[情報] 韓廠匿名爆料!美光遭指控人為抬高記憶體價格
桌機記憶體模組價格漲不停,先前我們根據市調媒體的資料,試圖為各位玩家剖析究竟漲價原因是為哪樁?在這篇「"漲"聲不斷,記憶體價格持續攀高!何時會降價…」的文章中,我們以為是因為記憶體廠的產能調配問題,導致價量失衡,使得價格高居不下。
但是現在據韓國時報撰文,記憶體模組價格飛漲的原因似乎是因有人為的黑手在背後操控,而且罪魁禍首指向目前在桌機記憶體模組市場上市佔率約50%的美光科技,韓媒稱美光利用近乎過半的市場佔有率優勢,並且透過以減產策略來讓供給量吃緊,進而使得記憶體顆粒的現貨與合約價格持續上揚以牟取更高利潤。
不過這則新聞有趣的地方是,韓媒的消息來源居然是來自記憶體產業的匿名韓國廠商高層,而現在會有相關新聞曝光,想必是已經有相關政府單位開始調查之故,而從兩個角度推敲、解讀,其一若是韓廠並沒有參與記憶體顆粒價格壟斷,而純粹是因為眼紅美光藉由漲價的機會大撈一筆,因此在彼此競爭關係以及先行表明自清的考量之下,讓這次價格操作提前落幕;其二,若是韓廠有參與其中價格操縱的實際作為,而現在不正是有如聯手控制面板價格事件的翻版嗎?而且很巧的是韓國三星與SK海力士恰好是桌機記憶體模組市場的二、三名,這次記憶體顆粒價格上漲對於韓國雙
雄來說也同樣有撈到好處的…
總而言之,記憶體產業在經過這幾年的整併之後,大者恆大,個別廠商對市場的影響力也與日俱增,以這件事情為例,也許對一般消費者並不是好事…
From OC
http://www.oc.com.tw/articles/2013-03-13-news-dram-consumers-accuse-dram-makers-of-artificial-price-fixing.html
話說SSD也撈了一筆
需求仍然成長中...
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