In September, NAND and DRAM prices rose 20% with pressure from AI and global shortages. Back in August, there was already talk about demand for Artificial Intelligence driving memory prices across the spectrum for both consumers and businesses.
Estimates, however, were modest. An increase of up to 30% was expected, but as time passed, prices rose even more, reaching 50%. However, increases of more than 170% in the prices of DDR5 and DDR4 memory products have already been identified.
And it appears that memory prices, especially for DDR5 products, got out of control, with increases of up to double the prices of a few months ago.
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Scary lift
Twitter user @ghost_motley claimed that a 64GB DDR5 kit he purchased for £255 in May 2023 is currently selling for £495.
Likewise, the Uniko’s Hardware profile states that it managed to sell a 32 GB DDR5-7600 kit for US$70 (R$378.10) a few months ago.
Today, a low-end DDR5-6000 memory kit costs around US$400 (R$2,160.56).
Analyzing DDR5 memory price trends on PCPartPicker, you can see a similar twofold increase in the price of various DDR5 memory kits. The price increase also affects DDR4 memories.
Starting from the bottom
A 32 GB kit (16 GB x 2) with a transfer rate of 4800 MT/s is selling for around US$160 (R$863.82) to US$170 (R$917.81). The same kits were sold for less than US$100 (R$539.89) in August.
5200 MT/s kits are being sold for around US$200 (R$1,079.78), an increase from around US$110 (R$593.88) to US$120 (R$647.87) a few months ago.
The 5600 MT/s kits are in a similar situation, and the 6000 MT/s kits are being sold for around US$250 (R$1349.72). On Amazon in the US, the cheapest 32 GB DDR5-5600 modules are selling for more than US$150 (R$809.83). In this case, it is an individual module.
32 GB kits, consisting of two 16 GB modules, cost more than US$400 (R$2,159.56), and these are entry-level modules with speeds of 5600 to 6400 MT/s. Faster 32GB kits cost more than US$600 (R$3,239.34).
Newegg still has lower prices, which suggests that they will run out of stock and restock at higher prices.
16 GB modules with speeds of 4800 to 5600 MT/s cost US$100 (R$539.89). Again, these are individual modules. 16 GB kits (8 GB x 2) cost more than US$300 (R$1,619.67) on Amazon.
What to expect from the future?
With the growing demand for AI, greater shortages of DRAM products such as DDR5 and DDR4 memories are expected in the coming months. And that will lead to higher prices. However, NAND flash memory, the main component of SSDs (consumer/enterprise), is also expected to increase.
Higher DRAM prices will certainly affect PC builders and gamers who have been waiting to buy new components for their computers. In turn, this is expected to have an adverse effect on PC sales, even more so as the increase in prices during Christmas should lead to a drop in sales.
The “good news” is that the drop in sales could reduce prices again after Christmas.
Situation in Brazil
In September, we said that a Kingston Fury Renegade XMP with 16GB and 7600MT/s cost R$781.99 and the set with 2 modules for R$1,580.99. Today, the same products are priced at R$838.99 and R$1,799.99 at Kabum. An increase in the range of 10% (with the detail that the individual module has a discount).
Still in September, the kit with 2 Corsair Vengeance RGB modules of 16 and 6200MHz cost R$ 1,145.99 and, today, it costs R$ 1,098.99. The lower price is because it is on sale.
The kit with 2 Corsair Vengeances of 32GB and 6400MHz (at the time for R$ 2,215.00) and the kit with 2 Kingston Fury Renegade memories of 16GB and 8000MT/s (at the time for R$ 1,822.99) are sold out. Probably, When they are replaced it will be possible to know what the impact on prices will be in Brazil.
Fonte: PCPartPicker.
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Source: https://www.adrenaline.com.br/hardware/preco-da-memoria-ddr5-dobra-modulos-de-16-e-32-gb-atingem-recorde-historico/
