OWC Larry Comments on Memory Price Trends and SSD NAND Supply
OWC Larry comments on memory price trends:
Memory prices have been trending up for the last 4+ months and looks like this trend will continue. After years of losing money on DRAM - various makers exited - others reduced investment in DRAM production capability for other product types (NAND mainly which is currently growing faster than production holding prices unfortunately and keeping supply challenging) - and the result is that those still in the DRAM device fab game likely going to actually turn a profit this year on DRAM with supplies reducing vs. demand ratio.
I honestly thought to sound this off a couple months ago, but didn't believe this trend was going to sustain. In looking deeper at what's going on.... if nothing else, it doesn't look like decreases in memory prices are coming and all signs currently point to continued cost increases.
On another front - for the first time in 6 months, we've got stock on pretty much every one of our SSD models. With the exception of a couple days here or there short on goods - expecting to have solid SSD supply for the next 4-5 weeks and working on the weeks after that. I still can't believe what a mess the NAND supply side continues to be.... but we've got at least one solid window open now and working to keep that lined up too of course.
Memory prices remain near historic lows at present, but have begun to rise significantly on most products, with the exception (so far) of 16GB memory modules for the Mac Pro, which have only moved only slightly upward.
Price trend graphs
See the long term graphs for all.
- Memory price trend graphs for Mac Pro (12/24/32/48/64/96 GB).
- Memory price trend graphs for MacBook Pro (8GB/16GB).
- Mac Mini memory prices are the same as for MacBook Pro.
- Memory price trend graphs for iMac (8GB/16GB/32GB).