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DDR4 供应短缺与价格上涨：全球市场趋势（2025 年下半年）
市场调查报告书
商品编码
1794796

DDR4 供应短缺与价格上涨：全球市场趋势（2025 年下半年）

DDR4 Shortage and Price Surge: Global Market Trends 2H25
出版日期: | 出版商: TrendForce | 英文 4 Pages | 商品交期: 最快1-2个工作天内

价格
简介目录

2025 年下半年，由于产能有限且需求强劲，DDR4 将面临结构性供应短缺和价格上涨，伺服器供应将优先。 PC 和消费市场将面临价格上涨和供应短缺的局面，而随着供应短缺的持续，DDR5 的采用将加速。

重点

  • 2025 年下半年，DRAM 市场将发生重大转变，DDR4 将成为主要焦点。
  • 产能有限，伺服器市场将优先供应，加剧 PC 和消费级 DRAM 的供应短缺。
  • PC DRAM 市场价格上涨但出货量减少，这将加速 DDR5 的采用。
  • 主要供应商的 CSP DDR4 订单强劲，进一步加剧 PC 供应紧张。
  • 由于需求分散，消费级 DRAM 的供应量最低，合约价格上涨速度最快。
  • 在整个市场中，伺服器需求超过了 PC 和消费级供应，导致供应持续短缺。
  • 预计 DDR5 将在新系统中取代 DDR4，但高价格和供应紧张的局面短期内不太可能缓解。

目录

第一章：DDR4合约价超越DDR5，推动2025年第三季PC DRAM市价大幅上涨

第二章：CSP追单加速伺服器DDR4价格上涨

第三章：DDR4市场供需失衡导致7月消费级DRAM合约价飙涨逾60%

  • PC DRAM、伺服器DRAM和消费级DRAM的DDR4合约价都上涨
简介目录
Product Code: TRi-0081

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