Thursday February 14, 2019

Digitimes Claims that Memory is Cheap, and that AMD is Gaining Market Share

Citing industry sources, a recent report from Digitimes claims that prices for 1TB "gaming" SSDs fell more than 50% since 2018. According to their data, a 1TB SSD used to cost 10,000 New Taiwan Dollars (about $324 USD), whereas they're going for NT$3000-5000 ($97-$160) tody. This seemingly lines up with historical price data, as a 1TB Samsung 860 EVO, for instance, dropped from $330 in January 2018 to $128 in December. PCPartpicker's 1TB SSD chart paints a fuzzier picture, as the "average" selling price for SSDs is much higher than the list price for the most common drives, but even the average has fallen significantly since early 2018. Digitimes also claims that 4GB and 8GB memory modules have fallen to $30 and $60, respectively. According to PCPartPicker's DDR4 charts, that's nearly half the price they were going for about a year ago, and Digitimes believes that memory prices should drop even more in the first quarter of 2019.

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Meanwhile, the publication's sources also claim that AMD has a 17% share of the "gaming market," whatever that means. AMD themselves recently highlighted Mercury Research's market share numbers, which claim that AMD has a 15.8% and 12.1% slice of the desktop and notebook markets, respectively, but those numbers only represent Q4 2018.

Despite growing adoption of NAND flash chips in SSDs, the prices will see a sequential drop of over 15% in the first quarter of 2019 thanks to weakening total bit demand for PC-use SSDs and SSD price falls... The sources continued that shipments of gaming DDR4 high-spec modules have been affected by the shortages of Intel CPUs, driving gaming consumers to turn to AMD platforms. This has pushed up AMD's share of the gaming market to 17% and increased shipments of DDR4 3200 MHz and under modules, compared to a slowdown in shipments of 3600-4000 MHz modules.