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2025³â ÇϹݱâ, DDR4´Â ÇÑÁ¤µÈ »ý»ê´É·Â°ú °·ÂÇÑ ¼ö¿ä·Î ÀÎÇØ ±¸Á¶ÀûÀÎ °ø±Þ ºÎÁ·°ú °¡°Ý »ó½Â¿¡ Á÷¸éÇÏ°Ô µÉ °ÍÀ̸ç, ¼¹ö¿ë °ø±ÞÀÌ ¿ì¼±¼øÀ§°¡ µÉ °ÍÀÔ´Ï´Ù. PC ¹× ¼ÒºñÀÚ ½ÃÀåÀº °¡°Ý ±Þµî°ú °ø±Þ ºÎÁ·À¸·Î ¾î·Á¿òÀ» °Þ°í ÀÖÀ¸¸ç, °ø±Þ ºÎÁ·ÀÌ ÇØ¼ÒµÇÁö ¾Ê´Â °¡¿îµ¥ DDR5ÀÇ Ã¤ÅÃÀÌ °¡¼Óȵǰí ÀÖ½À´Ï´Ù.
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- DRAM ½ÃÀåÀº 2025³â ÇϹݱ⿡ Å« º¯È°¡ ÀÖÀ» °ÍÀ̸ç, DDR4´Â Å« ÃÊÁ¡ÀÌ µÉ °ÍÀÔ´Ï´Ù.
- »ý»ê´É·ÂÀÇ ÇѰè·Î ¼¹ö ½ÃÀåÀÌ ¿ì¼±½ÃµÇ¸é¼ PC ¹× ¼ÒºñÀÚ¿ë DRAMÀÇ °ø±Þ ºÎÁ·ÀÌ ½ÉÈ.
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- ÁÖ¿ä °ø±Þ¾÷üµéÀÇ CSP DDR4 ÁÖ¹®ÀÌ È£Á¶¸¦ º¸À̸ç PC¿ë °ø±ÞÀÌ ´õ¿í ŸÀÌÆ®ÇØÁü.
- ¼ÒºñÀÚ¿ë D·¥Àº ¼ö¿ä°¡ ¼¼ºÐȵǾî ÀÖ¾î °ø±ÞÃæÁ·µµ°¡ °¡Àå ³·°í, °è¾à°¡°ÝÀÌ °¡Àå ±ÞµîÇϰí ÀÖ½À´Ï´Ù.
- ½ÃÀå ÀüüÀûÀ¸·Î´Â ¼¹ö ¼ö¿ä°¡ PC ¹× ¼ÒºñÀÚ °ø±ÞÀ» ¾ÐµµÇϰí ÀÖÀ¸¸ç, ¿©ÀüÈ÷ °ø±Þ ºÎÁ· Çö»óÀÌ Áö¼ÓµÇ°í ÀÖ½À´Ï´Ù.
- DDR5´Â »õ·Î¿î ½Ã½ºÅÛ¿¡¼ DDR4¸¦ ´ëüÇÒ °ÍÀ¸·Î ¿¹»óµÇÁö¸¸, ³ôÀº °¡°Ý°ú °ø±Þ ±äÀåÀº ´çºÐ°£ ¿ÏȵÇÁö ¾ÊÀ» °ÍÀ¸·Î º¸ÀÔ´Ï´Ù.
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Á¦1Àå DDR4 °è¾à°¡°ÝÀÌ DDR5¸¦ »óȸ, 2025³â 3ºÐ±â PC¿ë DRAM ½ÃÀåÀÇ °¡°Ý »ó½ÂÀ» °ßÀÎ
Á¦2Àå CSPÀÇ Ãß°¡ ÁÖ¹®À¸·Î ¼¹ö¿ë DDR4ÀÇ °¡°Ý »ó½Â¼¼ °¡¼ÓÈ
Á¦3Àå DDR4 ½ÃÀå Ȱµ¿ÀÇ ºÒ±ÕÇüÀ¸·Î ÀÎÇØ 7¿ù ¼ÒºñÀÚ DRAM °è¾à °¡°ÝÀÌ 60% ÀÌ»ó ±Þµî
- PC¿ë DRAM/¼¹ö¿ë DRAM/¼ÒºñÀÚ¿ë DRAM¿¡ »ç¿ëµÇ´Â DDR4ÀÇ °è¾à °¡°Ý Àλó
KSM
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