit gross sales a lot as common promoting costs plummeting.
Of the massive three DRAM producers, it was Micron that was hit hardest, with revenues dropping by a painful 41.2%. The most important vendor, Samsung, skilled a 25.1% drop, whereas quantity two incumbent SK Hynix noticed revenues fall by 35.2%.
Apparently Samsung reduce costs most aggressively, resulting in its market share rising from 40.7% to 45.1%. In different phrases, Samsung had one thing of a fireplace sale, promoting off a load of DRAM for reasonable.
PC reminiscence typically, in fact, is slightly extra of a liquid, commodity market than CPUs and GPUs. Whereas compatibility is not fairly common for a given reminiscence sort, it’s miles simpler to modify from one vendor to a different on your DDR4 or DDR5 sticks in response to cost.
Ditching Intel CPUs for AMD chips is slightly extra difficult. In the meantime, relating to graphics playing cards, with solely two main distributors (OK, three if you wish to rely new entrant Intel), there arguably aren’t sufficient choices to power costs down quickly when demand slumps.
And so, RAM costs have fallen dramatically—even 32GB of DDR5 can now be had for underneath $100—whereas GPU costs stay sky excessive, regardless of a lot, a lot decrease demand. It is a humorous previous state of affairs.