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DDR4 供應短缺與價格上漲：全球市場趨勢（2025 年下半年）
市場調查報告書
商品編碼
1794796

DDR4 供應短缺與價格上漲：全球市場趨勢（2025 年下半年）

DDR4 Shortage and Price Surge: Global Market Trends 2H25
出版日期: | 出版商: TrendForce | 英文 4 Pages | 商品交期: 最快1-2個工作天內

價格
簡介目錄

2025 年下半年，由於產能有限且需求強勁，DDR4 將面臨結構性供應短缺和價格上漲，伺服器供應將優先。 PC 和消費市場將面臨價格上漲和供應短缺的局面，而隨著供應短缺的持續，DDR5 的採用將加速。

重點

  • 2025 年下半年，DRAM 市場將發生重大轉變，DDR4 將成為主要焦點。
  • 產能有限，伺服器市場將優先供應，加劇 PC 和消費級 DRAM 的供應短缺。
  • PC DRAM 市場價格上漲但出貨量減少，這將加速 DDR5 的採用。
  • 主要供應商的 CSP DDR4 訂單強勁，進一步加劇 PC 供應緊張。
  • 由於需求分散，消費級 DRAM 的供應量最低，合約價格上漲速度最快。
  • 在整個市場中，伺服器需求超過了 PC 和消費級供應，導致供應持續短缺。
  • 預計 DDR5 將在新系統中取代 DDR4，但高價格和供應緊張的局面短期內不太可能緩解。

目錄

第一章：DDR4合約價超越DDR5，推動2025年第三季PC DRAM市價大幅上漲

第二章：CSP追單加速伺服器DDR4價格上漲

第三章：DDR4市場供需失衡導致7月消費級DRAM合約價飆漲逾60%

  • PC DRAM、伺服器DRAM和消費級DRAM的DDR4合約價都上漲
簡介目錄
Product Code: TRi-0081

In the second half of 2025, DDR4 faces structural shortages and soaring prices due to limited capacity and robust demand, with supply prioritized for servers. PC and consumer markets struggle with high prices and low availability, accelerating DDR5 adoption amid unresolved supply tension.

Key Highlights:

  • Significant DRAM market changes expected in H2 2025, DDR4 as the main focus.
  • Limited capacity, with server market prioritized, causing severe shortages for PC and consumer sectors.
  • PC DRAM market witnesses higher prices but lower shipments; DDR5 adoption accelerates.
  • Major suppliers receive strong CSP DDR4 orders, further straining PC supply.
  • Consumer segment faces the lowest supply fulfillment due to fragmented demand, with contract prices surging most sharply.
  • Overall market remains in persistent shortage, with server demand crowding out PC and consumer supply.
  • DDR5 expected to replace DDR4 in new systems; high prices and supply tension unlikely to ease soon.

Table of Contents

1. DDR4 Contract Prices Surpass DDR5, Resulting in Significant Price Hikes in PC DRAM Market During 3Q25

2. Additional Order Pulls from CSPs to Ascend Momentum of Price Hikes for Server DDR4

3. Contract Prices of Consumer DRAM Surged by Over 60% in July under Imbalanced Market Activities of DDR4

  • Contract Price Hikes of DDR4 for PC DRAM/Server DRAM/Consumer DRAM