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Good news! The price of RAM memory will drop in the coming years

In the section that concerns us, that of PC hardware, we have previously seen news about how China not only wants to stop depending not only on Intel and amd in terms of processors, but also amd and of NVIDIA for the tasks of Artificial intelligence.

But, in addition, in China they are not happy with depending on other manufacturers for the rest of the components of their computer equipment. The last example is found in the manufacturer of memoirs CXMT (Changxin Memory Technologies), a manufacturer whose growth forecasts reach up to 15% by the end of 2025, according to the analysis firm Silicon Motion Technologies. CXMT’s global market share in 2021 was only 2%.

To reach a greater number of potential clients, this Chinese company has a gradual increase in the production of DDR5 memories facing 2025. It also plans to increase the production line and product catalog to DDR4, LPDDR4 and LPDDR5 memories. While, in 2022, the production capacity of wafers per month was 70,000, in 2024, this figure stands at 200,000 and by 2025 a considerable increase is expected to make the leap to the entire world, since all its production is For now, focused on local consumption.

RAM will be cheaper

If growth expectations continue a stable growth rate and CXMT gains a significant market share of the RAM memorieswill be a new rival to beat Samsung, SK Hynix and Micronwant dominate the market currently with 42.9%, 34.5% and 19.6% respectively according to the latest data from TrendForce.

Currently, CXMT is the main supplier of Xiaomi and Transsion (owner of the Tecno, Itel and Infinix brands very popular in China), smartphone makers that currently control 20% market share worldwide. It is also responsible for supplying DRAM to PC manufacturers in the country.

The arrival of a new RAM memory manufacturer on the market will, without a doubt, cause a price war in the industry, led by this company to quickly gain a significant market share that will undoubtedly benefit domestic users. Furthermore, if CXMT floods the market with its products, stock will accumulate on the shelves of all manufacturers, which will also cause a reduction in its price to sell it.

For now, as this report states, CXMT still has a long way to go to become a feasible solution for the main manufacturers of electronic devices, who have traditionally always trusted the 3 giants that dominate the market. What does seem to be clear is that RAM will drop in price, at the earliest between the end of 2025 and the beginning of 2026.

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