The rapid growth of mobile devices combined with increasing DRAM usage will drive overall DRAM shipments from 29.3 billion in 2012 to 334 billion by 2019.
FORBES: Why Growth In Mobile Devices Will Fuel Micron's DRAM Shipments
Profitability in DRAM remained weak despite growth in global PC shipments in the high-single digit percentage quarter-on-quarter and a push in sales of mobile and server DRAM.
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Mike Howard, principle DRAM analyst for DRAM and memory at iSuppli, said in a statement that the soft DRAM pricing reflects both weaker PC demand and greater supply.
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Micron develops different types of DRAM including mobile DRAM products that are specialty DRAM memory devices designed for applications demanding minimal power consumption such as smartphones and tablets.
FORBES: Why Growth In Mobile Devices Will Fuel Micron's DRAM Shipments
The new 2GB LPDDR3 DRAM can transfer data at up to 1600 megabits per second (Mbps) per pin, which is approximately 50 percent faster than a LPDDR2 DRAM.
By providing an early extensive global supply of LPDDR3 DRAM to smartphone and tablet manufacturers, Samsung expects to see a significant increase in the adoption of 2GB mobile DRAM.
However, during Q2 2012, PCs share in global DRAM shipments stood at 49%, the first time since 1980 when it did not consume the majority of DRAM memory products.
FORBES: Why Growth In Mobile Devices Will Fuel Micron's DRAM Shipments
On the components business side, demand for PC DRAM remained weak but growth of high value-added products such as server and mobile DRAM was constant due to increased sales of mobile devices.
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It also develops mobile DRAM products that are specialty DRAM memory devices designed for applications that require minimal power consumption such as smart phones, GPS devices, tablets, as personal digital assistants and digital still cameras.
FORBES: Why Growth In Mobile Devices Will Fuel Micron's DRAM Shipments
Weak global demand for PC DRAM chips still weighed on Samsung's push for a recovery, although it responded to increased orders for server and mobile DRAM and hastened migration to the 30-nanometer and below process.
Weaker-than-expected off-peak season demand and a global supply crunch of HDDs coupled with low demand for PC DRAM chips and the oversupply of mobile DRAM impacted profit margins, in which the memory portion saw its revenue slip to 4.89 trillion won.
While PCs continue to account for the majority of global DRAM sales, rising contribution of alternate markets including mobile, tablets, servers, automation and networking contribute to higher DRAM shipments both via rising volumes as well as increasing content in these devices.
Considering the growing popularity of smartphones and tablets, we expect mobile devices to account for a higher proportion of DRAM sales in the future and estimate the rapid growth in mobile devices to accelerate DRAM shipments despite a slowdown in the PC market.
FORBES: Why Growth In Mobile Devices Will Fuel Micron's DRAM Shipments
Likewise, if DRAM ever loses out to magnetic memory, cache chips will decline alongside it.
"By the time we get out there, DRAM technology may have passed us, " he admits.
Strong operational performance and more volumes from Inotera led to higher DRAM production in the quarter.
This Hybrid Memory Cube is achieved through massive parallel interconnection of the DRAM memory cells.
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These darn foreigners, he said, why, they were dumping cheap DRAM chips on the American market.
Analysts at Objective Analysis have been analyzing the DRAM market since the 1970s.
He liked a pint, and a dram too, but not when he was working.
For over three decades PCs have accounted for more than 50% of the DRAM market.
FORBES: Why Growth In Mobile Devices Will Fuel Micron's DRAM Shipments
We can think of DRAM as a short-term memory that computing devices require for executing programs.
FORBES: Why Growth In Mobile Devices Will Fuel Micron's DRAM Shipments
Samsung will continue to concentrate on value-added products such as server and mobile DRAM.
Sure, Toshiba is in the memory game but at that time I was focused on DRAM.
On the other hand, DRAM average selling prices remained low with a sequential decline of 11%.
Infineon, the former semiconductor unit of Germany's Siemens , has made DRAM products for years.
Finally, sample a dram of the light, sweet whisky in the malt barn.
When the Japanese dumped DRAM chips onto the American market in the mid-1980s, the U.S. won hugely.
Intel, assumed at first to be a victim of this Japanese DRAM dump, won biggest of all.
In late 2015 we fully anticipate another big DRAM price crash leading to another difficult semiconductor down-cycle.
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