hello,
If DDR4 prices were following a standard cost curve, you’d expect faster DRAM clocks to loosely correlate with higher costs. Instead, the costs are fairly compressed below a certain point. You can buy 16GB DDR4-2133 for $168 or DDR4-3000 for $170. DDR4-3200 is selling for just (“just”) $180. Above this point, DDR4-3333 still demands a price premium, at $220, and the prices increase from that point forward.
The explanation for this spiking is that mobile demand for DDR4 has stripped the market bare. That’s possible, but LPDDR4 and LPDDR4X are not identical to DDR4, and it’s not as simple as building DDR4 and then binning it to see what kind of memory you have. And according to DigiTimes, mobile DRAM inventory levels are spiking at smartphone manufacturers, with some companies carrying 2x the load they were as weak demand for devices and skyrocketing prices bite into smartphone profit margins as well. Overall smartphone sales grew slightly in 2017, but not at the kind of meteoric rate we saw in earlier years.