As per the DRAMexchange manufactures have increased mobile and server DRAM productions and scaled back PC DRAM shipments.
There are indications that there is improvement in the laptop/notebook market, along with robust smart phones and rising demand for servers also playing very big role in creating higher than predictable demand for memory components here in the second half of 2016.
There, prices of both DRAM (dynamic memory) and NAND Flash are anticipated to go up in the fourth quarter, and DRAM contract prices in particular will post another sequential increase of more than 10 percent
For next one price are expected to increase more and it seems that DRAM market outlook will be optimistic in 2017 as supply for PC DRAM
Recovery in Notebook Market Helping Boost DRAM Prices believes the DRAM market outlook will be optimistic going into 2017 as supply continues to tighten for desktop PC DRAM. Continues to tighten. This year DRAM market has benefited from excellent shipment outcome from Chinese Smartphone brands and expanding server shipments due to rising data center demand from China
The Server orders from Taiwan-based OEMs in the second half of 2016 have increased by almost 20 percent on average compare to the year’s first half.
In second Quarter 2016, demand from mobile and server DRAM has increased drastically due to that manufacturers scaled back their PC DRAM shipments,
As per the market information Mobile DRAM is likely to make up nearly 45 percent of the worldwide DRAM shipments this fourth quarter at the same time as the share of server DRAM will surpass 25 percent but PC DRAM share will be only 20 Percent of whole fourth-quarter shipments.
But there is good news that demand for notebooks has picked in North America in the third quarter and HP and Dell have increased their respective notebook shipments by more than 8 percent sequentially.
The Contract Prices of PC DRAM modules (DDR3 and DDR4) have now stabilized at $13.50 as supply tightens.
On the other hand Apple and Chinese smartphone brands such as Huawei, Vivo and OPPO has bigger demand as anticipated and is consuming a enormous part of the overall production capacity for planar NAND Flash.
The demand for SSDS are also increasing very speedily due to all these factors there is gap between demand and supply in the NAND Flash market
Due to OEM demand and challenges related to technology migration, major NAND Flash suppliers such as Samsung, Toshiba, SanDisk and Micron have significantly reduced their shipments to memory module makers.