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First, DRAM suppliers will temporarily procure more PMICs from Monolithic Power Systems (MPS), which supplies PMICs without any issues. Second, supply will inevitably be affected in the short term as current DDR5 server DRAM production still uses older processes, which will lead to a convergence in the price decline of DDR5 server DRAM in 2Q23—from the previously estimated 15~20% to 13~18%.
The lowest quoted price has already dipped to CNY 180/kg (US$26.10), with average market transaction prices hovering around CNY 190/kg. TrendForce predicts that silicon prices will continue to fall in April and May, driven by an expansion in silicon capacity in 2Q23.
At present, SK hynix is the only supplier that mass produces HBM3 products, and as a result, is projected to increase its market share to 53% as more customers adopt HBM3.
TrendForce estimates, based on the plans of these three suppliers, that South Korea’s share of global DRAM capacity will continue to rise while China’s will decline YoY, dropping from 14% to 12% by 2025.
TrendForce predicts that the global market value of 5G NTN will jump from US$4.9 billion to $8.8 billion between 2023 to 2026—a CAGR of 7%. This rise in global market value will likely drive chip makers to begin developing 5G NTN technology.
