The demand for GDDR6 memory, a key piece in the graphics cards of this generation, will live a significant increase later this year, the date of the launch of the new graphics cards from NVIDIA, the RTX 30 series, and from AMD, the Radeon RX 6000 (RDNA2). The arrival of Xbox Series X and PS5, two consoles that use 16 GB of unified GDDR6 memory, will also have a notable impact.
Due to the impact that the COVID-19 pandemic is having on the technology industry, the increase in prices that we have seen in some components has been relatively low, but this trend will change in the final stretch of the year, and the GDDR6 memory will be one of the great protagonists.
We have to consider three big keys. The first is the launch of the new generation of graphics cards from NVIDIA and AMD, which will mean an increase in the demand for GDDR6 memory. Secondly we have the launch of Xbox Series X and PS5, which will also affect the demand for this type of graphic memory, and finally we have the fact that only Samsung and Micron manufacture this type of memory, and SK Hynix will not start to Produce GDDR6 memory until later this year.
More expensive graphics cards: will it affect RAM?
From TrendForce comment that the price of GDDR6 memory could go up considerably later this year, and that this would obviously have consequences on the price of new generation graphics cards.
In this sense, we must clarify that both NVIDIA and AMD will increase the amount of integrated GDDR6 memory of some of their new graphics cards, which means they will have to buy more chips and the price of these will be higher. We therefore have a double cost increase It could significantly affect the sale price of these new graphics cards.
On the other hand, we must assess the impact that this rise in demand could have on the production of DRAM memory, and that is that the greater penetration of GDDR6 memory could force the large companies in the sector to reduce resources destined to the production of DRAM memory to increase the production of this type of graphic memory. If this happens and the demand for RAM memory is maintained or increases its price could go up, although in a less marked way than in the case of the GDDR6.
We will closely follow the evolution of prices during the final stretch of the year, but if this price increase is confirmed, the cost of the new graphic generation of NVIDIA and AMD It could be higher than we had imagined.