The drop in memory prices is good news for gamers, but a disaster for scalpers who stock up on products! According to Shenzhen Huaqiangbei Market, traders and scalpers who bought a lot of DDR5 during the previous rally are now working hard to clear their inventory because the price has dropped too fast and if they don't ship, it will only become more painful and the price will get lower and lower.
The trapped scalpers began to "beg to be let go"
Some new 16GB DDR5 memory modules were previously sold for RMB 1,600 to RMB 1,800 at the peak of the price increase, which is equivalent to approximately US$232.06 to US$261.07 (approximately TWD 7,422.74 / HKD 1,818.74 / MYR 936.89 to TWD 8,350.58 / HKD 2,046.08 / MYR 1,054.00). Now the price of a note of the same capacity is said to be "closer to RMB 1,200", about US$174.05 (about TWD 5,567.05 / HKD 1,364.05 / MYR 702.67).
If you are a player, you will say "Finally back to human prices"; if you are a scalper, you will only ask "Brothers, the memory has plummeted, we are finished, is there any chance of recovery?"
The gray market collapsed first: dismantled machine strips and recycled strips were the first to suffer.
This does not look like a total collapse of the entire memory market, but more like the gray channel and the spot market have trouble first. Because these resellers rely on low gross profits to move in and out quickly, once the price drops close to the cost line, panic will spread like an infection.
China's current sharpest decline mainly occurs in "spot transactions of secondary market modules", including disassembled or recycled memory sticks; while the pricing of original IC modules is relatively more stable. In other words, the first ones to be defeated are the channels that rely on speculation and hoarding of goods to heat up the market.
Is the “scalper market” finally exposed? The good news is: prices are back
On the whole, this is more like delayed justice: after months of panic buying and hoarding, retail and gray market channels have finally begun to return to rationality. Of course it's bad news for scalpers, but for those who really want to install a computer, at least the next time they upgrade their computer, they don't have to pay tuition first.
For Southeast Asian players, the practical impact of this development around chinese memory scalpers are beginning to panic: ddr5 spot prices are stuck, huaqiangbei chuan “can’t sell it w will be measured by update reliability, platform performance, and whether the next official communication delivers concrete follow-through.