The prices of DRAM and NAND memory chips have skyrocketed in the past two or three months, with spot prices more than doubling. This not only affects the sales of these two products, but also causes trouble for PC manufacturers. Some manufacturers even lose money when producing their products.
Memory and SSD are important components of PC computers. Previously, their impact on costs was not bad because they were in a price reduction cycle. However, in the first half of the year, the price of DDR4 memory began to decline. The price has begun to rise sharply. By October, it was out of control. PC manufacturers said that the price doubled in 10 days.
Under this situation, many PC manufacturers are rushing to grab goods. Even if they accept the sharply increased prices, they cannot guarantee sufficient supply. Even the largest PC brands may only guarantee half of the supply next year.
Memory and SSD hard drives used to account for about 10% to 18% of PC costs. With prices rising sharply,The cost proportion will soon exceed 20%.The larger the capacity it is equipped with, the higher it will be.
What's more serious is that because prices have risen so fast, PC manufacturers have not yet had time to take into account the increase in storage prices in the products they produce.The latest products shipped in October are already losing money when they leave the factory.
In fact, the pressure on PC manufacturers to lose money is not just memory and SSD. The prices of CPU and graphics cards have also begun to rise. These two are the largest parts of the cost. It is still uncertain how much they will increase next year.
For PC manufacturers, price adjustments are inevitable. Dell has already taken the lead in raising prices.And the increase can reach 20%,Other manufacturers are expected to follow suit soon.