As the three major DRAM manufacturers—Samsung, Micron, and SK Hynix—gradually exit DDR4 production to focus on advanced DDR5 and HBM, market supply has quickly tightened, and the effect of order transfers is beginning to emerge.
DDR4 selling prices have risen across the board in the second quarter.
Samsung already issued a letter in April notifying OEM customers that several of its 8GB and 16GB DDR4 SODIMM and UDIMM modules will be fully discontinued by the end of 2025.
SK Hynix has reportedly reduced its DDR4 production ratio to just 20%, with actual supply already significantly reduced.
Micron has issued EOL (End of Life) notifications for DDR4 products used in servers, maintaining only partial supply while significantly cutting overall capacity.
Domestic manufacturers, although rapidly expanding capacity, still face doubts over quality and supply stability. Moreover, their main markets are concentrated on domestic demand, making it difficult to fully absorb global order transfers in the short term.
It is reported that domestic original manufacturers will only achieve large-scale DDR4 mass production by the end of 2024, but they have already planned to issue EOL notifications for DDR4 products for server and PC applications in the third quarter of 2025, with phased supply termination expected from mid-2026, shifting entirely to DDR5 and HBM high-end products.
Industry sources indicate that DRAM product processes and equipment differ greatly, making it difficult to revert once production lines are switched to DDR5. This creates a structurally tight supply of DDR4, further driving up prices and accelerating product replacement.
Nonetheless, a large number of system platforms and applications still require DDR4 products, such as industrial control systems, educational computers, embedded devices, and low-to-mid-range PCs. Additionally, module makers still need supply for repairs and spare parts in the short term, maintaining real demand in the DDR4 market and strengthening the bargaining power and momentum for order transfers among alternative suppliers.
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