The recent introduction of Intel Alder Lake processors for desktop computers has resulted in a shortage of DDR5 memory modules, Chen Libai, president of Adata, said in an interview.
According to the CEO of Adata, the three major DRAM makers have not yet sufficiently converted their manufacturing capacity to DDR5, and a local press report indicates that this has already resulted in a shortage, due to the enthusiasm of gamers. esports for the current Intel PC platform. . According to the source, the global scarcity of DDR5 that is currently observed has occurred “unexpectedly.” Libai predicts that the top three (Samsung, SK hynix and Micron) would realign production priorities to adequately respond to the market by Q2 2022.
As with the GPU shortage, we predict that all incoming DDR5 supplies will favor system builders over the DIY market, which means pre-built PCs and laptops with ADL and new memory – as well as those very GPUs. wanted – can make new platform choices particularly solid by the summer.
Shortage of PMIC – Another cause of shortage would be a lack of sufficient PMIC (Power Management Integrated Circuit) chips – which DDR5 has integrated into the DIMM – therefore a lack of power supply integrated circuits. According to the industry, the current lead times for PMIC orders are expected to be 35 weeks, which will put additional pressure on system assemblers and DRAM producers, and lead to delays and bottlenecks throughout the chain. supply.
DDR5 power management chips are 10 times more expensive than identical DDR4 power management solutions, which does not bode well for the future of DDR pricing. Due to the lower supply / demand ratio, higher prices for DDR5 modules are to be expected in the future.
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