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The Taiwan market research agency Trend Force predicts that, due to budget constraints of PC and smartphone buyers and the shift in demand towards low-capacity products, regular DRAM contract prices are expected to increase only by 13%-18% in the third quarter. Despite sales pressures, industry revenue increased by 59.5% quarter-on-quarter, reaching $154.73 billion, thanks to price increases. The market intelligence agency Context warns that European PC shipments will decline further, with notebook computers experiencing a 6.4% year-over-year decrease in the third quarter and a projected 20% decrease in the fourth quarter; desktop computers will see a decline of about 20% in the third quarter and nearly 30% in the fourth quarter. In terms of manufacturer structures, Samsung benefits from the mass production of HBM4, SK hynix has the highest share in HBM shipments, Micron focuses on high-price server DRAM, and second-tier manufacturers mainly supply products with mature manufacturing processes.
DRAM 合同价格预计第三季度增长仅 13-18%。台湾市场观察机构 Trend Force 预测，受 PC 和智能手机买家预算限制及需求向低容量产品转移影响，常规 DRAM 合同价格增速将放缓至该区间，尽管行业营收仍因价格上涨而季度环比增长 59.5% 至 1547.3 亿美元。市场情报机构 Context 警告欧洲 PC 出货量将进一步下滑，笔记本电脑第三季度同比降幅达 6.4%，第四季度为 20%；台式机第三季度降幅约 20%，第四季度近 30%。尽管销量下降，但厂商因高价仍获收益。三星受益于 HBM4 量产，SK hynix 在 HBM 出货量中占比最高，Micron 则聚焦高价位服务器 DRAM，二线厂商主要供应成熟制程产品。